$175 Million is the total value of Peterson Wealth Services's 89 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FTGC | Exit | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $0 | – | -11,953 | -100.0% | -0.22% | – |
FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -23,795 | -100.0% | -0.28% | – |
CCI | Exit | CROWN CASTLE INC | $0 | – | -4,121 | -100.0% | -0.42% | – |
FDUS | Exit | FIDUS INVT CORP | $0 | – | -39,040 | -100.0% | -0.48% | – |
EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -30,807 | -100.0% | -0.52% | – |
MKSI | Exit | MKS INSTRS INC | $0 | – | -15,591 | -100.0% | -0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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.