Peterson Wealth Services

Latest statistics and disclosures from Peterson Wealth Services's latest quarterly 13F-HR filing:

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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