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| Name: |
Peterson Wealth Services |
| City: |
South Ogden |
| State: |
UT |
| Zip: |
84405 |
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data |
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| Holdings
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26 |
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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 |
|
NVDA |
NVIDIA Corporation |
2 |
- |
$924.79 |
$15,118,000 |
16,732 |
5.51% |
5,561,000 |
-2,566 |
0.001 |
Semiconductor - Speci... |
|
|
VUG |
Vanguard Growth VIPERS |
3 |
- |
$350.63 |
$13,971,000 |
40,590 |
5.09% |
326,000 |
-3,301 |
0.015 |
Closed - End Fund - E... |
|
|
COST |
Costco Wholesale Corp |
4 |
- |
$795.81 |
$10,424,000 |
14,228 |
3.8% |
414,000 |
-934 |
0.003 |
Discount, Variety Stores |
|
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AVGO |
Broadcom Limited |
6 |
- |
$1,395.29 |
$8,873,000 |
6,695 |
3.23% |
552,000 |
-759 |
0.002 |
Semiconductor- Broad... |
|
|
JPM |
JP Morgan Chase & Co |
7 |
- |
$204.79 |
$8,659,000 |
43,230 |
3.15% |
1,052,000 |
-1,491 |
0.001 |
Domestic Money Center... |
|
|
TSLA |
Tesla Motors Inc |
9 |
- |
$177.81 |
$7,098,000 |
40,376 |
2.58% |
-4,613,000 |
-6,730 |
0.001 |
Auto Manufacturers |
|
|
BRK.B |
Berkshire Hathaway B |
11 |
- |
$416.94 |
$5,958,000 |
14,169 |
2.17% |
867,000 |
-104 |
0.001 |
Property & Casualty I... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
14 |
- |
$131.89 |
$5,089,000 |
39,632 |
1.85% |
888,000 |
-972 |
0.002 |
Drug Manufacturers - ... |
|
|
FIX |
Comfort Systems USA Inc |
18 |
- |
$316.23 |
$4,428,000 |
13,938 |
1.61% |
1,113,000 |
-2,176 |
0.038 |
General Contractors |
|
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INTC |
Intel Corp |
19 |
- |
$31.83 |
$4,370,000 |
98,936 |
1.59% |
-777,000 |
-3,474 |
0.002 |
Semiconductor- Broad... |
|
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UNP |
Union Pacific Corp |
24 |
- |
$244.97 |
$3,754,000 |
15,265 |
1.37% |
-85,000 |
-366 |
0.002 |
Railroads |
|
|
VTV |
Vanguard Value VIPERS |
32 |
- |
$163.65 |
$2,753,000 |
16,903 |
1% |
213,000 |
-84 |
0.003 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
46 |
- |
$486.69 |
$1,826,000 |
3,798 |
0.66% |
-180,000 |
-796 |
0 |
Closed - End Fund - E... |
|
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JNJ |
Johnson & Johnson |
48 |
- |
$154.64 |
$1,637,000 |
10,350 |
0.6% |
-2,403,000 |
-15,423 |
0 |
Drug Manufacturers - ... |
|
|
IEFA |
Ishares Core Msci Eafe |
57 |
- |
$0.00 |
$1,112,000 |
14,976 |
0.4% |
-65,000 |
-1,757 |
0 |
N/A |
|
|
VZ |
Verizon Communications Inc |
59 |
- |
$40.06 |
$884,000 |
21,069 |
0.32% |
-52,000 |
-3,760 |
0.001 |
Telecom Services - Do... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
67 |
- |
$54.95 |
$754,000 |
14,621 |
0.27% |
-27,000 |
-811 |
0 |
N/A |
|
|
CRM |
Salesforce.com Inc |
83 |
- |
$285.61 |
$597,000 |
1,983 |
0.22% |
73,000 |
-9 |
0 |
Internet Software & S... |
|
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AGG |
iShares Barclays Agency Bond |
93 |
- |
$96.77 |
$433,000 |
4,417 |
0.16% |
-61,000 |
-563 |
0 |
Closed - End Fund - E... |
|
|
GOOGL |
Alphabet Inc |
94 |
- |
$176.06 |
$422,000 |
2,797 |
0.15% |
23,000 |
-59 |
0 |
Search Engines & Info... |
|
|
ICE |
Intercontinental Exchange Inc |
95 |
- |
$138.40 |
$407,000 |
2,965 |
0.15% |
25,000 |
-5 |
0.001 |
Business Services |
|
|
FISV |
Fiserv Inc |
96 |
- |
$152.71 |
$385,000 |
2,412 |
0.14% |
64,000 |
-6 |
0 |
Business Software & S... |
|
|
IJR |
iShares Core S&P Small-Cap |
100 |
- |
$110.39 |
$365,000 |
3,305 |
0.13% |
-34,000 |
-381 |
0.001 |
Closed - End Fund - E... |
|
|
PXD |
Pioneer Natural Resources Co |
107 |
- |
$275.32 |
$261,000 |
994 |
0.1% |
-95,000 |
-587 |
0 |
Independent Oil & Gas |
|
|
XLE |
SPDR Energy Sector |
109 |
- |
$94.96 |
$248,000 |
2,627 |
0.09% |
-344,000 |
-4,431 |
0 |
Closed - End Fund - E... |
|
|
ISTB |
Ishares Core Short Term Us ... |
110 |
- |
$47.23 |
$215,000 |
4,528 |
0.08% |
-1,000 |
-16 |
0 |
N/A |
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