Peterson Wealth Management Purchases and Sells in Q4 2024

Peterson Wealth Management

$167 Million
Q4 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	7.44K + 11.82%	$117.0 - $148.88 $870K - $1.11M	70.4K $9.45M
AMZN	2.08K + 7.65%	$180.88 - $232.93 $376K - $484K	29.2K $6.42M
QQQ	840 + 2.94%	$481.22 - $538.17 $404K - $452K	29.4K $15M
SPY	1.03K + 4.08%	$567.81 - $607.81 $587K - $628K	26.3K $15.4M
XLY	893 + 3.04%	$194.8 - $239.43 $174K - $214K	30.3K $6.8M
AAPL	1.91K + 7.96%	$221.69 - $259.02 $424K - $495K	25.9K $6.49M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	21.5K New	$172.07 - $207.36 $3.69M - $4.45M	21.5K $4.24M
AVGO	8.25K New	$159.67 - $250.0 $1.32M - $2.06M	8.25K $1.91M
SKYY	13.5K New	$99.98 - $130.46 $1.35M - $1.76M	13.5K $1.61M
CRWD	636 New	$275.15 - $388.2 $175K - $247K	636 $217K
META	345 New	$554.08 - $632.68 $191K - $218K	345 $203K
JPM	842 New	$205.18 - $250.29 $173K - $211K	842 $201K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDN	-13.7K - 59.6%	$210.5 - $257.24 $2.88M - $3.52M	9.28K $2.26M
PEP	-567 - 1.63%	$151.29 - $176.1 $85.8K - $99.8K	34.1K $5.19M
TGT	-371 - 5.83%	$121.59 - $160.69 $45.1K - $59.6K	5.99K $809K
CVX	-465 - 5.56%	$141.15 - $162.53 $65.6K - $75.6K	7.9K $1.14M
XLE	-223 - 5.97%	$83.32 - $97.27 $18.6K - $21.7K	3.51K $300K
XLF	-62 - 0.49%	$44.89 - $51.34 $2.78K - $3.18K	12.6K $611K

Activity Summary All Purchases 38 New Holdings 6 Increased Positions 32 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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