Peterson Wealth Services Incresed Positions in Q3 2024

Peterson Wealth Services

  • $313 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
5.53K
+ 40.09%
$292.14 - $396.82 $1.61M - $2.19M
19.3K $7.54M
TSLA
Tesla, Inc.

Consumer Cyclical
687
+ 1.67%
$191.76 - $263.26 $132K - $181K
41.7K $10.9M
META
Meta Platforms, Inc.

Communication Services
4.46K
+ 447.59%
$453.41 - $572.44 $2.02M - $2.55M
5.45K $3.12M
AAPL
Apple Inc.

Technology
1.41K
+ 1.45%
$207.23 - $234.82 $292K - $331K
98.8K $23M
ASML
Asml Holding Nv

Technology
3.5K
+ 118.06%
$749.82 - $1098.95 $2.62M - $3.84M
6.46K $5.38M
UNH
Unitedhealth Group Inc

Healthcare
2.77K
+ 309.14%
$488.01 - $604.18 $1.35M - $1.68M
3.67K $2.15M
HD
Home Depot, Inc.

Consumer Cyclical
678
+ 5.02%
$333.64 - $405.2 $226K - $275K
14.2K $5.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
484
+ 3.39%
$405.19 - $478.57 $196K - $232K
14.8K $6.8M
COST
Costco Wholesale Corp

Consumer Defensive
348
+ 2.45%
$801.83 - $917.05 $279K - $319K
14.5K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 3.51%
$194.9 - $224.8 $299K - $345K
45.2K $9.52M
V
Visa Inc.

Financial Services
1.25K
+ 6.2%
$253.74 - $291.56 $318K - $365K
21.5K $5.9M
IESC
Ies Holdings, Inc.

Industrials
561
+ 7.53%
$134.29 - $199.7 $75.3K - $112K
8.01K $1.6M
WMT
Walmart Inc.

Consumer Defensive
1.39K
+ 4.25%
$66.91 - $81.4 $93.1K - $113K
34.2K $2.76M
UNP
Union Pacific Corp

Industrials
698
+ 4.46%
$221.78 - $256.09 $155K - $179K
16.3K $4.02M
ZTS
Zoetis Inc.

Healthcare
581
+ 3.57%
$172.58 - $196.48 $100K - $114K
16.8K $3.29M
CB
Chubb LTD

Financial Services
581
+ 6.49%
$252.51 - $292.2 $147K - $170K
9.54K $2.75M
LNTH
Lantheus Holdings, Inc.

Healthcare
924
+ 8.23%
$77.7 - $123.62 $71.8K - $114K
12.2K $1.33M
ODFL
Old Dominion Freight Line, Inc.

Industrials
626
+ 4.57%
$178.41 - $210.18 $112K - $132K
14.3K $2.85M
SYK
Stryker Corp

Healthcare
414
+ 3.35%
$315.94 - $371.96 $131K - $154K
12.8K $4.61M
APD
Air Products & Chemicals, Inc.

Basic Materials
450
+ 6.62%
$247.34 - $300.11 $111K - $135K
7.25K $2.16M
JNJ
Johnson & Johnson

Healthcare
1.31K
+ 11.76%
$145.48 - $167.38 $190K - $219K
12.4K $2.02M
GRMN
Garmin LTD

Technology
626
+ 3.26%
$161.1 - $183.29 $101K - $115K
19.8K $3.49M
CME
Cme Group Inc.

Financial Services
773
+ 10.48%
$193.43 - $220.62 $150K - $171K
8.15K $1.8M
AAON
Aaon, Inc.

Industrials
1.06K
+ 10.98%
$83.58 - $107.82 $88.8K - $115K
10.7K $1.16M
MDT
Medtronic PLC

Healthcare
1.36K
+ 8.41%
$76.84 - $91.03 $105K - $124K
17.6K $1.58M
BC
Brunswick Corp

Consumer Cyclical
2.18K
+ 21.23%
$69.46 - $84.53 $151K - $184K
12.4K $1.04M
UFPT
Ufp Technologies Inc

Healthcare
295
+ 8.1%
$283.66 - $358.42 $83.7K - $106K
3.94K $1.25M
JCI
Johnson Controls International PLC

Industrials
592
+ 3.18%
$65.52 - $77.61 $38.8K - $45.9K
19.2K $1.49M
PCTY
Paylocity Holding Corp

Technology
572
+ 13.73%
$132.0 - $165.41 $75.5K - $94.6K
4.74K $781K
MPWR
Monolithic Power Systems Inc

Technology
127
+ 11.45%
$757.04 - $947.16 $96.1K - $120K
1.24K $1.14M
ENSG
Ensign Group, Inc

Healthcare
684
+ 10.37%
$124.14 - $153.65 $84.9K - $105K
7.28K $1.05M
DRI
Darden Restaurants Inc

Consumer Cyclical
749
+ 8.83%
$138.06 - $172.74 $103K - $129K
9.24K $1.52M
TTD
Trade Desk, Inc.

Technology
989
+ 11.66%
$83.08 - $110.79 $82.2K - $110K
9.47K $1.04M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
596
+ 14.72%
$162.45 - $195.17 $96.8K - $116K
4.65K $887K
MGPI
Mgp Ingredients Inc

Consumer Defensive
1.34K
+ 14.38%
$69.79 - $91.87 $93.4K - $123K
10.6K $884K
XOM
Exxon Mobil Corp

Energy
1.22K
+ 6.19%
$109.72 - $119.0 $134K - $146K
21K $2.46M
CMCSA
Comcast Corp

Communication Services
2.1K
+ 6.13%
$37.33 - $41.78 $78.4K - $87.7K
36.4K $1.52M
FCNCA
First Citizens Bancshares Inc

Financial Services
54
+ 10.8%
$1685.92 - $2128.51 $91K - $115K
554 $1.02M
RJF
Raymond James Financial Inc

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

Basic Materials
744
+ 14.39%
$133.5 - $150.97 $99.3K - $112K
5.92K $889K
TT
Trane Technologies PLC

Industrials
96
+ 5.84%
$314.21 - $388.71 $30.2K - $37.3K
1.74K $675K
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
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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