Peterson Wealth Services Incresed Positions in Q4 2024

Peterson Wealth Services

  • $331 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
10.4K
+ 24.85%
$213.65 - $479.86 $2.22M - $4.98M
52.1K $21M
PLTR
Palantir Technologies Inc.

Technology
52.8K
+ 376807.12%
$36.46 - $82.38 $1.92M - $4.35M
52.8K $3.99M
AVGO
Broadcom Inc.

Technology
315
+ 0.56%
$159.67 - $250.0 $50.3K - $78.8K
56.1K $13M
JPM
Jpmorgan Chase & CO

Financial Services
4.47K
+ 9.89%
$205.18 - $250.29 $917K - $1.12M
49.6K $11.9M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
33K
+ 1969.95%
$50.0 - $50.27 $1.65M - $1.66M
34.7K $1.74M
V
Visa Inc.

Financial Services
396
+ 1.84%
$273.87 - $320.91 $108K - $127K
21.9K $6.91M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
149
+ 1.89%
$260.53 - $404.79 $38.8K - $60.3K
8.04K $3.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.96K
+ 13.25%
$442.29 - $483.08 $866K - $946K
16.7K $7.59M
GRMN
Garmin LTD

Technology
18
+ 0.09%
$161.91 - $220.77 $2.91K - $3.97K
19.8K $4.09M
WMT
Walmart Inc.

Consumer Defensive
985
+ 2.88%
$79.1 - $95.7 $77.9K - $94.3K
35.1K $3.18M
DRI
Darden Restaurants Inc

Consumer Cyclical
638
+ 6.91%
$155.96 - $188.66 $99.5K - $120K
9.87K $1.84M
HUBS
Hubspot Inc

Technology
90
+ 6.05%
$514.07 - $757.4 $46.3K - $68.2K
1.58K $1.1M
CME
Cme Group Inc.

Financial Services
540
+ 6.63%
$221.17 - $246.02 $119K - $133K
8.69K $2.02M
PCTY
Paylocity Holding Corp

Technology
261
+ 5.51%
$162.14 - $213.79 $42.3K - $55.8K
5K $997K
META
Meta Platforms, Inc.

Communication Services
194
+ 3.56%
$554.08 - $632.68 $107K - $123K
5.65K $3.33M
FCNCA
First Citizens Bancshares Inc

Financial Services
26
+ 4.69%
$1818.92 - $2353.08 $47.3K - $61.2K
580 $1.23M
HQY
Healthequity, Inc.

Healthcare
509
+ 5.09%
$78.18 - $104.65 $39.8K - $53.3K
10.5K $1.01M
GOOGL
Alphabet Inc.

Communication Services
475
+ 13.88%
$161.86 - $196.66 $76.9K - $93.4K
3.9K $737K
CRM
Salesforce, Inc.

Technology
89
+ 4.21%
$270.87 - $367.87 $24.1K - $32.7K
2.21K $737K
AAON
Aaon, Inc.

Industrials
377
+ 3.51%
$106.25 - $140.75 $40.1K - $53.1K
11.1K $1.31M
AEIS
Advanced Energy Industries Inc

Industrials
528
+ 6.53%
$101.71 - $122.72 $53.7K - $64.8K
8.62K $996K
ETN
Eaton Corp PLC

Industrials
230
+ 2.74%
$326.96 - $377.52 $75.2K - $86.8K
8.62K $2.86M
EW
Edwards Lifesciences Corp

Healthcare
453
+ 10.46%
$64.54 - $75.92 $29.2K - $34.4K
4.78K $354K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.04%
$567.81 - $607.81 $1.14K - $1.22K
5.19K $3.04M
ATKR
Atkore Inc.

Industrials
757
+ 12.43%
$82.02 - $104.45 $62.1K - $79.1K
6.85K $571K
PEG
Public Service Enterprise Group Inc

Utilities
1.04K
+ 14.5%
$81.87 - $94.51 $85.5K - $98.7K
8.25K $696K
APD
Air Products & Chemicals, Inc.

Basic Materials
362
+ 5.0%
$285.5 - $335.62 $103K - $121K
7.61K $2.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
538
+ 10.28%
$55.73 - $66.16 $30K - $35.6K
5.77K $348K
DXCM
Dexcom Inc

Healthcare
201
+ 7.1%
$65.68 - $81.01 $13.2K - $16.3K
3.03K $235K
JCI
Johnson Controls International PLC

Industrials
258
+ 1.34%
$74.23 - $86.6 $19.2K - $22.3K
19.4K $1.54M
TJX
Tjx Companies Inc

Consumer Cyclical
269
+ 7.06%
$112.15 - $127.2 $30.2K - $34.2K
4.08K $492K
AXP
American Express CO

Financial Services
2
+ 0.12%
$267.35 - $305.57 $535 - $611
1.61K $478K
CB
Chubb LTD

Financial Services
544
+ 5.71%
$271.57 - $301.89 $148K - $164K
10.1K $2.78M
SCHW
Schwab Charles Corp

Financial Services
19
+ 0.5%
$63.31 - $82.85 $1.2K - $1.57K
3.79K $280K
IESC
Ies Holdings, Inc.

Industrials
100
+ 1.25%
$196.89 - $309.86 $19.7K - $31K
8.11K $1.63M
ALL
Allstate Corp

Financial Services
108
+ 8.5%
$181.25 - $208.2 $19.6K - $22.5K
1.38K $265K
SPGI
S&P Global Inc.

Financial Services
67
+ 10.01%
$480.36 - $529.17 $32.2K - $35.5K
736 $366K
ZION
Zions Bancorporation, National Association

Financial Services
8
+ 0.39%
$45.62 - $61.73 $365 - $494
2.05K $111K
HPE
Hewlett Packard Enterprise CO

Technology
40
+ 0.39%
$19.31 - $23.95 $772 - $958
10.3K $219K
TT
Trane Technologies PLC

Industrials
118
+ 6.79%
$369.35 - $419.14 $43.6K - $49.5K
1.86K $685K
SYK
Stryker Corp

Healthcare
68
+ 0.53%
$345.14 - $392.15 $23.5K - $26.7K
12.8K $4.62M
VFH
Vanguard Financial ETF

ETFs
6
+ 1.1%
$108.87 - $126.2 $653 - $757
552 $65K
ONB
Old National Bancorp

Financial Services
10
+ 0.62%
$17.94 - $23.23 $179 - $232
1.63K $35K
FIS
Fidelity National Information Services, Inc.

Technology
776
+ 3.85%
$80.14 - $90.95 $62.2K - $70.6K
20.9K $1.69M
XLK
Technology Sector Spdr

ETFs
1
+ 0.23%
$220.26 - $241.44 $220 - $241
430 $99K
TPR
Tapestry, Inc.

Consumer Cyclical
29
+ 41.43%
$43.54 - $66.18 $1.26K - $1.92K
99 $6K
MGRC
Mcgrath Rentcorp

Industrials
1
+ 0.29%
$103.9 - $122.55 $104 - $123
342 $38K
FHN
First Horizon Corp

Financial Services
89
+ 47.09%
$14.91 - $21.42 $1.33K - $1.91K
278 $5K
FDUS
Fidus Investment Corp

Financial Services
73
+ 28.74%
$19.1 - $21.49 $1.39K - $1.57K
327 $6K
Activity Summary
Buys All Purchases 120 New Holdings 18 Increased Positions 102 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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