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 |