$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -974 | -100.0% | -0.12% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -6,014 | -100.0% | -0.12% | – |
| OIH | Exit | VANECK ETF TRUSToil services etf | $0 | – | -1,573 | -100.0% | -0.22% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -9,209 | -100.0% | -0.35% | – |
| FDUS | Exit | FIDUS INVT CORP | $0 | – | -55,681 | -100.0% | -0.55% | – |
| NGVT | Exit | INGEVITY CORP | $0 | – | -26,134 | -100.0% | -0.96% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -31,561 | -100.0% | -2.10% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -56,203 | -100.0% | -2.11% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -83,863 | -100.0% | -2.76% | – |
| MOO | Exit | VANECK ETF TRUSTagribusiness etf | $0 | – | -124,731 | -100.0% | -5.58% | – |
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.