Peterson Wealth Services as of Dec. 31, 2021
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 87 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 8.8 | $13M | 75k | 177.57 | |
Vaneck Etf Trust Agribusiness Etf (MOO) | 5.4 | $8.2M | 86k | 95.41 | |
Costco Wholesale Corporation (COST) | 3.6 | $5.4M | 9.5k | 567.68 | |
Select Sector Spdr Tr Energy (XLE) | 3.5 | $5.3M | 95k | 55.49 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 3.4 | $5.1M | 60k | 84.55 | |
JPMorgan Chase & Co. (JPM) | 2.7 | $4.1M | 26k | 158.36 | |
NVIDIA Corporation (NVDA) | 2.6 | $3.9M | 13k | 294.09 | |
Tesla Motors (TSLA) | 2.5 | $3.8M | 3.6k | 1056.77 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.5 | $3.8M | 28k | 133.94 | |
Amazon (AMZN) | 2.5 | $3.7M | 1.1k | 3334.53 | |
Home Depot (HD) | 2.4 | $3.6M | 8.7k | 415.05 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $3.4M | 11k | 298.98 | |
Vanguard Index Fds Value Etf (VTV) | 2.2 | $3.3M | 22k | 147.10 | |
Union Pacific Corporation (UNP) | 2.2 | $3.3M | 13k | 251.91 | |
Old Dominion Freight Line (ODFL) | 2.0 | $3.1M | 8.5k | 358.38 | |
Broadcom (AVGO) | 2.0 | $3.0M | 4.5k | 665.34 | |
Netflix (NFLX) | 1.8 | $2.7M | 4.5k | 602.44 | |
Visa Com Cl A (V) | 1.8 | $2.7M | 13k | 216.73 | |
Johnson & Johnson (JNJ) | 1.8 | $2.7M | 16k | 171.05 | |
Vanguard Index Fds Growth Etf (VUG) | 1.7 | $2.6M | 8.1k | 320.94 | |
Zoetis Cl A (ZTS) | 1.7 | $2.6M | 11k | 244.08 | |
Starbucks Corporation (SBUX) | 1.7 | $2.6M | 22k | 116.97 | |
Alphabet Cap Stk Cl C (GOOG) | 1.7 | $2.6M | 897.00 | 2894.09 | |
Westrock (WRK) | 1.6 | $2.4M | 55k | 44.36 | |
Stryker Corporation (SYK) | 1.6 | $2.4M | 9.0k | 267.45 | |
Canadian Natural Resources (CNQ) | 1.6 | $2.4M | 56k | 42.31 | |
Microsoft Corporation (MSFT) | 1.6 | $2.4M | 7.0k | 336.27 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 1.6 | $2.3M | 36k | 65.86 | |
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) | 1.5 | $2.3M | 47k | 48.98 | |
Dollar General (DG) | 1.4 | $2.2M | 9.1k | 235.87 | |
Lululemon Athletica (LULU) | 1.4 | $2.2M | 5.5k | 391.38 | |
L3harris Technologies (LHX) | 1.4 | $2.1M | 9.7k | 213.29 | |
MKS Instruments (MKSI) | 1.3 | $2.0M | 12k | 174.15 | |
Thermo Fisher Scientific (TMO) | 1.3 | $2.0M | 3.0k | 667.23 | |
Comfort Systems USA (FIX) | 1.3 | $1.9M | 20k | 98.94 | |
salesforce (CRM) | 1.3 | $1.9M | 7.6k | 254.13 | |
Charles River Laboratories (CRL) | 1.1 | $1.7M | 4.5k | 376.71 | |
Raymond James Financial (RJF) | 1.1 | $1.7M | 17k | 100.40 | |
SYSCO Corporation (SYY) | 1.1 | $1.6M | 20k | 78.56 | |
Ingevity (NGVT) | 1.0 | $1.5M | 20k | 71.70 | |
Celanese Corporation (CE) | 0.9 | $1.4M | 8.3k | 168.05 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.3M | 3.1k | 436.59 | |
Meta Platforms Cl A (META) | 0.8 | $1.2M | 3.6k | 336.29 | |
Skyworks Solutions (SWKS) | 0.8 | $1.2M | 7.7k | 155.18 | |
Ishares Core Msci Emkt (IEMG) | 0.7 | $1.1M | 18k | 59.84 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.7 | $1.0M | 51k | 20.32 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $908k | 1.9k | 475.14 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $561k | 7.5k | 74.63 | |
Motorola Solutions Com New (MSI) | 0.3 | $462k | 1.7k | 271.76 | |
Cisco Systems (CSCO) | 0.3 | $434k | 6.8k | 63.40 | |
Eaton Corp SHS (ETN) | 0.3 | $428k | 2.5k | 172.93 | |
Marathon Petroleum Corp (MPC) | 0.3 | $412k | 6.4k | 64.00 | |
Cme (CME) | 0.3 | $411k | 1.8k | 228.46 | |
Air Products & Chemicals (APD) | 0.3 | $409k | 1.3k | 304.32 | |
Chubb (CB) | 0.3 | $394k | 2.0k | 193.33 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.3 | $388k | 4.6k | 84.40 | |
Wal-Mart Stores (WMT) | 0.3 | $378k | 2.6k | 144.61 | |
ConocoPhillips (COP) | 0.2 | $375k | 5.2k | 72.17 | |
Pioneer Natural Resources (PXD) | 0.2 | $369k | 2.0k | 181.86 | |
Verizon Communications (VZ) | 0.2 | $367k | 7.1k | 51.99 | |
First Horizon National Corporation (FHN) | 0.2 | $362k | 22k | 16.35 | |
Merck & Co (MRK) | 0.2 | $355k | 4.6k | 76.59 | |
Hanesbrands (HBI) | 0.2 | $354k | 21k | 16.70 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $345k | 6.9k | 50.35 | |
Fidus Invt (FDUS) | 0.2 | $340k | 19k | 18.01 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $330k | 1.2k | 283.26 | |
Best Buy (BBY) | 0.2 | $320k | 3.1k | 101.62 | |
Medtronic SHS (MDT) | 0.2 | $306k | 3.0k | 103.38 | |
Edwards Lifesciences (EW) | 0.2 | $301k | 2.3k | 129.63 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $299k | 5.9k | 51.00 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $298k | 103.00 | 2893.20 | |
Garmin SHS (GRMN) | 0.2 | $295k | 2.2k | 136.38 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $294k | 5.8k | 50.44 | |
Devon Energy Corporation (DVN) | 0.2 | $282k | 6.4k | 44.03 | |
Intercontinental Exchange (ICE) | 0.2 | $259k | 1.9k | 136.89 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $259k | 2.3k | 114.50 | |
Lauder Estee Cos Cl A (EL) | 0.2 | $253k | 683.00 | 370.42 | |
Ihs Markit SHS | 0.2 | $250k | 1.9k | 133.05 | |
Iqvia Holdings (IQV) | 0.2 | $248k | 878.00 | 282.46 | |
UnitedHealth (UNH) | 0.2 | $241k | 479.00 | 503.13 | |
American Express Company (AXP) | 0.2 | $239k | 1.5k | 163.70 | |
Trane Technologies SHS (TT) | 0.2 | $238k | 1.2k | 202.04 | |
Darden Restaurants (DRI) | 0.2 | $237k | 1.6k | 150.76 | |
Roper Industries (ROP) | 0.2 | $231k | 469.00 | 492.54 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $228k | 999.00 | 228.23 | |
Synchrony Financial (SYF) | 0.1 | $214k | 4.6k | 46.46 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $202k | 2.4k | 83.47 |