Peterson Wealth Services as of March 31, 2023
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 91 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $14M | 86k | 164.87 | |
| Vaneck Etf Trust Agribusiness Etf (MOO) | 5.6 | $11M | 125k | 86.85 | |
| Tesla Motors (TSLA) | 5.2 | $10M | 49k | 207.12 | |
| Select Sector Spdr Tr Energy (XLE) | 3.7 | $7.2M | 86k | 82.82 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $5.5M | 42k | 130.27 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.8 | $5.4M | 84k | 63.89 | |
| NVIDIA Corporation (NVDA) | 2.7 | $5.2M | 19k | 277.67 | |
| Costco Wholesale Corporation (COST) | 2.7 | $5.2M | 11k | 496.69 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $4.7M | 15k | 308.62 | |
| Broadcom (AVGO) | 2.3 | $4.5M | 7.0k | 641.29 | |
| Canadian Natural Resources (CNQ) | 2.2 | $4.3M | 78k | 55.34 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 2.1 | $4.1M | 56k | 72.91 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.1 | $4.1M | 32k | 129.40 | |
| Visa Com Cl A (V) | 2.1 | $4.1M | 18k | 225.34 | |
| Raymond James Financial (RJF) | 2.1 | $4.0M | 43k | 93.27 | |
| Amazon (AMZN) | 2.0 | $3.9M | 37k | 103.25 | |
| Johnson & Johnson (JNJ) | 1.7 | $3.3M | 22k | 154.95 | |
| Home Depot (HD) | 1.7 | $3.3M | 11k | 294.91 | |
| Union Pacific Corporation (UNP) | 1.7 | $3.2M | 16k | 201.20 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $2.9M | 5.0k | 575.79 | |
| Intel Corporation (INTC) | 1.5 | $2.9M | 88k | 32.65 | |
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $2.7M | 20k | 138.11 | |
| Starbucks Corporation (SBUX) | 1.4 | $2.6M | 25k | 104.04 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.3 | $2.5M | 47k | 53.94 | |
| L3harris Technologies (LHX) | 1.3 | $2.5M | 13k | 196.18 | |
| Lululemon Athletica (LULU) | 1.3 | $2.4M | 6.7k | 363.97 | |
| Dollar General (DG) | 1.2 | $2.4M | 12k | 210.36 | |
| Zoetis Cl A (ZTS) | 1.2 | $2.4M | 15k | 166.36 | |
| Comfort Systems USA (FIX) | 1.2 | $2.3M | 16k | 145.83 | |
| ConocoPhillips (COP) | 1.2 | $2.3M | 23k | 99.21 | |
| Pioneer Natural Resources | 1.1 | $2.2M | 11k | 204.16 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $2.1M | 6.1k | 340.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.1M | 5.0k | 409.42 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 1.0 | $2.0M | 54k | 37.86 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $2.0M | 3.7k | 545.67 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $2.0M | 7.9k | 249.43 | |
| Skyworks Solutions (SWKS) | 1.0 | $1.9M | 16k | 117.95 | |
| Celanese Corporation (CE) | 1.0 | $1.9M | 17k | 108.79 | |
| Ingevity (NGVT) | 1.0 | $1.9M | 26k | 71.46 | |
| Occidental Petroleum Corporation (OXY) | 1.0 | $1.9M | 30k | 62.43 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.8M | 6.4k | 288.32 | |
| McGrath Rent (MGRC) | 0.9 | $1.8M | 19k | 93.31 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.7M | 4.6k | 376.04 | |
| Marathon Petroleum Corp (MPC) | 0.8 | $1.5M | 11k | 134.83 | |
| Motorola Solutions Com New (MSI) | 0.7 | $1.4M | 4.8k | 286.13 | |
| Tapestry (TPR) | 0.7 | $1.3M | 30k | 43.11 | |
| Darden Restaurants (DRI) | 0.7 | $1.3M | 8.2k | 155.16 | |
| Cisco Systems (CSCO) | 0.6 | $1.3M | 24k | 52.28 | |
| Eaton Corp SHS (ETN) | 0.6 | $1.3M | 7.3k | 171.35 | |
| Tractor Supply Company (TSCO) | 0.6 | $1.2M | 5.2k | 235.03 | |
| Merck & Co (MRK) | 0.6 | $1.2M | 11k | 106.39 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.2M | 8.0k | 147.45 | |
| Air Products & Chemicals (APD) | 0.6 | $1.1M | 4.0k | 287.18 | |
| Cme (CME) | 0.6 | $1.1M | 5.9k | 191.53 | |
| Marathon Oil Corporation (MRO) | 0.6 | $1.1M | 47k | 23.96 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $1.1M | 29k | 37.91 | |
| Fidus Invt (FDUS) | 0.5 | $1.1M | 56k | 19.07 | |
| Chubb (CB) | 0.5 | $1.1M | 5.4k | 194.17 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.1M | 16k | 66.85 | |
| Garmin SHS (GRMN) | 0.5 | $1.0M | 10k | 100.92 | |
| Verizon Communications (VZ) | 0.5 | $1.0M | 26k | 38.89 | |
| Medtronic SHS (MDT) | 0.5 | $967k | 12k | 80.62 | |
| Devon Energy Corporation (DVN) | 0.5 | $964k | 19k | 50.61 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.5 | $875k | 14k | 60.75 | |
| First Horizon National Corporation (FHN) | 0.4 | $870k | 49k | 17.78 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $841k | 17k | 48.79 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $811k | 8.1k | 99.64 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $675k | 9.2k | 73.31 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $499k | 2.0k | 250.12 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $436k | 1.6k | 277.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $407k | 3.9k | 103.99 | |
| UnitedHealth (UNH) | 0.2 | $397k | 840.00 | 472.37 | |
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.2 | $387k | 29k | 13.26 | |
| salesforce (CRM) | 0.2 | $372k | 1.9k | 199.78 | |
| Intercontinental Exchange (ICE) | 0.2 | $295k | 2.8k | 104.29 | |
| Edwards Lifesciences (EW) | 0.1 | $279k | 3.4k | 82.73 | |
| TJX Companies (TJX) | 0.1 | $275k | 3.5k | 78.36 | |
| Trane Technologies SHS (TT) | 0.1 | $275k | 1.5k | 183.98 | |
| Netflix (NFLX) | 0.1 | $275k | 795.00 | 345.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $272k | 2.6k | 103.73 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $270k | 2.8k | 96.68 | |
| Fiserv (FI) | 0.1 | $265k | 2.3k | 113.03 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $265k | 1.4k | 186.51 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $256k | 5.4k | 47.15 | |
| Halliburton Company (HAL) | 0.1 | $244k | 7.7k | 31.64 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $244k | 6.0k | 40.52 | |
| American Express Company (AXP) | 0.1 | $242k | 1.5k | 164.90 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $240k | 974.00 | 246.38 | |
| Iqvia Holdings (IQV) | 0.1 | $236k | 1.2k | 198.89 | |
| Steris Shs Usd (STE) | 0.1 | $235k | 1.2k | 191.31 | |
| Allstate Corporation (ALL) | 0.1 | $212k | 1.9k | 110.78 |
