Peterson Wealth Services Incresed Positions in Q3 2025

Peterson Wealth Services

  • $424 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
175K
+ 1501.33%
$309.46 - $373.37 $54.3M - $65.5M
187K $65.7M
FIX
Comfort Systems Usa Inc

Industrials
41.1K
+ 214.19%
$521.66 - $825.18 $21.5M - $33.9M
60.3K $49.8M
ADI
Analog Devices Inc

Technology
85.2K
+ 904.64%
$220.68 - $255.63 $18.8M - $21.8M
94.6K $23.2M
NUE
Nucor Corp

Basic Materials
147K
+ 587032.0%
$133.3 - $150.33 $19.6M - $22.1M
147K $19.9M
MPC
Marathon Petroleum Corp

Energy
41.3K
+ 212.84%
$158.59 - $198.69 $6.55M - $8.21M
60.7K $11.7M
DGX
Quest Diagnostics Inc

Healthcare
60.9K
+ 33812.22%
N/A
61K $8.37M
CAT
Caterpillar Inc

Industrials
16.1K
+ 94852.94%
$390.92 - $477.15 $6.3M - $7.69M
16.1K $7.7M
OSK
Oshkosh Corp

Industrials
55.4K
+ 3459.5%
$118.16 - $143.44 $6.54M - $7.94M
57K $7.39M
MPWR
Monolithic Power Systems Inc

Technology
6.84K
+ 551.74%
$711.24 - $922.81 $4.86M - $6.31M
8.08K $7.43M
VTV
Vanguard Value ETF

ETFs
28.9K
+ 1672.3%
$175.51 - $186.57 $5.07M - $5.39M
30.6K $5.71M
PEP
Pepsico Inc

Consumer Defensive
33.3K
+ 28745.69%
$133.81 - $152.16 $4.46M - $5.07M
33.5K $4.7M
TGT
Target Corp

Consumer Defensive
44.9K
+ 35359.06%
$86.56 - $107.43 $3.89M - $4.82M
45K $4.04M
ASML
Asml Holding Nv

Technology
2.33K
+ 30.79%
$689.63 - $968.09 $1.6M - $2.25M
9.88K $9.57M
ONTO
Onto Innovation Inc.

Technology
26.4K
+ 155170.59%
$90.0 - $136.73 $2.37M - $3.61M
26.4K $3.41M
JCI
Johnson Controls International PLC

Industrials
30.1K
+ 146.79%
$103.24 - $111.73 $3.11M - $3.36M
50.6K $5.56M
UFPT
Ufp Technologies Inc

Healthcare
15.9K
+ 496.78%
$190.04 - $252.55 $3.02M - $4.01M
19.1K $3.81M
EXR
Extra Space Storage Inc.

Real Estate
21.3K
+ 599.89%
$134.36 - $152.88 $2.86M - $3.26M
24.9K $3.51M
ZTS
Zoetis Inc.

Healthcare
20.1K
+ 1615.41%
$141.13 - $159.19 $2.84M - $3.2M
21.4K $3.13M
NFLX
Netflix Inc

Communication Services
2.19K
+ 394.59%
$1147.87 - $1297.18 $2.51M - $2.84M
2.75K $3.29M
SYK
Stryker Corp

Healthcare
7.66K
+ 57.07%
$368.57 - $403.53 $2.82M - $3.09M
21.1K $7.79M
MGRC
Mcgrath Rentcorp

Industrials
21K
+ 6091.01%
$113.6 - $127.77 $2.39M - $2.68M
21.4K $2.51M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.28K
+ 387.92%
$1789.16 - $2158.23 $2.3M - $2.77M
1.62K $2.89M
LLY
Eli Lilly & CO

Healthcare
2.63K
+ 57.26%
$625.65 - $812.69 $1.65M - $2.14M
7.23K $5.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.83K
+ 1043.6%
$404.94 - $499.99 $1.55M - $1.91M
4.2K $2.04M
BMY
Bristol Myers Squibb CO

Healthcare
41.8K
+ 4167.86%
$43.31 - $48.98 $1.81M - $2.05M
42.8K $1.93M
TXN
Texas Instruments Inc

Technology
9.61K
+ 6408.0%
N/A
9.76K $1.9M
CGNX
Cognex Corp

Technology
39.2K
+ 1004.49%
$31.85 - $46.54 $1.25M - $1.82M
43.1K $1.95M
HSY
Hershey CO

Consumer Defensive
9.56K
+ 47785.0%
$161.95 - $193.45 $1.55M - $1.85M
9.58K $1.79M
DHI
Horton D R Inc

Consumer Cyclical
9.82K
+ 941.42%
$129.82 - $184.04 $1.27M - $1.81M
10.9K $1.84M
DXCM
Dexcom Inc

Healthcare
23.4K
+ 423.56%
$66.46 - $89.53 $1.56M - $2.1M
28.9K $1.95M
JNJ
Johnson & Johnson

Healthcare
4.83K
+ 31.6%
$155.17 - $185.42 $750K - $896K
20.1K $3.73M
ABT
Abbott Laboratories

Healthcare
10.2K
+ 643.14%
$120.51 - $136.62 $1.23M - $1.39M
11.7K $1.57M
LEN
Lennar Corp

Consumer Cyclical
10.2K
+ 872.7%
$107.73 - $142.4 $1.1M - $1.45M
11.3K $1.43M
VRT
Vertiv Holdings CO

Industrials
14.7K
+ 214.02%
N/A
21.6K $1.87M
HUBS
Hubspot Inc

Technology
2.82K
+ 300.53%
$420.79 - $560.9 $1.19M - $1.58M
3.76K $1.76M
LSTR
Landstar System Inc

Industrials
10.1K
+ 1108.38%
$120.68 - $146.55 $1.21M - $1.47M
11K $1.34M
BOH
Bank Of Hawaii Corp

Financial Services
17.1K
+ 4266.5%
$61.35 - $71.13 $1.05M - $1.21M
17.5K $1.15M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10.8K
+ 26875.0%
$101.12 - $106.18 $1.09M - $1.14M
10.8K $1.11M
MCHP
Microchip Technology Inc

Technology
16.6K
+ 22366.22%
$60.95 - $75.26 $1.01M - $1.25M
16.6K $1.07M
FAST
Fastenal CO

Industrials
20.5K
+ 709.13%
$42.47 - $50.39 $871K - $1.03M
23.4K $1.15M
STE
Steris PLC

Healthcare
3.29K
+ 190.95%
$221.21 - $252.43 $728K - $831K
5.02K $1.24M
AMD
Advanced Micro Devices Inc

Technology
4.11K
+ 112.2%
$134.8 - $184.42 $554K - $758K
7.78K $1.26M
CVX
Chevron Corp

Energy
4.54K
+ 304.56%
$145.57 - $161.83 $661K - $735K
6.04K $937K
OXY
Occidental Petroleum Corp

Energy
15K
+ 1498.6%
$42.54 - $48.1 $638K - $721K
16K $755K
NEM
Newmont Corp

Basic Materials
7.25K
+ 198.98%
$57.35 - $85.25 $416K - $618K
10.9K $918K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11.3K
+ 387.87%
$59.29 - $62.87 $669K - $710K
14.2K $852K
SPGI
S&P Global Inc.

Financial Services
1.44K
+ 193.93%
$484.94 - $564.15 $697K - $811K
2.18K $1.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.48K
+ 3915.71%
$108.46 - $120.63 $595K - $661K
5.62K $668K
IEMG
Ishares Inc

ETFs
11.6K
+ 6364.48%
N/A
11.8K $634K
Activity Summary
Buys All Purchases 115 New Holdings 14 Increased Positions 101 Sells All Sells 100 Reductions 99 Sold out 1 Options Calls 0 Puts 0
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