Peterson Wealth Advisors, LLC Purchases and Sells in Q4 2024

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	81K + 257.9%	$44.87 - $46.86 $3.63M - $3.79M	112K $5.04M
IDEV	54.1K + 43.36%	$64.18 - $70.42 $3.47M - $3.81M	179K $11.5M
IVV	2.04K + 24.0%	$570.51 - $610.59 $1.17M - $1.25M	10.6K $6.22M
DFEM	52.1K + 73.71%	$26.16 - $28.82 $1.36M - $1.5M	123K $3.21M
SPMD	19.4K + 2.97%	$54.13 - $59.56 $1.05M - $1.16M	673K $36.8M
SPEM	22.2K + 59.91%	$38.37 - $42.82 $853K - $952K	59.3K $2.28M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBRE	5.1K New	$92.26 - $103.02 $470K - $525K	5.1K $477K
CGCP	19.2K New	$22.13 - $23.17 $424K - $444K	19.2K $424K
SCHG	11.8K New	$25.93 - $105.3 $306K - $1.24M	11.8K $328K
QCOM	1.38K New	$150.4 - $178.04 $208K - $246K	1.38K $212K
CAPITAL GRP FIXED INCM ETF T	21.1K New	N/A	21.1K $0

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	-15.7K - 0.98%	$34.13 - $37.35 $535K - $585K	1.58M $53.8M
JCPB	-23.8K - 6.56%	$46.07 - $48.17 $1.09M - $1.14M	338K $15.6M
VNQ	-5.9K - 5.48%	$87.85 - $98.6 $518K - $581K	102K $9.05M
VTI	-3.93K - 6.48%	$280.04 - $302.45 $1.1M - $1.19M	56.7K $16.4M
EFAV	-4.7K - 20.15%	$70.1 - $76.53 $330K - $360K	18.6K $1.32M
VWO	-1.18K - 1.53%	$44.04 - $49.49 $52.1K - $58.6K	76K $3.35M

Activity Summary All Purchases 55 New Holdings 5 Increased Positions 50 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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