Peterson Wealth Services as of June 30, 2024
Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 111 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $21M | 97k | 210.62 | |
| NVIDIA Corporation (NVDA) | 6.9 | $20M | 161k | 123.54 | |
| Vanguard Index Fds Growth Etf (VUG) | 4.9 | $14M | 38k | 374.01 | |
| Costco Wholesale Corporation (COST) | 4.2 | $12M | 14k | 849.99 | |
| Broadcom (AVGO) | 3.8 | $11M | 6.7k | 1605.62 | |
| Amazon (AMZN) | 3.8 | $11M | 56k | 193.25 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $8.8M | 44k | 202.26 | |
| Tesla Motors (TSLA) | 2.8 | $8.1M | 41k | 197.88 | |
| Raymond James Financial (RJF) | 2.8 | $7.9M | 64k | 123.61 | |
| Microsoft Corporation (MSFT) | 2.6 | $7.4M | 17k | 446.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $5.8M | 14k | 406.80 | |
| Novo-nordisk A S Adr (NVO) | 2.0 | $5.7M | 40k | 142.74 | |
| Canadian Natural Resources (CNQ) | 1.9 | $5.5M | 155k | 35.60 | |
| Visa Com Cl A (V) | 1.9 | $5.3M | 20k | 262.47 | |
| Home Depot (HD) | 1.6 | $4.6M | 14k | 344.24 | |
| Occidental Petroleum Corporation (OXY) | 1.5 | $4.4M | 70k | 63.03 | |
| ConocoPhillips (COP) | 1.5 | $4.3M | 38k | 114.38 | |
| Stryker Corporation (SYK) | 1.5 | $4.2M | 12k | 340.24 | |
| Comfort Systems USA (FIX) | 1.5 | $4.2M | 14k | 304.13 | |
| Eli Lilly & Co. (LLY) | 1.4 | $4.1M | 4.5k | 905.42 | |
| Diamondback Energy (FANG) | 1.4 | $4.0M | 20k | 200.19 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $3.8M | 6.9k | 552.99 | |
| Union Pacific Corporation (UNP) | 1.2 | $3.5M | 16k | 226.26 | |
| Intel Corporation (INTC) | 1.1 | $3.1M | 101k | 30.97 | |
| Garmin SHS (GRMN) | 1.1 | $3.1M | 19k | 162.92 | |
| Cadence Design Systems (CDNS) | 1.1 | $3.1M | 10k | 307.75 | |
| Motorola Solutions Com New (MSI) | 1.1 | $3.1M | 8.0k | 386.06 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $3.0M | 3.0k | 1022.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.8M | 5.2k | 544.19 | |
| Zoetis Cl A (ZTS) | 1.0 | $2.8M | 16k | 173.36 | |
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.7M | 17k | 160.41 | |
| Eaton Corp SHS (ETN) | 0.9 | $2.6M | 8.4k | 313.54 | |
| Marathon Petroleum Corp (MPC) | 0.9 | $2.6M | 15k | 173.47 | |
| Skyworks Solutions (SWKS) | 0.9 | $2.4M | 23k | 106.58 | |
| Merck & Co (MRK) | 0.9 | $2.4M | 20k | 123.80 | |
| Old Dominion Freight Line (ODFL) | 0.8 | $2.4M | 14k | 176.60 | |
| Matador Resources (MTDR) | 0.8 | $2.4M | 40k | 59.60 | |
| McGrath Rent (MGRC) | 0.8 | $2.4M | 22k | 106.55 | |
| Acadia Healthcare (ACHC) | 0.8 | $2.4M | 35k | 67.54 | |
| Chubb (CB) | 0.8 | $2.3M | 9.0k | 255.08 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $2.3M | 20k | 115.12 | |
| Wal-Mart Stores (WMT) | 0.8 | $2.2M | 33k | 67.71 | |
| Apa Corporation (APA) | 0.8 | $2.2M | 74k | 29.44 | |
| Lululemon Athletica (LULU) | 0.7 | $2.1M | 7.0k | 298.70 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $1.9M | 5.0k | 385.87 | |
| Cisco Systems (CSCO) | 0.7 | $1.9M | 40k | 47.51 | |
| Air Products & Chemicals (APD) | 0.6 | $1.8M | 6.8k | 258.05 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.6M | 3.3k | 500.17 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.6M | 11k | 146.16 | |
| Devon Energy Corporation (DVN) | 0.6 | $1.6M | 33k | 47.40 | |
| Cme (CME) | 0.5 | $1.4M | 7.4k | 196.59 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.3M | 34k | 39.16 | |
| Darden Restaurants (DRI) | 0.4 | $1.3M | 8.5k | 151.32 | |
| Medtronic SHS (MDT) | 0.4 | $1.3M | 16k | 78.71 | |
| Johnson Ctls Intl SHS (JCI) | 0.4 | $1.2M | 19k | 66.47 | |
| Super Micro Computer | 0.4 | $1.2M | 1.5k | 819.35 | |
| Ies Hldgs (IESC) | 0.4 | $1.0M | 7.4k | 139.33 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $965k | 13k | 72.64 | |
| UFP Technologies (UFPT) | 0.3 | $961k | 3.6k | 263.87 | |
| Elf Beauty (ELF) | 0.3 | $958k | 4.5k | 210.72 | |
| Onto Innovation (ONTO) | 0.3 | $935k | 4.3k | 219.56 | |
| Monolithic Power Systems (MPWR) | 0.3 | $911k | 1.1k | 821.38 | |
| Crocs (CROX) | 0.3 | $906k | 6.2k | 145.94 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.3 | $901k | 11k | 80.29 | |
| Verizon Communications (VZ) | 0.3 | $896k | 22k | 41.24 | |
| International Seaways (INSW) | 0.3 | $861k | 15k | 59.13 | |
| Aaon Com Par $0.004 (AAON) | 0.3 | $844k | 9.7k | 87.24 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.3 | $841k | 500.00 | 1682.40 | |
| Axcelis Technologies Com New (ACLS) | 0.3 | $836k | 5.9k | 142.19 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $829k | 8.5k | 97.67 | |
| Ensign (ENSG) | 0.3 | $816k | 6.6k | 123.69 | |
| Healthequity (HQY) | 0.3 | $781k | 9.1k | 86.20 | |
| Advanced Energy Industries (AEIS) | 0.3 | $769k | 7.1k | 108.76 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $764k | 14k | 53.53 | |
| Westlake Chemical Corporation (WLK) | 0.3 | $749k | 5.2k | 144.83 | |
| Brunswick Corporation (BC) | 0.3 | $746k | 10k | 72.77 | |
| Celsius Hldgs Com New (CELH) | 0.3 | $741k | 13k | 57.09 | |
| Hubspot (HUBS) | 0.3 | $740k | 1.3k | 589.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $720k | 3.9k | 183.44 | |
| Cloudflare Cl A Com (NET) | 0.2 | $715k | 8.6k | 82.83 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 0.2 | $692k | 9.3k | 74.40 | |
| Simpson Manufacturing (SSD) | 0.2 | $682k | 4.0k | 168.52 | |
| Atkore Intl (ATKR) | 0.2 | $676k | 5.0k | 134.92 | |
| Hudson Technologies (HDSN) | 0.2 | $600k | 68k | 8.79 | |
| Paylocity Holding Corporation (PCTY) | 0.2 | $549k | 4.2k | 131.85 | |
| Trane Technologies SHS (TT) | 0.2 | $541k | 1.6k | 328.95 | |
| Netflix (NFLX) | 0.2 | $537k | 795.00 | 674.88 | |
| salesforce (CRM) | 0.2 | $518k | 2.0k | 257.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $514k | 2.8k | 182.13 | |
| Meta Platforms Cl A (META) | 0.2 | $502k | 996.00 | 504.30 | |
| Public Service Enterprise (PEG) | 0.2 | $492k | 6.7k | 73.70 | |
| Nextera Energy (NEE) | 0.2 | $491k | 6.9k | 70.81 | |
| Advanced Micro Devices (AMD) | 0.2 | $475k | 2.9k | 162.21 | |
| UnitedHealth (UNH) | 0.2 | $457k | 897.00 | 509.20 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $432k | 7.4k | 58.52 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $421k | 1.6k | 269.14 | |
| TJX Companies (TJX) | 0.1 | $420k | 3.8k | 110.10 | |
| Intercontinental Exchange (ICE) | 0.1 | $411k | 3.0k | 136.90 | |
| American Express Company (AXP) | 0.1 | $372k | 1.6k | 231.51 | |
| Fiserv (FI) | 0.1 | $362k | 2.4k | 149.04 | |
| Edwards Lifesciences (EW) | 0.1 | $335k | 3.6k | 92.37 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $330k | 3.4k | 97.08 | |
| L3harris Technologies (LHX) | 0.1 | $323k | 1.4k | 224.52 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $319k | 3.0k | 106.67 | |
| Halliburton Company (HAL) | 0.1 | $297k | 8.8k | 33.78 | |
| Steris Shs Usd (STE) | 0.1 | $290k | 1.3k | 219.55 | |
| Iqvia Holdings (IQV) | 0.1 | $275k | 1.3k | 211.44 | |
| S&p Global (SPGI) | 0.1 | $266k | 596.00 | 446.12 | |
| Allstate Corporation (ALL) | 0.1 | $241k | 1.5k | 159.69 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $240k | 2.6k | 91.15 | |
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.1 | $177k | 14k | 12.97 |
