Peterson Wealth Services Sells in Q4 2024

Peterson Wealth Services

  • $331 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
-73.2K
- 98.65%
$45.36 - $55.91 $3.32M - $4.09M
1K $49K
SWKS
Skyworks Solutions, Inc.

Technology
-23.5K
- 95.52%
$83.18 - $99.15 $1.96M - $2.33M
1.1K $97K
ASML
Asml Holding Nv

Technology
-1.16K
- 18.01%
$658.43 - $872.27 $766K - $1.01M
5.3K $3.67M
DVN
Devon Energy Corp

Energy
-39.2K
- 97.24%
$30.52 - $42.96 $1.2M - $1.68M
1.11K $36K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-125
- 1.72%
$501.29 - $612.85 $62.7K - $76.6K
7.13K $3.71M
LLY
Eli Lilly & CO

Healthcare
-239
- 5.18%
$727.2 - $932.06 $174K - $223K
4.38K $3.38M
COP
Conocophillips

Energy
-4.26K
- 10.63%
$95.12 - $114.72 $405K - $488K
35.8K $3.55M
ZTS
Zoetis Inc.

Healthcare
-52
- 0.31%
$162.24 - $194.42 $8.44K - $10.1K
16.8K $2.74M
GOOG
Alphabet Inc.

Communication Services
-2.11K
- 53.64%
$163.08 - $198.16 $343K - $417K
1.82K $346K
ONTO
Onto Innovation Inc.

Technology
-261
- 5.5%
$158.54 - $225.02 $41.4K - $58.7K
4.49K $747K
MSI
Motorola Solutions, Inc.

Technology
-598
- 7.58%
$449.08 - $504.6 $269K - $302K
7.3K $3.37M
PHM
Pultegroup Inc

Consumer Cyclical
-407
- 20.72%
$108.86 - $149.04 $44.3K - $60.7K
1.56K $169K
VTV
Vanguard Value ETF

ETFs
-171
- 1.16%
$168.32 - $181.87 $28.8K - $31.1K
14.6K $2.47M
IEFA
Ishares Tr

ETFs
-10
- 0.07%
$70.06 - $77.43 $701 - $774
13.3K $937K
DHI
Horton D R Inc

Consumer Cyclical
-222
- 15.96%
$137.24 - $194.56 $30.5K - $43.2K
1.17K $163K
NEM
Newmont Corp

Basic Materials
-447
- 9.74%
$37.0 - $58.68 $16.5K - $26.2K
4.14K $154K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-4.77K
- 34.56%
$11.82 - $13.73 $56.4K - $65.5K
9.03K $108K
LEN
Lennar Corp

Consumer Cyclical
-21
- 1.55%
$136.2 - $188.96 $2.86K - $3.97K
1.33K $181K
RTX
Raytheon Technologies Corp

Industrials
-399
- 86.18%
$114.45 - $127.21 $45.7K - $50.8K
64 $7K
FISV
Fiserv Inc

Technology
-353
- 14.06%
N/A
2.16K $270K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-159
- 5.06%
$96.64 - $101.23 $15.4K - $16.1K
2.99K $289K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-144
- 5.08%
$45.28 - $53.12 $6.52K - $7.65K
2.69K $122K
VIG
Vanguard Dividend Appreciation

ETFs
-129
- 89.58%
N/A
15 $2K
MTDR
Matador Resources CO

Energy
-5.61K
- 13.09%
$50.33 - $60.91 $282K - $342K
37.2K $2.09M
JNPR
Juniper Networks Inc

Technology
-253
- 4.45%
$35.08 - $39.26 $8.88K - $9.93K
5.44K $203K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-71
- 2.37%
$113.92 - $127.38 $8.09K - $9.04K
2.93K $337K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-167
- 5.06%
$47.58 - $48.56 $7.95K - $8.11K
3.14K $149K
IEMG
Ishares Inc

ETFs
-178
- 1.34%
N/A
13.1K $701K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-59
- 3.05%
$43.02 - $47.32 $2.54K - $2.79K
1.88K $81K
BV
Bright View Holdings, Inc.

Industrials
-581
- 7.62%
$15.48 - $18.73 $8.99K - $10.9K
7.04K $112K
TTD
Trade Desk, Inc.

Technology
-671
- 7.08%
$108.7 - $139.51 $72.9K - $93.6K
8.8K $1.03M
BOH
Bank Of Hawaii Corp

Financial Services
-100
- 20.0%
$61.29 - $80.51 $6.13K - $8.05K
400 $28K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-37
- 0.5%
$61.68 - $67.87 $2.28K - $2.51K
7.32K $455K
CSCO
Cisco Systems, Inc.

Technology
-52
- 1.25%
$52.45 - $60.02 $2.73K - $3.12K
4.11K $243K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25
- 0.76%
$521.84 - $558.82 $13K - $14K
3.27K $1.76M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-431
- 8.07%
$101.51 - $140.63 $43.8K - $60.6K
4.91K $616K
COST
Costco Wholesale Corp

Consumer Defensive
-261
- 1.79%
$873.59 - $994.69 $228K - $260K
14.3K $13.1M
VUG
Vanguard Growth ETF

ETFs
-1.17K
- 3.37%
$378.79 - $428.11 $441K - $499K
33.4K $13.7M
FIX
Comfort Systems Usa Inc

Industrials
-260
- 1.35%
$370.68 - $504.12 $96.4K - $131K
19.1K $8.08M
AAPL
Apple Inc.

Technology
-747
- 0.76%
$221.69 - $259.02 $166K - $193K
98K $24.6M
NVDA
Nvidia Corp

Technology
-2.01K
- 1.25%
$117.0 - $148.88 $235K - $299K
159K $21.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-87
- 0.15%
$180.88 - $232.93 $15.7K - $20.3K
56.7K $12.4M
RJF
Raymond James Financial Inc

Financial Services
-231
- 0.35%
$123.0 - $170.1 $28.4K - $39.3K
65.7K $10.2M
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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