Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JPMORGAN CHASE & CO | 8 | Q3 2023 | 4.9% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 4.2% |
RAYMOND JAMES FINL INC | 8 | Q3 2023 | 4.9% |
NVIDIA CORPORATION | 8 | Q3 2023 | 6.3% |
AMAZON COM INC | 8 | Q3 2023 | 5.2% |
BROADCOM INC | 8 | Q3 2023 | 4.4% |
VISA INC | 8 | Q3 2023 | 3.3% |
HOME DEPOT INC | 8 | Q3 2023 | 2.8% |
UNION PAC CORP | 8 | Q3 2023 | 2.6% |
JOHNSON & JOHNSON | 8 | Q3 2023 | 2.7% |
View Peterson Wealth Services's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-01 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-14 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-06 |
13F-HR | 2023-01-20 |
13F-HR | 2022-11-09 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-31 |
View Peterson Wealth Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.