Peterson Wealth Services Purchases in Q3 2025

Peterson Wealth Services

  • $424 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
7.25K
+ 198.98%
$57.35 - $85.25 $416K - $618K
10.9K $918K
SPGI
S&P Global Inc.

Financial Services
1.44K
+ 193.93%
$484.94 - $564.15 $697K - $811K
2.18K $1.06M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11.3K
+ 387.87%
$59.29 - $62.87 $669K - $710K
14.2K $852K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.48K
+ 3915.71%
$108.46 - $120.63 $595K - $661K
5.62K $668K
IEMG
Ishares Inc

ETFs
11.6K
+ 6364.48%
N/A
11.8K $634K
TT
Trane Technologies PLC

Industrials
1.52K
+ 82.21%
$398.96 - $472.54 $605K - $716K
3.36K $1.42M
ALL
Allstate Corp

Financial Services
2.76K
+ 207.3%
$192.0 - $214.65 $529K - $591K
4.08K $876K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.35K
+ 9574.29%
$133.48 - $144.38 $447K - $484K
3.39K $482K
CSCO
Cisco Systems, Inc.

Technology
6.6K
+ 210.03%
$66.2 - $71.79 $437K - $473K
9.74K $666K
LHX
L3 Harris Technologies, Inc.

Industrials
1.43K
+ 780.87%
$252.18 - $305.41 $360K - $436K
1.61K $492K
M
Macy'S, Inc.

Consumer Cyclical
19.2K
+ 23437.8%
$11.9 - $18.17 $229K - $349K
19.3K $346K
PSX
Phillips 66

Energy
2.15K
+ 148.86%
$118.37 - $139.46 $255K - $300K
3.6K $489K
VLO
Valero Energy Corp

Energy
1.56K
+ 137.27%
$131.77 - $175.63 $205K - $274K
2.69K $458K
XLV
Select Sector Spdr Fund Health

ETFs
2.03K
+ 3491.38%
$129.01 - $139.72 $261K - $283K
2.08K $289K
EOG
Eog Resources Inc

Energy
2.54K
+ 193.6%
$112.12 - $126.1 $285K - $321K
3.86K $432K
KO
Coca Cola CO

Consumer Defensive
4.09K
New
$65.67 - $71.67 $269K - $293K
4.09K $271K
UPS
United Parcel Service Inc

Industrials
3.48K
+ 307.43%
$82.58 - $105.54 $287K - $367K
4.61K $384K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.64K
+ 332.19%
$167.28 - $188.45 $275K - $309K
2.14K $359K
CRM
Salesforce, Inc.

Technology
1.32K
+ 61.87%
$231.66 - $273.65 $306K - $361K
3.46K $819K
GE
General Electric CO

Industrials
725
+ 320.8%
$244.75 - $305.63 $177K - $222K
951 $286K
MUSA
Murphy Usa Inc.

Consumer Cyclical
572
+ 19066.67%
$361.83 - $435.43 $207K - $249K
575 $223K
BA
Boeing CO

Industrials
966
+ 7430.77%
$209.79 - $237.38 $203K - $229K
979 $211K
HPE
Hewlett Packard Enterprise CO

Technology
6.65K
+ 72.97%
$19.81 - $25.24 $132K - $168K
15.8K $387K
F
Ford Motor CO

Consumer Cyclical
15.5K
+ 612.13%
$10.82 - $12.09 $168K - $187K
18K $215K
DVN
Devon Energy Corp

Energy
4.69K
+ 465.34%
$31.75 - $36.99 $149K - $173K
5.69K $199K
AXP
American Express CO

Financial Services
433
+ 26.81%
$294.27 - $342.31 $127K - $148K
2.05K $680K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
717
+ 8.2%
$99.92 - $146.67 $71.6K - $105K
9.47K $1.25M
WLK
Westlake Corp

Basic Materials
1.81K
+ 7878.26%
$75.43 - $90.6 $137K - $164K
1.84K $141K
EW
Edwards Lifesciences Corp

Healthcare
1.65K
+ 56.09%
$73.75 - $81.83 $122K - $135K
4.6K $357K
GPN
Global Payments Inc

Industrials
1.52K
New
$77.61 - $90.01 $118K - $137K
1.52K $126K
IGE
Ishares Tr North Amern Nat Res

ETFs
2.48K
+ 575.17%
$44.5 - $49.6 $110K - $123K
2.91K $142K
RTX
Raytheon Technologies Corp

Industrials
688
+ 955.56%
$144.19 - $167.33 $99.2K - $115K
760 $127K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.52K
+ 122.0%
$42.43 - $45.05 $107K - $114K
4.59K $202K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.44K
+ 93.04%
$38.58 - $58.24 $210K - $317K
11.3K $442K
AGCO
Agco Corp

Industrials
775
+ 10.07%
$106.41 - $117.97 $82.5K - $91.4K
8.47K $906K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.22K
+ 9361.54%
$83.65 - $95.26 $102K - $116K
1.23K $108K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.32K
+ 21916.67%
$72.57 - $74.72 $95.4K - $98.3K
1.32K $98K
XLK
Technology Sector Spdr

ETFs
273
+ 52.1%
$250.97 - $282.66 $68.5K - $77.2K
797 $224K
SBUX
Starbucks Corp

Consumer Cyclical
975
+ 122.95%
$81.9 - $96.86 $79.9K - $94.4K
1.77K $149K
FISV
Fiserv Inc

Technology
471
+ 22.53%
N/A
2.56K $320K
GRFS
Grifols Sa

Healthcare
5.79K
+ 385.8%
$8.87 - $10.85 $51.3K - $62.8K
7.29K $72K
NOC
Northrop Grumman Corp

Industrials
91
+ 910.0%
$498.9 - $609.32 $45.4K - $55.4K
101 $61K
FTCS
First Trust Capital Strength E

ETFs
541
+ 33.5%
$89.72 - $93.74 $48.5K - $50.7K
2.16K $201K
CIFR
Cipher Mining Inc.

Financial Services
3.29K
New
$4.72 - $14.15 $15.5K - $46.5K
3.29K $41K
STM
St Microelectronics N.V.

Technology
1.14K
+ 3086.49%
$24.77 - $33.41 $28.3K - $38.2K
1.18K $33K
CF
Cf Industries Holdings, Inc.

Basic Materials
361
+ 451.25%
$80.91 - $98.75 $29.2K - $35.6K
441 $39K
SYY
Sysco Corp

Consumer Defensive
324
+ 875.68%
$76.33 - $82.51 $24.7K - $26.7K
361 $29K
PKB
Invesco Exchange Traded Fd Tr

ETFs
263
+ 6575.0%
$81.29 - $95.6 $21.4K - $25.1K
267 $25K
SNPS
Synopsys Inc

Technology
35
+ 1750.0%
$387.78 - $645.35 $13.6K - $22.6K
37 $18K
Activity Summary
Buys All Purchases 115 New Holdings 14 Increased Positions 101 Sells All Sells 100 Reductions 99 Sold out 1 Options Calls 0 Puts 0
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