Peterson Wealth Advisors, LLC Purchases and Sells in Q4 2025

Peterson Wealth Advisors, LLC

$603 Million
Q4 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFEM	499K + 236.28%	$31.28 - $33.46 $15.6M - $16.7M	711K $23.5M
JPIE	309K + 377.87%	$46.18 - $46.47 $14.3M - $14.4M	391K $18.1M
JPST	63.7K + 7.8%	$50.57 - $50.77 $3.22M - $3.23M	880K $44.5M
JCPB	54K + 13.87%	$47.34 - $48.01 $2.56M - $2.59M	444K $21M
SPDW	12.6K + 0.78%	$42.26 - $44.28 $534K - $559K	1.63M $71.2M
SCHO	57.6K + 13.57%	$24.31 - $24.46 $1.4M - $1.41M	482K $11.7M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VPU	1.83K New	$190.8 - $202.04 $349K - $369K	1.83K $351K
VDE	2.68K New	$120.37 - $129.34 $323K - $347K	2.68K $346K
VGT	447 New	$736.33 - $801.52 $329K - $358K	447 $338K
VDC	1.6K New	$206.7 - $217.75 $331K - $348K	1.6K $336K
VHT	1.17K New	$264.7 - $283.93 $310K - $333K	1.17K $331K
VCR	853 New	$376.54 - $399.33 $321K - $341K	853 $323K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	-34.8K - 64.95%	$78.97 - $83.03 $2.75M - $2.89M	18.8K $1.52M
SPSM	-10.3K - 1.41%	$44.53 - $47.25 $458K - $486K	719K $32.8M
SPEM	-19.7K - 29.29%	$45.45 - $48.31 $893K - $949K	47.4K $2.25M
VTI	-2.56K - 4.88%	$321.8 - $337.95 $824K - $866K	50K $16.5M
SCHH	-18.2K - 23.98%	$20.85 - $21.86 $380K - $399K	57.8K $1.23M
VB	-824 - 2.97%	$248.1 - $260.08 $204K - $214K	26.9K $6.72M

Activity Summary All Purchases 58 New Holdings 13 Increased Positions 45 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.