Peterson Wealth Management Purchases in Q2 2024

Peterson Wealth Management

  • $161 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
51.9K
+ 1362.89%
$118.11 - $1224.4 $6.12M - $63.5M
55.7K $6.88M
VIG
Vanguard Dividend Appreciation

ETFs
13.2K
+ 27.56%
$173.33 - $185.29 $2.28M - $2.44M
60.9K $11.1M
MA
Mastercard Inc

Financial Services
5.81K
+ 116.03%
$441.1 - $479.43 $2.56M - $2.78M
10.8K $4.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.22K
+ 65.67%
$282.64 - $390.43 $1.19M - $1.65M
10.6K $4.08M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16.4K
+ 31.39%
$124.6 - $132.46 $2.05M - $2.18M
68.7K $8.74M
AMD
Advanced Micro Devices Inc

Technology
12.6K
+ 109.52%
$144.27 - $183.34 $1.82M - $2.31M
24.1K $3.91M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.66K
+ 6.56%
$414.65 - $485.21 $688K - $805K
26.9K $12.9M
LLY
Eli Lilly & CO

Healthcare
1.2K
+ 34.34%
$724.87 - $909.04 $868K - $1.09M
4.69K $4.24M
AMZN
Amazon Com Inc

Consumer Cyclical
6.35K
+ 33.77%
$173.67 - $197.85 $1.1M - $1.26M
25.2K $4.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.47K
+ 6.56%
$495.16 - $548.49 $725K - $804K
23.8K $13M
XLY
Select Sector Spdr Consumer Di

ETFs
6.04K
+ 26.34%
$169.76 - $184.45 $1.03M - $1.11M
29K $5.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.73K
+ 58.48%
$396.73 - $420.24 $1.08M - $1.15M
7.41K $3.01M
AAPL
Apple Inc.

Technology
379
+ 1.61%
$165.0 - $216.67 $62.5K - $82.1K
23.9K $5.03M
WMT
Walmart Inc.

Consumer Defensive
8.74K
+ 17.31%
$58.85 - $68.9 $514K - $602K
59.2K $4.01M
XLK
Technology Sector Spdr

ETFs
2.36K
+ 10.62%
$192.53 - $231.41 $455K - $547K
24.6K $5.56M
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 0.43%
$704.88 - $870.75 $21.9K - $27K
7.26K $6.17M
MSFT
Microsoft Corp

Technology
1.24K
+ 12.3%
$389.33 - $452.85 $482K - $561K
11.3K $5.05M
GOOGL
Alphabet Inc.

Communication Services
1.79K
+ 12.41%
$150.53 - $185.41 $270K - $333K
16.2K $2.96M
XLV
Select Sector Spdr Fund Health

ETFs
5.26K
+ 82.98%
$138.43 - $147.09 $727K - $773K
11.6K $1.69M
WM
Waste Management Inc

Industrials
3.07K
New
$200.55 - $213.34 $616K - $655K
3.07K $655K
PANW
Palo Alto Networks Inc

Technology
149
+ 1.54%
$265.2 - $340.82 $39.5K - $50.8K
9.82K $3.33M
CAT
Caterpillar Inc

Industrials
1.63K
New
$321.47 - $379.3 $525K - $620K
1.63K $544K
XLC
Select Sector Spdr Tr Communic

ETFs
4.93K
New
$77.86 - $86.45 $384K - $426K
4.93K $422K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.25K
+ 28.58%
$52.5 - $56.42 $328K - $352K
28.1K $1.59M
DLR
Digital Realty Trust, Inc.

Real Estate
1.17K
+ 8.8%
$135.75 - $152.05 $159K - $178K
14.5K $2.2M
CRM
Salesforce, Inc.

Technology
2.16K
+ 33.48%
$218.01 - $304.74 $470K - $658K
8.6K $2.21M
FDN
First Tr Fd Dow Jones

ETFs
870
+ 7.64%
$192.91 - $207.84 $168K - $181K
12.3K $2.51M
TGT
Target Corp

Consumer Defensive
1.54K
+ 29.07%
$141.16 - $177.82 $218K - $274K
6.84K $1.01M
XLP
Consumer Staples Sector Spdr

ETFs
772
+ 2.47%
$73.08 - $78.4 $56.4K - $60.5K
32K $2.45M
CVX
Chevron Corp

Energy
448
+ 5.77%
$152.57 - $166.33 $68.4K - $74.5K
8.21K $1.28M
SKYY
First Trust Cloud Computing Et

ETFs
69
+ 0.28%
$88.77 - $96.97 $6.13K - $6.69K
24.8K $2.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.01K
+ 2.91%
$87.78 - $94.67 $88.7K - $95.7K
35.8K $3.28M
XLE
Energy Sector Spdr

ETFs
30
+ 0.74%
$88.04 - $98.08 $2.64K - $2.94K
4.07K $370K
ABT
Abbott Laboratories

Healthcare
956
+ 5.95%
$100.73 - $112.44 $96.3K - $107K
17K $1.77M
PEP
Pepsico Inc

Consumer Defensive
537
+ 1.58%
$163.33 - $183.11 $87.7K - $98.3K
34.5K $5.7M
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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