Peterson Wealth Services Incresed Positions in Q2 2025

Peterson Wealth Services

  • $362 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
611
+ 0.41%
$94.31 - $157.99 $57.6K - $96.5K
148K $23.4M
TSLA
Tesla, Inc.

Consumer Cyclical
8.41K
+ 22.97%
$221.86 - $362.89 $1.87M - $3.05M
45K $14.3M
AVGO
Broadcom Inc.

Technology
402
+ 0.93%
$146.29 - $275.65 $58.8K - $111K
43.4K $12M
FIX
Comfort Systems Usa Inc

Industrials
93
+ 0.49%
$296.51 - $536.21 $27.6K - $49.9K
19.2K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
344
+ 0.68%
$210.28 - $289.91 $72.3K - $99.7K
51.1K $14.8M
ORCL
Oracle Corp

Technology
418
+ 1.6%
$122.82 - $218.63 $51.3K - $91.4K
26.5K $5.79M
MSFT
Microsoft Corp

Technology
271
+ 1.64%
$354.56 - $497.45 $96.1K - $135K
16.7K $8.33M
ABBV
Abb Vie Inc.

Healthcare
11.4K
+ 5085.78%
$170.16 - $206.27 $1.95M - $2.36M
11.7K $2.17M
AMZN
Amazon Com Inc

Consumer Cyclical
634
+ 1.08%
$167.32 - $223.3 $106K - $142K
59.4K $13M
META
Meta Platforms, Inc.

Communication Services
98
+ 1.44%
$484.66 - $738.09 $47.5K - $72.3K
6.88K $5.08M
RJF
Raymond James Financial Inc

Financial Services
735
+ 1.21%
$123.65 - $153.88 $90.9K - $113K
61.3K $9.41M
PM
Philip Morris International Inc.

Consumer Defensive
1.14K
+ 3.54%
$149.23 - $184.95 $169K - $210K
33.2K $6.05M
ETN
Eaton Corp PLC

Industrials
225
+ 2.41%
$246.52 - $356.99 $55.5K - $80.3K
9.56K $3.41M
CDNS
Cadence Design Systems Inc

Technology
207
+ 1.8%
$231.64 - $323.08 $47.9K - $66.9K
11.7K $3.6M
COST
Costco Wholesale Corp

Consumer Defensive
72
+ 0.53%
$908.13 - $1056.85 $65.4K - $76.1K
13.6K $13.5M
CELH
Celsius Holdings, Inc.

Consumer Defensive
13.7K
+ 740.95%
$33.89 - $46.39 $465K - $636K
15.6K $722K
JCI
Johnson Controls International PLC

Industrials
293
+ 1.45%
$71.14 - $105.62 $20.8K - $30.9K
20.5K $2.16M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
19
+ 0.22%
$49.95 - $128.54 $949 - $2.44K
8.75K $1.09M
IESC
Ies Holdings, Inc.

Industrials
143
+ 4.02%
$160.58 - $296.23 $23K - $42.4K
3.7K $1.1M
MPC
Marathon Petroleum Corp

Energy
442
+ 2.33%
$118.55 - $170.08 $52.4K - $75.2K
19.4K $3.23M
WMT
Walmart Inc.

Consumer Defensive
597
+ 1.63%
$81.79 - $99.98 $48.8K - $59.7K
37.2K $3.63M
ADI
Analog Devices Inc

Technology
250
+ 2.73%
$164.6 - $238.02 $41.2K - $59.5K
9.42K $2.24M
SYK
Stryker Corp

Healthcare
168
+ 1.27%
$337.37 - $395.63 $56.7K - $66.5K
13.4K $5.31M
CNQ
Canadian Natural Resources LTD

Energy
5.08K
+ 2.81%
$25.14 - $34.01 $128K - $173K
186K $5.83M
DXCM
Dexcom Inc

Healthcare
2K
+ 56.84%
$59.83 - $87.57 $120K - $175K
5.53K $482K
FIS
Fidelity National Information Services, Inc.

Technology
516
+ 2.25%
$68.14 - $82.13 $35.2K - $42.4K
23.4K $1.91M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 0.08%
$455.19 - $737.73 $455 - $738
1.24K $906K
TT
Trane Technologies PLC

Industrials
5
+ 0.27%
$315.21 - $437.41 $1.58K - $2.19K
1.84K $806K
ACLS
Axcelis Technologies Inc

Technology
23
+ 0.25%
$42.42 - $70.92 $976 - $1.63K
9.15K $637K
DRI
Darden Restaurants Inc

Consumer Cyclical
215
+ 2.01%
$186.58 - $225.78 $40.1K - $48.5K
10.9K $2.38M
CME
Cme Group Inc.

Financial Services
176
+ 1.82%
$252.37 - $290.71 $44.4K - $51.2K
9.85K $2.71M
AMD
Advanced Micro Devices Inc

Technology
14
+ 0.38%
$78.21 - $143.81 $1.09K - $2.01K
3.66K $519K
V
Visa Inc.

Financial Services
100
+ 0.45%
$308.27 - $373.31 $30.8K - $37.3K
22.2K $7.89M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 1.21%
$456.74 - $568.03 $12.3K - $15.3K
2.27K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
271
+ 1.76%
$335.24 - $380.78 $90.9K - $103K
15.6K $5.73M
IEFA
Ishares Tr

ETFs
15
+ 0.13%
$67.83 - $84.09 $1.02K - $1.26K
12K $999K
CMI
Cummins Inc

Industrials
141
+ 4.32%
$267.12 - $336.65 $37.7K - $47.5K
3.4K $1.11M
ATKR
Atkore Inc.

Industrials
38
+ 0.48%
$52.02 - $71.15 $1.98K - $2.7K
7.9K $557K
GOOGL
Alphabet Inc.

Communication Services
7
+ 0.18%
$144.7 - $178.6 $1.01K - $1.25K
3.86K $680K
RS
Reliance Steel & Aluminum CO

Basic Materials
4
+ 0.13%
$262.08 - $316.81 $1.05K - $1.27K
3.2K $1M
AXP
American Express CO

Financial Services
2
+ 0.12%
$231.39 - $318.98 $463 - $638
1.62K $515K
AGCO
Agco Corp

Industrials
6
+ 0.08%
$75.77 - $108.43 $455 - $651
7.7K $793K
ZWS
Zurn Water Solutions Corp

Industrials
14
+ 0.07%
$28.5 - $37.54 $399 - $526
21.2K $776K
APH
Amphenol Corp

Technology
2
+ 0.1%
$59.09 - $98.75 $118 - $198
2.01K $198K
PEG
Public Service Enterprise Group Inc

Utilities
462
+ 4.51%
$77.13 - $84.18 $35.6K - $38.9K
10.7K $901K
O
Realty Income Corp

Real Estate
1.08K
+ 3.35%
$52.27 - $58.52 $56.7K - $63.4K
33.5K $1.93M
PAYC
Paycom Software, Inc.

Technology
2
+ 0.06%
$193.07 - $265.71 $386 - $531
3.59K $831K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
11
+ 0.88%
$468.22 - $566.51 $5.15K - $6.23K
1.26K $712K
XSMO
Invesco S&P Smallcap Momentum

ETFs
134
+ 2.0%
$55.15 - $68.11 $7.39K - $9.13K
6.82K $464K
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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