$141 Million is the total value of Peterson Wealth Services's 85 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOO | Sell | VANECK ETF TRUSTagribusiness etf | $8,156,000 | -6.8% | 101,077 | -0.1% | 5.78% | -8.3% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $3,544,000 | -26.0% | 53,363 | -22.1% | 2.51% | -27.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,520,000 | -8.1% | 20,408 | -1.8% | 1.79% | -9.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,659,000 | -5.2% | 7,756 | -1.2% | 1.18% | -6.7% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $419,000 | -7.3% | 9,086 | -4.7% | 0.30% | -8.9% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $397,000 | -8.7% | 23,795 | -5.7% | 0.28% | -10.5% |
| OIH | Sell | VANECK ETF TRUSToil services etf | $342,000 | -10.5% | 1,620 | -1.4% | 0.24% | -12.0% |
| CRM | Sell | SALESFORCE INC | $286,000 | -13.1% | 1,990 | -0.2% | 0.20% | -14.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $218,000 | -8.8% | 2,258 | -3.9% | 0.16% | -9.9% |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,460 | -100.0% | -0.15% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -581 | -100.0% | -0.16% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -37,347 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.