Peterson Wealth Services holdings history

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117 is the total number of securities Peterson Wealth Services has owned. The longest Peterson Wealth Services has owned a single stock is 8 quarters.

Peterson Wealth Services historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
JPM JPMORGAN CHASE & CO881.07%2.91%4.90%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...882.24%2.85%4.24%Q4 2021Q3 20238
RJF RAYMOND JAMES FINL INC881.13%2.77%4.87%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.57%2.66%6.27%Q4 2021Q3 20238
AMZN AMAZON COM INC881.33%2.63%5.21%Q4 2021Q3 20238
AVGO BROADCOM INC881.93%2.44%4.44%Q4 2021Q3 20238
V VISA INC881.80%2.20%3.33%Q4 2021Q3 20238
HD HOME DEPOT INC881.68%2.14%2.75%Q4 2021Q3 20238
UNP UNION PAC CORP881.64%2.13%2.63%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON881.72%2.04%2.74%Q4 2021Q3 20238
ODFL OLD DOMINION FREIGHT L...881.08%1.61%2.05%Q4 2021Q3 20238
SBUX STARBUCKS CORP881.27%1.52%1.90%Q4 2021Q3 20238
TMO THERMO FISHER SCIENTIF...881.12%1.43%2.37%Q4 2021Q3 20238
ZTS ZOETIS INC881.04%1.43%2.05%Q4 2021Q3 20238
FIX COMFORT SYS USA INC881.15%1.40%2.08%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.49%1.37%3.00%Q4 2021Q3 20238
LULU LULULEMON ATHLETICA INC881.14%1.34%1.78%Q4 2021Q3 20238
LHX L3HARRIS TECHNOLOGIES INC880.19%1.32%1.78%Q4 2021Q3 20238
COP CONOCOPHILLIPS880.25%1.24%2.65%Q4 2021Q3 20238
PXD PIONEER NAT RES CO880.24%1.14%2.22%Q4 2021Q3 20238
CE CELANESE CORP DEL880.86%1.03%1.76%Q4 2021Q3 20238
GOOG ALPHABET INC880.15%0.91%1.72%Q4 2021Q3 20238
SWKS SKYWORKS SOLUTIONS INC880.18%0.82%1.34%Q4 2021Q3 20238
MPC MARATHON PETE CORP880.27%0.61%1.22%Q4 2021Q3 20238
MRK MERCK & CO. INC880.24%0.55%0.86%Q4 2021Q3 20238
MSI MOTOROLA SOLUTIONS INC880.31%0.54%0.86%Q4 2021Q3 20238
CSCO CISCO SYS INC880.29%0.53%1.02%Q4 2021Q3 20238
WMT WALMART INC880.25%0.52%1.00%Q4 2021Q3 20238
APD AIR PRODS & CHEMS INC880.27%0.51%0.89%Q4 2021Q3 20238
CME CME GROUP INC880.27%0.50%0.93%Q4 2021Q3 20238
DRI DARDEN RESTAURANTS INC880.16%0.49%0.80%Q4 2021Q3 20238
CRM SALESFORCE INC880.15%0.46%1.28%Q4 2021Q3 20238
CMCSA COMCAST CORP NEW880.23%0.46%1.02%Q4 2021Q3 20238
DVN DEVON ENERGY CORP NEW880.19%0.45%0.77%Q4 2021Q3 20238
FHN FIRST HORIZON CORPORATION880.24%0.42%0.56%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.24%0.42%0.71%Q4 2021Q3 20238
NEP NEXTERA ENERGY PARTNER...880.26%0.40%0.50%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.16%0.21%0.33%Q4 2021Q3 20238
GOOGL ALPHABET INC880.14%0.18%0.26%Q4 2021Q3 20238
ICE INTERCONTINENTAL EXCHA...880.15%0.18%0.24%Q4 2021Q3 20238
EW EDWARDS LIFESCIENCES CORP880.14%0.18%0.21%Q4 2021Q3 20238
IQV IQVIA HLDGS INC880.12%0.15%0.18%Q4 2021Q3 20238
AAPL APPLE INC776.03%7.70%8.81%Q4 2021Q2 20237
XLE SELECT SECTOR SPDR TR772.01%3.90%4.62%Q4 2021Q2 20237
TSLA TESLA INC771.20%3.34%6.27%Q4 2021Q2 20237
COST COSTCO WHSL CORP NEW772.66%3.15%3.57%Q4 2021Q2 20237
CNQ CANADIAN NAT RES LTD771.57%2.28%2.59%Q4 2021Q2 20237
VUG VANGUARD INDEX FDS770.94%2.06%6.73%Q4 2021Q2 20237
VTV VANGUARD INDEX FDS771.27%1.74%2.19%Q4 2021Q2 20237
DG DOLLAR GEN CORP NEW771.03%1.52%1.96%Q4 2021Q2 20237
IHI ISHARES TR770.10%1.20%1.55%Q4 2021Q2 20237
VOO VANGUARD INDEX FDS770.84%0.91%0.99%Q4 2021Q2 20237
SPY SPDR S&P 500 ETF TR770.42%0.75%1.10%Q4 2021Q2 20237
IEMG ISHARES INC770.40%0.55%0.70%Q4 2021Q2 20237
TSCO TRACTOR SUPPLY CO770.29%0.53%0.83%Q1 2022Q3 20237
ETN EATON CORP PLC770.28%0.48%0.71%Q4 2021Q2 20237
CB CHUBB LIMITED770.26%0.46%0.59%Q4 2021Q2 20237
IEFA ISHARES TR770.36%0.45%0.55%Q4 2021Q2 20237
MDT MEDTRONIC PLC770.20%0.38%0.51%Q4 2021Q2 20237
GRMN GARMIN LTD770.20%0.35%0.53%Q4 2021Q2 20237
IJH ISHARES TR770.22%0.25%0.27%Q4 2021Q2 20237
ISTB ISHARES TR770.11%0.20%0.33%Q4 2021Q2 20237
HAL HALLIBURTON CO770.12%0.19%0.24%Q1 2022Q3 20237
IJR ISHARES TR770.14%0.16%0.18%Q4 2021Q2 20237
AXP AMERICAN EXPRESS CO430.12%0.15%0.18%Q4 2021Q3 20237
ALL ALLSTATE CORP770.10%0.14%0.18%Q1 2022Q3 20237
MOO VANECK VECTORS ETF TR665.05%5.68%6.31%Q4 2021Q1 20236
FTCS FIRST TR EXCHANGE-TRAD...662.11%2.82%3.45%Q4 2021Q1 20236
INTC INTEL CORP660.17%1.61%2.74%Q2 2022Q3 20236
OXY OCCIDENTAL PETE CORP660.88%1.13%1.95%Q2 2022Q3 20236
NGVT INGEVITY CORP660.90%0.99%1.09%Q4 2021Q1 20236
NFLX NETFLIX INC420.13%0.61%1.80%Q4 2021Q3 20236
TT TRANE TECHNOLOGIES PLC420.14%0.15%0.17%Q4 2021Q2 20236
EL LAUDER ESTEE COS INC660.12%0.14%0.17%Q4 2021Q1 20236
WRK WESTROCK CO551.37%1.67%1.94%Q4 2021Q4 20225
SYY SYSCO CORP551.04%1.17%1.42%Q4 2021Q4 20225
TPR TAPESTRY INC550.44%0.58%0.67%Q3 2022Q3 20235
AGG ISHARES TR550.16%0.28%0.44%Q2 2022Q2 20235
TJX TJX COS INC NEW550.14%0.17%0.24%Q3 2022Q3 20235
STE STERIS PLC550.12%0.14%0.16%Q2 2022Q2 20235
NXPI NXP SEMICONDUCTORS N V320.12%0.14%0.15%Q4 2021Q2 20235
MKSI MKS INSTRS INC440.91%1.13%1.35%Q4 2021Q3 20224
FPE FIRST TR EXCH TRADED F...440.28%0.49%0.69%Q4 2021Q3 20224
FDUS FIDUS INVT CORP210.23%0.40%0.55%Q4 2021Q1 20234
CCI CROWN CASTLE INTL CORP...310.28%0.36%0.42%Q1 2022Q2 20234
OIH VANECK ETF TRUST440.22%0.25%0.28%Q2 2022Q1 20234
FISV FISERV INC440.14%0.16%0.20%Q4 2022Q3 20234
SYF SYNCHRONY FINANCIAL210.11%0.14%0.16%Q4 2021Q3 20234
VEA VANGUARD TAX-MANAGED I...210.17%2.45%6.99%Q4 2021Q4 20223
SPYD SPDR SER TR330.72%2.45%5.58%Q4 2022Q2 20233
IVW ISHARES TR210.13%2.40%4.30%Q4 2021Q1 20233
SYK STRYKER CORPORATION211.59%1.89%2.42%Q4 2021Q3 20233
MGRC MCGRATH RENTCORP330.90%1.18%1.67%Q1 2023Q3 20233
ULTA ULTA BEAUTY INC331.03%1.17%1.29%Q1 2023Q3 20233
MRO MARATHON OIL CORP330.53%0.70%0.99%Q1 2023Q3 20233
EPD ENTERPRISE PRODS PARTN...330.31%0.41%0.52%Q1 2022Q3 20223
FB META PLATFORMS INC210.13%0.38%0.80%Q4 2021Q3 20233
HBI HANESBRANDS INC330.24%0.26%0.28%Q4 2021Q2 20223
FTGC FIRST TR EXCHANGE TRAD...330.21%0.22%0.22%Q1 2022Q3 20223
ROP ROPER TECHNOLOGIES INC330.15%0.16%0.16%Q4 2021Q2 20223
FTRI FIRST TR EXCHANGE TRAD...330.08%0.14%0.20%Q4 2022Q2 20233
VSS VANGUARD INTL EQUITY I...222.39%2.46%2.52%Q4 2021Q1 20222
NVO NOVO-NORDISK A S221.50%2.12%2.73%Q2 2023Q3 20232
ZION ZIONS BANCORPORATION N A221.05%1.64%2.23%Q2 2023Q3 20232
XLV SELECT SECTOR SPDR TR221.14%1.62%2.10%Q4 2022Q1 20232
PEJ INVESCO EXCHANGE TRADE...221.53%1.56%1.58%Q4 2021Q1 20222
SCHW SCHWAB CHARLES CORP220.12%0.16%0.20%Q2 2023Q3 20232
CDNS CADENCE DESIGN SYSTEM INC111.69%1.69%1.69%Q3 2023Q3 20231
ASML ASML HOLDING N V111.34%1.34%1.34%Q3 2023Q3 20231
CRL CHARLES RIV LABS INTL INC111.13%1.13%1.13%Q4 2021Q4 20211
JCI JOHNSON CTLS INTL PLC110.55%0.55%0.55%Q2 2023Q2 20231
VIGI VANGUARD WHITEHALL FDS110.35%0.35%0.35%Q1 2023Q1 20231
BBY BEST BUY INC110.21%0.21%0.21%Q4 2021Q4 20211
INFO IHS MARKIT LTD110.17%0.17%0.17%Q4 2021Q4 20211
SPGI S&P GLOBAL INC110.15%0.15%0.15%Q1 2022Q1 20221
EQIX EQUINIX INC110.13%0.13%0.13%Q1 2022Q1 20221
VWO VANGUARD INTL EQUITY I...110.12%0.12%0.12%Q1 2023Q1 20231
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The securities at the top of the list , including JPMORGAN CHASE & CO, BERKSHIRE HATHAWAY INC DEL, and RAYMOND JAMES FINL INC, are the highest-conviction holdings of Peterson Wealth Services.

The conviction is calculated by counting the number of quarters a security has been reported by Peterson Wealth Services. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Peterson Wealth Services owns currently or has owned in the past.