Peterson Wealth Services as of June 30, 2022
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 85 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.6 | $11M | 78k | 136.72 | |
| Vaneck Etf Trust Agribusiness Etf (MOO) | 6.3 | $8.8M | 101k | 86.50 | |
| Select Sector Spdr Tr Energy (XLE) | 4.5 | $6.2M | 87k | 71.57 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 3.5 | $4.8M | 69k | 69.93 | |
| Costco Wholesale Corporation (COST) | 3.4 | $4.8M | 9.9k | 479.32 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $4.1M | 36k | 112.60 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $3.9M | 14k | 273.05 | |
| Raymond James Financial (RJF) | 2.7 | $3.7M | 41k | 89.42 | |
| Canadian Natural Resources (CNQ) | 2.5 | $3.5M | 66k | 53.68 | |
| Tesla Motors (TSLA) | 2.4 | $3.3M | 5.0k | 673.33 | |
| Union Pacific Corporation (UNP) | 2.3 | $3.2M | 15k | 213.31 | |
| Johnson & Johnson (JNJ) | 2.2 | $3.1M | 17k | 177.53 | |
| Visa Com Cl A (V) | 2.2 | $3.1M | 16k | 196.87 | |
| Intel Corporation (INTC) | 2.2 | $3.0M | 80k | 37.41 | |
| Home Depot (HD) | 2.1 | $3.0M | 11k | 274.31 | |
| Amazon (AMZN) | 2.0 | $2.8M | 27k | 106.21 | |
| Vanguard Index Fds Value Etf (VTV) | 2.0 | $2.7M | 21k | 131.89 | |
| Dollar General (DG) | 2.0 | $2.7M | 11k | 245.44 | |
| Westrock (WRK) | 1.9 | $2.7M | 68k | 39.84 | |
| Broadcom (AVGO) | 1.9 | $2.7M | 5.5k | 485.77 | |
| L3harris Technologies (LHX) | 1.8 | $2.5M | 10k | 241.72 | |
| Old Dominion Freight Line (ODFL) | 1.7 | $2.4M | 9.3k | 256.26 | |
| NVIDIA Corporation (NVDA) | 1.6 | $2.2M | 15k | 151.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.2M | 992.00 | 2187.50 | |
| Zoetis Cl A (ZTS) | 1.5 | $2.1M | 12k | 171.92 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.4 | $2.0M | 40k | 50.43 | |
| Starbucks Corporation (SBUX) | 1.4 | $2.0M | 26k | 76.38 | |
| SYSCO Corporation (SYY) | 1.4 | $2.0M | 23k | 84.73 | |
| Pioneer Natural Resources (PXD) | 1.4 | $1.9M | 8.6k | 223.09 | |
| ConocoPhillips (COP) | 1.3 | $1.8M | 20k | 89.81 | |
| Comfort Systems USA (FIX) | 1.3 | $1.8M | 22k | 83.14 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $1.8M | 3.3k | 543.19 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $1.8M | 7.9k | 222.82 | |
| Lululemon Athletica (LULU) | 1.2 | $1.7M | 6.1k | 272.65 | |
| Ingevity (NGVT) | 1.1 | $1.5M | 24k | 63.13 | |
| MKS Instruments (MKSI) | 1.1 | $1.5M | 14k | 102.60 | |
| Occidental Petroleum Corporation (OXY) | 1.0 | $1.4M | 24k | 58.87 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.4M | 4.0k | 347.01 | |
| Celanese Corporation (CE) | 0.9 | $1.2M | 10k | 117.57 | |
| Skyworks Solutions (SWKS) | 0.8 | $1.1M | 12k | 92.66 | |
| Microsoft Corporation (MSFT) | 0.7 | $952k | 3.7k | 256.95 | |
| Ishares Core Msci Emkt (IEMG) | 0.7 | $924k | 19k | 49.09 | |
| Merck & Co (MRK) | 0.5 | $654k | 7.2k | 91.19 | |
| Marathon Petroleum Corp (MPC) | 0.4 | $618k | 7.5k | 82.15 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $612k | 1.6k | 377.54 | |
| Chubb (CB) | 0.4 | $595k | 3.0k | 196.56 | |
| First Horizon National Corporation (FHN) | 0.4 | $593k | 27k | 21.85 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $581k | 9.9k | 58.89 | |
| Verizon Communications (VZ) | 0.4 | $575k | 11k | 50.80 | |
| Cme (CME) | 0.4 | $560k | 2.7k | 204.68 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.4 | $560k | 7.5k | 74.21 | |
| Enterprise Products Partners (EPD) | 0.4 | $557k | 23k | 24.36 | |
| Devon Energy Corporation (DVN) | 0.4 | $551k | 10k | 55.12 | |
| Motorola Solutions Com New (MSI) | 0.4 | $546k | 2.6k | 209.52 | |
| Air Products & Chemicals (APD) | 0.4 | $524k | 2.2k | 240.37 | |
| Crown Castle Intl (CCI) | 0.4 | $508k | 3.0k | 168.44 | |
| Fidus Invt (FDUS) | 0.4 | $505k | 29k | 17.45 | |
| Tractor Supply Company (TSCO) | 0.4 | $504k | 2.6k | 193.70 | |
| Wal-Mart Stores (WMT) | 0.4 | $497k | 4.1k | 121.49 | |
| Cisco Systems (CSCO) | 0.4 | $487k | 11k | 42.60 | |
| Eaton Corp SHS (ETN) | 0.3 | $481k | 3.8k | 126.11 | |
| Darden Restaurants (DRI) | 0.3 | $477k | 4.2k | 113.22 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $475k | 12k | 39.27 | |
| Medtronic SHS (MDT) | 0.3 | $459k | 5.1k | 89.67 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $452k | 9.5k | 47.42 | |
| Garmin SHS (GRMN) | 0.3 | $443k | 4.5k | 98.27 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $435k | 25k | 17.24 | |
| Hanesbrands (HBI) | 0.3 | $384k | 37k | 10.28 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $382k | 1.6k | 232.50 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $370k | 1.6k | 226.30 | |
| salesforce (CRM) | 0.2 | $329k | 2.0k | 165.08 | |
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $299k | 11k | 26.79 | |
| UnitedHealth (UNH) | 0.2 | $292k | 568.00 | 514.08 | |
| Halliburton Company (HAL) | 0.2 | $286k | 9.1k | 31.41 | |
| Edwards Lifesciences (EW) | 0.2 | $285k | 3.0k | 95.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $266k | 122.00 | 2180.33 | |
| Intercontinental Exchange (ICE) | 0.2 | $241k | 2.6k | 93.99 | |
| Iqvia Holdings (IQV) | 0.2 | $240k | 1.1k | 217.19 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $239k | 2.4k | 101.70 | |
| Roper Industries (ROP) | 0.2 | $229k | 581.00 | 394.15 | |
| Steris Shs Usd (STE) | 0.2 | $227k | 1.1k | 205.80 | |
| Allstate Corporation (ALL) | 0.2 | $222k | 1.8k | 126.71 | |
| Lauder Estee Cos Cl A (EL) | 0.2 | $216k | 847.00 | 255.02 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $208k | 2.2k | 92.61 | |
| American Express Company (AXP) | 0.1 | $202k | 1.5k | 138.36 |
