Peterson Wealth Services as of March 31, 2022
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 87 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $13M | 76k | 174.61 | |
| Vaneck Vectors Etf Tr Agribusiness Etf (MOO) | 5.9 | $9.6M | 92k | 104.55 | |
| Select Sector Spdr Tr Energy (XLE) | 4.4 | $7.2M | 94k | 76.47 | |
| Costco Wholesale Corporation (COST) | 3.6 | $5.8M | 10k | 575.88 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 3.2 | $5.1M | 66k | 78.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $5.1M | 14k | 352.91 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $4.5M | 33k | 136.32 | |
| Tesla Motors (TSLA) | 2.8 | $4.5M | 4.2k | 1077.64 | |
| Raymond James Financial (RJF) | 2.7 | $4.4M | 40k | 109.92 | |
| Canadian Natural Resources (CNQ) | 2.6 | $4.2M | 68k | 61.98 | |
| Amazon (AMZN) | 2.5 | $4.0M | 1.2k | 3259.95 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.4 | $3.9M | 31k | 123.88 | |
| Union Pacific Corporation (UNP) | 2.4 | $3.9M | 14k | 273.22 | |
| NVIDIA Corporation (NVDA) | 2.4 | $3.8M | 14k | 272.84 | |
| Vanguard Index Fds Value Etf (VTV) | 2.2 | $3.5M | 24k | 147.76 | |
| Visa Com Cl A (V) | 2.0 | $3.3M | 15k | 221.77 | |
| Broadcom (AVGO) | 2.0 | $3.3M | 5.2k | 629.65 | |
| Westrock (WRK) | 1.9 | $3.1M | 66k | 47.03 | |
| Johnson & Johnson (JNJ) | 1.9 | $3.0M | 17k | 177.21 | |
| Home Depot (HD) | 1.8 | $3.0M | 10k | 299.37 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.7M | 959.00 | 2793.53 | |
| Old Dominion Freight Line (ODFL) | 1.6 | $2.7M | 8.9k | 298.72 | |
| L3harris Technologies (LHX) | 1.6 | $2.6M | 11k | 248.47 | |
| Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) | 1.6 | $2.6M | 53k | 48.77 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.5 | $2.5M | 8.7k | 287.61 | |
| Dollar General (DG) | 1.5 | $2.5M | 11k | 222.65 | |
| Microsoft Corporation (MSFT) | 1.5 | $2.4M | 7.9k | 308.24 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.4 | $2.3M | 38k | 60.96 | |
| Starbucks Corporation (SBUX) | 1.4 | $2.2M | 24k | 90.97 | |
| Zoetis Cl A (ZTS) | 1.3 | $2.2M | 12k | 188.63 | |
| Lululemon Athletica (LULU) | 1.3 | $2.1M | 5.9k | 365.22 | |
| MKS Instruments (MKSI) | 1.2 | $1.9M | 13k | 150.02 | |
| Netflix (NFLX) | 1.2 | $1.9M | 5.1k | 374.53 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $1.9M | 3.2k | 590.71 | |
| salesforce (CRM) | 1.2 | $1.9M | 8.8k | 212.30 | |
| Comfort Systems USA (FIX) | 1.1 | $1.9M | 21k | 89.02 | |
| SYSCO Corporation (SYY) | 1.1 | $1.8M | 22k | 81.64 | |
| Ingevity (NGVT) | 0.9 | $1.5M | 23k | 64.05 | |
| Celanese Corporation (CE) | 0.9 | $1.4M | 9.8k | 142.84 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.4M | 3.3k | 415.28 | |
| Skyworks Solutions (SWKS) | 0.8 | $1.2M | 9.2k | 133.28 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.7 | $1.1M | 58k | 19.01 | |
| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.1M | 20k | 55.58 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $913k | 2.0k | 451.76 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $577k | 8.3k | 69.48 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $564k | 6.6k | 85.56 | |
| Chubb (CB) | 0.3 | $552k | 2.6k | 213.87 | |
| ConocoPhillips (COP) | 0.3 | $551k | 5.5k | 99.91 | |
| Cme (CME) | 0.3 | $540k | 2.3k | 237.89 | |
| First Horizon National Corporation (FHN) | 0.3 | $537k | 23k | 23.50 | |
| Pioneer Natural Resources (PXD) | 0.3 | $536k | 2.1k | 249.88 | |
| Motorola Solutions Com New (MSI) | 0.3 | $524k | 2.2k | 242.26 | |
| Wal-Mart Stores (WMT) | 0.3 | $515k | 3.5k | 148.89 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.3 | $513k | 6.1k | 83.43 | |
| Merck & Co (MRK) | 0.3 | $503k | 6.1k | 81.98 | |
| Devon Energy Corporation (DVN) | 0.3 | $501k | 8.5k | 59.08 | |
| Enterprise Products Partners (EPD) | 0.3 | $501k | 19k | 25.83 | |
| Cisco Systems (CSCO) | 0.3 | $499k | 9.0k | 55.72 | |
| Verizon Communications (VZ) | 0.3 | $483k | 9.5k | 50.99 | |
| Eaton Corp SHS (ETN) | 0.3 | $480k | 3.2k | 151.75 | |
| Tractor Supply Company (TSCO) | 0.3 | $475k | 2.0k | 233.19 | |
| Medtronic SHS (MDT) | 0.3 | $464k | 4.2k | 110.95 | |
| Crown Castle Intl (CCI) | 0.3 | $464k | 2.5k | 184.57 | |
| Darden Restaurants (DRI) | 0.3 | $458k | 3.4k | 132.83 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $457k | 9.8k | 46.79 | |
| Air Products & Chemicals (APD) | 0.3 | $452k | 1.8k | 249.72 | |
| Hanesbrands (HBI) | 0.3 | $440k | 30k | 14.89 | |
| Garmin SHS (GRMN) | 0.3 | $438k | 3.7k | 118.70 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $367k | 1.4k | 268.47 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $365k | 7.5k | 48.47 | |
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $348k | 12k | 28.44 | |
| Edwards Lifesciences (EW) | 0.2 | $336k | 2.9k | 117.77 | |
| Halliburton Company (HAL) | 0.2 | $335k | 8.9k | 37.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $331k | 119.00 | 2781.51 | |
| Intercontinental Exchange (ICE) | 0.2 | $301k | 2.3k | 132.08 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $290k | 2.7k | 108.01 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $282k | 5.9k | 48.07 | |
| UnitedHealth (UNH) | 0.2 | $279k | 547.00 | 510.05 | |
| American Express Company (AXP) | 0.2 | $278k | 1.5k | 186.70 | |
| Roper Industries (ROP) | 0.2 | $264k | 560.00 | 471.43 | |
| Iqvia Holdings (IQV) | 0.1 | $242k | 1.0k | 231.58 | |
| S&p Global (SPGI) | 0.1 | $240k | 586.00 | 409.56 | |
| Allstate Corporation (ALL) | 0.1 | $227k | 1.6k | 138.75 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $223k | 1.2k | 184.76 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $220k | 806.00 | 272.95 | |
| Trane Technologies SHS (TT) | 0.1 | $219k | 1.4k | 153.04 | |
| Equinix (EQIX) | 0.1 | $211k | 284.00 | 742.96 |
