Peterson Wealth Services Purchases in Q2 2025

Peterson Wealth Services

  • $362 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
11
+ 0.88%
$468.22 - $566.51 $5.15K - $6.23K
1.26K $712K
PAYC
Paycom Software, Inc.

Technology
2
+ 0.06%
$193.07 - $265.71 $386 - $531
3.59K $831K
XSMO
Invesco S&P Smallcap Momentum

ETFs
134
+ 2.0%
$55.15 - $68.11 $7.39K - $9.13K
6.82K $464K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 0.91%
$1561.69 - $1966.55 $4.69K - $5.9K
331 $647K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9
+ 0.15%
$45.98 - $56.15 $414 - $505
5.85K $328K
GOOG
Alphabet Inc.

Communication Services
3
+ 0.18%
$146.58 - $180.01 $440 - $540
1.66K $293K
STE
Steris PLC

Healthcare
4
+ 0.23%
$208.55 - $252.55 $834 - $1.01K
1.72K $414K
SWKS
Skyworks Solutions, Inc.

Technology
144
+ 11.83%
$49.2 - $74.95 $7.08K - $10.8K
1.36K $101K
ODFL
Old Dominion Freight Line, Inc.

Industrials
407
+ 2.71%
$146.74 - $176.07 $59.7K - $71.7K
15.4K $2.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
149
+ 2.69%
$96.84 - $99.46 $14.4K - $14.8K
5.69K $564K
NEE
Nextera Energy Inc

Utilities
430
+ 4.12%
$64.11 - $75.0 $27.6K - $32.3K
10.9K $754K
VFH
Vanguard Financial ETF

ETFs
50
+ 6.92%
$104.87 - $127.3 $5.24K - $6.37K
773 $98K
CRM
Salesforce, Inc.

Technology
4
+ 0.19%
$236.26 - $291.15 $945 - $1.16K
2.14K $582K
FAST
Fastenal CO

Industrials
1.45K
+ 101.04%
$40.65 - $83.16 $59.1K - $121K
2.89K $121K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.05%
$119.13 - $135.03 $238 - $270
4.1K $506K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.2%
$151.62 - $183.47 $152 - $183
494 $90K
NUE
Nucor Corp

Basic Materials
25
New
$103.22 - $131.43 $2.58K - $3.29K
25 $3K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.83%
$206.34 - $257.46 $206 - $257
122 $31K
HSY
Hershey CO

Consumer Defensive
20
New
$151.29 - $173.13 $3.03K - $3.46K
20 $3K
MGRC
Mcgrath Rentcorp

Industrials
1
+ 0.29%
$101.45 - $118.14 $101 - $118
345 $40K
RTX
Raytheon Technologies Corp

Industrials
8
+ 12.5%
$113.75 - $148.48 $910 - $1.19K
72 $10K
PYPL
Pay Pal Holdings, Inc.

Financial Services
14
New
$57.41 - $74.81 $804 - $1.05K
14 $1K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10
New
$99.37 - $134.05 $994 - $1.34K
10 $1K
CRNC
Cerence Inc.

Technology
100
New
$6.88 - $10.21 $688 - $1.02K
100 $1K
ONB
Old National Bancorp

Financial Services
11
+ 0.67%
$17.95 - $22.57 $197 - $248
1.65K $35K
ELV
Elevance Health, Inc.

Healthcare
3
New
$372.27 - $452.69 $1.12K - $1.36K
3 $1K
SNPS
Synopsys Inc

Technology
2
New
$380.9 - $517.66 $762 - $1.04K
2 $1K
IBOC
International Bancshares Corp

Financial Services
16
New
$56.4 - $66.7 $902 - $1.07K
16 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
104
New
$10.8 - $16.92 $1.12K - $1.76K
104 $1K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
New
$483.07 - $625.6 $483 - $626
1 $0
Ge Vernova Incorporated
946
+ 31533.33%
N/A
949 $0
PWR
Quanta Services, Inc.

Industrials
2
New
$239.47 - $381.26 $479 - $763
2 $0
QCOM
Qualcomm Inc

Technology
6
New
$124.66 - $159.48 $748 - $957
6 $0
AMGN
Amgen Inc

Healthcare
3
New
$262.28 - $309.85 $787 - $930
3 $0
SHW
Sherwin Williams CO

Basic Materials
2
New
$313.51 - $363.51 $627 - $727
2 $0
VST
Vistra Corp.

Utilities
3
New
$98.07 - $195.04 $294 - $585
3 $0
LMT
Lockheed Martin Corp

Industrials
2
New
$430.82 - $486.45 $862 - $973
2 $0
MDT
Medtronic PLC

Healthcare
640
+ 3.09%
$80.68 - $88.86 $51.6K - $56.9K
21.3K $1.86M
Super Micro Computer Incorporated Com New
471
+ 2.72%
N/A
17.8K $0
FDUS
Fidus Investment Corp

Financial Services
1
+ 0.83%
$17.32 - $20.65 $17.3 - $20.7
122 $2K
Pacs Group Incorporated Com Shs
2.17K
+ 4.24%
N/A
53.3K $0
FISV
Fiserv Inc

Technology
2
+ 0.1%
N/A
2.09K $261K
FCX
Freeport Mcmoran Inc

Basic Materials
22
New
$29.15 - $44.46 $641 - $978
22 $0
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
16
+ 0.78%
$38.81 - $44.28 $621 - $708
2.07K $87K
ACN
Accenture PLC

Technology
2
+ 0.48%
$279.23 - $323.21 $558 - $646
415 $124K
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.63%
$79.69 - $99.41 $398 - $497
793 $72K
ALL
Allstate Corp

Financial Services
6
+ 0.45%
$180.53 - $212.64 $1.08K - $1.28K
1.33K $267K
CMCSA
Comcast Corp

Communication Services
1.22K
+ 2.93%
$32.84 - $36.72 $40.2K - $44.9K
42.9K $1.53M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2
+ 0.04%
$139.81 - $165.8 $280 - $332
4.92K $763K
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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