Peterson-Wealth-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "HOOD",
  "MPWR",
  "OSK",
  "RJF",
  "STRL",
  null,
  "SMCI",
  "ATKR",
  "ARM",
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  null,
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "ASML",
  "CAT",
  "AVGO",
  "ACLS",
  "BOH",
  "CMI",
  "NVEE",
  "MGRC",
  "M",
  "POWL",
  "EOG",
  null,
  "BV",
  "GD",
  "HD",
  "UNP",
  "ISRG",
  "HUBS",
  "LEN",
  "AMAT",
  "ICE",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  "IQV",
  null,
  "KNSL",
  "LHX",
  "ENSG",
  "MPC",
  "MDT",
  "MSFT",
  "ELF",
  "FCNCA",
  "FIS",
  "GE",
  "HQY",
  "GRFS",
  "ICUI",
  "OXY",
  "ODFL",
  "FDUS",
  "FAST",
  "IJR",
  "EFG",
  "ORCL",
  "NOC",
  "EEM",
  "PEP",
  "IEMG",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "INTC",
  "GEHC",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  "DGX",
  "IEFA",
  "SPGI",
  "RS",
  "O",
  "RTX",
  null,
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UPS",
  "NEM",
  "UFPT",
  "PCTY",
  "SCHW",
  "AEIS",
  null,
  "VSS",
  "PACS",
  "VIG",
  "TSM",
  null,
  "EW",
  "TT",
  "AGCO",
  "VRT",
  "MTDR",
  "ONB",
  "MUSA",
  "APH",
  "AMD",
  "EL",
  "FI",
  "DRI",
  "F",
  "WM",
  "BKR",
  "IESC",
  "LSTR",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "AAON",
  "VGT",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WLK",
  "GRMN",
  "ONTO",
  "CNQ",
  "JNPR",
  "NSC",
  "KEY",
  "JCI",
  "NXPI",
  "TTD",
  "SW",
  "PSX",
  "SSD",
  "CRM",
  "SWKS",
  null,
  "SYY",
  "ZION",
  "LNTH",
  "GEV",
  "ZWS",
  "PAYC",
  null,
  "STM",
  "STE",
  "LULU",
  "ADP",
  "BRK-B",
  "BYND",
  "BA",
  "BMY",
  "BC",
  "CDNS",
  "CELH",
  "CF",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "CME",
  "CGNX",
  "FIX",
  "CMCSA",
  "COP",
  "COST",
  "CSX",
  "DVN",
  "FANG",
  "DXCM",
  "ADI",
  "NEE",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "XLK",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 206
Total Value: 322799943
Accession Number: 0001906799-25-000001
Form Type: 13F-HR
CIK: peterson-wealth-services
Manager Name: Peterson-Wealth-Services

Data Enrichment

93% identified

192 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

206 positions • $322.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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STMicroelectronics N.V.

STM|861012102

Shares:—

Value:$813

% of Portfolio:0.0% ($813/$322.8M)

921937835

BND|921937835

Shares:6

Value:$441

% of Portfolio:0.0% ($441/$322.8M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:4

Value:$323

% of Portfolio:0.0% ($323/$322.8M)

46137V779

Shares:4

Value:$269

% of Portfolio:0.0% ($269/$322.8M)

INTEL CORP

INTC|458140100

Shares:10

Value:$227

% of Portfolio:0.0% ($227/$322.8M)

BEYOND MEAT, INC.

BYND|08862E109

Shares:25

Value:$76

% of Portfolio:0.0% ($76/$322.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STMicroelectronics N.V.(STMcusip861012102)	—	QoQ - YoY NEW	All Managers (Combined)	$813	0.0% ($813/$322.8M)	QoQ -12.01% (-$111) YoY NEW(+$813)
(BNDcusip921937835)	6	QoQ 0.00% (+0) YoY NEW(+6)	All Managers (Combined)	$441	0.0% ($441/$322.8M)	QoQ +2.32% (+$10) YoY NEW(+$441)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	4	QoQ 0.00% (+0) YoY NEW(+4)	All Managers (Combined)	$323	0.0% ($323/$322.8M)	QoQ +3.19% (+$10) YoY NEW(+$323)
(cusip46137V779)✕	4	QoQ 0.00% (-0) YoY NEW(+4)	All Managers (Combined)	$269	0.0% ($269/$322.8M)	QoQ -11.22% (-$34) YoY NEW(+$269)
INTEL CORP(INTCcusip458140100)	10	QoQ NEW(+10) YoY -99.98% (-98.9K)	All Managers (Combined)	$227	0.0% ($227/$322.8M)	QoQ NEW(+$227) YoY -99.99% (-$4.4M)
BEYOND MEAT, INC.(BYNDcusip08862E109)	25	QoQ 0.00% (-0) YoY NEW(+25)	All Managers (Combined)	$76	0.0% ($76/$322.8M)	QoQ -19.14% (-$18) YoY NEW(+$76)