Latest Peterson Wealth Services Stock Portfolio
$274Million
Equity Portfolio Value
Last Reported on: 01 May, 2024
About Peterson Wealth Services and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Peterson Wealth Services reported an equity portfolio of $274.6 Millions as of 31 Mar, 2024.
The top stock holdings of Peterson Wealth Services are AAPL, NVDA, VOO. The fund has invested 6% of it's portfolio in APPLE INC and 5.5% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off STARBUCKS CORP (SBUX), CELANESE CORP DEL (CE) and SCHWAB CHARLES CORP (SCHW) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), JOHNSON & JOHNSON (JNJ) and PIONEER NAT RES CO (PXD). Peterson Wealth Services opened new stock positions in ELI LILLY & CO (LLY), ACADIA HEALTHCARE COMPANY IN (ACHC) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), ADVANCED ENERGY INDS (AEIS) and MGP INGREDIENTS INC NEW (MGPI).
The top stock holdings of Peterson Wealth Services are AAPL, NVDA, VOO. The fund has invested 6% of it's portfolio in APPLE INC and 5.5% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off STARBUCKS CORP (SBUX), CELANESE CORP DEL (CE) and SCHWAB CHARLES CORP (SCHW) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), JOHNSON & JOHNSON (JNJ) and PIONEER NAT RES CO (PXD). Peterson Wealth Services opened new stock positions in ELI LILLY & CO (LLY), ACADIA HEALTHCARE COMPANY IN (ACHC) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), ADVANCED ENERGY INDS (AEIS) and MGP INGREDIENTS INC NEW (MGPI).
New Buys
| Ticker | $ Bought |
|---|---|
| ELI LILLY & CO | 3,490,480 |
| ACADIA HEALTHCARE COMPANY IN | 2,738,640 |
| EXXON MOBIL CORP | 1,912,220 |
| CELSIUS HLDGS INC | 953,746 |
| SHOCKWAVE MED INC | 846,964 |
| CROCS INC | 828,432 |
| HEALTHEQUITY INC | 671,325 |
| THE TRADE DESK INC | 665,528 |
New stocks bought by Peterson Wealth Services
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 357 |
| ADVANCED ENERGY INDS | 229 |
| MGP INGREDIENTS INC NEW | 223 |
| WALMART INC | 221 |
| ATKORE INC | 217 |
| WESTLAKE CORPORATION | 203 |
| HUDSON TECHNOLOGIES INC | 196 |
| INTERNATIONAL SEAWAYS INC | 188 |
Additions to existing portfolio by Peterson Wealth Services
Reductions
| Ticker | % Reduced |
|---|---|
| SELECT SECTOR SPDR TR | -62.78 |
| JOHNSON & JOHNSON | -59.84 |
| PIONEER NAT RES CO | -37.13 |
| VANGUARD INDEX FDS | -17.33 |
| VERIZON COMMUNICATIONS INC | -15.14 |
| TESLA INC | -14.29 |
| COMFORT SYS USA INC | -13.5 |
| NVIDIA CORPORATION | -13.3 |
Peterson Wealth Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| STARBUCKS CORP | -2,702,930 |
| CELANESE CORP DEL | -2,329,210 |
| ZIONS BANCORPORATION N A | -313,540 |
| SCHWAB CHARLES CORP | -476,654 |
| ISHARES TR | -203,251 |
Peterson Wealth Services got rid off the above stocks
Current Stock Holdings of Peterson Wealth Services
Last Reported on: 01 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAON | AAON INC | 0.27 | 8,442 | 743,756 | ADDED | 157 | |
| AAPL | APPLE INC | 6.01 | 96,257 | 16,506,100 | ADDED | 1.78 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 1.00 | 34,570 | 2,738,640 | NEW | ||
| ACLS | AXCELIS TECHNOLOGIES INC | 0.21 | 5,180 | 577,674 | NEW | ||
| AEIS | ADVANCED ENERGY INDS | 0.23 | 6,248 | 637,146 | ADDED | 229 | |
| AGG | ISHARES TR | 0.19 | 8,555 | 519,621 | ADDED | 357 | |
| AGG | ISHARES TR | 0.16 | 4,417 | 432,557 | REDUCED | -11.31 | |
| AGG | ISHARES TR | 0.13 | 3,305 | 365,233 | REDUCED | -10.34 | |
| ALL | ALLSTATE CORP | 0.10 | 1,600 | 276,790 | ADDED | 0.95 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.19 | 2,905 | 524,323 | ADDED | 0.1 | |
| AMZN | AMAZON COM INC | 3.64 | 55,362 | 9,986,200 | ADDED | 0.46 | |
| APA | APA CORPORATION | 0.90 | 72,243 | 2,483,720 | ADDED | 131 | |
| APD | AIR PRODS & CHEMS INC | 0.55 | 6,275 | 1,520,270 | ADDED | 35.41 | |
| ASML | ASML HOLDING N V | 1.04 | 2,940 | 2,852,720 | ADDED | 25.05 | |
| ATKR | ATKORE INC | 0.30 | 4,275 | 813,789 | ADDED | 217 | |
| AVGO | BROADCOM INC | 3.23 | 6,695 | 8,872,920 | REDUCED | -10.18 | |
| AXP | AMERICAN EXPRESS CO | 0.13 | 1,606 | 365,581 | ADDED | 0.12 | |
| BC | BRUNSWICK CORP | 0.31 | 8,876 | 856,748 | ADDED | 131 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.06 | 13,448 | 178,516 | ADDED | 0.47 | |
| CB | CHUBB LIMITED | 0.82 | 8,703 | 2,255,200 | ADDED | 5.17 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 1.13 | 9,963 | 3,101,280 | ADDED | 1.36 | |
| CE | CELANESE CORP DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CELH | CELSIUS HLDGS INC | 0.35 | 11,502 | 953,746 | NEW | ||
| CMCSA | COMCAST CORP NEW | 0.53 | 33,817 | 1,465,960 | ADDED | 7.45 | |
| CME | CME GROUP INC | 0.55 | 7,071 | 1,522,230 | ADDED | 9.39 | |
| CNQ | CANADIAN NAT RES LTD | 2.12 | 76,380 | 5,829,290 | ADDED | 2.28 | |
| COP | CONOCOPHILLIPS | 1.72 | 37,029 | 4,713,020 | ADDED | 4.32 | |
| COST | COSTCO WHSL CORP NEW | 3.80 | 14,228 | 10,424,100 | REDUCED | -6.16 | |
| CRM | SALESFORCE INC | 0.22 | 1,983 | 597,240 | REDUCED | -0.45 | |
| CROX | CROCS INC | 0.30 | 5,761 | 828,432 | NEW | ||
| CSCO | CISCO SYS INC | 0.61 | 33,517 | 1,672,810 | ADDED | 11.75 | |
| DRI | DARDEN RESTAURANTS INC | 0.50 | 8,162 | 1,364,360 | ADDED | 4.2 | |
| DVN | DEVON ENERGY CORP NEW | 0.59 | 32,382 | 1,624,930 | ADDED | 16.19 | |
| DXCM | DEXCOM INC | 0.08 | 1,543 | 214,014 | NEW | ||
| ELF | E L F BEAUTY INC | 0.29 | 4,118 | 807,252 | ADDED | 136 | |
| EMGF | ISHARES INC | 0.28 | 14,621 | 754,465 | REDUCED | -5.26 | |
| ETN | EATON CORP PLC | 1.38 | 12,128 | 3,792,220 | ADDED | 1.09 | |
| EW | EDWARDS LIFESCIENCES CORP | 0.12 | 3,576 | 341,723 | ADDED | 14.32 | |
| FANG | DIAMONDBACK ENERGY INC | 1.39 | 19,273 | 3,819,270 | ADDED | 56.28 | |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 0.27 | 458 | 749,466 | ADDED | 184 | |
| FIX | COMFORT SYS USA INC | 1.61 | 13,938 | 4,428,220 | REDUCED | -13.5 | |
| GOOG | ALPHABET INC | 0.22 | 3,912 | 595,603 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.15 | 2,797 | 422,151 | REDUCED | -2.07 | |
| GRMN | GARMIN LTD | 1.03 | 19,085 | 2,841,160 | ADDED | 3.72 | |
| HAL | HALLIBURTON CO | 0.12 | 8,505 | 335,262 | ADDED | 2.21 | |
| HD | HOME DEPOT INC | 1.84 | 13,163 | 5,049,150 | ADDED | 1.68 | |
| HDSN | HUDSON TECHNOLOGIES INC | 0.18 | 45,577 | 501,803 | ADDED | 196 | |
| HQY | HEALTHEQUITY INC | 0.24 | 8,224 | 671,325 | NEW | ||
| HUBS | HUBSPOT INC | 0.25 | 1,104 | 691,722 | ADDED | 186 | |
| IBCE | ISHARES TR | 0.41 | 14,976 | 1,111,510 | REDUCED | -10.5 | |
| IBCE | ISHARES TR | 0.08 | 4,528 | 214,797 | REDUCED | -0.35 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.15 | 2,965 | 407,410 | REDUCED | -0.17 | |
| IESC | IES HLDGS INC | 0.31 | 6,937 | 843,817 | ADDED | 151 | |
| INSW | INTERNATIONAL SEAWAYS INC | 0.25 | 12,859 | 684,107 | ADDED | 188 | |
| INTC | INTEL CORP | 1.59 | 98,936 | 4,370,010 | REDUCED | -3.39 | |
| IQV | IQVIA HLDGS INC | 0.12 | 1,277 | 322,941 | ADDED | 2.98 | |
| JCI | JOHNSON CTLS INTL PLC | 0.44 | 18,534 | 1,210,640 | ADDED | 1.84 | |
| JNJ | JOHNSON & JOHNSON | 0.60 | 10,350 | 1,637,250 | REDUCED | -59.84 | |
| JPM | JPMORGAN CHASE & CO | 3.15 | 43,230 | 8,659,040 | REDUCED | -3.33 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 0.11 | 1,432 | 305,248 | ADDED | 5.84 | |
| LLY | ELI LILLY & CO | 1.27 | 4,487 | 3,490,480 | NEW | ||
| LNTH | LANTHEUS HLDGS INC | 0.24 | 10,433 | 649,350 | NEW | ||
| LULU | LULULEMON ATHLETICA INC | 0.92 | 6,496 | 2,537,660 | ADDED | 2.49 | |
| MDT | MEDTRONIC PLC | 0.50 | 15,626 | 1,361,760 | ADDED | 4.89 | |
| META | META PLATFORMS INC | 0.18 | 1,004 | 487,325 | ADDED | 4.58 | |
| MGPI | MGP INGREDIENTS INC NEW | 0.23 | 7,237 | 623,323 | ADDED | 223 | |
| MGRC | MCGRATH RENTCORP | 0.98 | 21,925 | 2,704,850 | ADDED | 25.41 | |
| MPC | MARATHON PETE CORP | 1.08 | 14,669 | 2,955,750 | ADDED | 4.82 | |
| MPWR | MONOLITHIC PWR SYS INC | 0.25 | 1,009 | 683,215 | ADDED | 152 | |
| MRK | MERCK & CO INC | 0.92 | 19,121 | 2,523,020 | ADDED | 3.83 | |
| MSFT | MICROSOFT CORP | 2.48 | 16,195 | 6,813,640 | ADDED | 3.93 | |
| MSI | MOTOROLA SOLUTIONS INC | 1.00 | 7,758 | 2,753,860 | ADDED | 5.44 | |
| MTDR | MATADOR RES CO | 0.96 | 39,557 | 2,641,230 | ADDED | 50.14 | |
| NET | CLOUDFLARE INC | 0.26 | 7,228 | 699,887 | ADDED | 148 | |
| NFLX | NETFLIX INC | 0.18 | 795 | 482,827 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 5.51 | 16,732 | 15,118,400 | REDUCED | -13.3 | |
| NVO | NOVO-NORDISK A S | 1.85 | 39,632 | 5,088,800 | REDUCED | -2.39 | |
| NXPI | NXP SEMICONDUCTORS N V | 0.14 | 1,520 | 376,621 | ADDED | 3.12 | |
| ODFL | OLD DOMINION FREIGHT LINE IN | 1.07 | 13,461 | 2,952,190 | ADDED | 99.01 | |
| ONTO | ONTO INNOVATION INC | 0.26 | 3,900 | 706,212 | ADDED | 165 | |
| OXY | OCCIDENTAL PETE CORP | 1.64 | 69,154 | 4,494,340 | ADDED | 71.55 | |
| PCTY | PAYLOCITY HLDG CORP | 0.23 | 3,621 | 622,305 | NEW | ||
| PXD | PIONEER NAT RES CO | 0.10 | 994 | 261,011 | REDUCED | -37.13 | |
| RJF | RAYMOND JAMES FINL INC | 2.96 | 63,284 | 8,126,920 | ADDED | 4.91 | |
| SBUX | STARBUCKS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SCHW | SCHWAB CHARLES CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SMCI | SUPER MICRO COMPUTER INC | 0.55 | 1,507 | 1,522,120 | ADDED | 114 | |
| SPGI | S&P GLOBAL INC | 0.09 | 588 | 250,208 | ADDED | 1.91 | |
| SPY | SPDR S&P 500 ETF TR | 0.99 | 5,186 | 2,712,690 | ADDED | 0.66 | |
| SSD | SIMPSON MFG INC | 0.26 | 3,453 | 708,450 | ADDED | 175 | |
| STE | STERIS PLC | 0.11 | 1,299 | 292,150 | ADDED | 1.33 | |
| SWAV | SHOCKWAVE MED INC | 0.31 | 2,601 | 846,964 | NEW | ||
| SWKS | SKYWORKS SOLUTIONS INC | 0.86 | 21,796 | 2,360,940 | ADDED | 16.98 | |
| SYK | STRYKER CORPORATION | 1.58 | 12,165 | 4,353,460 | ADDED | 0.55 | |
| TJX | TJX COS INC NEW | 0.14 | 3,756 | 380,887 | ADDED | 2.68 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.45 | 6,832 | 3,970,680 | ADDED | 3.26 | |
| TSLA | TESLA INC | 2.58 | 40,376 | 7,097,700 | REDUCED | -14.29 | |
| TT | TRANE TECHNOLOGIES PLC | 0.18 | 1,650 | 495,352 | ADDED | 2.8 | |
| TTD | THE TRADE DESK INC | 0.24 | 7,613 | 665,528 | NEW | ||
| UFPT | UFP TECHNOLOGIES INC | 0.31 | 3,356 | 846,383 | ADDED | 182 | |
| ULTA | ULTA BEAUTY INC | 0.93 | 4,862 | 2,542,240 | ADDED | 32.73 | |
| UNH | UNITEDHEALTH GROUP INC | 0.16 | 888 | 439,085 | ADDED | 1.14 | |
| UNP | UNION PAC CORP | 1.37 | 15,265 | 3,754,100 | REDUCED | -2.34 | |
| V | VISA INC | 2.03 | 19,941 | 5,565,170 | ADDED | 0.16 | |
| VOO | VANGUARD INDEX FDS | 5.09 | 40,590 | 13,971,000 | REDUCED | -7.52 | |
| VOO | VANGUARD INDEX FDS | 1.00 | 16,903 | 2,752,820 | REDUCED | -0.49 | |
| VOO | VANGUARD INDEX FDS | 0.66 | 3,798 | 1,825,830 | REDUCED | -17.33 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.32 | 21,069 | 884,048 | REDUCED | -15.14 | |
| WLK | WESTLAKE CORPORATION | 0.26 | 4,599 | 702,796 | ADDED | 203 | |
| WMT | WALMART INC | 0.69 | 31,567 | 1,899,380 | ADDED | 221 | |
| XLB | SELECT SECTOR SPDR TR | 0.09 | 2,627 | 248,015 | REDUCED | -62.78 | |
| XOM | EXXON MOBIL CORP | 0.70 | 16,451 | 1,912,220 | NEW | ||
| ZION | ZIONS BANCORPORATION N A | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZTS | ZOETIS INC | 0.98 | 15,992 | 2,706,070 | ADDED | 1.02 | |
| BERKSHIRE HATHAWAY INC DEL | 2.17 | 14,169 | 5,958,350 | REDUCED | -0.73 | ||
| FISERV INC | 0.14 | 2,412 | 385,486 | REDUCED | -0.25 |