Peterson Wealth Services

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