13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001906799
Total reported value
$458.7M
$458.7M
112 檔
14.4%
In Q1 2024, Peterson Wealth Services's U.S. equity holdings reached a combined market value of $458.7M, distributed across 112 disclosed stock positions.
During Q1 2024, Peterson Wealth Services's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.01% | +0.03% | +1.78% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.51% | +0.01% | -13.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.09% | -0.19% | -7.52% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.80% | -0.64% | -6.16% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.64% | -0.01% | +0.46% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.23% | +0.21% | -10.18% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.15% | -0.08% | -3.33% | |
| 8 | RJF | Raymond James Financial Inc | Stock-Financials | 2.96% | -0.15% | +4.91% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.58% | -0.06% | -14.29% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.12% | +3.93% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.17% | -0.17% | -0.73% | |
| 12 | CNQ | Canadian Natural Resources | Stock-Energy | 2.12% | -0.65% | +2.28% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.03% | +0.01% | +0.16% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.85% | — | -2.39% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.84% | -0.01% | +1.68% | |
| 16 | COP | Conocophillips | Stock-Energy | 1.72% | -0.07% | +4.32% | |
| 17 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.64% | -0.01% | +71.55% | |
| 18 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.61% | +1.37% | -13.50% | |
| 19 | INTC | Intel CORP | Stock-Tech | 1.59% | — | -3.39% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.59% | -0.17% | +0.55% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.45% | — | +3.26% | |
| 22 | FANG | Diamondback Energy Inc | Stock-Energy | 1.39% | -0.06% | +56.28% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.38% | +0.07% | +1.09% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.37% | +0.01% | -2.34% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.17% | — | |
| 26 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.13% | +0.16% | +1.36% | |
| 27 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.08% | -0.08% | +4.82% | |
| 28 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.08% | — | +99.01% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 1.04% | +0.73% | +25.05% | |
| 30 | GRMN | Garmin Ltd. | Stock-Tech | 1.03% | -0.10% | +3.72% | |
| 31 | MSI | Motorola Solutions Inc | Stock-Tech | 1.00% | -0.09% | +5.44% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 1.00% | — | -0.49% | |
| 33 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 1.00% | — | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.01% | +0.66% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.99% | -0.19% | +1.02% | |
| 36 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.99% | — | +25.41% | |
| 37 | MTDR | Matador Resources Co | Stock-Energy | 0.96% | — | +50.14% | |
| 38 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.93% | — | +32.73% | |
| 39 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.92% | -0.47% | +2.49% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | — | +3.83% | |
| 41 | APA | Apa CORP | Stock-Energy | 0.90% | — | +131.00% | |
| 42 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.86% | — | +16.98% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.82% | -0.04% | +5.17% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.27% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.20% | +221.69% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.01% | -17.33% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.03% | +11.75% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.05% | -59.84% | |
| 49 | DVN | Devon Energy CORP | Stock-Energy | 0.59% | — | +16.19% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.55% | -0.23% | +9.39% |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 112 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VUG) accounted for 14.4% of total reported equity market value during Q1 2024.
During Q1 2024, Peterson Wealth Services's top holdings by market value included AAPL (6.0%)、NVDA (5.5%)、VUG (5.1%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2024, Peterson Wealth Services made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.