Peterson Wealth Services as of Dec. 31, 2023
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 105 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 7.8 | $18M | 95k | 192.54 | |
Vanguard Index Fds Growth Etf (VUG) | 5.9 | $14M | 44k | 310.88 | |
Tesla Motors (TSLA) | 5.0 | $12M | 47k | 248.62 | |
Costco Wholesale Corporation (COST) | 4.3 | $10M | 15k | 660.17 | |
NVIDIA Corporation (NVDA) | 4.1 | $9.6M | 19k | 495.21 | |
Amazon (AMZN) | 3.6 | $8.4M | 55k | 151.98 | |
Broadcom (AVGO) | 3.6 | $8.3M | 7.5k | 1116.37 | |
JPMorgan Chase & Co. (JPM) | 3.3 | $7.6M | 45k | 170.11 | |
Raymond James Financial (RJF) | 2.9 | $6.7M | 60k | 111.50 | |
Microsoft Corporation (MSFT) | 2.5 | $5.9M | 16k | 376.05 | |
Visa Com Cl A (V) | 2.2 | $5.2M | 20k | 260.36 | |
Intel Corporation (INTC) | 2.2 | $5.1M | 102k | 50.26 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $5.1M | 14k | 356.70 | |
Canadian Natural Resources (CNQ) | 2.1 | $4.9M | 75k | 65.52 | |
Home Depot (HD) | 1.9 | $4.5M | 13k | 346.58 | |
Novo-nordisk A S Adr (NVO) | 1.8 | $4.2M | 41k | 103.45 | |
ConocoPhillips (COP) | 1.8 | $4.1M | 36k | 116.08 | |
Johnson & Johnson (JNJ) | 1.7 | $4.0M | 26k | 156.74 | |
Union Pacific Corporation (UNP) | 1.6 | $3.8M | 16k | 245.63 | |
Stryker Corporation (SYK) | 1.6 | $3.6M | 12k | 299.43 | |
Thermo Fisher Scientific (TMO) | 1.5 | $3.5M | 6.6k | 530.90 | |
Comfort Systems USA (FIX) | 1.4 | $3.3M | 16k | 205.70 | |
Lululemon Athletica (LULU) | 1.4 | $3.2M | 6.3k | 511.21 | |
Zoetis Cl A (ZTS) | 1.3 | $3.1M | 16k | 197.36 | |
Eaton Corp SHS (ETN) | 1.2 | $2.9M | 12k | 240.82 | |
Old Dominion Freight Line (ODFL) | 1.2 | $2.7M | 6.8k | 405.65 | |
Starbucks Corporation (SBUX) | 1.2 | $2.7M | 28k | 96.01 | |
Cadence Design Systems (CDNS) | 1.1 | $2.7M | 9.8k | 272.41 | |
Vanguard Index Fds Value Etf (VTV) | 1.1 | $2.5M | 17k | 149.50 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.4M | 5.2k | 475.32 | |
Occidental Petroleum Corporation (OXY) | 1.0 | $2.4M | 40k | 59.72 | |
Garmin SHS (GRMN) | 1.0 | $2.4M | 18k | 128.54 | |
Celanese Corporation (CE) | 1.0 | $2.3M | 15k | 155.46 | |
Motorola Solutions Com New (MSI) | 1.0 | $2.3M | 7.4k | 313.11 | |
Skyworks Solutions (SWKS) | 0.9 | $2.1M | 19k | 112.54 | |
McGrath Rent (MGRC) | 0.9 | $2.1M | 18k | 119.63 | |
Marathon Petroleum Corp (MPC) | 0.9 | $2.1M | 14k | 148.36 | |
Merck & Co (MRK) | 0.9 | $2.0M | 18k | 109.02 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.0M | 4.6k | 436.76 | |
Diamondback Energy (FANG) | 0.8 | $1.9M | 12k | 155.08 | |
Chubb (CB) | 0.8 | $1.9M | 8.3k | 226.00 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $1.8M | 3.7k | 489.69 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $1.8M | 2.4k | 756.94 | |
Wal-Mart Stores (WMT) | 0.7 | $1.5M | 9.8k | 157.64 | |
Cisco Systems (CSCO) | 0.6 | $1.5M | 30k | 50.52 | |
Matador Resources (MTDR) | 0.6 | $1.5M | 26k | 56.86 | |
Comcast Corp Cl A (CMCSA) | 0.6 | $1.4M | 32k | 43.85 | |
Cme (CME) | 0.6 | $1.4M | 6.5k | 210.61 | |
Darden Restaurants (DRI) | 0.6 | $1.3M | 7.8k | 164.31 | |
Air Products & Chemicals (APD) | 0.5 | $1.3M | 4.6k | 273.81 | |
Devon Energy Corporation (DVN) | 0.5 | $1.3M | 28k | 45.30 | |
Medtronic SHS (MDT) | 0.5 | $1.2M | 15k | 82.38 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.2M | 17k | 70.35 | |
Apa Corporation (APA) | 0.5 | $1.1M | 31k | 35.88 | |
Johnson Ctls Intl SHS (JCI) | 0.4 | $1.0M | 18k | 57.64 | |
Verizon Communications (VZ) | 0.4 | $936k | 25k | 37.70 | |
Ishares Core Msci Emkt (IEMG) | 0.3 | $781k | 15k | 50.58 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $592k | 7.1k | 83.91 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $551k | 3.9k | 140.92 | |
salesforce (CRM) | 0.2 | $524k | 2.0k | 263.14 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $519k | 1.9k | 277.22 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $494k | 5.0k | 99.25 | |
Charles Schwab Corporation (SCHW) | 0.2 | $477k | 6.9k | 69.28 | |
UnitedHealth (UNH) | 0.2 | $462k | 878.00 | 526.18 | |
Advanced Micro Devices (AMD) | 0.2 | $428k | 2.9k | 147.41 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $399k | 3.7k | 108.24 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $399k | 2.9k | 139.69 | |
Trane Technologies SHS (TT) | 0.2 | $391k | 1.6k | 243.87 | |
Netflix (NFLX) | 0.2 | $387k | 795.00 | 486.88 | |
Intercontinental Exchange (ICE) | 0.2 | $382k | 3.0k | 128.45 | |
Brunswick Corporation (BC) | 0.2 | $372k | 3.8k | 96.75 | |
Pioneer Natural Resources (PXD) | 0.2 | $356k | 1.6k | 224.93 | |
TJX Companies (TJX) | 0.1 | $343k | 3.7k | 93.82 | |
Meta Platforms Cl A (META) | 0.1 | $340k | 960.00 | 353.96 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $339k | 1.5k | 229.72 | |
Fiserv (FI) | 0.1 | $321k | 2.4k | 132.84 | |
Zions Bancorporation (ZION) | 0.1 | $314k | 7.1k | 44.35 | |
Halliburton Company (HAL) | 0.1 | $301k | 8.3k | 36.15 | |
American Express Company (AXP) | 0.1 | $300k | 1.6k | 187.29 | |
Iqvia Holdings (IQV) | 0.1 | $287k | 1.2k | 231.38 | |
L3harris Technologies (LHX) | 0.1 | $285k | 1.4k | 210.67 | |
Steris Shs Usd (STE) | 0.1 | $282k | 1.3k | 219.85 | |
S&p Global (SPGI) | 0.1 | $254k | 577.00 | 440.55 | |
Monolithic Power Systems (MPWR) | 0.1 | $252k | 400.00 | 630.88 | |
Elf Beauty (ELF) | 0.1 | $251k | 1.7k | 144.34 | |
Simpson Manufacturing (SSD) | 0.1 | $248k | 1.3k | 197.90 | |
Cloudflare Cl A Com (NET) | 0.1 | $243k | 2.9k | 83.26 | |
Aaon Com Par $0.004 (AAON) | 0.1 | $242k | 3.3k | 73.87 | |
Edwards Lifesciences (EW) | 0.1 | $239k | 3.1k | 76.25 | |
First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $229k | 161.00 | 1420.16 | |
Onto Innovation (ONTO) | 0.1 | $225k | 1.5k | 152.90 | |
Hubspot (HUBS) | 0.1 | $224k | 385.00 | 580.54 | |
Allstate Corporation (ALL) | 0.1 | $222k | 1.6k | 139.99 | |
Mgp Ingredients Inc Common Sto (MGPI) | 0.1 | $221k | 2.2k | 98.52 | |
Ies Hldgs (IESC) | 0.1 | $218k | 2.8k | 79.22 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $216k | 4.5k | 47.56 | |
Atkore Intl (ATKR) | 0.1 | $216k | 1.3k | 160.00 | |
Westlake Chemical Corporation (WLK) | 0.1 | $212k | 1.5k | 140.00 | |
Hudson Technologies (HDSN) | 0.1 | $207k | 15k | 13.49 | |
Advanced Energy Industries (AEIS) | 0.1 | $207k | 1.9k | 108.93 | |
UFP Technologies (UFPT) | 0.1 | $204k | 1.2k | 172.04 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $203k | 3.8k | 53.97 | |
International Seaways (INSW) | 0.1 | $203k | 4.5k | 45.48 | |
Super Micro Computer (SMCI) | 0.1 | $200k | 704.00 | 284.26 | |
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.1 | $174k | 13k | 13.02 |