Peterson Wealth Services as of Dec. 31, 2022
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 89 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.0 | $12M | 291k | 41.97 | |
| Apple (AAPL) | 6.0 | $11M | 81k | 129.93 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 5.6 | $9.7M | 246k | 39.58 | |
| Vaneck Etf Trust Agribusiness Etf (MOO) | 5.1 | $8.8M | 103k | 85.85 | |
| Select Sector Spdr Tr Energy (XLE) | 4.6 | $8.0M | 92k | 87.45 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.3 | $7.5M | 128k | 58.50 | |
| Costco Wholesale Corporation (COST) | 2.7 | $4.6M | 10k | 456.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $4.6M | 15k | 308.90 | |
| Raymond James Financial (RJF) | 2.6 | $4.5M | 42k | 106.85 | |
| Canadian Natural Resources (CNQ) | 2.4 | $4.3M | 77k | 55.53 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 2.3 | $4.0M | 54k | 74.95 | |
| Home Depot (HD) | 2.2 | $3.9M | 12k | 315.86 | |
| Johnson & Johnson (JNJ) | 2.0 | $3.5M | 20k | 176.65 | |
| Union Pacific Corporation (UNP) | 2.0 | $3.5M | 17k | 207.08 | |
| Visa Com Cl A (V) | 2.0 | $3.4M | 17k | 207.77 | |
| Broadcom (AVGO) | 1.9 | $3.4M | 6.0k | 559.17 | |
| Dollar General (DG) | 1.6 | $2.8M | 11k | 246.25 | |
| Old Dominion Freight Line (ODFL) | 1.5 | $2.7M | 9.5k | 283.79 | |
| Starbucks Corporation (SBUX) | 1.5 | $2.6M | 27k | 99.20 | |
| ConocoPhillips (COP) | 1.5 | $2.6M | 22k | 118.00 | |
| Comfort Systems USA (FIX) | 1.4 | $2.5M | 22k | 115.08 | |
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $2.4M | 17k | 140.37 | |
| Westrock (WRK) | 1.4 | $2.4M | 68k | 35.16 | |
| L3harris Technologies (LHX) | 1.4 | $2.4M | 12k | 208.21 | |
| Amazon (AMZN) | 1.3 | $2.3M | 28k | 84.00 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.2 | $2.2M | 41k | 52.57 | |
| Pioneer Natural Resources (PXD) | 1.2 | $2.1M | 9.4k | 228.38 | |
| Tesla Motors (TSLA) | 1.2 | $2.1M | 17k | 123.18 | |
| Lululemon Athletica (LULU) | 1.1 | $2.0M | 6.2k | 320.38 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $2.0M | 15k | 135.85 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $2.0M | 3.5k | 550.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $1.9M | 5.0k | 382.47 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.9M | 14k | 134.10 | |
| Zoetis Cl A (ZTS) | 1.0 | $1.8M | 12k | 146.55 | |
| SYSCO Corporation (SYY) | 1.0 | $1.8M | 24k | 76.45 | |
| Ingevity (NGVT) | 1.0 | $1.7M | 25k | 70.44 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.6M | 7.7k | 213.11 | |
| Occidental Petroleum Corporation (OXY) | 0.9 | $1.6M | 26k | 62.99 | |
| Celanese Corporation (CE) | 0.9 | $1.5M | 15k | 102.24 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.5M | 4.2k | 351.35 | |
| Merck & Co (MRK) | 0.7 | $1.2M | 11k | 110.95 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $1.1M | 9.5k | 116.39 | |
| Air Products & Chemicals (APD) | 0.6 | $1.0M | 3.4k | 308.29 | |
| Chubb (CB) | 0.6 | $1.0M | 4.6k | 220.60 | |
| Motorola Solutions Com New (MSI) | 0.6 | $1.0M | 3.9k | 257.74 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.0M | 6.9k | 146.15 | |
| First Horizon National Corporation (FHN) | 0.5 | $950k | 39k | 24.50 | |
| Tractor Supply Company (TSCO) | 0.5 | $947k | 4.2k | 224.96 | |
| Tapestry (TPR) | 0.5 | $943k | 25k | 38.08 | |
| Eaton Corp SHS (ETN) | 0.5 | $940k | 6.0k | 156.96 | |
| Darden Restaurants (DRI) | 0.5 | $930k | 6.7k | 138.34 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $920k | 15k | 61.64 | |
| Wal-Mart Stores (WMT) | 0.5 | $916k | 6.5k | 141.79 | |
| Cisco Systems (CSCO) | 0.5 | $898k | 19k | 47.64 | |
| Microsoft Corporation (MSFT) | 0.5 | $860k | 3.6k | 239.85 | |
| Devon Energy Corporation (DVN) | 0.5 | $852k | 14k | 61.51 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.4 | $780k | 11k | 70.09 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $759k | 7.8k | 96.99 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $757k | 16k | 46.70 | |
| Cme (CME) | 0.4 | $754k | 4.5k | 168.15 | |
| Medtronic SHS (MDT) | 0.4 | $689k | 8.9k | 77.72 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $467k | 1.5k | 304.06 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $457k | 1.9k | 241.95 | |
| Verizon Communications (VZ) | 0.3 | $443k | 11k | 39.40 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $439k | 13k | 34.97 | |
| Garmin SHS (GRMN) | 0.2 | $418k | 4.5k | 92.28 | |
| Halliburton Company (HAL) | 0.2 | $399k | 10k | 39.35 | |
| Skyworks Solutions (SWKS) | 0.2 | $323k | 3.5k | 91.14 | |
| UnitedHealth (UNH) | 0.2 | $322k | 608.00 | 529.92 | |
| Intercontinental Exchange (ICE) | 0.2 | $303k | 3.0k | 102.58 | |
| TJX Companies (TJX) | 0.2 | $297k | 3.7k | 79.59 | |
| Intel Corporation (INTC) | 0.2 | $296k | 11k | 26.43 | |
| Trane Technologies SHS (TT) | 0.2 | $276k | 1.6k | 168.10 | |
| Allstate Corporation (ALL) | 0.2 | $272k | 2.0k | 135.58 | |
| salesforce (CRM) | 0.2 | $265k | 2.0k | 132.59 | |
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.2 | $263k | 19k | 13.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $261k | 2.9k | 88.72 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $259k | 5.6k | 46.44 | |
| Iqvia Holdings (IQV) | 0.1 | $255k | 1.2k | 204.89 | |
| Fiserv (FI) | 0.1 | $252k | 2.5k | 101.07 | |
| Edwards Lifesciences (EW) | 0.1 | $251k | 3.4k | 74.61 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $246k | 2.6k | 94.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $238k | 2.7k | 88.23 | |
| Netflix (NFLX) | 0.1 | $234k | 795.00 | 294.88 | |
| Steris Shs Usd (STE) | 0.1 | $228k | 1.2k | 184.73 | |
| Synchrony Financial (SYF) | 0.1 | $226k | 6.9k | 32.86 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $217k | 1.4k | 158.07 | |
| American Express Company (AXP) | 0.1 | $216k | 1.5k | 147.74 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $201k | 810.00 | 248.00 |
