Peterson Wealth Services New Holdings in Q3 2024

Peterson Wealth Services

  • $313 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
7.82K
New
$200.56 - $243.33 $1.57M - $1.9M
7.82K $1.8M
FIS
Fidelity National Information Services, Inc.

Technology
20.2K
New
$72.8 - $85.04 $1.47M - $1.71M
20.2K $1.69M
RS
Reliance Steel & Aluminum CO

Basic Materials
3.14K
New
$271.23 - $308.75 $850K - $968K
3.14K $906K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.23K
New
$49.83 - $62.75 $261K - $328K
5.23K $301K
PHM
Pultegroup Inc

Consumer Cyclical
1.96K
New
$103.95 - $144.98 $204K - $285K
1.96K $281K
DHI
Horton D R Inc

Consumer Cyclical
1.39K
New
$135.21 - $197.06 $188K - $274K
1.39K $265K
LEN
Lennar Corp

Consumer Cyclical
1.35K
New
$142.5 - $192.45 $193K - $260K
1.35K $253K
NEM
Newmont Corp

Basic Materials
4.59K
New
$41.65 - $55.85 $191K - $256K
4.59K $245K
SCHW
Schwab Charles Corp

Financial Services
3.77K
New
$61.74 - $76.08 $233K - $287K
3.77K $244K
CVX
Chevron Corp

Energy
1.6K
New
$137.88 - $161.97 $220K - $259K
1.6K $235K
ADP
Automatic Data Processing Inc

Industrials
788
New
$233.44 - $279.45 $184K - $220K
788 $218K
PSX
Phillips 66

Energy
1.62K
New
$125.0 - $147.17 $202K - $238K
1.62K $212K
VLO
Valero Energy Corp

Energy
1.56K
New
$132.81 - $163.48 $207K - $255K
1.56K $210K
HPE
Hewlett Packard Enterprise CO

Technology
10.2K
New
$16.1 - $21.44 $165K - $219K
10.2K $209K
PG
Procter & Gamble CO

Consumer Defensive
1.17K
New
$160.76 - $177.82 $188K - $208K
1.17K $202K
ABT
Abbott Laboratories

Healthcare
1.77K
New
$100.07 - $118.13 $177K - $209K
1.77K $201K
LSTR
Landstar System Inc

Industrials
1.01K
New
$173.24 - $193.87 $174K - $195K
1.01K $190K
DXCM
Dexcom Inc

Healthcare
2.83K
New
$64.0 - $116.06 $181K - $328K
2.83K $189K
MRO
Marathon Oil Corp

Energy
7.04K
New
$25.87 - $29.26 $182K - $206K
7.04K $187K
NKE
Nike, Inc.

Consumer Cyclical
2.07K
New
$71.09 - $89.44 $147K - $185K
2.07K $182K
EOG
Eog Resources Inc

Energy
1.46K
New
$117.9 - $132.65 $172K - $193K
1.46K $179K
OSK
Oshkosh Corp

Industrials
1.78K
New
$97.2 - $116.02 $173K - $207K
1.78K $178K
VEA
Vanguard Ftse Developed Market

ETFs
3.39K
New
$47.6 - $53.31 $161K - $181K
3.39K $178K
CGNX
Cognex Corp

Technology
4.32K
New
$36.85 - $52.91 $159K - $229K
4.32K $174K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.91K
New
$54.38 - $59.77 $158K - $174K
2.91K $172K
UPS
United Parcel Service Inc

Industrials
1.25K
New
$123.32 - $147.38 $154K - $184K
1.25K $170K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.3K
New
$47.18 - $48.74 $156K - $161K
3.3K $160K
HAP
Vaneck ETF Tr Natural Resource

ETFs
2.84K
New
$48.29 - $52.83 $137K - $150K
2.84K $149K
FTCS
First Trust Capital Strength E

ETFs
1.62K
New
$83.58 - $90.94 $135K - $147K
1.62K $146K
ACN
Accenture PLC

Technology
410
New
$295.44 - $355.81 $121K - $146K
410 $144K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.37K
New
$84.18 - $106.5 $115K - $146K
1.37K $136K
BV
Bright View Holdings, Inc.

Industrials
7.62K
New
$12.56 - $15.97 $95.7K - $122K
7.62K $119K
KEY
Keycorp

Financial Services
6.65K
New
$13.95 - $17.34 $92.7K - $115K
6.65K $111K
ISRG
Intuitive Surgical Inc

Healthcare
222
New
$416.14 - $494.01 $92.4K - $110K
222 $109K
EFG
Msci Eafe Growth ETF

ETFs
960
New
$96.84 - $108.77 $93K - $104K
960 $103K
FAST
Fastenal CO

Industrials
1.42K
New
$62.09 - $71.83 $88.4K - $102K
1.42K $101K
XLK
Technology Sector Spdr

ETFs
429
New
$197.34 - $237.68 $84.7K - $102K
429 $96K
ZION
Zions Bancorporation, National Association

Financial Services
2.04K
New
$42.49 - $52.53 $86.8K - $107K
2.04K $96K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.94K
New
$39.95 - $45.86 $77.3K - $88.8K
1.94K $88K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.68K
New
$49.9 - $50.37 $83.7K - $84.5K
1.68K $84K
VGT
Vanguard Information Technolog

ETFs
135
New
$514.43 - $606.85 $69.4K - $81.9K
135 $79K
SBUX
Starbucks Corp

Consumer Cyclical
780
New
$72.51 - $98.6 $56.6K - $76.9K
780 $76K
GS
Goldman Sachs Group Inc

Financial Services
150
New
$459.02 - $510.25 $68.9K - $76.5K
150 $74K
VFH
Vanguard Financial ETF

ETFs
546
New
$99.27 - $111.21 $54.2K - $60.7K
546 $60K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
350
New
$147.95 - $191.05 $51.8K - $66.9K
350 $60K
AMAT
Applied Materials Inc

Technology
299
New
$174.88 - $254.97 $52.3K - $76.2K
299 $60K
RTX
Raytheon Technologies Corp

Industrials
463
New
$99.55 - $123.34 $46.1K - $57.1K
463 $56K
MAR
Marriott International Inc

Consumer Cyclical
205
New
$211.35 - $255.11 $43.3K - $52.3K
205 $50K
BMY
Bristol Myers Squibb CO

Healthcare
979
New
$39.66 - $51.75 $38.8K - $50.7K
979 $50K
Activity Summary
Buys All Purchases 203 New Holdings 110 Increased Positions 93 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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