Peterson Wealth Services

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
South Ogden, UT
CIK
0001906799
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 105 233,241 AAPL, VUG, TSLA, COST 13F-HR 1/31/2024 000190679924000001
Q3 2023 63 133,660 NVDA, AMZN, JPM, RJF 13F-HR 11/14/2023 000190679923000004
Q2 2023 89 208,284 AAPL, VUG, TSLA, NVDA 13F-HR 7/13/2023 000190679923000003
Q1 2023 91 194,318 AAPL, MOO, TSLA, XLE 13F-HR 4/6/2023 000190679923000002
Q4 2022 89 174,599 VEA, AAPL, SPYD, MOO 13F-HR 1/20/2023 000190679923000001
Q3 2022 85 141,050 AAPL, MOO, XLE, COST 13F-HR 11/9/2022 000190679922000004
Q2 2022 85 138,738 AAPL, MOO, XLE, FTCS 13F-HR 7/11/2022 000190679922000003
Q1 2022 87 162,656 AAPL, MOO, XLE, COST 13F-HR 4/18/2022 000190679922000002
Q4 2021 87 150,775 AAPL, MOO, COST, XLE 13F-HR 1/31/2022 000190679922000001