Peterson Wealth Services Reduced Holdings in Q2 2025

Peterson Wealth Services

  • $362 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8.63K
- 95.92%
$390.26 - $489.06 $3.37M - $4.22M
367 $148K
ZTS
Zoetis Inc.

Healthcare
-17.8K
- 93.47%
$144.41 - $170.3 $2.58M - $3.04M
1.25K $194K
AAPL
Apple Inc.

Technology
-2.56K
- 2.56%
$172.42 - $223.89 $441K - $572K
97.4K $20M
WLK
Westlake Corp

Basic Materials
-6.56K
- 99.65%
$69.83 - $102.01 $458K - $669K
23 $1K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-1.19K
- 99.75%
$388.56 - $520.27 $464K - $621K
3 $1K
ONTO
Onto Innovation Inc.

Technology
-4.57K
- 99.63%
$88.5 - $133.37 $404K - $609K
17 $1K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-6.64K
- 59.78%
$49.98 - $50.26 $332K - $334K
4.47K $224K
LHX
L3 Harris Technologies, Inc.

Industrials
-1.52K
- 89.24%
$200.21 - $256.99 $304K - $390K
183 $45K
LNTH
Lantheus Holdings, Inc.

Healthcare
-8
- 0.08%
$73.86 - $108.74 $591 - $870
10.2K $837K
EW
Edwards Lifesciences Corp

Healthcare
-1.95K
- 39.78%
$67.07 - $78.22 $131K - $152K
2.95K $230K
CVX
Chevron Corp

Energy
-123
- 7.62%
$133.73 - $168.51 $16.4K - $20.7K
1.49K $213K
VLO
Valero Energy Corp

Energy
-443
- 28.07%
$104.69 - $141.77 $46.4K - $62.8K
1.14K $152K
PG
Procter & Gamble CO

Consumer Defensive
-117
- 10.03%
$157.66 - $172.39 $18.4K - $20.2K
1.05K $167K
EOG
Eog Resources Inc

Energy
-147
- 10.07%
$104.61 - $129.97 $15.4K - $19.1K
1.31K $157K
CSCO
Cisco Systems, Inc.

Technology
-835
- 21.01%
$53.19 - $69.38 $44.4K - $57.9K
3.14K $217K
SPY
Spdr S&P 500 ETF Trust

ETFs
-505
- 10.3%
$496.48 - $617.85 $251K - $312K
4.4K $2.72M
UPS
United Parcel Service Inc

Industrials
-149
- 11.64%
$91.92 - $110.2 $13.7K - $16.4K
1.13K $114K
LSTR
Landstar System Inc

Industrials
-107
- 10.55%
$131.55 - $151.93 $14.1K - $16.3K
907 $126K
PSX
Phillips 66

Energy
-153
- 9.56%
$92.87 - $125.73 $14.2K - $19.2K
1.45K $172K
PCTY
Paylocity Holding Corp

Technology
-3
- 0.08%
$172.54 - $201.04 $518 - $603
3.77K $683K
LEN
Lennar Corp

Consumer Cyclical
-136
- 10.45%
$102.76 - $115.66 $14K - $15.7K
1.17K $128K
ABT
Abbott Laboratories

Healthcare
-169
- 9.66%
$123.95 - $138.08 $20.9K - $23.3K
1.58K $215K
DHI
Horton D R Inc

Consumer Cyclical
-128
- 10.93%
$115.1 - $129.63 $14.7K - $16.6K
1.04K $134K
PHM
Pultegroup Inc

Consumer Cyclical
-164
- 10.58%
$92.02 - $106.54 $15.1K - $17.5K
1.39K $146K
F
Ford Motor CO

Consumer Cyclical
-1.26K
- 33.32%
$8.69 - $10.85 $11K - $13.7K
2.53K $27K
ZION
Zions Bancorporation, National Association

Financial Services
-231
- 11.22%
$41.39 - $51.94 $9.56K - $12K
1.83K $94K
CGNX
Cognex Corp

Technology
-478
- 10.92%
$23.27 - $32.07 $11.1K - $15.3K
3.9K $123K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-1
- 0.05%
$419.99 - $501.97 $420 - $502
1.88K $907K
TXN
Texas Instruments Inc

Technology
-25
- 14.29%
N/A
150 $29K
ICLN
Ishares

ETFs
-272
- 27.2%
$10.56 - $13.31 $2.87K - $3.62K
728 $9K
JNPR
Juniper Networks Inc

Technology
-500
- 9.51%
$33.93 - $39.93 $17K - $20K
4.76K $189K
VRT
Vertiv Holdings CO

Industrials
-1
- 0.01%
N/A
6.89K $597K
Astera Labs Incorporated
-7
- 0.08%
N/A
8.94K $0
Millrose Pptys Incorporated Com Class A Reit
-66
- 10.22%
N/A
580 $0
INTC
Intel Corp

Technology
-5
- 50.0%
$18.13 - $22.69 $90.6 - $113
5 $0
BC
Brunswick Corp

Consumer Cyclical
-233
- 1.71%
$41.93 - $58.37 $9.77K - $13.6K
13.4K $738K
OSK
Oshkosh Corp

Industrials
-192
- 10.71%
$79.17 - $113.62 $15.2K - $21.8K
1.6K $181K
NEM
Newmont Corp

Basic Materials
-446
- 10.91%
$44.18 - $59.46 $19.7K - $26.5K
3.64K $212K
SCHW
Schwab Charles Corp

Financial Services
-336
- 9.19%
$69.06 - $91.24 $23.2K - $30.7K
3.32K $302K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3
- 0.82%
$141.37 - $228.57 $424 - $686
361 $81K
NXPI
Nxp Semiconductors N.V.

Technology
-143
- 7.21%
$153.5 - $218.72 $22K - $31.3K
1.84K $401K
HPE
Hewlett Packard Enterprise CO

Technology
-869
- 8.7%
$12.51 - $20.45 $10.9K - $17.8K
9.12K $186K
UFPT
Ufp Technologies Inc

Healthcare
-3
- 0.09%
$186.83 - $253.3 $560 - $760
3.2K $781K
TTD
Trade Desk, Inc.

Technology
-7
- 0.08%
$45.27 - $79.4 $317 - $556
8.99K $646K
ENSG
Ensign Group, Inc

Healthcare
-3
- 0.04%
$119.93 - $156.36 $360 - $469
7.23K $1.11M
AEIS
Advanced Energy Industries Inc

Industrials
-2
- 0.03%
$79.03 - $133.84 $158 - $268
6.49K $860K
STRL
Sterling Construction CO Inc

Industrials
-3
- 0.06%
$104.96 - $231.51 $315 - $695
5.05K $1.17M
VUG
Vanguard Growth ETF

ETFs
-1.46K
- 2.37%
$329.49 - $438.4 $482K - $642K
60.3K $26.4M
PLTR
Palantir Technologies Inc.

Technology
-245
- 0.29%
$74.01 - $144.25 $18.1K - $35.3K
85.6K $11.7M
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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