Peterson Wealth Services Purchases in Q3 2024

Peterson Wealth Services

  • $313 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
17
New
$316.8 - $391.12 $5.39K - $6.65K
17 $6K
DIS
Walt Disney CO

Communication Services
70
New
$85.6 - $98.61 $5.99K - $6.9K
70 $6K
CF
Cf Industries Holdings, Inc.

Basic Materials
80
New
$69.38 - $85.8 $5.55K - $6.86K
80 $6K
NOC
Northrop Grumman Corp

Industrials
10
New
$423.73 - $533.14 $4.24K - $5.33K
10 $5K
MCHP
Microchip Technology Inc

Technology
74
New
$72.0 - $95.98 $5.33K - $7.1K
74 $5K
WM
Waste Management Inc

Industrials
20
New
$196.96 - $223.45 $3.94K - $4.47K
20 $4K
INSW
International Seaways, Inc.

Energy
2.2K
+ 15.11%
$47.67 - $60.19 $105K - $132K
16.8K $864K
FDUS
Fidus Investment Corp

Financial Services
254
New
$18.76 - $20.34 $4.77K - $5.17K
254 $4K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
40
New
$95.1 - $106.76 $3.8K - $4.27K
40 $4K
NXPI
Nxp Semiconductors N.V.

Technology
204
+ 13.04%
$225.14 - $290.78 $45.9K - $59.3K
1.77K $424K
EXPI
Exp World Holdings, Inc.

Real Estate
307
New
$10.51 - $14.73 $3.23K - $4.52K
307 $4K
TPR
Tapestry, Inc.

Consumer Cyclical
70
New
$36.29 - $47.94 $2.54K - $3.36K
70 $3K
TSCO
Tractor Supply CO

Consumer Cyclical
12
New
$251.95 - $290.93 $3.02K - $3.49K
12 $3K
SYY
Sysco Corp

Consumer Defensive
37
New
$69.16 - $78.98 $2.56K - $2.92K
37 $2K
FHN
First Horizon Corp

Financial Services
189
New
$14.63 - $17.45 $2.77K - $3.3K
189 $2K
CCI
Crown Castle International Corp

Real Estate
23
New
$95.29 - $120.24 $2.19K - $2.77K
23 $2K
NEP
Nextera Energy Partners, LP

Utilities
106
New
$23.83 - $28.64 $2.53K - $3.04K
106 $2K
LLY
Eli Lilly & CO

Healthcare
100
+ 2.21%
$772.14 - $960.02 $77.2K - $96K
4.62K $4.09M
DAL
Delta Air Lines, Inc.

Industrials
28
New
$37.32 - $51.8 $1.04K - $1.45K
28 $1K
RGR
Sturm Ruger & CO Inc

Industrials
30
New
$41.42 - $41.42 $1.24K - $1.24K
30 $1K
M
Macy'S, Inc.

Consumer Cyclical
82
New
$14.31 - $19.64 $1.17K - $1.61K
82 $1K
IVV
Ishares Core S&P 500 ETF

ETFs
3
New
$520.18 - $576.82 $1.56K - $1.73K
3 $1K
Arm Holdings PLC Sponsored Ads
22
New
N/A
22 $0
FTI
Technip Fmc PLC

Energy
30
New
$23.46 - $29.5 $704 - $885
30 $0
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1
New
$68.44 - $75.62 $68.4 - $75.6
1 $0
Ge Vernova Incorporated
56
New
N/A
56 $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
3
New
$17.35 - $18.22 $52.1 - $54.7
3 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
6
New
$71.45 - $75.64 $429 - $454
6 $0
PKB
Invesco Exchange Traded Fd Tr

ETFs
4
New
$66.28 - $79.78 $265 - $319
4 $0
Ge Healthcare Technologies Incorporated Common Stock
4
New
N/A
4 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
25
New
$5.24 - $7.49 $131 - $187
25 $0
PLTR
Palantir Technologies Inc.

Technology
14
New
$24.09 - $37.95 $337 - $531
14 $0
DVN
Devon Energy Corp

Energy
6.99K
+ 20.98%
$37.87 - $48.65 $265K - $340K
40.3K $1.58M
MRK
Merck & Co., Inc.

Healthcare
1.71K
+ 8.68%
$111.15 - $128.97 $190K - $220K
21.4K $2.43M
SWKS
Skyworks Solutions, Inc.

Technology
1.71K
+ 7.46%
$96.22 - $120.68 $165K - $206K
24.6K $2.43M
EW
Edwards Lifesciences Corp

Healthcare
708
+ 19.55%
$59.7 - $93.78 $42.3K - $66.4K
4.33K $285K
GOOG
Alphabet Inc.

Communication Services
3
+ 0.08%
$149.54 - $192.66 $449 - $578
3.93K $656K
COP
Conocophillips

Energy
2.15K
+ 5.67%
$102.3 - $116.61 $220K - $251K
40.1K $4.22M
ACLS
Axcelis Technologies Inc

Technology
947
+ 16.11%
$96.98 - $155.02 $91.8K - $147K
6.83K $715K
CNQ
Canadian Natural Resources LTD

Energy
7.36K
+ 4.75%
$31.97 - $37.41 $235K - $275K
162K $5.39M
ATKR
Atkore Inc.

Industrials
1.08K
+ 21.53%
$82.81 - $152.57 $89.4K - $165K
6.09K $516K
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 2.11%
$161.02 - $200.0 $189K - $235K
56.8K $10.6M
APA
Apa Corp

Energy
5.29K
+ 7.17%
$23.34 - $32.22 $123K - $170K
79K $1.93M
CELH
Celsius Holdings, Inc.

Consumer Defensive
3.01K
+ 23.19%
$31.02 - $58.9 $93.3K - $177K
16K $501K
CDNS
Cadence Design Systems Inc

Technology
423
+ 4.19%
$246.84 - $321.11 $104K - $136K
10.5K $2.85M
MTDR
Matador Resources CO

Energy
2.69K
+ 6.7%
$47.4 - $65.22 $128K - $176K
42.8K $2.12M
FANG
Diamondback Energy, Inc.

Energy
1.42K
+ 7.11%
$168.46 - $210.94 $239K - $300K
21.4K $3.69M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
793
+ 17.45%
$109.03 - $210.9 $86.5K - $167K
5.34K $582K
SMCI
Super Micro Computer, Inc.

Technology
369
+ 25.19%
$386.46 - $909.96 $143K - $336K
1.83K $763K
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
Track This Portfolio

Track Peterson Wealth Services Portfolio

Follow Peterson Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email