Peterson Wealth Services Purchases in Q3 2024

Peterson Wealth Services

  • $313 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
1.17K
New
$160.76 - $177.82 $188K - $208K
1.17K $202K
ABT
Abbott Laboratories

Healthcare
1.77K
New
$100.07 - $118.13 $177K - $209K
1.77K $201K
MGPI
Mgp Ingredients Inc

Consumer Defensive
1.34K
+ 14.38%
$69.79 - $91.87 $93.4K - $123K
10.6K $884K
LSTR
Landstar System Inc

Industrials
1.01K
New
$173.24 - $193.87 $174K - $195K
1.01K $190K
DXCM
Dexcom Inc

Healthcare
2.83K
New
$64.0 - $116.06 $181K - $328K
2.83K $189K
MRO
Marathon Oil Corp

Energy
7.04K
New
$25.87 - $29.26 $182K - $206K
7.04K $187K
XOM
Exxon Mobil Corp

Energy
1.22K
+ 6.19%
$109.72 - $119.0 $134K - $146K
21K $2.46M
NKE
Nike, Inc.

Consumer Cyclical
2.07K
New
$71.09 - $89.44 $147K - $185K
2.07K $182K
EOG
Eog Resources Inc

Energy
1.46K
New
$117.9 - $132.65 $172K - $193K
1.46K $179K
OSK
Oshkosh Corp

Industrials
1.78K
New
$97.2 - $116.02 $173K - $207K
1.78K $178K
FCNCA
First Citizens Bancshares Inc

Financial Services
54
+ 10.8%
$1685.92 - $2128.51 $91K - $115K
554 $1.02M
CMCSA
Comcast Corp

Communication Services
2.1K
+ 6.13%
$37.33 - $41.78 $78.4K - $87.7K
36.4K $1.52M
RJF
Raymond James Financial Inc

Financial Services
2.02K
+ 3.17%
$106.39 - $125.13 $215K - $253K
66K $8.08M
CGNX
Cognex Corp

Technology
4.32K
New
$36.85 - $52.91 $159K - $229K
4.32K $174K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.91K
New
$54.38 - $59.77 $158K - $174K
2.91K $172K
UPS
United Parcel Service Inc

Industrials
1.25K
New
$123.32 - $147.38 $154K - $184K
1.25K $170K
NEE
Nextera Energy Inc

Utilities
851
+ 12.28%
$69.9 - $84.97 $59.5K - $72.3K
7.78K $657K
VZ
Verizon Communications Inc

Communication Services
1.9K
+ 8.72%
$38.89 - $45.0 $73.7K - $85.3K
23.6K $1.06M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.3K
New
$47.18 - $48.74 $156K - $161K
3.3K $160K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.04%
$517.38 - $573.86 $1.03K - $1.15K
5.19K $2.98M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
352
+ 7.09%
$320.55 - $412.94 $113K - $145K
5.32K $2.07M
PEG
Public Service Enterprise Group Inc

Utilities
528
+ 7.91%
$73.58 - $89.21 $38.9K - $47.1K
7.2K $642K
ETN
Eaton Corp PLC

Industrials
5
+ 0.06%
$272.52 - $333.02 $1.36K - $1.67K
8.39K $2.78M
HAP
Vaneck ETF Tr Natural Resource

ETFs
2.84K
New
$48.29 - $52.83 $137K - $150K
2.84K $149K
FTCS
First Trust Capital Strength E

ETFs
1.62K
New
$83.58 - $90.94 $135K - $147K
1.62K $146K
ACN
Accenture PLC

Technology
410
New
$295.44 - $355.81 $121K - $146K
410 $144K
WLK
Westlake Corp

Basic Materials
744
+ 14.39%
$133.5 - $150.97 $99.3K - $112K
5.92K $889K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.37K
New
$84.18 - $106.5 $115K - $146K
1.37K $136K
TT
Trane Technologies PLC

Industrials
96
+ 5.84%
$314.21 - $388.71 $30.2K - $37.3K
1.74K $675K
BV
Bright View Holdings, Inc.

Industrials
7.62K
New
$12.56 - $15.97 $95.7K - $122K
7.62K $119K
KEY
Keycorp

Financial Services
6.65K
New
$13.95 - $17.34 $92.7K - $115K
6.65K $111K
ISRG
Intuitive Surgical Inc

Healthcare
222
New
$416.14 - $494.01 $92.4K - $110K
222 $109K
ICE
Intercontinental Exchange, Inc.

Financial Services
225
+ 7.49%
$136.93 - $162.81 $30.8K - $36.6K
3.23K $518K
MPC
Marathon Petroleum Corp

Energy
1.61K
+ 10.75%
$158.61 - $180.75 $256K - $292K
16.6K $2.71M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 0.76%
$475.2 - $527.7 $11.9K - $13.2K
3.3K $1.74M
EFG
Msci Eafe Growth ETF

ETFs
960
New
$96.84 - $108.77 $93K - $104K
960 $103K
CROX
Crocs, Inc.

Consumer Cyclical
747
+ 12.04%
$121.05 - $147.9 $90.4K - $110K
6.95K $1.01M
FAST
Fastenal CO

Industrials
1.42K
New
$62.09 - $71.83 $88.4K - $102K
1.42K $101K
ZION
Zions Bancorporation, National Association

Financial Services
2.04K
New
$42.49 - $52.53 $86.8K - $107K
2.04K $96K
XLK
Technology Sector Spdr

ETFs
429
New
$197.34 - $237.68 $84.7K - $102K
429 $96K
IQV
Iqvia Holdings Inc.

Healthcare
253
+ 19.43%
$206.81 - $251.55 $52.3K - $63.6K
1.56K $368K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.94K
New
$39.95 - $45.86 $77.3K - $88.8K
1.94K $88K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.68K
New
$49.9 - $50.37 $83.7K - $84.5K
1.68K $84K
AEIS
Advanced Energy Industries Inc

Industrials
1.02K
+ 14.4%
$92.85 - $119.61 $94.5K - $122K
8.09K $851K
STE
Steris PLC

Healthcare
206
+ 15.59%
$213.51 - $247.14 $44K - $50.9K
1.53K $370K
HDSN
Hudson Technologies Inc

Basic Materials
13.3K
+ 19.47%
$7.47 - $9.14 $99.3K - $121K
81.6K $680K
SPGI
S&P Global Inc.

Financial Services
73
+ 12.25%
$446.32 - $527.38 $32.6K - $38.5K
669 $345K
VGT
Vanguard Information Technolog

ETFs
135
New
$514.43 - $606.85 $69.4K - $81.9K
135 $79K
IEFA
Ishares Tr

ETFs
65
+ 0.49%
$70.09 - $78.74 $4.56K - $5.12K
13.4K $1.04M
Activity Summary
Buys All Purchases 203 New Holdings 110 Increased Positions 93 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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