Peterson Wealth Services

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$313M
Signature - Title
Shaun Peterson - VP of Wealth Management
Location
South Ogden, UT
Summary
This page shows a list of all the recent 13F filings made by Peterson Wealth Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peterson Wealth Services reported 218 stock holdings with total value $313M as of Q3 2024. Top holdings included AAPL, NVDA, VUG, COST, and TSLA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 218 $313M +$41.3M -$12.9M +$28.4M AAPL, NVDA, VUG, COST, TSLA 13F-HR 11/6/2024, 06:14 PM
Q2 2024 111 $286M +$28.5M -$4.49M +$24M AAPL, NVDA, VUG, COST, AVGO 13F-HR 7/30/2024, 10:18 AM
Q1 2024 112 $275M +$37.2M -$17.6M +$19.6M AAPL, NVDA, VUG, COST, AMZN 13F-HR 5/1/2024, 05:26 PM
Q4 2023 105 $233M +$96.8M -$14.8M +$82.1M AAPL, VUG, TSLA, COST, NVDA 13F-HR 1/31/2024, 11:53 AM
Q3 2023 63 $134M +$11M -$83.3M -$72.3M NVDA, AMZN, JPM, RJF, AVGO 13F-HR 11/14/2023, 09:04 AM
Q2 2023 89 $208M +$35.7M -$35.9M -$240K AAPL, VUG, TSLA, NVDA, AMZN 13F-HR 7/13/2023, 04:10 PM
Q1 2023 91 $194M +$42.4M -$30.1M +$12.2M AAPL, MOO, TSLA, XLE, JPM 13F-HR 4/6/2023, 03:06 PM
Q4 2022 89 $175M +$38.4M -$14.8M +$23.6M VEA, AAPL, SPYD, MOO, XLE 13F-HR 1/20/2023, 01:40 PM
Q3 2022 85 $141M +$15.3M -$1.95M +$13.3M AAPL, MOO, XLE, COST, TSLA 13F-HR 11/9/2022, 01:06 PM
Q2 2022 85 $139M +$17.9M -$14M +$3.95M AAPL, MOO, XLE, FTCS, COST 13F-HR 7/11/2022, 04:57 PM
Q1 2022 87 $163M +$21.2M -$6.73M +$14.5M AAPL, MOO, XLE, COST, FTCS 13F-HR 4/18/2022, 03:17 PM
Q4 2021 87 $151M $0 $0 AAPL, MOO, COST, XLE, FTCS 13F-HR 1/31/2022, 04:14 PM