PW

Peterson Wealth Services

13F
Peterson Wealth Services
Last update 2024-07-30 111 Stocks (3 new)
Value $286.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(7.17%)NVDA(6.94%)VUG(4.95%)COST(4.22%)AVGO(3.79%)
Portfolio Report
Summary Stock Picks Current Portfolio
Peterson Wealth Services Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
97,383
20510.730
+1.17%
7.170
+0.08%
0.000
+5.70%
+20.44%
3508582.676
Hardware
NVDA 		NVIDIA Corp
160,812
19866.730
-3.89%
6.940
-0.21%
0.000
+34.55%
+181.86%
3435794.450
Semiconductors
VUG 		Vanguard Growth ETF
37,865
14161.820
-6.71%
4.950
-0.34%
-
+10.57%
+27.51%
133813.183
 
COST 		Costco Wholesale Corp
14,195
12065.640
-0.23%
4.220
-0.01%
0.000
+9.16%
+34.56%
391353.566
Retail - Defensive
AVGO 		Broadcom Inc
67,480
10834.710
+0.79%
3.790
+0.03%
0.000
+23.80%
+60.36%
832810.418
Semiconductors
AMZN 		Amazon.com Inc
55,643
10753.010
+0.51%
3.760
+0.02%
0.000
+6.89%
+27.83%
2035667.676
Retail - Cyclical
JPM 		JPMorgan Chase & Co
43,638
8826.130
+0.94%
3.080
+0.03%
0.000
+5.45%
+35.76%
634202.632
Banks
TSLA 		Tesla Inc
41,035
8120.010
+1.63%
2.840
+0.05%
0.000
+17.25%
+5.04%
839591.104
Vehicles & Parts
RJF 		Raymond James Financial Inc
63,948
7904.670
+1.05%
2.760
+0.03%
0.030
+29.49%
+35.12%
30220.545
Asset Management
MSFT 		Microsoft Corp
16,463
7358.090
+1.65%
2.570
+0.04%
0.000
+3.61%
+16.95%
3250333.359
Software

Peterson Wealth Services's Historical Top Holdings Breakdowns

Peterson Wealth Services's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ETN 		Eaton Corp PLC2024-06-30Reduce
-0.43%
●
303.02 ($322.85) 340.89
$344.98
6.85%
Reduce -30.83%
8,389
-3,739
VUG 		Vanguard Growth ETF2024-06-30Reduce
-0.34%
●
322.46 ($349.89) 377.11
$396.39
13.29%
Reduce -6.71%
37,865
-2,725
SWAV Shockwave Medical Inc2024-06-30Sold Out
-0.31%
●
319.93 ($329.09) 334.83
$334.75
1.72%
Sold Out
0
-2,601
ENSG 		Ensign Group Inc2024-06-30New Buy
+0.29%
●
116.05 ($119.2) 123.87
$157.40
32.05%
New holding
6,599
6,599
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.21%
●
76.2 ($101.1) 135.58
$140.06
38.54%
Reduce -3.89%
160,812
-6,508
NEE 		NextEra Energy Inc2024-06-30New Buy
+0.17%
●
61.7 ($70.95) 80.02
$79.36
11.85%
New holding
6,930
6,930
PEG 		Public Service Enterprise Group Inc2024-06-30New Buy
+0.17%
●
64.28 ($71.06) 75.76
$88.53
24.58%
New holding
6,674
6,674
XOM 		Exxon Mobil Corp2024-06-30Add
+0.13%
●
108.36 ($116.47) 122.2
$117.03
0.48%
Add 20.26%
19,784
3,333
CSCO 		Cisco Systems Inc2024-06-30Add
+0.10%
●
45.52 ($47.48) 50.04
$55.68
17.27%
Add 18.21%
39,622
6,105
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.10%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-994

Peterson Wealth Services Total Holding History ($B)

To

Peterson Wealth Services's Asset Allocation

To

Peterson Wealth Services Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Peterson Wealth Services's Hypothetical Growth since 2024-06-30

Peterson Wealth Services's Yearly Returns

Year Portfolio % % Excess Gain %

Peterson Wealth Services's Holdings Heat Map

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Peterson Wealth Services's Holdings Bubble Chart

Peterson Wealth Services News

  • 1

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