Peterson Wealth Services Purchases in Q3 2024

Peterson Wealth Services

  • $313 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
780
New
$72.51 - $98.6 $56.6K - $76.9K
780 $76K
GS
Goldman Sachs Group Inc

Financial Services
150
New
$459.02 - $510.25 $68.9K - $76.5K
150 $74K
AXP
American Express CO

Financial Services
2
+ 0.12%
$225.92 - $271.17 $452 - $542
1.61K $436K
CRM
Salesforce, Inc.

Technology
101
+ 5.01%
$238.42 - $276.53 $24.1K - $27.9K
2.12K $579K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
350
New
$147.95 - $191.05 $51.8K - $66.9K
350 $60K
VFH
Vanguard Financial ETF

ETFs
546
New
$99.27 - $111.21 $54.2K - $60.7K
546 $60K
AMAT
Applied Materials Inc

Technology
299
New
$174.88 - $254.97 $52.3K - $76.2K
299 $60K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
915
+ 13.11%
$233.4 - $302.36 $214K - $277K
7.9K $2.14M
RTX
Raytheon Technologies Corp

Industrials
463
New
$99.55 - $123.34 $46.1K - $57.1K
463 $56K
GOOGL
Alphabet Inc.

Communication Services
600
+ 21.26%
$148.65 - $191.18 $89.2K - $115K
3.42K $567K
BMY
Bristol Myers Squibb CO

Healthcare
979
New
$39.66 - $51.75 $38.8K - $50.7K
979 $50K
AMD
Advanced Micro Devices Inc

Technology
274
+ 9.35%
$128.67 - $183.96 $35.3K - $50.4K
3.2K $525K
HUBS
Hubspot Inc

Technology
232
+ 18.49%
$450.09 - $592.58 $104K - $137K
1.49K $790K
MAR
Marriott International Inc

Consumer Cyclical
205
New
$211.35 - $255.11 $43.3K - $52.3K
205 $50K
LHX
L3 Harris Technologies, Inc.

Industrials
119
+ 8.28%
$221.96 - $243.27 $26.4K - $28.9K
1.56K $370K
SAM
Boston Beer CO Inc

Consumer Defensive
167
New
$265.09 - $301.9 $44.3K - $50.4K
167 $48K
ABBV
Abb Vie Inc.

Healthcare
225
New
$163.84 - $199.33 $36.9K - $44.8K
225 $44K
GE
General Electric CO

Industrials
226
New
$156.66 - $189.66 $35.4K - $42.9K
226 $42K
BSX
Boston Scientific Corp

Healthcare
500
New
$72.96 - $84.0 $36.5K - $42K
500 $41K
LMT
Lockheed Martin Corp

Industrials
70
New
$460.3 - $584.56 $32.2K - $40.9K
70 $40K
F
Ford Motor CO

Consumer Cyclical
3.69K
New
$9.71 - $14.55 $35.8K - $53.6K
3.69K $38K
HQY
Healthequity, Inc.

Healthcare
942
+ 10.4%
$67.98 - $86.62 $64K - $81.6K
10K $818K
CSX
Csx Corp

Industrials
1.13K
New
$32.48 - $35.45 $36.5K - $39.9K
1.13K $38K
EEM
Ishares Msci Emerging Markets

ETFs
825
New
$40.42 - $46.7 $33.3K - $38.5K
825 $37K
ICUI
Icu Medical Inc

Healthcare
200
New
$114.88 - $182.17 $23K - $36.4K
200 $36K
LRCX
Lam Research Corp

Technology
43
New
$731.56 - $1127.3 $31.5K - $48.5K
43 $35K
GD
General Dynamics Corp

Industrials
114
New
$279.51 - $308.09 $31.9K - $35.1K
114 $34K
TXN
Texas Instruments Inc

Technology
175
New
$194.6 - $194.6 $34.1K - $34.1K
175 $34K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12
+ 0.4%
$105.53 - $118.34 $1.27K - $1.42K
3K $350K
HON
Honeywell International Inc

Industrials
158
New
$196.73 - $220.21 $31.1K - $34.8K
158 $32K
BOH
Bank Of Hawaii Corp

Financial Services
500
New
$56.24 - $69.13 $28.1K - $34.6K
500 $31K
ONB
Old National Bancorp

Financial Services
1.62K
New
$16.67 - $20.22 $26.9K - $32.7K
1.62K $30K
NSC
Norfolk Southern Corp

Industrials
120
New
$213.75 - $259.69 $25.7K - $31.2K
120 $29K
VIG
Vanguard Dividend Appreciation

ETFs
144
New
$182.15 - $182.15 $26.2K - $26.2K
144 $26K
DGX
Quest Diagnostics Inc

Healthcare
180
New
$137.09 - $137.09 $24.7K - $24.7K
180 $24K
DE
Deere & CO

Industrials
50
New
$344.84 - $418.0 $17.2K - $20.9K
50 $20K
TGT
Target Corp

Consumer Defensive
127
New
$133.47 - $159.25 $17K - $20.2K
127 $19K
PEP
Pepsico Inc

Consumer Defensive
116
New
$161.9 - $179.3 $18.8K - $20.8K
116 $19K
IGE
Ishares Tr North Amern Nat Res

ETFs
431
New
$42.07 - $45.59 $18.1K - $19.6K
431 $18K
PFE
Pfizer Inc

Healthcare
525
New
$27.7 - $31.39 $14.5K - $16.5K
525 $15K
ICLN
Ishares

ETFs
1K
New
$13.26 - $14.77 $13.3K - $14.8K
1K $14K
GRFS
Grifols Sa

Healthcare
1.5K
New
$6.28 - $9.38 $9.42K - $14.1K
1.5K $13K
HUM
Humana Inc

Healthcare
35
New
$310.25 - $404.52 $10.9K - $14.2K
35 $11K
FISV
Fiserv Inc

Technology
84
+ 3.46%
N/A
2.51K $314K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
162
+ 1.19%
$12.63 - $13.72 $2.05K - $2.22K
13.8K $186K
SYF
Synchrony Financial

Financial Services
183
New
$43.77 - $52.22 $8.01K - $9.56K
183 $9K
NVEE
Nv5 Global, Inc.

Industrials
100
New
$89.07 - $103.63 $8.91K - $10.4K
100 $9K
XLV
Select Sector Spdr Fund Health

ETFs
58
New
$143.3 - $157.24 $8.31K - $9.12K
58 $8K
BA
Boeing CO

Industrials
50
New
$152.04 - $190.6 $7.6K - $9.53K
50 $7K
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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