Peterson Wealth Services as of June 30, 2023
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 89 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.1 | $17M | 87k | 193.92 | |
| Vanguard Index Fds Growth Etf (VUG) | 6.7 | $14M | 50k | 282.96 | |
| Tesla Motors (TSLA) | 6.3 | $13M | 50k | 261.65 | |
| NVIDIA Corporation (NVDA) | 3.9 | $8.0M | 19k | 422.54 | |
| Amazon (AMZN) | 3.3 | $6.9M | 53k | 130.29 | |
| Raymond James Financial (RJF) | 3.1 | $6.6M | 63k | 103.77 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $6.4M | 44k | 145.39 | |
| Broadcom (AVGO) | 2.9 | $6.0M | 7.0k | 867.31 | |
| Costco Wholesale Corporation (COST) | 2.8 | $5.8M | 11k | 538.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $5.4M | 16k | 340.84 | |
| Canadian Natural Resources (CNQ) | 2.2 | $4.5M | 81k | 56.25 | |
| Visa Com Cl A (V) | 2.1 | $4.4M | 19k | 237.36 | |
| Select Sector Spdr Tr Energy (XLE) | 2.0 | $4.2M | 52k | 81.14 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.2M | 12k | 340.55 | |
| Johnson & Johnson (JNJ) | 1.8 | $3.7M | 22k | 165.48 | |
| Home Depot (HD) | 1.7 | $3.6M | 12k | 310.56 | |
| Stryker Corporation (SYK) | 1.7 | $3.5M | 11k | 304.92 | |
| Union Pacific Corporation (UNP) | 1.6 | $3.4M | 17k | 204.63 | |
| Intel Corporation (INTC) | 1.6 | $3.4M | 100k | 33.41 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $3.1M | 6.0k | 521.37 | |
| Novo-nordisk A S Adr (NVO) | 1.5 | $3.1M | 19k | 161.55 | |
| Lululemon Athletica (LULU) | 1.4 | $2.9M | 7.7k | 378.24 | |
| Starbucks Corporation (SBUX) | 1.3 | $2.7M | 27k | 99.04 | |
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $2.6M | 19k | 142.10 | |
| L3harris Technologies (LHX) | 1.3 | $2.6M | 13k | 195.75 | |
| Comfort Systems USA (FIX) | 1.3 | $2.6M | 16k | 164.28 | |
| Zoetis Cl A (ZTS) | 1.3 | $2.6M | 15k | 172.20 | |
| ConocoPhillips (COP) | 1.2 | $2.5M | 25k | 103.59 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $2.5M | 5.3k | 470.25 | |
| Old Dominion Freight Line (ODFL) | 1.2 | $2.4M | 6.5k | 370.07 | |
| Pioneer Natural Resources (PXD) | 1.1 | $2.4M | 12k | 207.13 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.2M | 5.0k | 443.28 | |
| Zions Bancorporation (ZION) | 1.1 | $2.2M | 82k | 26.88 | |
| Dollar General (DG) | 1.0 | $2.1M | 13k | 169.60 | |
| Celanese Corporation (CE) | 1.0 | $2.1M | 18k | 115.74 | |
| McGrath Rent (MGRC) | 0.9 | $2.0M | 21k | 92.48 | |
| Skyworks Solutions (SWKS) | 0.9 | $1.9M | 18k | 110.62 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.9M | 4.7k | 407.25 | |
| Occidental Petroleum Corporation (OXY) | 0.9 | $1.8M | 31k | 58.79 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.7 | $1.5M | 40k | 37.08 | |
| Eaton Corp SHS (ETN) | 0.7 | $1.5M | 7.4k | 201.09 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.3M | 8.1k | 157.17 | |
| Cisco Systems (CSCO) | 0.6 | $1.3M | 25k | 51.74 | |
| Tapestry (TPR) | 0.6 | $1.3M | 29k | 42.80 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $1.2M | 11k | 116.60 | |
| Merck & Co (MRK) | 0.6 | $1.2M | 11k | 115.38 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $1.2M | 29k | 41.55 | |
| Air Products & Chemicals (APD) | 0.6 | $1.2M | 4.0k | 299.54 | |
| Darden Restaurants (DRI) | 0.6 | $1.2M | 7.2k | 167.07 | |
| Motorola Solutions Com New (MSI) | 0.6 | $1.2M | 4.1k | 293.30 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $1.1M | 17k | 67.50 | |
| Johnson Ctls Intl SHS (JCI) | 0.5 | $1.1M | 17k | 68.14 | |
| Tractor Supply Company (TSCO) | 0.5 | $1.1M | 5.2k | 221.12 | |
| Cme (CME) | 0.5 | $1.1M | 6.0k | 185.28 | |
| Marathon Oil Corporation (MRO) | 0.5 | $1.1M | 48k | 23.02 | |
| Garmin SHS (GRMN) | 0.5 | $1.1M | 10k | 104.29 | |
| Chubb (CB) | 0.5 | $1.1M | 5.6k | 192.55 | |
| Medtronic SHS (MDT) | 0.5 | $1.1M | 12k | 88.10 | |
| Verizon Communications (VZ) | 0.5 | $1.0M | 27k | 37.19 | |
| Devon Energy Corporation (DVN) | 0.5 | $976k | 20k | 48.34 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.4 | $880k | 15k | 58.64 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $831k | 17k | 49.29 | |
| Crown Castle Intl (CCI) | 0.4 | $777k | 6.8k | 113.93 | |
| First Horizon National Corporation (FHN) | 0.3 | $645k | 57k | 11.27 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $509k | 1.9k | 261.45 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $495k | 5.0k | 97.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $473k | 3.9k | 120.96 | |
| UnitedHealth (UNH) | 0.2 | $407k | 847.00 | 480.53 | |
| salesforce (CRM) | 0.2 | $402k | 1.9k | 211.26 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $372k | 3.7k | 99.65 | |
| Netflix (NFLX) | 0.2 | $350k | 795.00 | 440.49 | |
| Intercontinental Exchange (ICE) | 0.2 | $325k | 2.9k | 113.09 | |
| Edwards Lifesciences (EW) | 0.2 | $324k | 3.4k | 94.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $317k | 2.7k | 119.70 | |
| TJX Companies (TJX) | 0.1 | $304k | 3.6k | 84.80 | |
| Fiserv (FI) | 0.1 | $299k | 2.4k | 126.15 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $296k | 1.4k | 204.63 | |
| Trane Technologies SHS (TT) | 0.1 | $289k | 1.5k | 191.27 | |
| Steris Shs Usd (STE) | 0.1 | $280k | 1.2k | 225.02 | |
| American Express Company (AXP) | 0.1 | $279k | 1.6k | 174.17 | |
| Iqvia Holdings (IQV) | 0.1 | $272k | 1.2k | 224.77 | |
| Meta Platforms Cl A (META) | 0.1 | $270k | 939.00 | 286.98 | |
| Halliburton Company (HAL) | 0.1 | $260k | 7.9k | 32.99 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $252k | 4.4k | 57.14 | |
| Synchrony Financial (SYF) | 0.1 | $234k | 6.9k | 33.92 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $232k | 5.0k | 46.64 | |
| Allstate Corporation (ALL) | 0.1 | $213k | 2.0k | 109.07 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $213k | 3.8k | 56.46 | |
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.1 | $165k | 13k | 12.57 |
