Petersen Hastings Wealth Advisors Inc.
CIK
2109614
City
KENNEWICK
State / Country
WA
Top Portfolio Positions
26 positions ·
$21,903,153 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
19,744 | $5,010,829 | 22.88% | |
| MSFT |
Microsoft Corp
Technology
|
7,268 | $2,690,395 | 12.28% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,327 | $2,318,692 | 10.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,219 | $2,093,444 | 9.56% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,486 | $1,191,291 | 5.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,109 | $855,781 | 3.91% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,502 | $763,809 | 3.49% | |
| IAU |
Ishares Gold Trust
|
7,220 | $636,515 | 2.91% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
1,375 | $633,861 | 2.89% | |
| TT |
Trane Technologies plc
Industrials
|
1,520 | $633,444 | 2.89% |
Portfolio Trend
2 quarters · across all stocks
Holdings in DSM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,869 | 28,930 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $178,498 | 28,930 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||