Peterson Wealth Services Reduced Holdings in Q1 2025

Peterson Wealth Services

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-15.5K
- 29.71%
$222.15 - $428.22 $3.44M - $6.63M
36.6K $9.49M
AVGO
Broadcom Inc.

Technology
-13.1K
- 23.34%
$167.43 - $244.7 $2.19M - $3.2M
43K $7.2M
NVDA
Nvidia Corp

Technology
-11.4K
- 7.17%
$106.98 - $149.43 $1.22M - $1.7M
147K $16M
NVO
Novo Nordisk A S

Healthcare
-41.1K
- 99.52%
$69.3 - $90.95 $2.85M - $3.74M
197 $13K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5.1K
- 80.35%
$522.96 - $601.18 $2.67M - $3.07M
1.25K $665K
VTV
Vanguard Value ETF

ETFs
-12.9K
- 88.16%
$167.73 - $179.21 $2.16M - $2.31M
1.73K $298K
RJF
Raymond James Financial Inc

Financial Services
-5.14K
- 7.82%
$137.62 - $172.64 $708K - $888K
60.6K $8.42M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-23.6K
- 68.0%
$50.03 - $50.27 $1.18M - $1.19M
11.1K $556K
IESC
Ies Holdings, Inc.

Industrials
-4.56K
- 56.17%
$162.26 - $316.26 $739K - $1.44M
3.56K $586K
AAON
Aaon, Inc.

Industrials
-4.33K
- 39.0%
$73.52 - $136.95 $318K - $593K
6.78K $529K
FCNCA
First Citizens Bancshares Inc

Financial Services
-252
- 43.45%
$1728.36 - $2231.14 $436K - $562K
328 $608K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.04K
- 31.61%
$507.05 - $563.67 $525K - $583K
2.24K $1.15M
HUBS
Hubspot Inc

Technology
-638
- 40.46%
$571.29 - $819.71 $364K - $523K
939 $536K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.06K
- 96.45%
$57.21 - $65.8 $404K - $464K
260 $15K
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.83K
- 85.16%
$142.8 - $176.36 $404K - $499K
493 $85K
HQY
Healthequity, Inc.

Healthcare
-3.57K
- 33.97%
$84.32 - $114.51 $301K - $409K
6.94K $613K
AEIS
Advanced Energy Industries Inc

Industrials
-2.12K
- 24.64%
$94.8 - $131.54 $201K - $279K
6.49K $618K
UFPT
Ufp Technologies Inc

Healthcare
-897
- 21.88%
$198.85 - $285.04 $178K - $256K
3.2K $645K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.79K
- 95.22%
$102.49 - $119.96 $286K - $335K
140 $14K
SPY
Spdr S&P 500 ETF Trust

ETFs
-288
- 5.55%
$551.42 - $612.93 $159K - $177K
4.9K $2.74M
PCTY
Paylocity Holding Corp

Technology
-1.22K
- 24.44%
$183.21 - $217.86 $224K - $266K
3.78K $707K
COST
Costco Wholesale Corp

Consumer Defensive
-738
- 5.17%
$890.62 - $1076.86 $657K - $795K
13.5K $12.8M
GRMN
Garmin LTD

Technology
-2.01K
- 10.11%
$204.55 - $241.93 $410K - $485K
17.8K $3.87M
CRM
Salesforce, Inc.

Technology
-74
- 3.36%
$268.36 - $359.95 $19.9K - $26.6K
2.13K $571K
GOOGL
Alphabet Inc.

Communication Services
-45
- 1.15%
$154.33 - $206.19 $6.94K - $9.28K
3.85K $595K
LNTH
Lantheus Holdings, Inc.

Healthcare
-2.51K
- 19.68%
$78.23 - $110.01 $196K - $276K
10.2K $999K
GOOG
Alphabet Inc.

Communication Services
-168
- 9.23%
$156.06 - $207.71 $26.2K - $34.9K
1.65K $258K
ENSG
Ensign Group, Inc

Healthcare
-437
- 5.7%
$125.4 - $148.86 $54.8K - $65.1K
7.23K $935K
TT
Trane Technologies PLC

Industrials
-18
- 0.97%
$332.0 - $400.86 $5.98K - $7.22K
1.84K $619K
HPE
Hewlett Packard Enterprise CO

Technology
-281
- 2.74%
$14.77 - $24.42 $4.15K - $6.86K
9.99K $154K
MPWR
Monolithic Power Systems Inc

Technology
-82
- 6.21%
$565.7 - $720.25 $46.4K - $59.1K
1.24K $718K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-37
- 0.75%
$154.39 - $176.55 $5.71K - $6.53K
4.92K $772K
NXPI
Nxp Semiconductors N.V.

Technology
-16
- 0.8%
$189.99 - $245.86 $3.04K - $3.93K
1.98K $376K
IEFA
Ishares Tr

ETFs
-1.39K
- 10.39%
$69.57 - $78.65 $96.4K - $109K
12K $904K
LEN
Lennar Corp

Consumer Cyclical
-29
- 2.18%
$113.93 - $141.54 $3.3K - $4.1K
1.3K $149K
LSTR
Landstar System Inc

Industrials
-2
- 0.2%
$146.63 - $177.82 $293 - $356
1.01K $152K
GD
General Dynamics Corp

Industrials
-60
- 52.63%
$241.94 - $272.58 $14.5K - $16.4K
54 $14K
JNPR
Juniper Networks Inc

Technology
-179
- 3.29%
$34.38 - $39.03 $6.15K - $6.99K
5.26K $190K
XLE
Energy Sector Spdr

ETFs
-331
- 12.6%
$85.7 - $93.96 $28.4K - $31.1K
2.3K $214K
PHM
Pultegroup Inc

Consumer Cyclical
-7
- 0.45%
$101.09 - $118.51 $708 - $830
1.55K $159K
FISV
Fiserv Inc

Technology
-69
- 3.2%
N/A
2.09K $261K
BA
Boeing CO

Industrials
-37
- 74.0%
$148.15 - $186.25 $5.48K - $6.89K
13 $2K
LHX
L3 Harris Technologies, Inc.

Industrials
-9
- 0.53%
$194.65 - $222.86 $1.75K - $2.01K
1.7K $355K
FDUS
Fidus Investment Corp

Financial Services
-206
- 63.0%
$20.39 - $23.37 $4.2K - $4.81K
121 $2K
OSK
Oshkosh Corp

Industrials
-9
- 0.5%
$89.56 - $116.4 $806 - $1.05K
1.79K $168K
Astera Labs Incorporated
-176
- 1.93%
N/A
8.95K $0
Ge Vernova Incorporated
-53
- 94.64%
N/A
3 $0
PG
Procter & Gamble CO

Consumer Defensive
-16
- 1.35%
$158.56 - $176.26 $2.54K - $2.82K
1.17K $198K
DVN
Devon Energy Corp

Energy
-106
- 9.52%
$33.15 - $38.55 $3.51K - $4.09K
1.01K $37K
Activity Summary
Buys All Purchases 98 New Holdings 14 Increased Positions 84 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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