Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 31, 2022. Long positions only.
- Positions
- 87
- No filing for Q3 2021
- Portfolio value
- $150.8M
- No filing for Q3 2021
Peterson Wealth Services did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 74,817 | $13.3M | 8.8% | – | – | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 85,986 | $8.20M | 5.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 9,479 | $5.38M | 3.6% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 94,929 | $5.27M | 3.5% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 60,014 | $5.07M | 3.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 25,960 | $4.11M | 2.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 13,319 | $3.92M | 2.6% | – | – | History |
| TSLATesla, Inc. | Stock | 3,611 | $3.82M | 2.5% | – | – | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 28,400 | $3.80M | 2.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,112 | $3.71M | 2.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 8,717 | $3.62M | 2.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,275 | $3.37M | 2.2% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,420 | $3.30M | 2.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 12,981 | $3.27M | 2.2% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 8,516 | $3.05M | 2.0% | – | – | History |
| AVGOBroadcom Inc. | Stock | 4,527 | $3.01M | 2.0% | – | – | History |
| NFLXNetflix Inc | Stock | 4,500 | $2.71M | 1.8% | – | – | History |
| VVisa Inc. | Stock | 12,490 | $2.71M | 1.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 15,732 | $2.69M | 1.8% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,123 | $2.61M | 1.7% | – | – | – |
| ZTSZoetis Inc. | Stock | 10,677 | $2.61M | 1.7% | – | – | History |
| SBUXStarbucks Corp | Stock | 22,271 | $2.60M | 1.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 897 | $2.60M | 1.7% | – | – | History |
| WRKWestRock Co | COM | 55,135 | $2.45M | 1.6% | – | – | History |
| SYKStryker Corp | Stock | 8,985 | $2.40M | 1.6% | – | – | History |
| CNQCanadian Natural Resources Ltd | COM | 55,939 | $2.37M | 1.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 7,027 | $2.36M | 1.6% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 35,528 | $2.34M | 1.6% | – | – | – |
| Invesco Exchange Traded FD T46137V720 | LEISU ENTMT ETF | 47,160 | $2.31M | 1.5% | – | – | – |
| DGDollar General Corp | COM | 9,132 | $2.15M | 1.4% | – | – | History |
| LULUlululemon athletica inc. | Stock | 5,496 | $2.15M | 1.4% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 9,724 | $2.07M | 1.4% | – | – | History |
| MKSIMKS Inc | COM | 11,668 | $2.03M | 1.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,960 | $1.98M | 1.3% | – | – | History |
| FIXComfort Systems USA Inc | COM | 19,617 | $1.94M | 1.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 7,567 | $1.92M | 1.3% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 4,534 | $1.71M | 1.1% | – | – | History |
| RJFRaymond James Financial Inc | COM | 16,982 | $1.71M | 1.1% | – | – | History |
| SYYSysco Corp | Stock | 20,366 | $1.60M | 1.1% | – | – | History |
| NGVTIngevity Corp | COM | 20,222 | $1.45M | 1.0% | – | – | History |
| CECelanese Corp | Stock | 8,313 | $1.40M | 0.9% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,083 | $1.35M | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,610 | $1.21M | 0.8% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 7,688 | $1.19M | 0.8% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,598 | $1.05M | 0.7% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 51,270 | $1.04M | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,911 | $908.0K | 0.6% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,517 | $561.0K | 0.4% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 1,700 | $462.0K | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 6,845 | $434.0K | 0.3% | – | – | History |
| ETNEaton Corp plc | Stock | 2,475 | $428.0K | 0.3% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 6,437 | $412.0K | 0.3% | – | – | History |
| CMECME Group Inc. | COM | 1,799 | $411.0K | 0.3% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,344 | $409.0K | 0.3% | – | – | History |
| CBChubb Ltd | Stock | 2,038 | $394.0K | 0.3% | – | – | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 4,597 | $388.0K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 2,614 | $378.0K | 0.3% | – | – | History |
| COPConocoPhillips | Stock | 5,196 | $375.0K | 0.2% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 2,029 | $369.0K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 7,059 | $367.0K | 0.2% | – | – | History |
| FHNFirst Horizon Corp | COM | 22,147 | $362.0K | 0.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 4,635 | $355.0K | 0.2% | – | – | History |
| HBIHanesbrands Inc. | COM | 21,198 | $354.0K | 0.2% | – | – | History |
| CMCSAComcast Corp | Stock | 6,852 | $345.0K | 0.2% | – | – | History |
| FDUSFidus Investment Corp | COM | 18,883 | $340.0K | 0.2% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,165 | $330.0K | 0.2% | – | – | – |
| BBYBest Buy Co Inc | Stock | 3,149 | $320.0K | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 2,960 | $306.0K | 0.2% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 2,322 | $301.0K | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,863 | $299.0K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 103 | $298.0K | 0.2% | – | – | History |
| GRMNGarmin Ltd | SHS | 2,163 | $295.0K | 0.2% | – | – | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,829 | $294.0K | 0.2% | – | – | – |
| DVNDevon Energy Corp | Stock | 6,405 | $282.0K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,262 | $259.0K | 0.2% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,892 | $259.0K | 0.2% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 683 | $253.0K | 0.2% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 1,879 | $250.0K | 0.2% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 878 | $248.0K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 479 | $241.0K | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 1,460 | $239.0K | 0.2% | – | – | History |
| TTTrane Technologies plc | SHS | 1,178 | $238.0K | 0.2% | – | – | History |
| DRIDarden Restaurants Inc | COM | 1,572 | $237.0K | 0.2% | – | – | History |
| ROPRoper Technologies Inc | Stock | 469 | $231.0K | 0.2% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 999 | $228.0K | 0.2% | – | – | History |
| SYFSynchrony Financial | COM | 4,606 | $214.0K | 0.1% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,420 | $202.0K | 0.1% | – | – | – |