Holdings
Petersen Hastings Wealth Advisors Inc.
As of Jun 30, 2026, Petersen Hastings Wealth Advisors Inc. reported 23 positions worth US$23.7M. Largest: Apple Inc, Microsoft Corp. and Costco Wholesale Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 23,991 | US$6.94M | +4,247 | Jun 30, 2026 |
| Microsoft Corp. | 9,432 | US$3.52M | +2,164 | Jun 30, 2026 |
| Costco Wholesale Corporation | 2,319 | US$2.17M | −8 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,191 | US$2.1M | +1,705 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,132 | US$1.48M | −17 | Jun 30, 2026 |
| Tesla, Inc. | 3,436 | US$1.45M | +2,017 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,966 | US$945K | −143 | Jun 30, 2026 |
| Exxon Mobil Corporation | 4,625 | US$632K | +123 | Jun 30, 2026 |
| Intuitive Surgical, Inc. | 1,375 | US$547K | no change | Jun 30, 2026 |
| Oracle Corporation | 2,780 | US$407K | no change | Jun 30, 2026 |