Peterson Wealth Services Top Holdings and 13F Report (2024) → The Best AI Stock to Own in the World Today is Trading for Just $25 (From Banyan Hill Publishing) (Ad) About Peterson Wealth ServicesInvestment ActivityPeterson Wealth Services has $233.24 million in total holdings as of December 31, 2023.Peterson Wealth Services owns shares of 105 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 41.52% of the portfolio was purchased this quarter.About 6.34% of the portfolio was sold this quarter.This quarter, Peterson Wealth Services has purchased 63 new stocks and bought additional shares in 38 stocks.Peterson Wealth Services sold shares of 17 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $18,208,433Vanguard Growth ETF $13,644,742Tesla $11,711,328Costco Wholesale $10,009,573NVIDIA $9,556,658 Largest New Holdings this Quarter Apple $18,208,433 HoldingVanguard Growth ETF $13,644,742 HoldingTesla $11,711,328 HoldingCostco Wholesale $10,009,573 HoldingCanadian Natural Resources $4,892,643 Holding Largest Purchases this Quarter Apple 94,569 shares (about $18.21M)Vanguard Growth ETF 43,891 shares (about $13.64M)Tesla 47,106 shares (about $11.71M)Costco Wholesale 15,162 shares (about $10.01M)Canadian Natural Resources 74,679 shares (about $4.89M) Largest Sales this Quarter Zions Bancorporation, National Association 78,422 shares (about $3.48M)Pioneer Natural Resources 11,356 shares (about $2.55M)Berkshire Hathaway 1,905 shares (about $679.51K)Celanese 3,799 shares (about $590.58K)McGrath RentCorp 4,830 shares (about $577.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeterson Wealth Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$18,208,433$18,208,433 ▲New Holding94,5697.8%Computer and TechnologyVUGVanguard Growth ETF$13,644,742$13,644,742 ▲New Holding43,8915.9%ETFTSLATesla$11,711,328$11,711,328 ▲New Holding47,1065.0%Auto/Tires/TrucksCOSTCostco Wholesale$10,009,573$10,009,573 ▲New Holding15,1624.3%Retail/WholesaleNVDANVIDIA$9,556,658$15,847 ▲0.2%19,2984.1%Computer and TechnologyAMZNAmazon.com$8,375,426$52,130 ▲0.6%55,1083.6%Retail/WholesaleAVGOBroadcom$8,321,427$339,377 ▲4.3%7,4543.6%Computer and TechnologyJPMJPMorgan Chase & Co.$7,607,324$66,341 ▼-0.9%44,7213.3%FinanceRJFRaymond James$6,725,841$506,548 ▼-7.0%60,3212.9%FinanceMSFTMicrosoft$5,859,589$1,090,165 ▲22.9%15,5822.5%Computer and TechnologyVVisa$5,183,422$145,799 ▲2.9%19,9092.2%Business ServicesINTCIntel$5,146,817$33,170 ▼-0.6%102,4102.2%Computer and TechnologyBRK.BBerkshire Hathaway$5,091,172$679,513 ▼-11.8%14,2732.2%FinanceCNQCanadian Natural Resources$4,892,643$4,892,643 ▲New Holding74,6792.1%Oils/EnergyHDHome Depot$4,486,849$267,908 ▲6.4%12,9461.9%Retail/WholesaleNVONovo Nordisk A/S$4,200,572$45,002 ▲1.1%40,6041.8%MedicalCOPConocoPhillips$4,120,466$694,522 ▲20.3%35,4961.8%Oils/EnergyJNJJohnson & Johnson$4,039,560$358,142 ▲9.7%25,7731.7%MedicalUNPUnion Pacific$3,839,493$400,628 ▼-9.4%15,6311.6%TransportationSYKStryker$3,622,520$76,355 ▲2.2%12,0981.6%MedicalTMOThermo Fisher Scientific$3,512,413$187,407 ▲5.6%6,6161.5%MedicalFIXComfort Systems USA$3,314,647$32,912 ▼-1.0%16,1141.4%ConstructionLULULululemon Athletica$3,240,053$83,839 ▲2.7%6,3381.4%Consumer DiscretionaryZTSZoetis$3,124,470$20,723 ▲0.7%15,8311.3%MedicalETNEaton$2,889,148$2,889,148 ▲New Holding11,9971.2%Industrial ProductsODFLOld Dominion Freight Line$2,743,827$25,962 ▲1.0%6,7641.2%TransportationSBUXStarbucks$2,702,933$29,186 ▲1.1%28,1541.2%Retail/WholesaleCDNSCadence Design Systems$2,677,481$47,943 ▲1.8%9,8291.1%Computer and TechnologyVTVVanguard Value ETF$2,539,542$2,539,542 ▲New Holding16,9871.1%ETFSPYSPDR S&P 500 ETF Trust$2,448,863$2,448,863 ▲New Holding5,1521.0%FinanceOXYOccidental Petroleum$2,407,259$12,541 ▲0.5%40,3111.0%Oils/EnergyGRMNGarmin$2,365,206$2,365,206 ▲New Holding18,4011.0%Computer and TechnologyCECelanese$2,329,207$590,580 ▼-20.2%14,9831.0%Basic MaterialsMSIMotorola Solutions$2,303,865$978,783 ▲73.9%7,3581.0%Computer and TechnologySWKSSkyworks Solutions$2,096,760$43,439 ▲2.1%18,6320.9%Computer and TechnologyMGRCMcGrath RentCorp$2,091,485$577,811 ▼-21.6%17,4830.9%FinanceMPCMarathon Petroleum$2,076,273$471,186 ▲29.4%13,9950.9%Oils/EnergyMRKMerck & Co., Inc.$2,007,600$788,431 ▲64.7%18,4150.9%MedicalVOOVanguard S&P 500 ETF$2,006,480$2,006,480 ▲New Holding4,5940.9%ETFFANGDiamondback Energy$1,912,459$1,912,459 ▲New Holding12,3320.8%Oils/EnergyCBChubb$1,870,115$1,870,115 ▲New Holding8,2750.8%FinanceULTAUlta Beauty$1,793,740$321,727 ▼-15.2%3,6630.8%Retail/WholesaleASMLASML$1,779,562$534,398 ▼-23.1%2,3510.8%Computer and TechnologyWMTWalmart$1,546,954$230,790 ▲17.5%9,8130.7%Retail/WholesaleCSCOCisco Systems$1,515,310$240,174 ▲18.8%29,9940.6%Computer and TechnologyMTDRMatador Resources$1,498,047$1,498,047 ▲New Holding26,3460.6%Oils/EnergyCMCSAComcast$1,380,101$37,974 ▲2.8%31,4730.6%Consumer DiscretionaryCMECME Group$1,361,383$49,704 ▲3.8%6,4640.6%FinanceDRIDarden Restaurants$1,287,016$60,794 ▲5.0%7,8330.6%Retail/WholesaleAPDAir Products and Chemicals$1,268,825$121,023 ▲10.5%4,6340.5%Basic MaterialsDVNDevon Energy$1,262,499$285,433 ▲29.2%27,8700.5%Oils/EnergyMDTMedtronic$1,227,318$1,227,318 ▲New Holding14,8980.5%MedicalIEFAiShares Core MSCI EAFE ETF$1,177,162$1,177,162 ▲New Holding16,7330.5%ETFAPAAPA$1,122,111$1,122,111 ▲New Holding31,2740.5%Oils/EnergyJCIJohnson Controls International$1,049,003$1,049,003 ▲New Holding18,1990.4%Industrial ProductsVZVerizon Communications$936,040$161,354 ▼-14.7%24,8290.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$780,533$780,533 ▲New Holding15,4320.3%ETFXLEEnergy Select Sector SPDR Fund$592,239$592,239 ▲New Holding7,0580.3%ETFGOOGAlphabet$551,2830.0%3,9120.2%Computer and TechnologyCRMSalesforce$524,175$1,053 ▼-0.2%1,9920.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$518,685$518,685 ▲New Holding1,8710.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$494,276$494,276 ▲New Holding4,9800.2%FinanceSCHWCharles Schwab$476,654$139,809 ▲41.5%6,8800.2%FinanceUNHUnitedHealth Group$461,987$7,367 ▲1.6%8780.2%MedicalAMDAdvanced Micro Devices$427,784$427,784 ▲New Holding2,9020.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$398,978$398,978 ▲New Holding3,6860.2%ETFGOOGLAlphabet$398,955$33,386 ▲9.1%2,8560.2%Computer and TechnologyTTTrane Technologies$391,415$391,415 ▲New Holding1,6050.2%Business ServicesNFLXNetflix$387,0700.0%7950.2%Consumer DiscretionaryICEIntercontinental Exchange$381,501$9,762 ▲2.6%2,9700.2%FinanceBCBrunswick$371,617$371,617 ▲New Holding3,8410.2%Consumer DiscretionaryPXDPioneer Natural Resources$355,618$2,554,331 ▼-87.8%1,5810.2%Oils/EnergyTJXTJX Companies$343,202$8,819 ▲2.6%3,6580.1%Retail/WholesaleMETAMeta Platforms$339,802$9,911 ▲3.0%9600.1%Computer and TechnologyNXPINXP Semiconductors$338,608$338,608 ▲New Holding1,4740.1%Computer and TechnologyFIFiserv$321,207$6,775 ▲2.2%2,4180.1%Business ServicesZIONZions Bancorporation, National Association$313,540$3,477,855 ▼-91.7%7,0700.1%FinanceHALHalliburton$300,787$7,953 ▲2.7%8,3210.1%Oils/EnergyAXPAmerican Express$300,414$562 ▲0.2%1,6040.1%FinanceIQVIQVIA$286,911$7,867 ▲2.8%1,2400.1%MedicalLHXL3Harris Technologies$285,039$23,385 ▼-7.6%1,3530.1%AerospaceSTESTERIS$281,849$281,849 ▲New Holding1,2820.1%MedicalSPGIS&P Global$254,199$254,199 ▲New Holding5770.1%Business ServicesMPWRMonolithic Power Systems$252,351$252,351 ▲New Holding4000.1%Computer and TechnologyELFe.l.f. Beauty$250,863$250,863 ▲New Holding1,7380.1%Consumer StaplesSSDSimpson Manufacturing$247,972$247,972 ▲New Holding1,2530.1%ConstructionNETCloudflare$242,536$242,536 ▲New Holding2,9130.1%Computer and TechnologyAAONAAON$242,159$242,159 ▲New Holding3,2780.1%ConstructionEWEdwards Lifesciences$238,510$25,163 ▼-9.5%3,1280.1%MedicalFCNCAFirst Citizens BancShares$228,645$228,645 ▲New Holding1610.1%FinanceONTOOnto Innovation$224,763$224,763 ▲New Holding1,4700.1%Computer and TechnologyHUBSHubSpot$223,508$223,508 ▲New Holding3850.1%Computer and TechnologyALLAllstate$221,880$67,054 ▼-23.2%1,5850.1%FinanceMGPIMGP Ingredients$220,586$220,586 ▲New Holding2,2390.1%Consumer StaplesIESCIES$218,251$218,251 ▲New Holding2,7550.1%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$216,120$216,120 ▲New Holding4,5440.1%ManufacturingATKRAtkore$215,520$215,520 ▲New Holding1,3470.1%Industrial ProductsWLKWestlake$212,235$212,235 ▲New Holding1,5160.1%Basic MaterialsHDSNHudson Technologies$207,260$207,260 ▲New Holding15,3640.1%Industrial ProductsAEISAdvanced Energy Industries$206,746$206,746 ▲New Holding1,8980.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
