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
218 檔
17.4%
At the close of Q3 2024, Peterson Wealth Services disclosed equity holdings valued at approximately $458.7M, spread across 218 reported holdings.
In Q3 2024, Peterson Wealth Services displayed an active expansion posture, initiating 93 new positions and adding to 90 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.35% | +0.03% | +1.45% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.23% | +0.01% | -0.06% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.24% | -0.19% | -8.68% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.12% | -0.64% | +2.45% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.49% | -0.06% | +1.67% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.01% | +2.11% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.07% | +0.21% | +726.50% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.04% | -0.08% | +3.51% | |
| 9 | RJF | Raymond James Financial Inc | Stock-Financials | 2.58% | -0.15% | +3.17% | |
| 10 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.41% | +1.37% | +40.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.17% | -0.17% | +3.39% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.12% | -4.42% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.89% | +0.01% | +6.20% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.83% | -0.01% | +5.02% | |
| 15 | CNQ | Canadian Natural Resources | Stock-Energy | 1.72% | -0.65% | +4.75% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 1.72% | +0.73% | +118.06% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.57% | — | +3.27% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.47% | -0.17% | +3.35% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.43% | — | +4.92% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.35% | -0.07% | +5.67% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | +0.17% | +2.21% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.29% | +0.01% | +4.46% | |
| 23 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.22% | -0.01% | +5.68% | |
| 24 | FANG | Diamondback Energy Inc | Stock-Energy | 1.18% | -0.06% | +7.11% | |
| 25 | MSI | Motorola Solutions Inc | Stock-Tech | 1.13% | -0.09% | -0.78% | |
| 26 | GRMN | Garmin Ltd. | Stock-Tech | 1.11% | -0.10% | +3.26% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 1.05% | -0.19% | +3.57% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.13% | +447.59% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.01% | +0.04% | |
| 30 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.91% | +0.16% | +4.19% | |
| 31 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.91% | — | +4.57% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.89% | +0.07% | +0.06% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.20% | +4.25% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.88% | -0.04% | +6.49% | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.87% | -0.08% | +10.75% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | — | -11.53% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.27% | +6.19% | |
| 38 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.78% | — | +7.46% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | — | +8.68% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.69% | -0.03% | +6.62% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.14% | +309.14% | |
| 42 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.68% | -0.47% | +13.11% | |
| 43 | MTDR | Matador Resources Co | Stock-Energy | 0.68% | — | +6.70% | |
| 44 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.66% | — | +7.09% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.05% | +11.76% | |
| 46 | APA | Apa CORP | Stock-Energy | 0.62% | — | +7.17% | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.58% | +0.07% | — | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.57% | -0.23% | +10.48% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.01% | +0.76% | |
| 50 | FIS | Fidelity National Info Serv | Stock-Tech | 0.54% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA Inc | +0.9% | +40.09% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.8% | +447.59% | Add |
| 3 | ASML | ASML Holding N.V. | +0.7% | +118.06% | Add |
| 4 | TSLA | Tesla Inc | +0.7% | +1.67% | Add |
| 5 | ADI | Analog Devices Inc | +0.6% | NEW | New buy |
| 6 | FIS | Fidelity National Info Serv | +0.5% | NEW | New buy |
| 7 | UNH | Unitedhealth Group Inc | +0.5% | +309.14% | Add |
| 8 | RS | Reliance Inc | +0.3% | NEW | New buy |
| 9 | HD | Home Depot Inc | +0.2% | +5.02% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +1.45% | Add |
| 11 | IESC | Ies Holdings Inc | +0.2% | +7.53% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.39% | Add |
| 13 | LNTH | Lantheus Holdings Inc | +0.1% | +8.23% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +4.25% | Add |
| 15 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | New buy |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.92% | Add |
| 17 | PHM | Pultegroup Inc | +0.1% | NEW | New buy |
| 18 | CB | Chubb Limited | +0.1% | +6.49% | Add |
| 19 | APD | Air Products & Chemicals Inc | +0.1% | +6.62% | Add |
| 20 | AAON | Aaon Inc | +0.1% | +10.98% | Add |
| 21 | DHI | Dr Horton Inc | +0.1% | NEW | New buy |
| 22 | LEN | Lennar Corp-a | +0.1% | NEW | New buy |
| 23 | NEM | Newmont CORP | +0.1% | NEW | New buy |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 25 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | +0.1% | +11.76% | Add |
| 27 | BC | Brunswick CORP | +0.1% | +21.23% | Add |
| 28 | JNP | Juniper Networks Inc | +0.1% | NEW | New buy |
| 29 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 30 | PSX | Phillips 66 | +0.1% | NEW | New buy |
| 31 | VLO | Valero Energy CORP | +0.1% | NEW | New buy |
| 32 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | New buy |
| 33 | MSI | Motorola Solutions Inc | +0.1% | -0.78% | Trim |
| 34 | ZTS | Zoetis Inc | +0.1% | +3.57% | Add |
| 35 | ODFL | Old Dominion Freight Line | +0.1% | +4.57% | Add |
| 36 | CME | Cme Group Inc | +0.1% | +10.48% | Add |
| 37 | MDT | Medtronic plc | +0.1% | +8.41% | Add |
| 38 | UFPT | Ufp Technologies Inc | +0.1% | +8.10% | Add |
| 39 | PCTY | Paylocity Holding CORP | +0.1% | +13.73% | Add |
| 40 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 41 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 42 | LSTR | Landstar System Inc | +0.1% | NEW | New buy |
| 43 | DXCM | Dexcom Inc | +0.1% | NEW | New buy |
| 44 | MRO* | Marathon Oil CORP | +0.1% | NEW | New buy |
| 45 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 46 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 47 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 48 | OSK | Oshkosh CORP | +0.1% | NEW | New buy |
| 49 | CGNX | Cognex CORP | +0.1% | NEW | New buy |
| 50 | IHI | Ishares U.s. Medical Devices | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 218 disclosed positions in Q3 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 17.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
ADI
市值: $1.8M
Top Position Liquidated / Trimmed
INTC
前期市值: $3.1M
During Q3 2024, Peterson Wealth Services's top holdings by market value included AAPL (7.3%)、NVDA (6.2%)、VUG (4.2%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q3 2024, Peterson Wealth Services made 199 total portfolio adjustments, initiating 93 new buys, adding to 90 positions, trimming 13 holdings, and fully liquidating 3 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.