Peterson Wealth Services Sells in Q3 2025

Peterson Wealth Services

  • $424 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZWS
Zurn Water Solutions Corp

Industrials
-21.2K
Closed
$36.48 - $47.94 $774K - $1.02M
0 $0
NEE
Nextera Energy Inc

Utilities
-10.7K
- 98.87%
$69.77 - $77.54 $749K - $833K
123 $9K
HQY
Healthequity, Inc.

Healthcare
-6.92K
- 99.71%
$87.42 - $103.12 $605K - $713K
20 $1K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-15.5K
- 99.36%
$42.74 - $62.88 $661K - $973K
100 $5K
PCTY
Paylocity Holding Corp

Technology
-3.66K
- 96.93%
$159.27 - $190.36 $583K - $696K
116 $18K
CMI
Cummins Inc

Industrials
-2.3K
- 67.65%
$327.85 - $426.39 $755K - $982K
1.1K $465K
TTD
Trade Desk, Inc.

Technology
-8.62K
- 95.92%
$43.93 - $89.76 $379K - $774K
367 $17K
ACLS
Axcelis Technologies Inc

Technology
-8.75K
- 95.63%
$67.69 - $100.44 $593K - $879K
400 $39K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-3.56K
- 72.33%
$158.03 - $197.08 $562K - $701K
1.36K $227K
ATKR
Atkore Inc.

Industrials
-7.11K
- 90.03%
$53.85 - $79.64 $383K - $567K
788 $49K
POWL
Powell Industries Inc

Industrials
-2.47K
- 69.22%
$205.47 - $304.3 $508K - $752K
1.1K $333K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-733
- 58.27%
$567.09 - $607.37 $416K - $445K
525 $312K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-5.45K
- 79.85%
$67.1 - $74.29 $366K - $405K
1.38K $101K
AAON
Aaon, Inc.

Industrials
-5.13K
- 75.71%
$72.08 - $94.26 $370K - $484K
1.65K $153K
IDCC
Inter Digital, Inc.

Communication Services
-1.63K
- 81.17%
$221.35 - $349.23 $360K - $567K
377 $130K
GOOGL
Alphabet Inc.

Communication Services
-2.22K
- 57.4%
$174.36 - $254.72 $386K - $564K
1.64K $399K
ADP
Automatic Data Processing Inc

Industrials
-777
- 98.6%
$288.69 - $310.94 $224K - $242K
11 $3K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.21K
- 53.88%
$121.35 - $144.54 $268K - $319K
1.89K $273K
IQV
Iqvia Holdings Inc.

Healthcare
-1.53K
- 81.89%
$157.68 - $200.82 $242K - $308K
339 $64K
AEIS
Advanced Energy Industries Inc

Industrials
-2.74K
- 42.19%
$133.59 - $176.59 $366K - $484K
3.75K $638K
GOOG
Alphabet Inc.

Communication Services
-1.31K
- 79.34%
$175.16 - $255.24 $230K - $335K
342 $83K
APH
Amphenol Corp

Technology
-1.98K
- 98.51%
$97.39 - $125.4 $193K - $248K
30 $3K
VEA
Vanguard Ftse Developed Market

ETFs
-3.38K
- 99.94%
$56.02 - $60.3 $190K - $204K
2 $0
XLE
Energy Sector Spdr

ETFs
-2.24K
- 97.47%
$84.25 - $91.99 $189K - $206K
58 $5K
NXPI
Nxp Semiconductors N.V.

Technology
-839
- 45.62%
$205.16 - $239.07 $172K - $201K
1K $227K
ISRG
Intuitive Surgical Inc

Healthcare
-299
- 98.68%
$433.66 - $544.47 $130K - $163K
4 $1K
PG
Procter & Gamble CO

Consumer Defensive
-1.01K
- 96.19%
$150.47 - $161.22 $152K - $163K
40 $6K
SCHW
Schwab Charles Corp

Financial Services
-1.57K
- 47.2%
$91.03 - $98.69 $143K - $155K
1.75K $167K
PHM
Pultegroup Inc

Consumer Cyclical
-1.21K
- 87.01%
$108.0 - $141.42 $130K - $171K
180 $23K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-2.45K
- 54.74%
$50.08 - $50.37 $122K - $123K
2.02K $101K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-1.92K
- 71.22%
$52.21 - $57.14 $100K - $110K
775 $44K
VFH
Vanguard Financial ETF

ETFs
-713
- 92.24%
$125.23 - $132.78 $89.3K - $94.7K
60 $7K
VGT
Vanguard Information Technolog

ETFs
-129
- 95.56%
$656.44 - $753.15 $84.7K - $97.2K
6 $4K
ZION
Zions Bancorporation, National Association

Financial Services
-1.64K
- 89.5%
$51.2 - $59.15 $83.8K - $96.8K
192 $10K
KEY
Keycorp

Financial Services
-4.75K
- 71.46%
$17.37 - $19.39 $82.5K - $92.1K
1.9K $35K
AMAT
Applied Materials Inc

Technology
-289
- 96.66%
$156.25 - $204.95 $45.2K - $59.2K
10 $2K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-234
- 64.82%
$224.68 - $282.71 $52.6K - $66.2K
127 $35K
ONB
Old National Bancorp

Financial Services
-1.63K
- 98.97%
$20.4 - $23.47 $33.3K - $38.3K
17 $0
NSC
Norfolk Southern Corp

Industrials
-112
- 91.8%
$259.49 - $300.41 $29.1K - $33.6K
10 $3K
EFG
Msci Eafe Growth ETF

ETFs
-232
- 24.17%
$106.99 - $114.46 $24.8K - $26.6K
728 $82K
EEM
Ishares Msci Emerging Markets

ETFs
-394
- 47.76%
$48.07 - $53.4 $18.9K - $21K
431 $23K
NVO
Novo Nordisk A S

Healthcare
-172
- 87.31%
$45.38 - $71.7 $7.81K - $12.3K
25 $1K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-120
- 46.15%
$62.09 - $66.51 $7.45K - $7.98K
140 $9K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-84
- 80.77%
$11.64 - $15.79 $978 - $1.33K
20 $0
CRNC
Cerence Inc.

Technology
-20
- 20.0%
$8.14 - $13.52 $163 - $270
80 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
-12
- 48.0%
$1.82 - $4.28 $21.8 - $51.4
13 $0
BC
Brunswick Corp

Consumer Cyclical
-1.69K
- 12.63%
$56.64 - $66.85 $95.6K - $113K
11.7K $738K
Astera Labs Incorporated
-358
- 4.01%
N/A
8.58K $0
Super Micro Computer Incorporated Com New
-17.4K
- 98.08%
N/A
341 $0
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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