Peterson Wealth Management Incresed Positions in Q4 2024

Peterson Wealth Management

  • $167 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.44K
+ 11.82%
$117.0 - $148.88 $870K - $1.11M
70.4K $9.45M
AMZN
Amazon Com Inc

Consumer Cyclical
2.08K
+ 7.65%
$180.88 - $232.93 $376K - $484K
29.2K $6.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
840
+ 2.94%
$481.22 - $538.17 $404K - $452K
29.4K $15M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.03K
+ 4.08%
$567.81 - $607.81 $587K - $628K
26.3K $15.4M
XLY
Select Sector Spdr Consumer Di

ETFs
893
+ 3.04%
$194.8 - $239.43 $174K - $214K
30.3K $6.8M
AAPL
Apple Inc.

Technology
1.91K
+ 7.96%
$221.69 - $259.02 $424K - $495K
25.9K $6.49M
VIG
Vanguard Dividend Appreciation

ETFs
3.78K
+ 7.64%
N/A
53.2K $9.69M
WMT
Walmart Inc.

Consumer Defensive
2.03K
+ 4.36%
$79.1 - $95.7 $161K - $194K
48.6K $4.39M
GOOGL
Alphabet Inc.

Communication Services
1.3K
+ 8.61%
$161.86 - $196.66 $211K - $256K
16.4K $3.11M
CRM
Salesforce, Inc.

Technology
362
+ 4.92%
$270.87 - $367.87 $98.1K - $133K
7.73K $2.58M
COST
Costco Wholesale Corp

Consumer Defensive
325
+ 4.45%
$873.59 - $994.69 $284K - $323K
7.62K $6.98M
MSFT
Microsoft Corp

Technology
1.32K
+ 10.91%
$406.35 - $454.46 $538K - $601K
13.4K $5.67M
MA
Mastercard Inc

Financial Services
158
+ 1.47%
$491.3 - $536.15 $77.6K - $84.7K
10.9K $5.75M
LLY
Eli Lilly & CO

Healthcare
1.07K
+ 27.41%
$727.2 - $932.06 $774K - $993K
4.95K $3.82M
DLR
Digital Realty Trust, Inc.

Real Estate
413
+ 2.88%
$156.46 - $195.69 $64.6K - $80.8K
14.8K $2.62M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.4K
+ 9.09%
$238.25 - $261.28 $333K - $365K
16.8K $4.06M
PANW
Palo Alto Networks Inc

Technology
9.72K
+ 103.82%
$181.96 - $405.9 $1.77M - $3.95M
19.1K $3.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.37K
+ 5.25%
$58.39 - $67.04 $80.2K - $92K
27.5K $1.75M
XLP
Consumer Staples Sector Spdr

ETFs
1.96K
+ 5.93%
N/A
35K $2.66M
XLC
Select Sector Spdr Tr Communic

ETFs
666
+ 8.75%
$89.66 - $102.16 $59.7K - $68K
8.28K $801K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.78K
+ 8.97%
$131.66 - $144.0 $629K - $688K
58.1K $7.67M
WM
Waste Management Inc

Industrials
415
+ 10.41%
$201.79 - $228.46 $83.7K - $94.8K
4.4K $888K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
194
+ 3.51%
$442.29 - $483.08 $85.8K - $93.7K
5.73K $2.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
65
+ 3.84%
$563.99 - $620.12 $36.7K - $40.3K
1.76K $1M
XOM
Exxon Mobil Corp

Energy
401
+ 19.71%
$105.51 - $125.37 $42.3K - $50.3K
2.44K $262K
HD
Home Depot, Inc.

Consumer Cyclical
401
+ 4.73%
$385.02 - $431.37 $154K - $173K
8.87K $3.45M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.88K
+ 200.0%
$22.4 - $68.28 $199K - $606K
13.3K $308K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.84K
+ 200.0%
$27.54 - $83.04 $133K - $402K
7.26K $201K
Amplify ETF Tr
6
+ 0.07%
N/A
8.38K $0
XLV
Select Sector Spdr Fund Health

ETFs
1.58K
+ 11.45%
$136.28 - $154.74 $215K - $244K
15.4K $2.11M
CAT
Caterpillar Inc

Industrials
82
+ 5.11%
$360.37 - $416.88 $29.6K - $34.2K
1.69K $611K
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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