Latest Peterson Wealth Services Stock Portfolio
$233Million
Equity Portfolio Value
Last Reported on: 31 Jan, 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 $233.2 Millions as of 31 Dec, 2023.
The top stock holdings of Peterson Wealth Services are AAPL, VOO, TSLA. The fund has invested 7.8% of it's portfolio in APPLE INC and 5.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off MARATHON OIL CORP (MRO), TRACTOR SUPPLY CO (TSCO) and TAPESTRY INC (TPR) stocks. They significantly reduced their stock positions in ZIONS BANCORPORATION N A (ZION), PIONEER NAT RES CO (PXD) and ALLSTATE CORP (ALL). Peterson Wealth Services opened new stock positions in APPLE INC (AAPL), VANGUARD INDEX FDS (VOO) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to MOTOROLA SOLUTIONS INC (MSI), MERCK & CO INC (MRK) and SCHWAB CHARLES CORP (SCHW).
The top stock holdings of Peterson Wealth Services are AAPL, VOO, TSLA. The fund has invested 7.8% of it's portfolio in APPLE INC and 5.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off MARATHON OIL CORP (MRO), TRACTOR SUPPLY CO (TSCO) and TAPESTRY INC (TPR) stocks. They significantly reduced their stock positions in ZIONS BANCORPORATION N A (ZION), PIONEER NAT RES CO (PXD) and ALLSTATE CORP (ALL). Peterson Wealth Services opened new stock positions in APPLE INC (AAPL), VANGUARD INDEX FDS (VOO) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to MOTOROLA SOLUTIONS INC (MSI), MERCK & CO INC (MRK) and SCHWAB CHARLES CORP (SCHW).
New Buys
| Ticker | $ Bought |
|---|---|
| APPLE INC | 18,208,400 |
| VANGUARD INDEX FDS | 13,644,700 |
| TESLA INC | 11,711,300 |
| COSTCO WHSL CORP NEW | 10,009,600 |
| CANADIAN NAT RES LTD | 4,892,640 |
| EATON CORP PLC | 2,889,150 |
| VANGUARD INDEX FDS | 2,539,540 |
| SPDR S&P 500 ETF TR | 2,448,860 |
New stocks bought by Peterson Wealth Services
Additions
| Ticker | % Inc. |
|---|---|
| MOTOROLA SOLUTIONS INC | 73.87 |
| MERCK & CO INC | 64.67 |
| SCHWAB CHARLES CORP | 41.51 |
| MARATHON PETE CORP | 29.36 |
| DEVON ENERGY CORP NEW | 29.21 |
| MICROSOFT CORP | 22.86 |
| CONOCOPHILLIPS | 20.27 |
| CISCO SYS INC | 18.84 |
Additions to existing portfolio by Peterson Wealth Services
Reductions
| Ticker | % Reduced |
|---|---|
| ZIONS BANCORPORATION N A | -91.73 |
| PIONEER NAT RES CO | -87.78 |
| ALLSTATE CORP | -23.21 |
| ASML HOLDING N V | -23.09 |
| MCGRATH RENTCORP | -21.65 |
| CELANESE CORP DEL | -20.23 |
| ULTA BEAUTY INC | -15.21 |
| VERIZON COMMUNICATIONS INC | -14.7 |
Peterson Wealth Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FIRST HORIZON CORPORATION | -709,029 |
| MARATHON OIL CORP | -1,321,060 |
| TAPESTRY INC | -896,868 |
| NEXTERA ENERGY PARTNERS LP | -488,769 |
| SYNCHRONY FINANCIAL | -212,850 |
| TRACTOR SUPPLY CO | -1,105,430 |
Peterson Wealth Services got rid off the above stocks
Current Stock Holdings of Peterson Wealth Services
Last Reported on: 31 Jan, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAON | AAON INC | 0.10 | 3,278 | 242,159 | NEW | ||
| AAPL | APPLE INC | 7.81 | 94,569 | 18,208,400 | NEW | ||
| AAXJ | ISHARES TR | 0.09 | 3,766 | 203,251 | NEW | ||
| AEIS | ADVANCED ENERGY INDS | 0.09 | 1,898 | 206,746 | NEW | ||
| AGG | ISHARES TR | 0.22 | 1,871 | 518,685 | NEW | ||
| AGG | ISHARES TR | 0.21 | 4,980 | 494,276 | NEW | ||
| AGG | ISHARES TR | 0.17 | 3,686 | 398,978 | NEW | ||
| ALL | ALLSTATE CORP | 0.10 | 1,585 | 221,880 | REDUCED | -23.21 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.18 | 2,902 | 427,784 | NEW | ||
| AMZN | AMAZON COM INC | 3.59 | 55,108 | 8,375,430 | ADDED | 0.63 | |
| APA | APA CORPORATION | 0.48 | 31,274 | 1,122,110 | NEW | ||
| APD | AIR PRODS & CHEMS INC | 0.54 | 4,634 | 1,268,820 | ADDED | 10.54 | |
| ASML | ASML HOLDING N V | 0.76 | 2,351 | 1,779,560 | REDUCED | -23.09 | |
| ATKR | ATKORE INC | 0.09 | 1,347 | 215,520 | NEW | ||
| AVGO | BROADCOM INC | 3.57 | 7,454 | 8,321,430 | ADDED | 4.25 | |
| AXP | AMERICAN EXPRESS CO | 0.13 | 1,604 | 300,414 | ADDED | 0.19 | |
| BC | BRUNSWICK CORP | 0.16 | 3,841 | 371,617 | NEW | ||
| BRKA | BERKSHIRE HATHAWAY INC DEL | 2.18 | 14,273 | 5,091,170 | REDUCED | -11.78 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.07 | 13,385 | 174,278 | NEW | ||
| CB | CHUBB LIMITED | 0.80 | 8,275 | 1,870,120 | NEW | ||
| CCV | COMCAST CORP NEW | 0.59 | 31,473 | 1,380,100 | ADDED | 2.83 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 1.15 | 9,829 | 2,677,480 | ADDED | 1.82 | |
| CE | CELANESE CORP DEL | 1.00 | 14,983 | 2,329,210 | REDUCED | -20.23 | |
| CME | CME GROUP INC | 0.58 | 6,464 | 1,361,380 | ADDED | 3.79 | |
| CNQ | CANADIAN NAT RES LTD | 2.10 | 74,679 | 4,892,640 | NEW | ||
| COP | CONOCOPHILLIPS | 1.77 | 35,496 | 4,120,470 | ADDED | 20.27 | |
| COST | COSTCO WHSL CORP NEW | 4.29 | 15,162 | 10,009,600 | NEW | ||
| CRM | SALESFORCE INC | 0.22 | 1,992 | 524,175 | REDUCED | -0.2 | |
| CSCO | CISCO SYS INC | 0.65 | 29,994 | 1,515,310 | ADDED | 18.84 | |
| DRI | DARDEN RESTAURANTS INC | 0.55 | 7,833 | 1,287,020 | ADDED | 4.96 | |
| DVN | DEVON ENERGY CORP NEW | 0.54 | 27,870 | 1,262,500 | ADDED | 29.21 | |
| ELF | E L F BEAUTY INC | 0.11 | 1,738 | 250,863 | NEW | ||
| EMGF | ISHARES INC | 0.34 | 15,432 | 780,533 | NEW | ||
| ETN | EATON CORP PLC | 1.24 | 11,997 | 2,889,150 | NEW | ||
| EW | EDWARDS LIFESCIENCES CORP | 0.10 | 3,128 | 238,510 | REDUCED | -9.54 | |
| FANG | DIAMONDBACK ENERGY INC | 0.82 | 12,332 | 1,912,460 | NEW | ||
| FHN | FIRST HORIZON CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FIX | COMFORT SYS USA INC | 1.42 | 16,114 | 3,314,650 | REDUCED | -0.98 | |
| GOOG | ALPHABET INC | 0.24 | 3,912 | 551,283 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.17 | 2,856 | 398,955 | ADDED | 9.13 | |
| GRMN | GARMIN LTD | 1.01 | 18,401 | 2,365,210 | NEW | ||
| HAL | HALLIBURTON CO | 0.13 | 8,321 | 300,787 | ADDED | 2.72 | |
| HD | HOME DEPOT INC | 1.92 | 12,946 | 4,486,850 | ADDED | 6.35 | |
| HDSN | HUDSON TECHNOLOGIES INC | 0.09 | 15,364 | 207,260 | NEW | ||
| HUBS | HUBSPOT INC | 0.10 | 385 | 223,508 | NEW | ||
| IBCE | ISHARES TR | 0.50 | 16,733 | 1,177,160 | NEW | ||
| IBCE | ISHARES TR | 0.09 | 4,544 | 216,120 | NEW | ||
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.16 | 2,970 | 381,501 | ADDED | 2.63 | |
| IESC | IES HLDGS INC | 0.09 | 2,755 | 218,251 | NEW | ||
| INSW | INTERNATIONAL SEAWAYS INC | 0.09 | 4,453 | 202,537 | NEW | ||
| INTC | INTEL CORP | 2.21 | 102,410 | 5,146,820 | REDUCED | -0.64 | |
| IQV | IQVIA HLDGS INC | 0.12 | 1,240 | 286,911 | ADDED | 2.82 | |
| JCI | JOHNSON CTLS INTL PLC | 0.45 | 18,199 | 1,049,000 | NEW | ||
| JNJ | JOHNSON & JOHNSON | 1.73 | 25,773 | 4,039,560 | ADDED | 9.73 | |
| JPM | JPMORGAN CHASE & CO | 3.26 | 44,721 | 7,607,320 | REDUCED | -0.86 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 0.12 | 1,353 | 285,039 | REDUCED | -7.58 | |
| LULU | LULULEMON ATHLETICA INC | 1.39 | 6,338 | 3,240,050 | ADDED | 2.66 | |
| MDT | MEDTRONIC PLC | 0.53 | 14,898 | 1,227,320 | NEW | ||
| META | META PLATFORMS INC | 0.15 | 960 | 339,802 | ADDED | 3.00 | |
| MGPI | MGP INGREDIENTS INC NEW | 0.10 | 2,239 | 220,586 | NEW | ||
| MGRC | MCGRATH RENTCORP | 0.90 | 17,483 | 2,091,480 | REDUCED | -21.65 | |
| MPC | MARATHON PETE CORP | 0.89 | 13,995 | 2,076,270 | ADDED | 29.36 | |
| MPWR | MONOLITHIC PWR SYS INC | 0.11 | 400 | 252,351 | NEW | ||
| MRK | MERCK & CO INC | 0.86 | 18,415 | 2,007,600 | ADDED | 64.67 | |
| MRO | MARATHON OIL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSFT | MICROSOFT CORP | 2.51 | 15,582 | 5,859,590 | ADDED | 22.86 | |
| MSI | MOTOROLA SOLUTIONS INC | 0.99 | 7,358 | 2,303,860 | ADDED | 73.87 | |
| MTDR | MATADOR RES CO | 0.64 | 26,346 | 1,498,050 | NEW | ||
| NEP | NEXTERA ENERGY PARTNERS LP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NET | CLOUDFLARE INC | 0.10 | 2,913 | 242,536 | NEW | ||
| NFLX | NETFLIX INC | 0.17 | 795 | 387,070 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 4.10 | 19,298 | 9,556,660 | ADDED | 0.17 | |
| NVO | NOVO-NORDISK A S | 1.80 | 40,604 | 4,200,570 | ADDED | 1.08 | |
| NXPI | NXP SEMICONDUCTORS N V | 0.14 | 1,474 | 338,608 | NEW | ||
| ODFL | OLD DOMINION FREIGHT LINE IN | 1.18 | 6,764 | 2,743,830 | ADDED | 0.96 | |
| ONTO | ONTO INNOVATION INC | 0.10 | 1,470 | 224,763 | NEW | ||
| OXY | OCCIDENTAL PETE CORP | 1.03 | 40,311 | 2,407,260 | ADDED | 0.52 | |
| PXD | PIONEER NAT RES CO | 0.15 | 1,581 | 355,618 | REDUCED | -87.78 | |
| RJF | RAYMOND JAMES FINL INC | 2.88 | 60,321 | 6,725,840 | REDUCED | -7.00 | |
| SBUX | STARBUCKS CORP | 1.16 | 28,154 | 2,702,930 | ADDED | 1.09 | |
| SCHW | SCHWAB CHARLES CORP | 0.20 | 6,880 | 476,654 | ADDED | 41.51 | |
| SMCI | SUPER MICRO COMPUTER INC | 0.09 | 704 | 200,119 | NEW | ||
| SPGI | S&P GLOBAL INC | 0.11 | 577 | 254,199 | NEW | ||
| SPY | SPDR S&P 500 ETF TR | 1.05 | 5,152 | 2,448,860 | NEW | ||
| SSD | SIMPSON MFG INC | 0.11 | 1,253 | 247,972 | NEW | ||
| STE | STERIS PLC | 0.12 | 1,282 | 281,849 | NEW | ||
| SWKS | SKYWORKS SOLUTIONS INC | 0.90 | 18,632 | 2,096,760 | ADDED | 2.12 | |
| SYF | SYNCHRONY FINANCIAL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SYK | STRYKER CORPORATION | 1.55 | 12,098 | 3,622,520 | ADDED | 2.15 | |
| TJX | TJX COS INC NEW | 0.15 | 3,658 | 343,202 | ADDED | 2.64 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.51 | 6,616 | 3,512,410 | ADDED | 5.64 | |
| TPR | TAPESTRY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TSCO | TRACTOR SUPPLY CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TSLA | TESLA INC | 5.02 | 47,106 | 11,711,300 | NEW | ||
| TT | TRANE TECHNOLOGIES PLC | 0.17 | 1,605 | 391,415 | NEW | ||
| UFPT | UFP TECHNOLOGIES INC | 0.09 | 1,188 | 204,384 | NEW | ||
| ULTA | ULTA BEAUTY INC | 0.77 | 3,663 | 1,793,740 | REDUCED | -15.21 | |
| UNH | UNITEDHEALTH GROUP INC | 0.20 | 878 | 461,987 | ADDED | 1.62 | |
| UNP | UNION PAC CORP | 1.65 | 15,631 | 3,839,490 | REDUCED | -9.45 | |
| V | VISA INC | 2.22 | 19,909 | 5,183,420 | ADDED | 2.89 | |
| VOO | VANGUARD INDEX FDS | 5.85 | 43,891 | 13,644,700 | NEW | ||
| VOO | VANGUARD INDEX FDS | 1.09 | 16,987 | 2,539,540 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.86 | 4,594 | 2,006,480 | NEW | ||
| VZ | VERIZON COMMUNICATIONS INC | 0.40 | 24,829 | 936,040 | REDUCED | -14.7 | |
| WLK | WESTLAKE CORPORATION | 0.09 | 1,516 | 212,235 | NEW | ||
| WMT | WALMART INC | 0.66 | 9,813 | 1,546,950 | ADDED | 17.54 | |
| XLB | SELECT SECTOR SPDR TR | 0.25 | 7,058 | 592,239 | NEW | ||
| ZION | ZIONS BANCORPORATION N A | 0.13 | 7,070 | 313,540 | REDUCED | -91.73 | |
| ZTS | ZOETIS INC | 1.34 | 15,831 | 3,124,470 | ADDED | 0.67 | |
| FISERV INC | 0.14 | 2,418 | 321,207 | ADDED | 2.15 | ||
| FIRST CTZNS BANCSHARES INC N | 0.10 | 161 | 228,645 | NEW |