Peterson Wealth Services
Latest statistics and disclosures from Peterson Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, AAPL, SPYD, MOO, XLE, and represent 28.25% of Peterson Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$12M), SPYD (+$9.7M), IVW (+$7.5M), XLV, SPY, AGG, IEFA, FTRI, FISV, NFLX.
- Started 10 new stock positions in NXPI, FISV, IVW, SPYD, XLV, FTRI, VEA, AXP, NFLX, SYF.
- Reduced shares in these 10 stocks: JPM, INTC, GOOG, , NVDA, SWKS, EPD, FDUS, CCI, VTV.
- Sold out of its positions in CCI, EPD, FDUS, FPE, FTGC, MKSI.
- Peterson Wealth Services was a net buyer of stock by $24M.
- Peterson Wealth Services has $175M in assets under management (AUM), dropping by 23.79%.
- Central Index Key (CIK): 0001906799
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Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 89 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.0 | $12M | NEW | 291k | 41.97 | |
| Apple (AAPL) | 6.0 | $11M | 81k | 129.93 | ||
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 5.6 | $9.7M | NEW | 246k | 39.58 | |
| Vaneck Etf Trust Agribusiness Etf (MOO) | 5.1 | $8.8M | 103k | 85.85 | ||
| Select Sector Spdr Tr Energy (XLE) | 4.6 | $8.0M | 92k | 87.45 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.3 | $7.5M | NEW | 128k | 58.50 | |
| Costco Wholesale Corporation (COST) | 2.7 | $4.6M | 10k | 456.48 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $4.6M | 15k | 308.90 | ||
| Raymond James Financial (RJF) | 2.6 | $4.5M | 42k | 106.85 | ||
| Canadian Natural Resources (CNQ) | 2.4 | $4.3M | +5% | 77k | 55.53 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 2.3 | $4.0M | 54k | 74.95 | ||
| Home Depot (HD) | 2.2 | $3.9M | +3% | 12k | 315.86 | |
| Johnson & Johnson (JNJ) | 2.0 | $3.5M | +4% | 20k | 176.65 | |
| Union Pacific Corporation (UNP) | 2.0 | $3.5M | +2% | 17k | 207.08 | |
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| Visa Com Cl A (V) | 2.0 | $3.4M | +2% | 17k | 207.77 | |
| Broadcom (AVGO) | 1.9 | $3.4M | -2% | 6.0k | 559.17 | |
| Dollar General (DG) | 1.6 | $2.8M | 11k | 246.25 | ||
| Old Dominion Freight Line (ODFL) | 1.5 | $2.7M | 9.5k | 283.79 | ||
| Starbucks Corporation (SBUX) | 1.5 | $2.6M | 27k | 99.20 | ||
| ConocoPhillips (COP) | 1.5 | $2.6M | 22k | 118.00 | ||
| Comfort Systems USA (FIX) | 1.4 | $2.5M | 22k | 115.08 | ||
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $2.4M | -15% | 17k | 140.37 | |
| Westrock (WRK) | 1.4 | $2.4M | 68k | 35.16 | ||
| L3harris Technologies (LHX) | 1.4 | $2.4M | 12k | 208.21 | ||
| Amazon (AMZN) | 1.3 | $2.3M | 28k | 84.00 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.2 | $2.2M | 41k | 52.57 | ||
| Pioneer Natural Resources (PXD) | 1.2 | $2.1M | 9.4k | 228.38 | ||
| Tesla Motors (TSLA) | 1.2 | $2.1M | +6% | 17k | 123.18 | |
| Lululemon Athletica (LULU) | 1.1 | $2.0M | 6.2k | 320.38 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $2.0M | NEW | 15k | 135.85 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $2.0M | +2% | 3.5k | 550.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $1.9M | +204% | 5.0k | 382.47 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.9M | -64% | 14k | 134.10 | |
| Zoetis Cl A (ZTS) | 1.0 | $1.8M | 12k | 146.55 | ||
| SYSCO Corporation (SYY) | 1.0 | $1.8M | 24k | 76.45 | ||
| Ingevity (NGVT) | 1.0 | $1.7M | 25k | 70.44 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.6M | 7.7k | 213.11 | ||
| Occidental Petroleum Corporation (OXY) | 0.9 | $1.6M | +5% | 26k | 62.99 | |
| Celanese Corporation (CE) | 0.9 | $1.5M | -3% | 15k | 102.24 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.5M | +2% | 4.2k | 351.35 | |
| Merck & Co (MRK) | 0.7 | $1.2M | +9% | 11k | 110.95 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $1.1M | +8% | 9.5k | 116.39 | |
| Air Products & Chemicals (APD) | 0.6 | $1.0M | +10% | 3.4k | 308.29 | |
| Chubb (CB) | 0.6 | $1.0M | +10% | 4.6k | 220.60 | |
| Motorola Solutions Com New (MSI) | 0.6 | $1.0M | +13% | 3.9k | 257.74 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.0M | -54% | 6.9k | 146.15 | |
| First Horizon National Corporation (FHN) | 0.5 | $950k | +11% | 39k | 24.50 | |
| Tractor Supply Company (TSCO) | 0.5 | $947k | +11% | 4.2k | 224.96 | |
| Tapestry (TPR) | 0.5 | $943k | +14% | 25k | 38.08 | |
| Eaton Corp SHS (ETN) | 0.5 | $940k | +11% | 6.0k | 156.96 | |
| Darden Restaurants (DRI) | 0.5 | $930k | +12% | 6.7k | 138.34 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $920k | +42% | 15k | 61.64 | |
| Wal-Mart Stores (WMT) | 0.5 | $916k | +11% | 6.5k | 141.79 | |
| Cisco Systems (CSCO) | 0.5 | $898k | +13% | 19k | 47.64 | |
| Microsoft Corporation (MSFT) | 0.5 | $860k | -22% | 3.6k | 239.85 | |
| Devon Energy Corporation (DVN) | 0.5 | $852k | +12% | 14k | 61.51 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.4 | $780k | +14% | 11k | 70.09 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $759k | +246% | 7.8k | 96.99 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $757k | -14% | 16k | 46.70 | |
| Cme (CME) | 0.4 | $754k | +15% | 4.5k | 168.15 | |
| Medtronic SHS (MDT) | 0.4 | $689k | +17% | 8.9k | 77.72 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $467k | -5% | 1.5k | 304.06 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $457k | +12% | 1.9k | 241.95 | |
| Verizon Communications (VZ) | 0.3 | $443k | -32% | 11k | 39.40 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $439k | -33% | 13k | 34.97 | |
| Garmin SHS (GRMN) | 0.2 | $418k | -33% | 4.5k | 92.28 | |
| Halliburton Company (HAL) | 0.2 | $399k | 10k | 39.35 | ||
| Skyworks Solutions (SWKS) | 0.2 | $323k | -71% | 3.5k | 91.14 | |
| UnitedHealth (UNH) | 0.2 | $322k | 608.00 | 529.92 | ||
| Intercontinental Exchange (ICE) | 0.2 | $303k | +3% | 3.0k | 102.58 | |
| TJX Companies (TJX) | 0.2 | $297k | 3.7k | 79.59 | ||
| Intel Corporation (INTC) | 0.2 | $296k | -86% | 11k | 26.43 | |
| Trane Technologies SHS (TT) | 0.2 | $276k | 1.6k | 168.10 | ||
| Allstate Corporation (ALL) | 0.2 | $272k | 2.0k | 135.58 | ||
| salesforce (CRM) | 0.2 | $265k | 2.0k | 132.59 | ||
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.2 | $263k | NEW | 19k | 13.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $261k | -85% | 2.9k | 88.72 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $259k | -38% | 5.6k | 46.44 | |
| Iqvia Holdings (IQV) | 0.1 | $255k | +2% | 1.2k | 204.89 | |
| Fiserv (FISV) | 0.1 | $252k | NEW | 2.5k | 101.07 | |
| Edwards Lifesciences (EW) | 0.1 | $251k | 3.4k | 74.61 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $246k | +11% | 2.6k | 94.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $238k | +2% | 2.7k | 88.23 | |
| Netflix (NFLX) | 0.1 | $234k | NEW | 795.00 | 294.88 | |
| Steris Shs Usd (STE) | 0.1 | $228k | 1.2k | 184.73 | ||
| Synchrony Financial (SYF) | 0.1 | $226k | NEW | 6.9k | 32.86 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $217k | NEW | 1.4k | 158.07 | |
| American Express Company (AXP) | 0.1 | $216k | NEW | 1.5k | 147.74 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $201k | -13% | 810.00 | 248.00 | |
Past Filings by Peterson Wealth Services
SEC 13F filings are viewable for Peterson Wealth Services going back to 2021
- 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