Peterson Wealth Services as of Sept. 30, 2022
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 85 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.9 | $11M | 80k | 138.21 | |
| Vaneck Etf Trust Agribusiness Etf (MOO) | 5.8 | $8.2M | 101k | 80.69 | |
| Select Sector Spdr Tr Energy (XLE) | 4.6 | $6.5M | 91k | 72.04 | |
| Costco Wholesale Corporation (COST) | 3.4 | $4.8M | 10k | 472.26 | |
| Tesla Motors (TSLA) | 3.0 | $4.2M | 16k | 265.24 | |
| Raymond James Financial (RJF) | 2.9 | $4.1M | 42k | 98.81 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $4.1M | 40k | 104.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $3.9M | 15k | 266.99 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 2.5 | $3.5M | 53k | 66.41 | |
| Canadian Natural Resources (CNQ) | 2.4 | $3.4M | 73k | 46.56 | |
| Home Depot (HD) | 2.3 | $3.3M | 12k | 275.96 | |
| Union Pacific Corporation (UNP) | 2.3 | $3.2M | 16k | 194.80 | |
| Johnson & Johnson (JNJ) | 2.2 | $3.1M | 19k | 163.37 | |
| Amazon (AMZN) | 2.2 | $3.1M | 28k | 113.01 | |
| Visa Com Cl A (V) | 2.0 | $2.9M | 16k | 177.66 | |
| Broadcom (AVGO) | 2.0 | $2.8M | 6.2k | 444.01 | |
| Dollar General (DG) | 1.9 | $2.7M | 11k | 239.89 | |
| Vanguard Index Fds Value Etf (VTV) | 1.8 | $2.5M | 20k | 123.48 | |
| L3harris Technologies (LHX) | 1.7 | $2.4M | 12k | 207.82 | |
| Old Dominion Freight Line (ODFL) | 1.7 | $2.3M | 9.4k | 248.83 | |
| Starbucks Corporation (SBUX) | 1.6 | $2.2M | 26k | 84.25 | |
| ConocoPhillips (COP) | 1.5 | $2.2M | 21k | 102.34 | |
| Intel Corporation (INTC) | 1.5 | $2.1M | 83k | 25.77 | |
| Westrock (WRK) | 1.5 | $2.1M | 69k | 30.89 | |
| Comfort Systems USA (FIX) | 1.5 | $2.1M | 22k | 97.31 | |
| Pioneer Natural Resources (PXD) | 1.4 | $2.0M | 9.3k | 216.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.0M | 20k | 96.13 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.4 | $1.9M | 41k | 47.17 | |
| NVIDIA Corporation (NVDA) | 1.3 | $1.8M | 15k | 121.39 | |
| Zoetis Cl A (ZTS) | 1.3 | $1.8M | 12k | 148.26 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $1.8M | 3.5k | 507.38 | |
| Lululemon Athletica (LULU) | 1.2 | $1.7M | 6.2k | 279.62 | |
| SYSCO Corporation (SYY) | 1.2 | $1.7M | 24k | 70.72 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $1.7M | 7.8k | 213.90 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $1.5M | 24k | 61.46 | |
| Ingevity (NGVT) | 1.1 | $1.5M | 25k | 60.63 | |
| Celanese Corporation (CE) | 1.0 | $1.4M | 15k | 90.31 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.4M | 4.1k | 328.34 | |
| MKS Instruments (MKSI) | 0.9 | $1.3M | 16k | 82.61 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.1M | 4.6k | 232.97 | |
| Skyworks Solutions (SWKS) | 0.7 | $1.1M | 12k | 85.26 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $867k | 8.7k | 99.32 | |
| Merck & Co (MRK) | 0.6 | $839k | 9.7k | 86.08 | |
| Ishares Core Msci Emkt (IEMG) | 0.6 | $813k | 19k | 43.00 | |
| First Horizon National Corporation (FHN) | 0.6 | $797k | 35k | 22.90 | |
| Motorola Solutions Com New (MSI) | 0.6 | $777k | 3.5k | 224.05 | |
| Chubb (CB) | 0.5 | $762k | 4.2k | 181.86 | |
| Darden Restaurants (DRI) | 0.5 | $758k | 6.0k | 126.33 | |
| Wal-Mart Stores (WMT) | 0.5 | $752k | 5.8k | 129.70 | |
| Devon Energy Corporation (DVN) | 0.5 | $737k | 12k | 60.10 | |
| Enterprise Products Partners (EPD) | 0.5 | $733k | 31k | 23.79 | |
| Eaton Corp SHS (ETN) | 0.5 | $719k | 5.4k | 133.44 | |
| Air Products & Chemicals (APD) | 0.5 | $706k | 3.0k | 232.77 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.5 | $704k | 9.7k | 72.31 | |
| Tractor Supply Company (TSCO) | 0.5 | $702k | 3.8k | 185.81 | |
| Cme (CME) | 0.5 | $689k | 3.9k | 177.26 | |
| Fidus Invt (FDUS) | 0.5 | $671k | 39k | 17.19 | |
| Cisco Systems (CSCO) | 0.5 | $665k | 17k | 40.02 | |
| Verizon Communications (VZ) | 0.4 | $628k | 17k | 37.97 | |
| Tapestry (TPR) | 0.4 | $617k | 22k | 28.43 | |
| Medtronic SHS (MDT) | 0.4 | $607k | 7.5k | 80.77 | |
| Crown Castle Intl (CCI) | 0.4 | $596k | 4.1k | 144.63 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $591k | 1.7k | 357.32 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $553k | 11k | 52.66 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $553k | 19k | 29.33 | |
| Garmin SHS (GRMN) | 0.4 | $549k | 6.8k | 80.35 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $419k | 9.1k | 46.11 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $397k | 24k | 16.68 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $369k | 1.7k | 219.51 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $342k | 1.6k | 211.11 | |
| UnitedHealth (UNH) | 0.2 | $309k | 612.00 | 504.90 | |
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $303k | 12k | 25.35 | |
| salesforce (CRM) | 0.2 | $286k | 2.0k | 143.72 | |
| Edwards Lifesciences (EW) | 0.2 | $272k | 3.3k | 82.62 | |
| Intercontinental Exchange (ICE) | 0.2 | $259k | 2.9k | 90.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $251k | 2.6k | 95.84 | |
| Halliburton Company (HAL) | 0.2 | $251k | 10k | 24.62 | |
| Allstate Corporation (ALL) | 0.2 | $248k | 2.0k | 124.62 | |
| Trane Technologies SHS (TT) | 0.2 | $241k | 1.7k | 145.01 | |
| TJX Companies (TJX) | 0.2 | $231k | 3.7k | 62.01 | |
| Iqvia Holdings (IQV) | 0.2 | $219k | 1.2k | 180.84 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $218k | 2.3k | 96.55 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $203k | 2.3k | 87.12 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $203k | 941.00 | 215.73 | |
| Steris Shs Usd (STE) | 0.1 | $203k | 1.2k | 166.39 |
