Peterson Wealth Services

Peterson Wealth Services as of Sept. 30, 2023

Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 63 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.3 $8.4M 19k 434.87
Amazon (AMZN) 5.2 $7.0M 55k 127.09
JPMorgan Chase & Co. (JPM) 4.9 $6.5M 45k 145.08
Raymond James Financial (RJF) 4.9 $6.5M 65k 100.43
Broadcom (AVGO) 4.4 $5.9M 7.2k 830.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $5.7M 16k 350.56
Visa Com Cl A (V) 3.3 $4.5M 19k 230.07
Microsoft Corporation (MSFT) 3.0 $4.0M 13k 315.76
Home Depot (HD) 2.8 $3.7M 12k 302.20
Intel Corporation (INTC) 2.7 $3.7M 103k 35.53
Johnson & Johnson (JNJ) 2.7 $3.7M 24k 155.78
Novo-nordisk A S Adr (NVO) 2.7 $3.7M 40k 90.97
ConocoPhillips (COP) 2.6 $3.5M 30k 119.90
Union Pacific Corporation (UNP) 2.6 $3.5M 17k 203.65
Stryker Corporation (SYK) 2.4 $3.2M 12k 273.29
Thermo Fisher Scientific (TMO) 2.4 $3.2M 6.3k 506.05
Zions Bancorporation (ZION) 2.2 $3.0M 86k 34.84
Pioneer Natural Resources (PXD) 2.2 $3.0M 13k 229.74
Comfort Systems USA (FIX) 2.1 $2.8M 16k 170.64
Old Dominion Freight Line (ODFL) 2.0 $2.7M 6.7k 408.96
Zoetis Cl A (ZTS) 2.0 $2.7M 16k 173.98
Occidental Petroleum Corporation (OXY) 1.9 $2.6M 40k 64.91
Starbucks Corporation (SBUX) 1.9 $2.5M 28k 91.26
Lululemon Athletica (LULU) 1.8 $2.4M 6.2k 385.35
Celanese Corporation (CE) 1.8 $2.4M 19k 125.55
Cadence Design Systems (CDNS) 1.7 $2.3M 9.7k 234.29
McGrath Rent (MGRC) 1.7 $2.2M 22k 100.30
Asml Holding N V N Y Registry Shs (ASML) 1.3 $1.8M 3.1k 588.22
Skyworks Solutions (SWKS) 1.3 $1.8M 18k 98.53
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.3 $1.7M 4.3k 399.41
Marathon Petroleum Corp (MPC) 1.2 $1.6M 11k 151.34
Comcast Corp Cl A (CMCSA) 1.0 $1.4M 31k 44.34
Cisco Systems (CSCO) 1.0 $1.4M 25k 53.76
Wal-Mart Stores (WMT) 1.0 $1.3M 8.3k 159.93
Marathon Oil Corporation (MRO) 1.0 $1.3M 49k 26.75
Cme (CME) 0.9 $1.2M 6.2k 200.23
Air Products & Chemicals (APD) 0.9 $1.2M 4.2k 283.40
Motorola Solutions Com New (MSI) 0.9 $1.2M 4.2k 272.25
Merck & Co (MRK) 0.9 $1.2M 11k 102.95
Tractor Supply Company (TSCO) 0.8 $1.1M 5.4k 203.05
Darden Restaurants (DRI) 0.8 $1.1M 7.5k 143.23
Devon Energy Corporation (DVN) 0.8 $1.0M 22k 47.70
Verizon Communications (VZ) 0.7 $943k 29k 32.41
Tapestry (TPR) 0.7 $897k 31k 28.75
First Horizon National Corporation (FHN) 0.5 $709k 64k 11.02
Alphabet Cap Stk Cl C (GOOG) 0.4 $516k 3.9k 131.84
Nextera Energy Partners Com Unit Part In (NEP) 0.4 $489k 17k 29.70
UnitedHealth (UNH) 0.3 $436k 864.00 504.02
salesforce (CRM) 0.3 $405k 2.0k 202.78
Alphabet Cap Stk Cl A (GOOGL) 0.3 $343k 2.6k 130.86
Halliburton Company (HAL) 0.2 $328k 8.1k 40.50
Intercontinental Exchange (ICE) 0.2 $318k 2.9k 110.03
TJX Companies (TJX) 0.2 $317k 3.6k 88.87
Netflix (NFLX) 0.2 $300k 795.00 377.60
Meta Platforms Cl A (META) 0.2 $280k 932.00 300.21
Fiserv (FI) 0.2 $267k 2.4k 112.96
Charles Schwab Corporation (SCHW) 0.2 $265k 4.9k 54.58
L3harris Technologies (LHX) 0.2 $255k 1.5k 174.11
Edwards Lifesciences (EW) 0.2 $240k 3.5k 69.28
American Express Company (AXP) 0.2 $239k 1.6k 149.17
Iqvia Holdings (IQV) 0.2 $237k 1.2k 196.75
Allstate Corporation (ALL) 0.2 $230k 2.1k 111.41
Synchrony Financial (SYF) 0.2 $213k 7.0k 30.57