Peterson Wealth Services as of March 31, 2024
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 112 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $17M | 96k | 171.48 | |
| NVIDIA Corporation (NVDA) | 5.5 | $15M | 17k | 903.56 | |
| Vanguard Index Fds Growth Etf (VUG) | 5.1 | $14M | 41k | 344.20 | |
| Costco Wholesale Corporation (COST) | 3.8 | $10M | 14k | 732.65 | |
| Amazon (AMZN) | 3.6 | $10M | 55k | 180.38 | |
| Broadcom (AVGO) | 3.2 | $8.9M | 6.7k | 1325.31 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $8.7M | 43k | 200.30 | |
| Raymond James Financial (RJF) | 3.0 | $8.1M | 63k | 128.42 | |
| Tesla Motors (TSLA) | 2.6 | $7.1M | 40k | 175.79 | |
| Microsoft Corporation (MSFT) | 2.5 | $6.8M | 16k | 420.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $6.0M | 14k | 420.52 | |
| Canadian Natural Resources (CNQ) | 2.1 | $5.8M | 76k | 76.32 | |
| Visa Com Cl A (V) | 2.0 | $5.6M | 20k | 279.08 | |
| Novo-nordisk A S Adr (NVO) | 1.9 | $5.1M | 40k | 128.40 | |
| Home Depot (HD) | 1.8 | $5.0M | 13k | 383.59 | |
| ConocoPhillips (COP) | 1.7 | $4.7M | 37k | 127.28 | |
| Occidental Petroleum Corporation (OXY) | 1.6 | $4.5M | 69k | 64.99 | |
| Comfort Systems USA (FIX) | 1.6 | $4.4M | 14k | 317.71 | |
| Intel Corporation (INTC) | 1.6 | $4.4M | 99k | 44.17 | |
| Stryker Corporation (SYK) | 1.6 | $4.4M | 12k | 357.87 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $4.0M | 6.8k | 581.19 | |
| Diamondback Energy (FANG) | 1.4 | $3.8M | 19k | 198.17 | |
| Eaton Corp SHS (ETN) | 1.4 | $3.8M | 12k | 312.68 | |
| Union Pacific Corporation (UNP) | 1.4 | $3.8M | 15k | 245.93 | |
| Eli Lilly & Co. (LLY) | 1.3 | $3.5M | 4.5k | 777.91 | |
| Cadence Design Systems (CDNS) | 1.1 | $3.1M | 10k | 311.28 | |
| Marathon Petroleum Corp (MPC) | 1.1 | $3.0M | 15k | 201.50 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $3.0M | 14k | 219.31 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $2.9M | 2.9k | 970.31 | |
| Garmin SHS (GRMN) | 1.0 | $2.8M | 19k | 148.87 | |
| Motorola Solutions Com New (MSI) | 1.0 | $2.8M | 7.8k | 354.97 | |
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $2.8M | 17k | 162.86 | |
| Acadia Healthcare (ACHC) | 1.0 | $2.7M | 35k | 79.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.7M | 5.2k | 523.08 | |
| Zoetis Cl A (ZTS) | 1.0 | $2.7M | 16k | 169.21 | |
| McGrath Rent (MGRC) | 1.0 | $2.7M | 22k | 123.37 | |
| Matador Resources (MTDR) | 1.0 | $2.6M | 40k | 66.77 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $2.5M | 4.9k | 522.88 | |
| Lululemon Athletica (LULU) | 0.9 | $2.5M | 6.5k | 390.65 | |
| Merck & Co (MRK) | 0.9 | $2.5M | 19k | 131.95 | |
| Apa Corporation (APA) | 0.9 | $2.5M | 72k | 34.38 | |
| Skyworks Solutions (SWKS) | 0.9 | $2.4M | 22k | 108.32 | |
| Chubb (CB) | 0.8 | $2.3M | 8.7k | 259.13 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.9M | 17k | 116.24 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.9M | 32k | 60.17 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.8M | 3.8k | 480.73 | |
| Cisco Systems (CSCO) | 0.6 | $1.7M | 34k | 49.91 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.6M | 10k | 158.19 | |
| Devon Energy Corporation (DVN) | 0.6 | $1.6M | 32k | 50.18 | |
| Cme (CME) | 0.6 | $1.5M | 7.1k | 215.28 | |
| Super Micro Computer (SMCI) | 0.6 | $1.5M | 1.5k | 1010.03 | |
| Air Products & Chemicals (APD) | 0.6 | $1.5M | 6.3k | 242.27 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.5M | 34k | 43.35 | |
| Darden Restaurants (DRI) | 0.5 | $1.4M | 8.2k | 167.16 | |
| Medtronic SHS (MDT) | 0.5 | $1.4M | 16k | 87.15 | |
| Johnson Ctls Intl SHS (JCI) | 0.4 | $1.2M | 19k | 65.32 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.1M | 15k | 74.22 | |
| Celsius Hldgs Com New (CELH) | 0.3 | $954k | 12k | 82.92 | |
| Verizon Communications (VZ) | 0.3 | $884k | 21k | 41.96 | |
| Brunswick Corporation (BC) | 0.3 | $857k | 8.9k | 96.52 | |
| Shockwave Med (SWAV) | 0.3 | $847k | 2.6k | 325.63 | |
| UFP Technologies (UFPT) | 0.3 | $846k | 3.4k | 252.20 | |
| Ies Hldgs (IESC) | 0.3 | $844k | 6.9k | 121.64 | |
| Crocs (CROX) | 0.3 | $828k | 5.8k | 143.80 | |
| Atkore Intl (ATKR) | 0.3 | $814k | 4.3k | 190.36 | |
| Elf Beauty (ELF) | 0.3 | $807k | 4.1k | 196.03 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $755k | 15k | 51.60 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.3 | $750k | 458.00 | 1636.39 | |
| Aaon Com Par $0.004 (AAON) | 0.3 | $744k | 8.4k | 88.10 | |
| Simpson Manufacturing (SSD) | 0.3 | $708k | 3.5k | 205.17 | |
| Onto Innovation (ONTO) | 0.3 | $706k | 3.9k | 181.08 | |
| Westlake Chemical Corporation (WLK) | 0.3 | $703k | 4.6k | 152.81 | |
| Cloudflare Cl A Com (NET) | 0.3 | $700k | 7.2k | 96.83 | |
| Hubspot (HUBS) | 0.3 | $692k | 1.1k | 626.56 | |
| International Seaways (INSW) | 0.2 | $684k | 13k | 53.20 | |
| Monolithic Power Systems (MPWR) | 0.2 | $683k | 1.0k | 677.12 | |
| Healthequity (HQY) | 0.2 | $671k | 8.2k | 81.63 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $666k | 7.6k | 87.42 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $649k | 10k | 62.24 | |
| Advanced Energy Industries (AEIS) | 0.2 | $637k | 6.2k | 101.98 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 0.2 | $623k | 7.2k | 86.13 | |
| Paylocity Holding Corporation (PCTY) | 0.2 | $622k | 3.6k | 171.86 | |
| salesforce (CRM) | 0.2 | $597k | 2.0k | 301.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $596k | 3.9k | 152.25 | |
| Axcelis Technologies Com New (ACLS) | 0.2 | $578k | 5.2k | 111.52 | |
| Advanced Micro Devices (AMD) | 0.2 | $524k | 2.9k | 180.49 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $520k | 8.6k | 60.74 | |
| Hudson Technologies (HDSN) | 0.2 | $502k | 46k | 11.01 | |
| Trane Technologies SHS (TT) | 0.2 | $495k | 1.7k | 300.21 | |
| Meta Platforms Cl A (META) | 0.2 | $487k | 1.0k | 485.38 | |
| Netflix (NFLX) | 0.2 | $483k | 795.00 | 607.33 | |
| UnitedHealth (UNH) | 0.2 | $439k | 888.00 | 494.47 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $433k | 4.4k | 97.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $422k | 2.8k | 150.93 | |
| Intercontinental Exchange (ICE) | 0.1 | $407k | 3.0k | 137.41 | |
| Fiserv (FI) | 0.1 | $386k | 2.4k | 159.82 | |
| TJX Companies (TJX) | 0.1 | $381k | 3.8k | 101.41 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $377k | 1.5k | 247.78 | |
| American Express Company (AXP) | 0.1 | $366k | 1.6k | 227.63 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $365k | 3.3k | 110.51 | |
| Edwards Lifesciences (EW) | 0.1 | $342k | 3.6k | 95.56 | |
| Halliburton Company (HAL) | 0.1 | $335k | 8.5k | 39.42 | |
| Iqvia Holdings (IQV) | 0.1 | $323k | 1.3k | 252.89 | |
| L3harris Technologies (LHX) | 0.1 | $305k | 1.4k | 213.16 | |
| Steris Shs Usd (STE) | 0.1 | $292k | 1.3k | 224.90 | |
| Allstate Corporation (ALL) | 0.1 | $277k | 1.6k | 172.99 | |
| Pioneer Natural Resources (PXD) | 0.1 | $261k | 994.00 | 262.59 | |
| S&p Global (SPGI) | 0.1 | $250k | 588.00 | 425.52 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $248k | 2.6k | 94.41 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $215k | 4.5k | 47.44 | |
| Dex (DXCM) | 0.1 | $214k | 1.5k | 138.70 | |
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.1 | $179k | 13k | 13.27 |
