Peterson Wealth Services Incresed Positions in Q3 2024

Peterson Wealth Services

  • $313 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 0.76%
$475.2 - $527.7 $11.9K - $13.2K
3.3K $1.74M
CROX
Crocs, Inc.

Consumer Cyclical
747
+ 12.04%
$121.05 - $147.9 $90.4K - $110K
6.95K $1.01M
IQV
Iqvia Holdings Inc.

Healthcare
253
+ 19.43%
$206.81 - $251.55 $52.3K - $63.6K
1.56K $368K
AEIS
Advanced Energy Industries Inc

Industrials
1.02K
+ 14.4%
$92.85 - $119.61 $94.5K - $122K
8.09K $851K
HDSN
Hudson Technologies Inc

Basic Materials
13.3K
+ 19.47%
$7.47 - $9.14 $99.3K - $121K
81.6K $680K
SPGI
S&P Global Inc.

Financial Services
73
+ 12.25%
$446.32 - $527.38 $32.6K - $38.5K
669 $345K
STE
Steris PLC

Healthcare
206
+ 15.59%
$213.51 - $247.14 $44K - $50.9K
1.53K $370K
IEFA
Ishares Tr

ETFs
65
+ 0.49%
$70.09 - $78.74 $4.56K - $5.12K
13.4K $1.04M
AXP
American Express CO

Financial Services
2
+ 0.12%
$225.92 - $271.17 $452 - $542
1.61K $436K
CRM
Salesforce, Inc.

Technology
101
+ 5.01%
$238.42 - $276.53 $24.1K - $27.9K
2.12K $579K
GOOGL
Alphabet Inc.

Communication Services
600
+ 21.26%
$148.65 - $191.18 $89.2K - $115K
3.42K $567K
ONTO
Onto Innovation Inc.

Technology
491
+ 11.53%
$158.45 - $238.04 $77.8K - $117K
4.75K $985K
AMD
Advanced Micro Devices Inc

Technology
274
+ 9.35%
$128.67 - $183.96 $35.3K - $50.4K
3.2K $525K
HUBS
Hubspot Inc

Technology
232
+ 18.49%
$450.09 - $592.58 $104K - $137K
1.49K $790K
LHX
L3 Harris Technologies, Inc.

Industrials
119
+ 8.28%
$221.96 - $243.27 $26.4K - $28.9K
1.56K $370K
HQY
Healthequity, Inc.

Healthcare
942
+ 10.4%
$67.98 - $86.62 $64K - $81.6K
10K $818K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12
+ 0.4%
$105.53 - $118.34 $1.27K - $1.42K
3K $350K
FISV
Fiserv Inc

Technology
84
+ 3.46%
N/A
2.51K $314K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
162
+ 1.19%
$12.63 - $13.72 $2.05K - $2.22K
13.8K $186K
NXPI
Nxp Semiconductors N.V.

Technology
204
+ 13.04%
$225.14 - $290.78 $45.9K - $59.3K
1.77K $424K
INSW
International Seaways, Inc.

Energy
2.2K
+ 15.11%
$47.67 - $60.19 $105K - $132K
16.8K $864K
LLY
Eli Lilly & CO

Healthcare
100
+ 2.21%
$772.14 - $960.02 $77.2K - $96K
4.62K $4.09M
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
OXY
Occidental Petroleum Corp

Energy
3.99K
+ 5.68%
$49.91 - $63.73 $199K - $254K
74.2K $3.83M
NVO
Novo Nordisk A S

Healthcare
1.31K
+ 3.27%
$119.07 - $145.42 $156K - $190K
41.3K $4.91M
AVGO
Broadcom Inc.

Technology
49K
+ 726.5%
$136.27 - $1745.86 $6.68M - $85.6M
55.8K $9.62M
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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