Peterson Wealth Services
Latest statistics and disclosures from Peterson Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, VUG, COST, TSLA, and represent 25.43% of Peterson Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$8.5M), ASML, META, FIX, ADI, FIS, UNH, RS, V, AAPL.
- Started 110 new stock positions in TXN, WM, SBUX, PKB, OSK, F, GS, TSCO, RS, ADI.
- Reduced shares in these 10 stocks: INTC, ACHC, MGRC, CSCO, VUG, NET, VTV, MSFT, HAL, NFLX.
- Sold out of its positions in ACHC, NET, INTC.
- Peterson Wealth Services was a net buyer of stock by $28M.
- Peterson Wealth Services has $313M in assets under management (AUM), dropping by 9.42%.
- Central Index Key (CIK): 0001906799
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Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 218 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $23M | 99k | 233.00 |
|
|
| NVIDIA Corporation (NVDA) | 6.2 | $20M | 161k | 121.44 |
|
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| Vanguard Growth Etf Growth Etf (VUG) | 4.2 | $13M | -8% | 35k | 383.93 |
|
| Costco Wholesale Corporation (COST) | 4.1 | $13M | +2% | 15k | 886.51 |
|
| Tesla Motors (TSLA) | 3.5 | $11M | 42k | 261.63 |
|
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| Amazon (AMZN) | 3.4 | $11M | +2% | 57k | 186.33 |
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| Broadcom (AVGO) | 3.1 | $9.6M | +726% | 56k | 172.50 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $9.5M | +3% | 45k | 210.86 |
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| Raymond James Financial (RJF) | 2.6 | $8.1M | +3% | 66k | 122.46 |
|
| Comfort Systems USA (FIX) | 2.4 | $7.5M | +40% | 19k | 390.35 |
|
| Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) | 2.2 | $6.8M | +3% | 15k | 460.26 |
|
| Microsoft Corporation (MSFT) | 2.2 | $6.8M | -4% | 16k | 430.29 |
|
| Visa Incorporated Com Class A Com Cl A (V) | 1.9 | $5.9M | +6% | 22k | 274.95 |
|
| Home Depot (HD) | 1.8 | $5.7M | +5% | 14k | 405.20 |
|
| Canadian Natural Resources (CNQ) | 1.7 | $5.4M | +4% | 162k | 33.21 |
|
| Asml Holding N V N Y Registry N Y Registry Shs (ASML) | 1.7 | $5.4M | +118% | 6.5k | 833.22 |
|
| Novo-nordisk A S Adr (NVO) | 1.6 | $4.9M | +3% | 41k | 119.07 |
|
| Stryker Corporation (SYK) | 1.5 | $4.6M | +3% | 13k | 361.26 |
|
| Thermo Fisher Scientific (TMO) | 1.4 | $4.5M | +4% | 7.3k | 618.57 |
|
| ConocoPhillips (COP) | 1.3 | $4.2M | +5% | 40k | 105.28 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $4.1M | +2% | 4.6k | 886.03 |
|
| Union Pacific Corporation (UNP) | 1.3 | $4.0M | +4% | 16k | 246.47 |
|
| Occidental Petroleum Corporation (OXY) | 1.2 | $3.8M | +5% | 74k | 51.54 |
|
| Diamondback Energy (FANG) | 1.2 | $3.7M | +7% | 21k | 172.40 |
|
| Motorola Solutions Incorporated Com New (MSI) | 1.1 | $3.5M | 7.9k | 449.61 |
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| Garmin SHS (GRMN) | 1.1 | $3.5M | +3% | 20k | 176.03 |
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| Zoetis Incorporated Class A Cl A (ZTS) | 1.1 | $3.3M | +3% | 17k | 195.38 |
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| Meta Platforms Incorporated Class A Cl A (META) | 1.0 | $3.1M | +447% | 5.5k | 572.46 |
|
| Spdr S&p 500 Etf Tr Unit (SPY) | 1.0 | $3.0M | 5.2k | 573.80 |
|
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| Cadence Design Systems (CDNS) | 0.9 | $2.9M | +4% | 11k | 271.03 |
|
| Old Dominion Freight Line (ODFL) | 0.9 | $2.8M | +4% | 14k | 198.65 |
|
| Eaton Corporation SHS (ETN) | 0.9 | $2.8M | 8.4k | 331.43 |
|
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| Wal-Mart Stores (WMT) | 0.9 | $2.8M | +4% | 34k | 80.75 |
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| Chubb (CB) | 0.9 | $2.7M | +6% | 9.5k | 288.40 |
|
| Marathon Petroleum Corp (MPC) | 0.9 | $2.7M | +10% | 17k | 162.91 |
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| Vanguard Value Etf Value Etf (VTV) | 0.8 | $2.6M | -11% | 15k | 174.57 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $2.5M | +6% | 21k | 117.22 |
|
| Skyworks Solutions (SWKS) | 0.8 | $2.4M | +7% | 25k | 98.77 |
|
| Merck & Co (MRK) | 0.8 | $2.4M | +8% | 21k | 113.56 |
|
| Air Products & Chemicals (APD) | 0.7 | $2.2M | +6% | 7.2k | 297.75 |
|
| UnitedHealth (UNH) | 0.7 | $2.1M | +309% | 3.7k | 584.63 |
|
| Lululemon Athletica (LULU) | 0.7 | $2.1M | +13% | 7.9k | 271.35 |
|
| Matador Resources (MTDR) | 0.7 | $2.1M | +6% | 43k | 49.42 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $2.1M | +7% | 5.3k | 389.12 |
|
| Johnson & Johnson (JNJ) | 0.6 | $2.0M | +11% | 12k | 162.06 |
|
| Apa Corporation (APA) | 0.6 | $1.9M | +7% | 79k | 24.46 |
|
| Analog Devices (ADI) | 0.6 | $1.8M | NEW | 7.8k | 230.16 |
|
| Cme (CME) | 0.6 | $1.8M | +10% | 8.1k | 220.66 |
|
| Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.6 | $1.7M | 3.3k | 527.71 |
|
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| Fidelity National Information Services (FIS) | 0.5 | $1.7M | NEW | 20k | 83.75 |
|
| Ies Hldgs (IESC) | 0.5 | $1.6M | +7% | 8.0k | 199.62 |
|
| Medtronic SHS (MDT) | 0.5 | $1.6M | +8% | 18k | 90.03 |
|
| Devon Energy Corporation (DVN) | 0.5 | $1.6M | +20% | 40k | 39.12 |
|
| Comcast Corporation New Class A Cl A (CMCSA) | 0.5 | $1.5M | +6% | 36k | 41.77 |
|
| Darden Restaurants (DRI) | 0.5 | $1.5M | +8% | 9.2k | 164.14 |
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| Johnson Controls International SHS (JCI) | 0.5 | $1.5M | +3% | 19k | 77.61 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.4 | $1.3M | +8% | 12k | 109.75 |
|
| UFP Technologies (UFPT) | 0.4 | $1.2M | +8% | 3.9k | 316.70 |
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| Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) | 0.4 | $1.2M | +10% | 11k | 107.84 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $1.1M | +11% | 1.2k | 924.82 |
|
| Verizon Communications (VZ) | 0.3 | $1.1M | +8% | 24k | 44.91 |
|
| Ensign (ENSG) | 0.3 | $1.0M | +10% | 7.3k | 143.83 |
|
| Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) | 0.3 | $1.0M | 13k | 78.05 |
|
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| Brunswick Corporation (BC) | 0.3 | $1.0M | +21% | 12k | 83.82 |
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| The Trade Desk Incorporated Com Class A Com Cl A (TTD) | 0.3 | $1.0M | +11% | 9.5k | 109.65 |
|
| First Ctzns Bancshares Incorporated N C Class A Cl A (FCNCA) | 0.3 | $1.0M | +10% | 554.00 | 1840.59 |
|
| Crocs (CROX) | 0.3 | $1.0M | +12% | 7.0k | 144.81 |
|
| Onto Innovation (ONTO) | 0.3 | $986k | +11% | 4.7k | 207.56 |
|
| Reliance Steel & Aluminum (RS) | 0.3 | $907k | NEW | 3.1k | 289.21 |
|
| Westlake Chemical Corporation (WLK) | 0.3 | $889k | +14% | 5.9k | 150.29 |
|
| Simpson Manufacturing (SSD) | 0.3 | $888k | +14% | 4.6k | 191.27 |
|
| Mgp Ingredients Inc Common Sto (MGPI) | 0.3 | $886k | +14% | 11k | 83.25 |
|
| International Seaways (INSW) | 0.3 | $864k | +15% | 17k | 51.56 |
|
| Advanced Energy Industries (AEIS) | 0.3 | $851k | +14% | 8.1k | 105.24 |
|
| Healthequity (HQY) | 0.3 | $818k | +10% | 10k | 81.85 |
|
| Hubspot (HUBS) | 0.3 | $791k | +18% | 1.5k | 531.60 |
|
| Paylocity Holding Corporation (PCTY) | 0.2 | $782k | +13% | 4.7k | 164.97 |
|
| Super Micro Computer (SMCI) | 0.2 | $764k | +25% | 1.8k | 416.40 |
|
| Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) | 0.2 | $761k | -7% | 13k | 57.41 |
|
| Axcelis Technologies Incorporated Com New (ACLS) | 0.2 | $716k | +16% | 6.8k | 104.85 |
|
| Hudson Technologies (HDSN) | 0.2 | $680k | +19% | 82k | 8.34 |
|
| Trane Technologies SHS (TT) | 0.2 | $676k | +5% | 1.7k | 388.76 |
|
| Nextera Energy (NEE) | 0.2 | $658k | +12% | 7.8k | 84.53 |
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| Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) | 0.2 | $656k | 3.9k | 167.20 |
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| Public Service Enterprise (PEG) | 0.2 | $643k | +7% | 7.2k | 89.21 |
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| Elf Beauty (ELF) | 0.2 | $582k | +17% | 5.3k | 109.03 |
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| salesforce (CRM) | 0.2 | $579k | +5% | 2.1k | 273.67 |
|
| Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) | 0.2 | $568k | +21% | 3.4k | 165.83 |
|
| Advanced Micro Devices (AMD) | 0.2 | $526k | +9% | 3.2k | 164.08 |
|
| Intercontinental Exchange (ICE) | 0.2 | $519k | +7% | 3.2k | 160.65 |
|
| Atkore Intl (ATKR) | 0.2 | $516k | +21% | 6.1k | 84.74 |
|
| Celsius Hldgs Incorporated Com New (CELH) | 0.2 | $501k | +23% | 16k | 31.36 |
|
| Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) | 0.1 | $458k | 7.4k | 62.32 |
|
|
| Fiserv (FI) | 0.1 | $451k | +3% | 2.5k | 179.65 |
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| TJX Companies (TJX) | 0.1 | $448k | 3.8k | 117.55 |
|
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| American Express Company (AXP) | 0.1 | $437k | 1.6k | 271.17 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $424k | +13% | 1.8k | 239.95 |
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| Netflix (NFLX) | 0.1 | $394k | -30% | 555.00 | 709.27 |
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| Steris Plc Shs Usd Shs Usd (STE) | 0.1 | $371k | +15% | 1.5k | 242.61 |
|
| L3harris Technologies (LHX) | 0.1 | $370k | +8% | 1.6k | 237.93 |
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| Iqvia Holdings (IQV) | 0.1 | $369k | +19% | 1.6k | 236.97 |
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| Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) | 0.1 | $351k | 3.0k | 116.95 |
|
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| S&p Global (SPGI) | 0.1 | $346k | +12% | 669.00 | 516.66 |
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| Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) | 0.1 | $318k | -7% | 3.1k | 101.26 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $302k | NEW | 5.2k | 57.62 |
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| Edwards Lifesciences (EW) | 0.1 | $286k | +19% | 4.3k | 65.99 |
|
| Pulte (PHM) | 0.1 | $282k | NEW | 2.0k | 143.51 |
|
| D.R. Horton (DHI) | 0.1 | $265k | NEW | 1.4k | 190.76 |
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| Lennar Corporation Class A Cl A (LEN) | 0.1 | $253k | NEW | 1.4k | 187.54 |
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| Newmont Mining Corporation (NEM) | 0.1 | $245k | NEW | 4.6k | 53.45 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $244k | NEW | 3.8k | 64.80 |
|
| Allstate Corporation (ALL) | 0.1 | $241k | -15% | 1.3k | 189.70 |
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| Chevron Corporation (CVX) | 0.1 | $235k | NEW | 1.6k | 147.26 |
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| Spdr Energy Select Sector Fund Energy (XLE) | 0.1 | $231k | 2.6k | 87.80 |
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| Juniper Networks (JNPR) | 0.1 | $222k | NEW | 5.7k | 38.98 |
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| Cisco Systems (CSCO) | 0.1 | $221k | -89% | 4.2k | 53.22 |
|
| Automatic Data Processing (ADP) | 0.1 | $218k | NEW | 788.00 | 276.80 |
|
| Phillips 66 (PSX) | 0.1 | $213k | NEW | 1.6k | 131.48 |
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| Valero Energy Corporation (VLO) | 0.1 | $210k | NEW | 1.6k | 135.00 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $209k | NEW | 10k | 20.46 |
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| Procter & Gamble Company (PG) | 0.1 | $203k | NEW | 1.2k | 173.17 |
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| Abbott Laboratories (ABT) | 0.1 | $202k | NEW | 1.8k | 114.04 |
|
| Landstar System (LSTR) | 0.1 | $190k | NEW | 1.0k | 188.87 |
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| Dex (DXCM) | 0.1 | $190k | NEW | 2.8k | 67.04 |
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| Marathon Oil Corporation (MRO) | 0.1 | $187k | NEW | 7.0k | 26.63 |
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| First Trust Indxx Global Natural Resources Income Etf Indxx Nat Re Etf (FTRI) | 0.1 | $186k | 14k | 13.49 |
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| Nike Incorporated Class B CL B (NKE) | 0.1 | $183k | NEW | 2.1k | 88.40 |
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| EOG Resources (EOG) | 0.1 | $179k | NEW | 1.5k | 122.95 |
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| Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) | 0.1 | $179k | NEW | 3.4k | 52.81 |
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| Oshkosh Corporation (OSK) | 0.1 | $179k | NEW | 1.8k | 100.21 |
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| Cognex Corporation (CGNX) | 0.1 | $175k | NEW | 4.3k | 40.50 |
|
| Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) | 0.1 | $172k | NEW | 2.9k | 59.22 |
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| United Parcel Service Incorporated Class B CL B (UPS) | 0.1 | $171k | NEW | 1.3k | 136.30 |
|
| Ishares Tr Core 1 5 Yr Usd Core 1 5 Yr Usd (ISTB) | 0.1 | $161k | NEW | 3.3k | 48.69 |
|
| Vaneck Natural Resources Etf Natural Resourc (HAP) | 0.0 | $150k | NEW | 2.8k | 52.72 |
|
| First Trust Capital Strength Etf Cap Strength Etf (FTCS) | 0.0 | $147k | NEW | 1.6k | 90.80 |
|
| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.0 | $145k | NEW | 410.00 | 353.48 |
|
| Lauder Estee Companies Incorporated Class A Cl A (EL) | 0.0 | $137k | NEW | 1.4k | 99.68 |
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| Brightview Holdings (BV) | 0.0 | $120k | NEW | 7.6k | 15.74 |
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| Key (KEY) | 0.0 | $111k | NEW | 6.6k | 16.75 |
|
| Intuitive Surgical Incorporated Com New (ISRG) | 0.0 | $109k | NEW | 222.00 | 491.27 |
|
| Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) | 0.0 | $103k | NEW | 960.00 | 107.65 |
|
| Fastenal Company (FAST) | 0.0 | $102k | NEW | 1.4k | 71.40 |
|
| Spdr Technology Select Sector Fund Technology (XLK) | 0.0 | $97k | NEW | 429.00 | 225.77 |
|
| Zions Bancorporation (ZION) | 0.0 | $97k | NEW | 2.0k | 47.23 |
|
| Spdr Portfolio S&p 500 High Dividend Etf Prtflo S&p500 Hi (SPYD) | 0.0 | $88k | NEW | 1.9k | 45.65 |
|
| Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) | 0.0 | $84k | NEW | 1.7k | 50.17 |
|
| Vanguard Information Technology Etf Inf Tech Etf (VGT) | 0.0 | $79k | NEW | 135.00 | 586.52 |
|
| Starbucks Corporation (SBUX) | 0.0 | $76k | NEW | 780.00 | 97.54 |
|
| Goldman Sachs (GS) | 0.0 | $74k | NEW | 150.00 | 495.11 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $61k | NEW | 350.00 | 173.67 |
|
| Applied Materials (AMAT) | 0.0 | $60k | NEW | 299.00 | 202.05 |
|
| Vanguard Financials Etf Financials Etf (VFH) | 0.0 | $60k | NEW | 546.00 | 110.00 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $56k | NEW | 463.00 | 121.26 |
|
| Marriott International Incorporated New Class A Cl A (MAR) | 0.0 | $51k | NEW | 205.00 | 248.64 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $51k | NEW | 979.00 | 51.74 |
|
| Boston Beer Incorporated Class A Cl A (SAM) | 0.0 | $48k | NEW | 167.00 | 289.14 |
|
| Abbvie (ABBV) | 0.0 | $44k | NEW | 225.00 | 197.48 |
|
| Ge Aerospace Com New (GE) | 0.0 | $43k | NEW | 226.00 | 188.58 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $42k | NEW | 500.00 | 83.80 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $41k | NEW | 70.00 | 584.56 |
|
| Ford Motor Company (F) | 0.0 | $39k | NEW | 3.7k | 10.56 |
|
| CSX Corporation (CSX) | 0.0 | $39k | NEW | 1.1k | 34.53 |
|
| Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) | 0.0 | $38k | NEW | 825.00 | 45.86 |
|
| ICU Medical, Incorporated (ICUI) | 0.0 | $36k | NEW | 200.00 | 182.22 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $36k | NEW | 175.00 | 206.57 |
|
| McGrath Rent (MGRC) | 0.0 | $36k | -98% | 341.00 | 105.30 |
|
| Lam Research Corporation (LRCX) | 0.0 | $35k | NEW | 43.00 | 816.07 |
|
| General Dynamics Corporation (GD) | 0.0 | $35k | NEW | 114.00 | 302.20 |
|
| Honeywell International (HON) | 0.0 | $33k | NEW | 158.00 | 206.71 |
|
| Bank of Hawaii Corporation (BOH) | 0.0 | $31k | NEW | 500.00 | 62.77 |
|
| Old National Ban (ONB) | 0.0 | $30k | NEW | 1.6k | 18.66 |
|
| Norfolk Southern (NSC) | 0.0 | $30k | NEW | 120.00 | 248.55 |
|
| Vanguard Dividend Appreciation Etf Div App Etf (VIG) | 0.0 | $29k | NEW | 144.00 | 198.06 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $28k | NEW | 180.00 | 155.25 |
|
| Deere & Company (DE) | 0.0 | $21k | NEW | 50.00 | 417.34 |
|
| Target Corporation (TGT) | 0.0 | $20k | NEW | 127.00 | 155.86 |
|
| Pepsi (PEP) | 0.0 | $20k | NEW | 116.00 | 169.71 |
|
| Ishares Tr North Amern Nat North Amern Nat (IGE) | 0.0 | $19k | NEW | 431.00 | 44.07 |
|
| Pfizer (PFE) | 0.0 | $15k | NEW | 525.00 | 28.93 |
|
| Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) | 0.0 | $15k | NEW | 1.0k | 14.69 |
|
| Ge Vernova (GEV) | 0.0 | $14k | NEW | 56.00 | 254.98 |
|
| Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (GRFS) | 0.0 | $13k | NEW | 1.5k | 8.88 |
|
| Humana (HUM) | 0.0 | $11k | NEW | 35.00 | 316.74 |
|
| Halliburton Company (HAL) | 0.0 | $11k | -95% | 374.00 | 29.07 |
|
| Nv5 Holding (NVEE) | 0.0 | $9.3k | NEW | 100.00 | 93.48 |
|
| Synchrony Financial (SYF) | 0.0 | $9.1k | NEW | 183.00 | 49.82 |
|
| Spdr Health Care Select Sbi Healthcare (XLV) | 0.0 | $8.9k | NEW | 58.00 | 154.02 |
|
| Boeing Company (BA) | 0.0 | $7.6k | NEW | 50.00 | 152.04 |
|
| CF Industries Holdings (CF) | 0.0 | $6.9k | NEW | 80.00 | 85.80 |
|
| Walt Disney Company (DIS) | 0.0 | $6.7k | NEW | 70.00 | 96.19 |
|
| Caterpillar (CAT) | 0.0 | $6.6k | NEW | 17.00 | 391.12 |
|
| Microchip Technology (MCHP) | 0.0 | $5.9k | NEW | 74.00 | 80.28 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $5.3k | NEW | 10.00 | 528.10 |
|
| Fidus Invt (FDUS) | 0.0 | $5.0k | NEW | 254.00 | 19.59 |
|
| Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) | 0.0 | $4.4k | NEW | 35.00 | 125.97 |
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $4.3k | NEW | 307.00 | 14.09 |
|
| Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) | 0.0 | $4.3k | NEW | 40.00 | 106.75 |
|
| Waste Management (WM) | 0.0 | $4.2k | NEW | 20.00 | 208.35 |
|
| Tractor Supply Company (TSCO) | 0.0 | $3.5k | NEW | 12.00 | 292.08 |
|
| Tapestry (TPR) | 0.0 | $3.3k | NEW | 70.00 | 46.69 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $3.1k | NEW | 22.00 | 143.00 |
|
| First Horizon National Corporation (FHN) | 0.0 | $2.9k | NEW | 189.00 | 15.53 |
|
| Nextera Energy Partners Lp Com Unit Part In Com Unit Part In (NEP) | 0.0 | $2.9k | NEW | 106.00 | 27.54 |
|
| SYSCO Corporation (SYY) | 0.0 | $2.9k | NEW | 37.00 | 78.05 |
|
| Crown Castle Intl (CCI) | 0.0 | $2.8k | NEW | 23.00 | 120.22 |
|
| Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) | 0.0 | $1.7k | NEW | 3.00 | 576.67 |
|
| Delta Air Lines Incorporated Del Com New (DAL) | 0.0 | $1.4k | NEW | 28.00 | 50.79 |
|
| Macy's (M) | 0.0 | $1.3k | NEW | 82.00 | 15.70 |
|
| Sturm, Ruger & Company (RGR) | 0.0 | $1.3k | NEW | 30.00 | 41.67 |
|
| Technipfmc (FTI) | 0.0 | $786.999000 | NEW | 30.00 | 26.23 |
|
| Palantir Technologies Incorporated Class A Cl A (PLTR) | 0.0 | $521.000200 | NEW | 14.00 | 37.21 |
|
| Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) | 0.0 | $451.000200 | NEW | 6.00 | 75.17 |
|
| Ge Healthcare Technologies Incorporated Common Stock (GEHC) | 0.0 | $375.000000 | NEW | 4.00 | 93.75 |
|
| Invesco Building & Construction Etf Building & Const (PKB) | 0.0 | $318.000000 | NEW | 4.00 | 79.50 |
|
| Beyond Meat (BYND) | 0.0 | $170.000000 | NEW | 25.00 | 6.80 |
|
| Vaneck Agribusiness Etf Agribusiness Etf (MOO) | 0.0 | $76.000000 | NEW | 1.00 | 76.00 |
|
| First Trust Preferred Securities And Income Etf Pfd Secs Inc Etf (FPE) | 0.0 | $45.999900 | NEW | 3.00 | 15.33 |
|
Past Filings by Peterson Wealth Services
SEC 13F filings are viewable for Peterson Wealth Services going back to 2021
- Peterson Wealth Services 2024 Q3 filed Nov. 7, 2024
- Peterson Wealth Services 2024 Q2 filed July 30, 2024
- Peterson Wealth Services 2024 Q1 filed May 1, 2024
- Peterson Wealth Services 2023 Q4 filed Jan. 31, 2024
- Peterson Wealth Services 2023 Q3 filed Nov. 14, 2023
- Peterson Wealth Services 2023 Q2 filed July 13, 2023
- Peterson Wealth Services 2023 Q1 filed April 6, 2023
- Peterson Wealth Services 2022 Q4 filed Jan. 20, 2023
- Peterson Wealth Services 2022 Q3 filed Nov. 9, 2022
- Peterson Wealth Services 2022 Q2 filed July 11, 2022
- Peterson Wealth Services 2022 Q1 filed April 18, 2022
- Peterson Wealth Services 2021 Q4 filed Jan. 31, 2022