Peterson Wealth Services Incresed Positions in Q2 2025

Peterson Wealth Services

  • $362 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 0.91%
$1561.69 - $1966.55 $4.69K - $5.9K
331 $647K
GOOG
Alphabet Inc.

Communication Services
3
+ 0.18%
$146.58 - $180.01 $440 - $540
1.66K $293K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9
+ 0.15%
$45.98 - $56.15 $414 - $505
5.85K $328K
STE
Steris PLC

Healthcare
4
+ 0.23%
$208.55 - $252.55 $834 - $1.01K
1.72K $414K
SWKS
Skyworks Solutions, Inc.

Technology
144
+ 11.83%
$49.2 - $74.95 $7.08K - $10.8K
1.36K $101K
ODFL
Old Dominion Freight Line, Inc.

Industrials
407
+ 2.71%
$146.74 - $176.07 $59.7K - $71.7K
15.4K $2.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
149
+ 2.69%
$96.84 - $99.46 $14.4K - $14.8K
5.69K $564K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.27%
$438.31 - $527.29 $877 - $1.05K
741 $390K
NEE
Nextera Energy Inc

Utilities
430
+ 4.12%
$64.11 - $75.0 $27.6K - $32.3K
10.9K $754K
VFH
Vanguard Financial ETF

ETFs
50
+ 6.92%
$104.87 - $127.3 $5.24K - $6.37K
773 $98K
FAST
Fastenal CO

Industrials
1.45K
+ 101.04%
$40.65 - $83.16 $59.1K - $121K
2.89K $121K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.05%
$119.13 - $135.03 $238 - $270
4.1K $506K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.2%
$151.62 - $183.47 $152 - $183
494 $90K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.83%
$206.34 - $257.46 $206 - $257
122 $31K
MGRC
Mcgrath Rentcorp

Industrials
1
+ 0.29%
$101.45 - $118.14 $101 - $118
345 $40K
RTX
Raytheon Technologies Corp

Industrials
8
+ 12.5%
$113.75 - $148.48 $910 - $1.19K
72 $10K
ONB
Old National Bancorp

Financial Services
11
+ 0.67%
$17.95 - $22.57 $197 - $248
1.65K $35K
FISV
Fiserv Inc

Technology
2
+ 0.1%
N/A
2.09K $261K
FDUS
Fidus Investment Corp

Financial Services
1
+ 0.83%
$17.32 - $20.65 $17.3 - $20.7
122 $2K
Super Micro Computer Incorporated Com New
471
+ 2.72%
N/A
17.8K $0
Ge Vernova Incorporated
946
+ 31533.33%
N/A
949 $0
Pacs Group Incorporated Com Shs
2.17K
+ 4.24%
N/A
53.3K $0
MDT
Medtronic PLC

Healthcare
640
+ 3.09%
$80.68 - $88.86 $51.6K - $56.9K
21.3K $1.86M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
16
+ 0.78%
$38.81 - $44.28 $621 - $708
2.07K $87K
ACN
Accenture PLC

Technology
2
+ 0.48%
$279.23 - $323.21 $558 - $646
415 $124K
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.63%
$79.69 - $99.41 $398 - $497
793 $72K
ALL
Allstate Corp

Financial Services
6
+ 0.45%
$180.53 - $212.64 $1.08K - $1.28K
1.33K $267K
CMCSA
Comcast Corp

Communication Services
1.22K
+ 2.93%
$32.84 - $36.72 $40.2K - $44.9K
42.9K $1.53M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2
+ 0.04%
$139.81 - $165.8 $280 - $332
4.92K $763K
UNP
Union Pacific Corp

Industrials
444
+ 2.42%
$208.27 - $238.46 $92.5K - $106K
18.8K $4.33M
BMY
Bristol Myers Squibb CO

Healthcare
23
+ 2.35%
$44.12 - $59.6 $1.01K - $1.37K
1K $46K
VZ
Verizon Communications Inc

Communication Services
959
+ 3.25%
$41.67 - $45.62 $40K - $43.7K
30.5K $1.32M
IQV
Iqvia Holdings Inc.

Healthcare
10
+ 0.54%
$137.0 - $174.37 $1.37K - $1.74K
1.87K $295K
APD
Air Products & Chemicals, Inc.

Basic Materials
236
+ 2.88%
$248.61 - $294.96 $58.7K - $69.6K
8.43K $2.38M
MSI
Motorola Solutions, Inc.

Technology
183
+ 2.32%
$394.72 - $440.39 $72.2K - $80.6K
8.08K $3.4M
CB
Chubb LTD

Financial Services
247
+ 2.24%
$274.32 - $302.46 $67.8K - $74.7K
11.3K $3.27M
MTDR
Matador Resources CO

Energy
2.03K
+ 3.37%
$36.67 - $52.23 $74.4K - $106K
62.2K $2.97M
GRMN
Garmin LTD

Technology
155
+ 0.87%
$173.63 - $218.07 $26.9K - $33.8K
18K $3.75M
LLY
Eli Lilly & CO

Healthcare
84
+ 1.86%
$713.71 - $898.95 $60K - $75.5K
4.6K $3.59M
JNJ
Johnson & Johnson

Healthcare
310
+ 2.07%
$146.36 - $159.82 $45.4K - $49.5K
15.3K $2.34M
FANG
Diamondback Energy, Inc.

Energy
3K
+ 11.87%
$119.25 - $161.49 $358K - $484K
28.3K $3.88M
XOM
Exxon Mobil Corp

Energy
689
+ 2.86%
$99.93 - $119.04 $68.9K - $82K
24.8K $2.67M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
582
+ 6.03%
$225.56 - $335.19 $131K - $195K
10.2K $2.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 0.34%
$483.48 - $539.8 $28.5K - $31.8K
17.4K $8.46M
COP
Conocophillips

Energy
1.27K
+ 2.11%
$82.66 - $106.1 $105K - $135K
61.5K $5.52M
UNH
Unitedhealth Group Inc

Healthcare
87
+ 2.01%
$274.35 - $599.47 $23.9K - $52.2K
4.42K $1.38M
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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