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  Name: Peterson Wealth Services
  City: South Ogden
  State: UT
  Zip: 84405
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $274,588,000
  Total Value Change : $41,346,000
  Securities Held Change : 7
   
All Securities Held : 112
  New Positions : 12
  Closed Positions : 5
  Increased Positions : 72
  Unchanged Positions : 2
  Decreased Positions : 26

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LLY)1 Year Chart         LLY Eli Lilly & Co 25 New $771.12 $3,490,000 4,487 1.27% 3,490,000 4,487 0    Drug Manufacturers - ...
   (ACHC)1 Year Chart         ACHC Acadia Healthcare Company Inc 33 New $73.18 $2,739,000 34,570 1% 2,739,000 34,570 0.035    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 44 New $117.87 $1,912,000 16,451 0.7% 1,912,000 16,451 0    Integrated Oil & Gas
   (CELH)1 Year Chart         CELH Celsius Holdings Inc 58 New $92.57 $954,000 11,502 0.35% 954,000 11,502 0.005    Beverage Soft Drinks...
   (SWAV)1 Year Chart         SWAV Shockwave Medical, Inc. 61 New $330.88 $847,000 2,601 0.31% 847,000 2,601 0.007    N/A
   (CROX)1 Year Chart         CROX Crocs Inc 64 New $142.01 $828,000 5,761 0.3% 828,000 5,761 0.009    Textile - Apparel Foo...
   (HQY)1 Year Chart         HQY Healthequity Inc 77 New $0.00 $671,000 8,224 0.24% 671,000 8,224 0.009    N/A
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 78 New $93.19 $666,000 7,613 0.24% 666,000 7,613 0.002    N/A
   (LNTH)1 Year Chart         LNTH Lantheus Holdings, Inc. 79 New $81.10 $649,000 10,433 0.24% 649,000 10,433 0.014    N/A
   (PCTY)1 Year Chart         PCTY Paylocity Holding Corp 82 New $172.17 $622,000 3,621 0.23% 622,000 3,621 0.007    N/A
   (ACLS)1 Year Chart         ACLS Axcelis Technologies Inc 85 New $113.57 $578,000 5,180 0.21% 578,000 5,180 0.015    Semiconductor Equipme...
   (DXCM)1 Year Chart         DXCM DexCom Inc 111 New $131.91 $214,000 1,543 0.08% 214,000 1,543 0    Medical Instruments &...

      12 Records Found
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