$208 Million is the total value of Peterson Wealth Services's 89 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | New | STRYKER CORPORATION | $3,455,038 | – | 11,331 | +100.0% | 1.66% | – |
| NVO | New | NOVO-NORDISK A Sadr | $3,115,064 | – | 19,282 | +100.0% | 1.50% | – |
| ZION | New | ZIONS BANCORPORATION N A | $2,196,169 | – | 81,697 | +100.0% | 1.05% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $1,142,640 | – | 16,769 | +100.0% | 0.55% | – |
| CCI | New | CROWN CASTLE INC | $777,034 | – | 6,820 | +100.0% | 0.37% | – |
| FB | New | META PLATFORMS INCcl a | $269,474 | – | 939 | +100.0% | 0.13% | – |
| SCHW | New | SCHWAB CHARLES CORP | $252,159 | – | 4,413 | +100.0% | 0.12% | – |
| SYF | New | SYNCHRONY FINANCIAL | $233,959 | – | 6,897 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
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.