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CIK: 0001906799
Total reported value
$458.7M
$458.7M
111 檔
16.9%
As reported in its official Q2 2024 Form 13F filing, Peterson Wealth Services's tracked investment portfolio stood at $458.7M with 111 total positions.
During Q2 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 | 7.17% | +0.03% | +1.17% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.94% | +0.01% | +861.10% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.95% | -0.19% | -6.71% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.22% | -0.64% | -0.23% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.79% | +0.21% | +0.79% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.76% | -0.01% | +0.51% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.08% | -0.08% | +0.94% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.84% | -0.06% | +1.63% | |
| 9 | RJF | Raymond James Financial Inc | Stock-Financials | 2.76% | -0.15% | +1.05% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.12% | +1.65% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.03% | -0.17% | +0.90% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.99% | — | +0.79% | |
| 13 | CNQ | Canadian Natural Resources | Stock-Energy | 1.93% | -0.65% | +102.70% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.85% | +0.01% | +1.39% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.62% | -0.01% | +2.55% | |
| 16 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.55% | -0.01% | +1.57% | |
| 17 | COP | Conocophillips | Stock-Energy | 1.52% | -0.07% | +2.40% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.47% | -0.17% | +1.49% | |
| 19 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.47% | +1.37% | -1.07% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.43% | +0.17% | +0.67% | |
| 21 | FANG | Diamondback Energy Inc | Stock-Energy | 1.40% | -0.06% | +3.68% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.34% | — | +1.20% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.24% | +0.01% | +2.43% | |
| 24 | INTC | Intel CORP | Stock-Tech | 1.09% | — | +2.10% | |
| 25 | GRMN | Garmin Ltd. | Stock-Tech | 1.09% | -0.10% | +0.57% | |
| 26 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.09% | +0.16% | +1.42% | |
| 27 | MSI | Motorola Solutions Inc | Stock-Tech | 1.07% | -0.09% | +2.54% | |
| 28 | ASML | ASML Holding N.V. | Stock-Tech | 1.06% | +0.73% | +0.75% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.01% | +0.04% | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 0.99% | -0.19% | +1.69% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | — | -1.21% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.92% | +0.07% | -30.83% | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.91% | -0.08% | +2.37% | |
| 34 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.85% | — | +5.12% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | — | +2.82% | |
| 36 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.85% | — | +1.83% | |
| 37 | MTDR | Matador Resources Co | Stock-Energy | 0.84% | — | +1.50% | |
| 38 | MGRC | Mcgrath Rentcorp | Stock-Other | 0.83% | — | +2.08% | |
| 39 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 0.83% | — | +1.13% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.80% | -0.04% | +2.88% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.27% | +20.26% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.20% | +3.81% | |
| 43 | APA | Apa CORP | Stock-Energy | 0.76% | — | +2.05% | |
| 44 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.73% | -0.47% | +7.45% | |
| 45 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.67% | — | +2.18% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.03% | +18.21% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.61% | -0.03% | +8.29% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | -13.80% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.05% | +7.57% | |
| 50 | DVN | Devon Energy CORP | Stock-Energy | 0.55% | — | +2.91% |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 111 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VUG) accounted for 16.9% of total reported equity market value during Q2 2024.
During Q2 2024, Peterson Wealth Services's top holdings by market value included AAPL (7.2%)、NVDA (6.9%)、VUG (5.0%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q2 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.
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