Peterson Wealth Services
Latest statistics and disclosures from Peterson Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, TSLA, COST, NVDA, and represent 27.07% of Peterson Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$18M), VUG (+$14M), TSLA (+$12M), COST (+$10M), CNQ, ETN, VTV, SPY, GRMN, VOO.
- Started 48 new stock positions in JCI, AAON, VUG, AGG, HDSN, CB, IESC, BC, TSLA, SPY.
- Reduced shares in these 10 stocks: ZION, PXD, MRO, TSCO, TPR, FHN, BRK.B, CE, MGRC, ASML.
- Sold out of its positions in FHN, MRO, NEP, SYF, TPR, TSCO.
- Peterson Wealth Services was a net buyer of stock by $82M.
- Peterson Wealth Services has $233M in assets under management (AUM), dropping by 74.50%.
- Central Index Key (CIK): 0001906799
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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 | NEW | 95k | 192.54 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.9 | $14M | NEW | 44k | 310.88 |
|
| Tesla Motors (TSLA) | 5.0 | $12M | NEW | 47k | 248.62 |
|
| Costco Wholesale Corporation (COST) | 4.3 | $10M | NEW | 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 | +4% | 7.5k | 1116.37 |
|
| JPMorgan Chase & Co. (JPM) | 3.3 | $7.6M | 45k | 170.11 |
|
|
| Raymond James Financial (RJF) | 2.9 | $6.7M | -7% | 60k | 111.50 |
|
| Microsoft Corporation (MSFT) | 2.5 | $5.9M | +22% | 16k | 376.05 |
|
| Visa Com Cl A (V) | 2.2 | $5.2M | +2% | 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 | -11% | 14k | 356.70 |
|
| Canadian Natural Resources (CNQ) | 2.1 | $4.9M | NEW | 75k | 65.52 |
|
| Home Depot (HD) | 1.9 | $4.5M | +6% | 13k | 346.58 |
|
| Novo-nordisk A S Adr (NVO) | 1.8 | $4.2M | 41k | 103.45 |
|
|
| ConocoPhillips (COP) | 1.8 | $4.1M | +20% | 36k | 116.08 |
|
| Johnson & Johnson (JNJ) | 1.7 | $4.0M | +9% | 26k | 156.74 |
|
| Union Pacific Corporation (UNP) | 1.6 | $3.8M | -9% | 16k | 245.63 |
|
| Stryker Corporation (SYK) | 1.6 | $3.6M | +2% | 12k | 299.43 |
|
| Thermo Fisher Scientific (TMO) | 1.5 | $3.5M | +5% | 6.6k | 530.90 |
|
| Comfort Systems USA (FIX) | 1.4 | $3.3M | 16k | 205.70 |
|
|
| Lululemon Athletica (LULU) | 1.4 | $3.2M | +2% | 6.3k | 511.21 |
|
| Zoetis Cl A (ZTS) | 1.3 | $3.1M | 16k | 197.36 |
|
|
| Eaton Corp SHS (ETN) | 1.2 | $2.9M | NEW | 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 | NEW | 17k | 149.50 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.4M | NEW | 5.2k | 475.32 |
|
| Occidental Petroleum Corporation (OXY) | 1.0 | $2.4M | 40k | 59.72 |
|
|
| Garmin SHS (GRMN) | 1.0 | $2.4M | NEW | 18k | 128.54 |
|
| Celanese Corporation (CE) | 1.0 | $2.3M | -20% | 15k | 155.46 |
|
| Motorola Solutions Com New (MSI) | 1.0 | $2.3M | +73% | 7.4k | 313.11 |
|
| Skyworks Solutions (SWKS) | 0.9 | $2.1M | +2% | 19k | 112.54 |
|
| McGrath Rent (MGRC) | 0.9 | $2.1M | -21% | 18k | 119.63 |
|
| Marathon Petroleum Corp (MPC) | 0.9 | $2.1M | +29% | 14k | 148.36 |
|
| Merck & Co (MRK) | 0.9 | $2.0M | +64% | 18k | 109.02 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.0M | NEW | 4.6k | 436.76 |
|
| Diamondback Energy (FANG) | 0.8 | $1.9M | NEW | 12k | 155.08 |
|
| Chubb (CB) | 0.8 | $1.9M | NEW | 8.3k | 226.00 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $1.8M | -15% | 3.7k | 489.69 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $1.8M | -23% | 2.4k | 756.94 |
|
| Wal-Mart Stores (WMT) | 0.7 | $1.5M | +17% | 9.8k | 157.64 |
|
| Cisco Systems (CSCO) | 0.6 | $1.5M | +18% | 30k | 50.52 |
|
| Matador Resources (MTDR) | 0.6 | $1.5M | NEW | 26k | 56.86 |
|
| Comcast Corp Cl A (CMCSA) | 0.6 | $1.4M | +2% | 32k | 43.85 |
|
| Cme (CME) | 0.6 | $1.4M | +3% | 6.5k | 210.61 |
|
| Darden Restaurants (DRI) | 0.6 | $1.3M | +4% | 7.8k | 164.31 |
|
| Air Products & Chemicals (APD) | 0.5 | $1.3M | +10% | 4.6k | 273.81 |
|
| Devon Energy Corporation (DVN) | 0.5 | $1.3M | +29% | 28k | 45.30 |
|
| Medtronic SHS (MDT) | 0.5 | $1.2M | NEW | 15k | 82.38 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.2M | NEW | 17k | 70.35 |
|
| Apa Corporation (APA) | 0.5 | $1.1M | NEW | 31k | 35.88 |
|
| Johnson Ctls Intl SHS (JCI) | 0.4 | $1.0M | NEW | 18k | 57.64 |
|
| Verizon Communications (VZ) | 0.4 | $936k | -14% | 25k | 37.70 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $781k | NEW | 15k | 50.58 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $592k | NEW | 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 | NEW | 1.9k | 277.22 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $494k | NEW | 5.0k | 99.25 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $477k | +41% | 6.9k | 69.28 |
|
| UnitedHealth (UNH) | 0.2 | $462k | 878.00 | 526.18 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $428k | NEW | 2.9k | 147.41 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $399k | NEW | 3.7k | 108.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $399k | +9% | 2.9k | 139.69 |
|
| Trane Technologies SHS (TT) | 0.2 | $391k | NEW | 1.6k | 243.87 |
|
| Netflix (NFLX) | 0.2 | $387k | 795.00 | 486.88 |
|
|
| Intercontinental Exchange (ICE) | 0.2 | $382k | +2% | 3.0k | 128.45 |
|
| Brunswick Corporation (BC) | 0.2 | $372k | NEW | 3.8k | 96.75 |
|
| Pioneer Natural Resources (PXD) | 0.2 | $356k | -87% | 1.6k | 224.93 |
|
| TJX Companies (TJX) | 0.1 | $343k | +2% | 3.7k | 93.82 |
|
| Meta Platforms Cl A (META) | 0.1 | $340k | +3% | 960.00 | 353.96 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $339k | NEW | 1.5k | 229.72 |
|
| Fiserv (FI) | 0.1 | $321k | +2% | 2.4k | 132.84 |
|
| Zions Bancorporation (ZION) | 0.1 | $314k | -91% | 7.1k | 44.35 |
|
| Halliburton Company (HAL) | 0.1 | $301k | +2% | 8.3k | 36.15 |
|
| American Express Company (AXP) | 0.1 | $300k | 1.6k | 187.29 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $287k | +2% | 1.2k | 231.38 |
|
| L3harris Technologies (LHX) | 0.1 | $285k | -7% | 1.4k | 210.67 |
|
| Steris Shs Usd (STE) | 0.1 | $282k | NEW | 1.3k | 219.85 |
|
| S&p Global (SPGI) | 0.1 | $254k | NEW | 577.00 | 440.55 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $252k | NEW | 400.00 | 630.88 |
|
| Elf Beauty (ELF) | 0.1 | $251k | NEW | 1.7k | 144.34 |
|
| Simpson Manufacturing (SSD) | 0.1 | $248k | NEW | 1.3k | 197.90 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $243k | NEW | 2.9k | 83.26 |
|
| Aaon Com Par $0.004 (AAON) | 0.1 | $242k | NEW | 3.3k | 73.87 |
|
| Edwards Lifesciences (EW) | 0.1 | $239k | -9% | 3.1k | 76.25 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $229k | NEW | 161.00 | 1420.16 |
|
| Onto Innovation (ONTO) | 0.1 | $225k | NEW | 1.5k | 152.90 |
|
| Hubspot (HUBS) | 0.1 | $224k | NEW | 385.00 | 580.54 |
|
| Allstate Corporation (ALL) | 0.1 | $222k | -23% | 1.6k | 139.99 |
|
| Mgp Ingredients Inc Common Sto (MGPI) | 0.1 | $221k | NEW | 2.2k | 98.52 |
|
| Ies Hldgs (IESC) | 0.1 | $218k | NEW | 2.8k | 79.22 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $216k | NEW | 4.5k | 47.56 |
|
| Atkore Intl (ATKR) | 0.1 | $216k | NEW | 1.3k | 160.00 |
|
| Westlake Chemical Corporation (WLK) | 0.1 | $212k | NEW | 1.5k | 140.00 |
|
| Hudson Technologies (HDSN) | 0.1 | $207k | NEW | 15k | 13.49 |
|
| Advanced Energy Industries (AEIS) | 0.1 | $207k | NEW | 1.9k | 108.93 |
|
| UFP Technologies (UFPT) | 0.1 | $204k | NEW | 1.2k | 172.04 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $203k | NEW | 3.8k | 53.97 |
|
| International Seaways (INSW) | 0.1 | $203k | NEW | 4.5k | 45.48 |
|
| Super Micro Computer (SMCI) | 0.1 | $200k | NEW | 704.00 | 284.26 |
|
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.1 | $174k | NEW | 13k | 13.02 |
|
Past Filings by Peterson Wealth Services
SEC 13F filings are viewable for Peterson Wealth Services going back to 2021
- 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