Peterson Wealth Services
Latest statistics and disclosures from Peterson Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, VUG, COST, AMZN, and represent 24.04% of Peterson Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: LLY, ACHC, XOM, OXY, ODFL, APA, FANG, WMT, CELH, MTDR.
- Started 12 new stock positions in TTD, DXCM, HQY, CROX, XOM, ACHC, ACLS, SWAV, LNTH, PCTY. LLY, CELH.
- Reduced shares in these 10 stocks: SBUX, JNJ, CE, NVDA, TSLA, VUG, AVGO, FIX, COST, SCHW.
- Sold out of its positions in CE, IHI, SCHW, SBUX, ZION.
- Peterson Wealth Services was a net buyer of stock by $20M.
- Peterson Wealth Services has $275M in assets under management (AUM), dropping by 17.73%.
- Central Index Key (CIK): 0001906799
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Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 112 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $17M | 96k | 171.48 |
|
|
| NVIDIA Corporation (NVDA) | 5.5 | $15M | -13% | 17k | 903.56 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.1 | $14M | -7% | 41k | 344.20 |
|
| Costco Wholesale Corporation (COST) | 3.8 | $10M | -6% | 14k | 732.65 |
|
| Amazon (AMZN) | 3.6 | $10M | 55k | 180.38 |
|
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| Broadcom (AVGO) | 3.2 | $8.9M | -10% | 6.7k | 1325.31 |
|
| JPMorgan Chase & Co. (JPM) | 3.2 | $8.7M | -3% | 43k | 200.30 |
|
| Raymond James Financial (RJF) | 3.0 | $8.1M | +4% | 63k | 128.42 |
|
| Tesla Motors (TSLA) | 2.6 | $7.1M | -14% | 40k | 175.79 |
|
| Microsoft Corporation (MSFT) | 2.5 | $6.8M | +3% | 16k | 420.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $6.0M | 14k | 420.52 |
|
|
| Canadian Natural Resources (CNQ) | 2.1 | $5.8M | +2% | 76k | 76.32 |
|
| Visa Com Cl A (V) | 2.0 | $5.6M | 20k | 279.08 |
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| Novo-nordisk A S Adr (NVO) | 1.9 | $5.1M | -2% | 40k | 128.40 |
|
| Home Depot (HD) | 1.8 | $5.0M | 13k | 383.59 |
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|
| ConocoPhillips (COP) | 1.7 | $4.7M | +4% | 37k | 127.28 |
|
| Occidental Petroleum Corporation (OXY) | 1.6 | $4.5M | +71% | 69k | 64.99 |
|
| Comfort Systems USA (FIX) | 1.6 | $4.4M | -13% | 14k | 317.71 |
|
| Intel Corporation (INTC) | 1.6 | $4.4M | -3% | 99k | 44.17 |
|
| Stryker Corporation (SYK) | 1.6 | $4.4M | 12k | 357.87 |
|
|
| Thermo Fisher Scientific (TMO) | 1.4 | $4.0M | +3% | 6.8k | 581.19 |
|
| Diamondback Energy (FANG) | 1.4 | $3.8M | +56% | 19k | 198.17 |
|
| Eaton Corp SHS (ETN) | 1.4 | $3.8M | 12k | 312.68 |
|
|
| Union Pacific Corporation (UNP) | 1.4 | $3.8M | -2% | 15k | 245.93 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $3.5M | NEW | 4.5k | 777.91 |
|
| Cadence Design Systems (CDNS) | 1.1 | $3.1M | 10k | 311.28 |
|
|
| Marathon Petroleum Corp (MPC) | 1.1 | $3.0M | +4% | 15k | 201.50 |
|
| Old Dominion Freight Line (ODFL) | 1.1 | $3.0M | +99% | 14k | 219.31 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $2.9M | +25% | 2.9k | 970.31 |
|
| Garmin SHS (GRMN) | 1.0 | $2.8M | +3% | 19k | 148.87 |
|
| Motorola Solutions Com New (MSI) | 1.0 | $2.8M | +5% | 7.8k | 354.97 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $2.8M | 17k | 162.86 |
|
|
| Acadia Healthcare (ACHC) | 1.0 | $2.7M | NEW | 35k | 79.22 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.7M | 5.2k | 523.08 |
|
|
| Zoetis Cl A (ZTS) | 1.0 | $2.7M | 16k | 169.21 |
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| McGrath Rent (MGRC) | 1.0 | $2.7M | +25% | 22k | 123.37 |
|
| Matador Resources (MTDR) | 1.0 | $2.6M | +50% | 40k | 66.77 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $2.5M | +32% | 4.9k | 522.88 |
|
| Lululemon Athletica (LULU) | 0.9 | $2.5M | +2% | 6.5k | 390.65 |
|
| Merck & Co (MRK) | 0.9 | $2.5M | +3% | 19k | 131.95 |
|
| Apa Corporation (APA) | 0.9 | $2.5M | +131% | 72k | 34.38 |
|
| Skyworks Solutions (SWKS) | 0.9 | $2.4M | +16% | 22k | 108.32 |
|
| Chubb (CB) | 0.8 | $2.3M | +5% | 8.7k | 259.13 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.9M | NEW | 17k | 116.24 |
|
| Wal-Mart Stores (WMT) | 0.7 | $1.9M | +221% | 32k | 60.17 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.8M | -17% | 3.8k | 480.73 |
|
| Cisco Systems (CSCO) | 0.6 | $1.7M | +11% | 34k | 49.91 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.6M | -59% | 10k | 158.19 |
|
| Devon Energy Corporation (DVN) | 0.6 | $1.6M | +16% | 32k | 50.18 |
|
| Cme (CME) | 0.6 | $1.5M | +9% | 7.1k | 215.28 |
|
| Super Micro Computer (SMCI) | 0.6 | $1.5M | +114% | 1.5k | 1010.03 |
|
| Air Products & Chemicals (APD) | 0.6 | $1.5M | +35% | 6.3k | 242.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.5M | +7% | 34k | 43.35 |
|
| Darden Restaurants (DRI) | 0.5 | $1.4M | +4% | 8.2k | 167.16 |
|
| Medtronic SHS (MDT) | 0.5 | $1.4M | +4% | 16k | 87.15 |
|
| Johnson Ctls Intl SHS (JCI) | 0.4 | $1.2M | 19k | 65.32 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.1M | -10% | 15k | 74.22 |
|
| Celsius Hldgs Com New (CELH) | 0.3 | $954k | NEW | 12k | 82.92 |
|
| Verizon Communications (VZ) | 0.3 | $884k | -15% | 21k | 41.96 |
|
| Brunswick Corporation (BC) | 0.3 | $857k | +131% | 8.9k | 96.52 |
|
| Shockwave Med (SWAV) | 0.3 | $847k | NEW | 2.6k | 325.63 |
|
| UFP Technologies (UFPT) | 0.3 | $846k | +182% | 3.4k | 252.20 |
|
| Ies Hldgs (IESC) | 0.3 | $844k | +151% | 6.9k | 121.64 |
|
| Crocs (CROX) | 0.3 | $828k | NEW | 5.8k | 143.80 |
|
| Atkore Intl (ATKR) | 0.3 | $814k | +217% | 4.3k | 190.36 |
|
| Elf Beauty (ELF) | 0.3 | $807k | +136% | 4.1k | 196.03 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $755k | -5% | 15k | 51.60 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.3 | $750k | +184% | 458.00 | 1636.39 |
|
| Aaon Com Par $0.004 (AAON) | 0.3 | $744k | +157% | 8.4k | 88.10 |
|
| Simpson Manufacturing (SSD) | 0.3 | $708k | +175% | 3.5k | 205.17 |
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| Onto Innovation (ONTO) | 0.3 | $706k | +165% | 3.9k | 181.08 |
|
| Westlake Chemical Corporation (WLK) | 0.3 | $703k | +203% | 4.6k | 152.81 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $700k | +148% | 7.2k | 96.83 |
|
| Hubspot (HUBS) | 0.3 | $692k | +186% | 1.1k | 626.56 |
|
| International Seaways (INSW) | 0.2 | $684k | +188% | 13k | 53.20 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $683k | +152% | 1.0k | 677.12 |
|
| Healthequity (HQY) | 0.2 | $671k | NEW | 8.2k | 81.63 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $666k | NEW | 7.6k | 87.42 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $649k | NEW | 10k | 62.24 |
|
| Advanced Energy Industries (AEIS) | 0.2 | $637k | +229% | 6.2k | 101.98 |
|
| Mgp Ingredients Inc Common Sto (MGPI) | 0.2 | $623k | +223% | 7.2k | 86.13 |
|
| Paylocity Holding Corporation (PCTY) | 0.2 | $622k | NEW | 3.6k | 171.86 |
|
| salesforce (CRM) | 0.2 | $597k | 2.0k | 301.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $596k | 3.9k | 152.25 |
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| Axcelis Technologies Com New (ACLS) | 0.2 | $578k | NEW | 5.2k | 111.52 |
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| Advanced Micro Devices (AMD) | 0.2 | $524k | 2.9k | 180.49 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $520k | +357% | 8.6k | 60.74 |
|
| Hudson Technologies (HDSN) | 0.2 | $502k | +196% | 46k | 11.01 |
|
| Trane Technologies SHS (TT) | 0.2 | $495k | +2% | 1.7k | 300.21 |
|
| Meta Platforms Cl A (META) | 0.2 | $487k | +4% | 1.0k | 485.38 |
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| Netflix (NFLX) | 0.2 | $483k | 795.00 | 607.33 |
|
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| UnitedHealth (UNH) | 0.2 | $439k | 888.00 | 494.47 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $433k | -11% | 4.4k | 97.93 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $422k | -2% | 2.8k | 150.93 |
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| Intercontinental Exchange (ICE) | 0.1 | $407k | 3.0k | 137.41 |
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| Fiserv (FI) | 0.1 | $386k | 2.4k | 159.82 |
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| TJX Companies (TJX) | 0.1 | $381k | +2% | 3.8k | 101.41 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $377k | +3% | 1.5k | 247.78 |
|
| American Express Company (AXP) | 0.1 | $366k | 1.6k | 227.63 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $365k | -10% | 3.3k | 110.51 |
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| Edwards Lifesciences (EW) | 0.1 | $342k | +14% | 3.6k | 95.56 |
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| Halliburton Company (HAL) | 0.1 | $335k | +2% | 8.5k | 39.42 |
|
| Iqvia Holdings (IQV) | 0.1 | $323k | +2% | 1.3k | 252.89 |
|
| L3harris Technologies (LHX) | 0.1 | $305k | +5% | 1.4k | 213.16 |
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| Steris Shs Usd (STE) | 0.1 | $292k | 1.3k | 224.90 |
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| Allstate Corporation (ALL) | 0.1 | $277k | 1.6k | 172.99 |
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| Pioneer Natural Resources (PXD) | 0.1 | $261k | -37% | 994.00 | 262.59 |
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| S&p Global (SPGI) | 0.1 | $250k | 588.00 | 425.52 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $248k | -62% | 2.6k | 94.41 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $215k | 4.5k | 47.44 |
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| Dex (DXCM) | 0.1 | $214k | NEW | 1.5k | 138.70 |
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| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.1 | $179k | 13k | 13.27 |
|
Past Filings by Peterson Wealth Services
SEC 13F filings are viewable for Peterson Wealth Services going back to 2021
- Peterson Wealth Services 2024 Q1 filed May 1, 2024
- Peterson Wealth Services 2023 Q4 filed Jan. 31, 2024
- Peterson Wealth Services 2023 Q3 filed Nov. 14, 2023
- Peterson Wealth Services 2023 Q2 filed July 13, 2023
- Peterson Wealth Services 2023 Q1 filed April 6, 2023
- Peterson Wealth Services 2022 Q4 filed Jan. 20, 2023
- Peterson Wealth Services 2022 Q3 filed Nov. 9, 2022
- Peterson Wealth Services 2022 Q2 filed July 11, 2022
- Peterson Wealth Services 2022 Q1 filed April 18, 2022
- Peterson Wealth Services 2021 Q4 filed Jan. 31, 2022