PETERSON WEALTH SERVICES Holdings
PETERSON WEALTH SERVICES is an investment fund managing more than 141.05M US dollars. The largest holdings include Apple, VanEck Agribusiness ETF and Energy Select Sector SPDR Fund. In Q3 2022 the fund bought assets of total value of 5.44M US dollars and sold assets of total value of 3.14M US dollars.
PETERSON WEALTH SERVICES portfolio value:
$141.05M
portfolio value
PETERSON WEALTH SERVICES quarter portfolio value change:
-31.59%
quarter
PETERSON WEALTH SERVICES portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2022 | 14928000 | 4486000 |
| Q2 2022 | -4717000 | 18027000 |
| Q3 2022 | 5442000 | 3142000 |
PETERSON WEALTH SERVICES 13F holdings
| Stock |
|---|
| Portfolio share: 7.87% Portfolio value: 11.09M Avg. open price: $156.99 Current price: $147.81 P/L: -5.85% Bought +3.46% shares Q3 2022 |
| Portfolio share: 5.78% Portfolio value: 8.15M Avg. open price: $100.84 Current price: $92.97 P/L: -7.81% Sold -0.10% shares Q3 2022 |
| Portfolio share: 4.62% Portfolio value: 6.51M Avg. open price: $71.51 Current price: $90.31 P/L: +26.29% Bought +4.05% shares Q3 2022 |
| Portfolio share: 3.37% Portfolio value: 4.75M Avg. open price: $547.63 Current price: $494.53 P/L: -9.70% Bought +1.43% shares Q3 2022 |
| Portfolio share: 2.98% Portfolio value: 4.19M Avg. open price: $906.06 Current price: $194.86 P/L: -78.49% Bought +6.54% shares Q3 2022 |
| Portfolio share: 2.94% Portfolio value: 4.14M Avg. open price: $101.22 Current price: $119.16 P/L: +17.73% Bought +1.21% shares Q3 2022 |
| Portfolio share: 2.93% Portfolio value: 4.13M Avg. open price: $142.06 Current price: $135.16 P/L: -4.86% Bought +9.54% shares Q3 2022 |
| Portfolio share: 2.76% Portfolio value: 3.89M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.59% shares Q3 2022 |
| Portfolio share: 2.51% Portfolio value: 3.54M Avg. open price: $82.44 Current price: $78.75 P/L: -4.48% Sold -22.06% shares Q3 2022 |
| Portfolio share: 2.41% Portfolio value: 3.40M Avg. open price: $45.74 Current price: $59.96 P/L: +31.09% Bought +8.78% shares Q3 2022 |
| Portfolio share: 2.33% Portfolio value: 3.28M Avg. open price: $334.94 Current price: $327.99 P/L: -2.07% Bought +10.13% shares Q3 2022 |
| Portfolio share: 2.26% Portfolio value: 3.18M Avg. open price: $242.17 Current price: $214.73 P/L: -11.33% Bought +8.34% shares Q3 2022 |
| Portfolio share: 2.22% Portfolio value: 3.13M Avg. open price: $175.56 Current price: $178.88 P/L: +1.89% Bought +10.68% shares Q3 2022 |
| Portfolio share: 2.20% Portfolio value: 3.10M Avg. open price: $2,494.57 Current price: $94.13 P/L: -96.23% Bought +2.74% shares Q3 2022 |
| Portfolio share: 2.03% Portfolio value: 2.86M Avg. open price: $215.5 Current price: $217.66 P/L: +1.00% Bought +3.44% shares Q3 2022 |
| Portfolio share: 1.95% Portfolio value: 2.75M Avg. open price: $585.07 Current price: $540.8 P/L: -7.57% Bought +12.51% shares Q3 2022 |
| Portfolio share: 1.90% Portfolio value: 2.68M Avg. open price: $236.27 Current price: $243.96 P/L: +3.25% Bought +0.85% shares Q3 2022 |
| Portfolio share: 1.79% Portfolio value: 2.52M Avg. open price: $147.05 Current price: $146 P/L: -0.71% Sold -1.80% shares Q3 2022 |
| Portfolio share: 1.70% Portfolio value: 2.39M Avg. open price: $230.08 Current price: $230 P/L: -0.04% Bought +12.97% shares Q3 2022 |
| Portfolio share: 1.66% Portfolio value: 2.34M Avg. open price: $316.52 Current price: $302.85 P/L: -4.32% Bought +1.77% shares Q3 2022 |
| Portfolio share: 1.57% Portfolio value: 2.21M Avg. open price: $103.15 Current price: $105.05 P/L: +1.84% Bought +1.68% shares Q3 2022 |
| Portfolio share: 1.55% Portfolio value: 2.18M Avg. open price: $98.79 Current price: $122.18 P/L: +23.67% Bought +5.11% shares Q3 2022 |
| Portfolio share: 1.52% Portfolio value: 2.14M Avg. open price: $37.41 Current price: $29.41 P/L: -21.38% Bought +4.06% shares Q3 2022 |
| Portfolio share: 1.52% Portfolio value: 2.14M Avg. open price: $44.03 Current price: $37.85 P/L: -14.04% Bought +2.55% shares Q3 2022 |
| Portfolio share: 1.51% Portfolio value: 2.13M Avg. open price: $93.86 Current price: $126 P/L: +34.25% Bought +1.19% shares Q3 2022 |
| Portfolio share: 1.43% Portfolio value: 2.01M Avg. open price: $246.39 Current price: $239.41 P/L: -2.83% Bought +7.96% shares Q3 2022 |
| Portfolio share: 1.39% Portfolio value: 1.95M Avg. open price: $2,290.61 Current price: $100.83 P/L: -95.60% Bought +2.72% shares Q3 2022 |
| Portfolio share: 1.35% Portfolio value: 1.90M Avg. open price: $62.3 Current price: $53.63 P/L: -13.91% Bought +1.88% shares Q3 2022 |
| Portfolio share: 1.31% Portfolio value: 1.84M Avg. open price: $250.84 Current price: $168.76 P/L: -32.72% Bought +3.25% shares Q3 2022 |
| Portfolio share: 1.29% Portfolio value: 1.82M Avg. open price: $214.85 Current price: $157.42 P/L: -26.73% Bought +2.27% shares Q3 2022 |
| Portfolio share: 1.24% Portfolio value: 1.75M Avg. open price: $610.14 Current price: $563 P/L: -7.73% Bought +4.67% shares Q3 2022 |
| Portfolio share: 1.23% Portfolio value: 1.73M Avg. open price: $365.94 Current price: $385.99 P/L: +5.48% Bought +2.11% shares Q3 2022 |
| Portfolio share: 1.19% Portfolio value: 1.67M Avg. open price: $79.83 Current price: $85.33 P/L: +6.89% Bought +1.99% shares Q3 2022 |
| Portfolio share: 1.18% Portfolio value: 1.65M Avg. open price: $322.48 Current price: $233.17 P/L: -27.69% Sold -1.25% shares Q3 2022 |
| Portfolio share: 1.06% Portfolio value: 1.49M Avg. open price: $58.88 Current price: $68.21 P/L: +15.85% Bought +3.40% shares Q3 2022 |
| Portfolio share: 1.05% Portfolio value: 1.48M Avg. open price: $69.19 Current price: $77.57 P/L: +12.10% Bought +2.00% shares Q3 2022 |
| Portfolio share: 0.98% Portfolio value: 1.38M Avg. open price: $129.4 Current price: $109.11 P/L: -15.68% Bought +50.22% shares Q3 2022 |
| Portfolio share: 0.96% Portfolio value: 1.35M Avg. open price: $409.12 Current price: $374 P/L: -8.58% Bought +4.15% shares Q3 2022 |
| Portfolio share: 0.91% Portfolio value: 1.28M Avg. open price: $143.18 Current price: $83.86 P/L: -41.43% Bought +8.53% shares Q3 2022 |
| Portfolio share: 0.76% Portfolio value: 1.07M Avg. open price: $296.14 Current price: $255.02 P/L: -13.89% Bought +24.43% shares Q3 2022 |
| Portfolio share: 0.75% Portfolio value: 1.05M Avg. open price: $136.02 Current price: $93.96 P/L: -30.92% Bought +4.52% shares Q3 2022 |
| Portfolio share: 0.61% Portfolio value: 867K Avg. open price: $82.28 Current price: $118.23 P/L: +43.70% Bought +16.03% shares Q3 2022 |
| Portfolio share: 0.59% Portfolio value: 839K Avg. open price: $85.2 Current price: $110.04 P/L: +29.15% Bought +35.90% shares Q3 2022 |
| Portfolio share: 0.58% Portfolio value: 813K Avg. open price: $59.59 Current price: $48.68 P/L: -18.31% Bought +0.43% shares Q3 2022 |
| Portfolio share: 0.56% Portfolio value: 797K Avg. open price: $22.11 Current price: $24.68 P/L: +11.64% Bought +28.23% shares Q3 2022 |
| Portfolio share: 0.55% Portfolio value: 777K Avg. open price: $233.87 Current price: $272.7 P/L: +16.60% Bought +33.08% shares Q3 2022 |
| Portfolio share: 0.54% Portfolio value: 762K Avg. open price: $199.29 Current price: $219.16 P/L: +9.97% Bought +38.42% shares Q3 2022 |
| Portfolio share: 0.54% Portfolio value: 758K Avg. open price: $131.89 Current price: $145.48 P/L: +10.31% Bought +42.42% shares Q3 2022 |
| Portfolio share: 0.53% Portfolio value: 752K Avg. open price: $132.74 Current price: $153.22 P/L: +15.43% Bought +41.73% shares Q3 2022 |
| Portfolio share: 0.52% Portfolio value: 737K Avg. open price: $52.1 Current price: $68.46 P/L: +31.41% Bought +22.68% shares Q3 2022 |
| Portfolio share: 0.52% Portfolio value: 733K Avg. open price: $24.81 Current price: $24.85 P/L: +0.17% Bought +34.70% shares Q3 2022 |
| Portfolio share: 0.51% Portfolio value: 719K Avg. open price: $142.48 Current price: $163.31 P/L: +14.62% Bought +41.27% shares Q3 2022 |
| Portfolio share: 0.50% Portfolio value: 706K Avg. open price: $259.63 Current price: $318.44 P/L: +22.65% Bought +39.13% shares Q3 2022 |
| Portfolio share: 0.50% Portfolio value: 704K Avg. open price: $79.44 Current price: $79.98 P/L: +0.68% Bought +29.02% shares Q3 2022 |
| Portfolio share: 0.50% Portfolio value: 702K Avg. open price: $206.68 Current price: $224.94 P/L: +8.84% Bought +45.20% shares Q3 2022 |
| Portfolio share: 0.49% Portfolio value: 689K Avg. open price: $217.51 Current price: $176.63 P/L: -18.79% Bought +42.07% shares Q3 2022 |
| Portfolio share: 0.48% Portfolio value: 671K Avg. open price: $17.45 Current price: $19.45 P/L: +11.46% Bought +34.92% shares Q3 2022 |
| Portfolio share: 0.47% Portfolio value: 665K Avg. open price: $50.5 Current price: $49.7 P/L: -1.58% Bought +45.34% shares Q3 2022 |
| Portfolio share: 0.45% Portfolio value: 628K Avg. open price: $51.17 Current price: $38.18 P/L: -25.38% Bought +46.11% shares Q3 2022 |
| Portfolio share: 0.44% Portfolio value: 617K Avg. open price: N/A Current price: $38.81 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.43% Portfolio value: 607K Avg. open price: $98.06 Current price: $79.62 P/L: -18.80% Bought +46.81% shares Q3 2022 |
| Portfolio share: 0.42% Portfolio value: 596K Avg. open price: $173.45 Current price: $140.17 P/L: -19.19% Bought +36.64% shares Q3 2022 |
| Portfolio share: 0.42% Portfolio value: 591K Avg. open price: $453.33 Current price: $406.91 P/L: -10.24% Bought +2.04% shares Q3 2022 |
| Portfolio share: 0.39% Portfolio value: 553K Avg. open price: $43.47 Current price: $35.86 P/L: -17.50% Bought +55.87% shares Q3 2022 |
| Portfolio share: 0.39% Portfolio value: 553K Avg. open price: N/A Current price: N/A P/L: N/A Bought +6.44% shares Q3 2022 |
| Portfolio share: 0.39% Portfolio value: 549K Avg. open price: $114.39 Current price: $94.32 P/L: -17.55% Bought +51.57% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 419K Avg. open price: $49.36 Current price: $46.73 P/L: -5.32% Sold -4.67% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 397K Avg. open price: $20.3 Current price: $17.08 P/L: -15.86% Sold -5.67% shares Q3 2022 |
| Portfolio share: 0.26% Portfolio value: 369K Avg. open price: $270.24 Current price: $257 P/L: -4.90% Bought +2.81% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 342K Avg. open price: N/A Current price: $308.27 P/L: N/A Sold -1.40% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 309K Avg. open price: $508.35 Current price: $536.16 P/L: +5.47% Bought +7.75% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 303K Avg. open price: $26.76 Current price: $26.56 P/L: -0.75% Bought +7.10% shares Q3 2022 |
| Portfolio share: 0.20% Portfolio value: 286K Avg. open price: $255.33 Current price: $144.56 P/L: -43.38% Sold -0.15% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 272K Avg. open price: $117.84 Current price: $76.55 P/L: -35.04% Bought +9.99% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 259K Avg. open price: $122.28 Current price: $109.25 P/L: -10.66% Bought +11.62% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 251K Avg. open price: $2,248.56 Current price: $100.44 P/L: -95.53% Bought +7.34% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 251K Avg. open price: $32.56 Current price: $38.87 P/L: +19.40% Bought +11.96% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 248K Avg. open price: $130.59 Current price: $130.85 P/L: +0.20% Bought +13.58% shares Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 241K Avg. open price: $200.82 Current price: $179.01 P/L: -10.86% N/A Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 231K Avg. open price: N/A Current price: $80.19 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 219K Avg. open price: $252.46 Current price: $217.73 P/L: -13.76% Bought +9.59% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 218K Avg. open price: N/A Current price: $99.29 P/L: N/A Sold -3.91% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 203K Avg. open price: $311.19 Current price: $239.01 P/L: -23.19% Bought +11.10% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 203K Avg. open price: $110.97 Current price: $102.13 P/L: -7.96% Bought +3.74% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 203K Avg. open price: $206.15 Current price: $191.91 P/L: -6.91% Bought +10.61% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $164.16 Current price: $156.75 P/L: -4.51% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $485.99 Current price: $443.87 P/L: -8.67% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $15.88 Current price: $6.72 P/L: -57.68% Sold -100.00% shares Q3 2022 |
Showing TOP 88 PETERSON WEALTH SERVICES's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of PETERSON WEALTH SERVICES?
The biggest position of the PETERSON WEALTH SERVICES is Apple Inc. (AAPL) with 7.87% portfolio share worth of 11.1M US dollars.
Top 5 PETERSON WEALTH SERVICES's holdings represent 24.62% of the portfolio:
- Apple Inc. (AAPL) – 7.87%
- VanEck Agribusiness ETF (MOO) – 5.78%
- Energy Select Sector SPDR Fund (XLE) – 4.62%
- Costco Wholesale Corporation (COST) – 3.37%
- Tesla, Inc. (TSLA) – 2.98%
Who is the portfolio manager of PETERSON WEALTH SERVICES?
The portfolio manager of the PETERSON WEALTH SERVICES is .
What is the total asset value of the PETERSON WEALTH SERVICES portfolio?
PETERSON WEALTH SERVICES total asset value (portfolio value) is 141.05M US dollars.
Who is ?
is the portfolio manager of the PETERSON WEALTH SERVICES.
What is (PETERSON WEALTH SERVICES) fund performance?
PETERSON WEALTH SERVICES's quarterly performance is -31.59%, annualy 0.00%.
What is the PETERSON WEALTH SERVICES CIK?
PETERSON WEALTH SERVICES's Central Index Key is 0001906799 .