$208 Million is the total value of Peterson Wealth Services's 89 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INCcap stk cl c | $515,764 | +9.0% | 3,912 | 0.0% | 0.39% | +70.0% | |
| NFLX | NETFLIX INC | $300,192 | -14.3% | 795 | 0.0% | 0.22% | +33.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-01-31 |
| 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.