Peterson Wealth Services
Latest statistics and disclosures from Peterson Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, NVDA, AAPL, TSLA, JPM, and represent 28.64% of Peterson Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: FIX (+$11M), CDNS, V, MPC, ADI, SYK, ASML, JCI, LLY, MPWR.
- Started 14 new stock positions in AMRZ, GPN, QQQ, MO, CRWV, VWO, AZO, LRCX, SEIC, LRN. CIFR, IREN, TIC, KO.
- Reduced shares in these 10 stocks: CNQ (-$35B), MSI (-$9.9B), WMT (-$7.1B), BRK.B (-$6.1B), TSLA (-$6.0B), COP (-$2.2B), AAPL (-$2.1B), NVDA (-$1.5B), VUG (-$726M), AMZN (-$466M).
- Sold out of its positions in BABA, AMGN, ELV, BV, FCX, ICUI, INTC, International Bancshares Corporation, JNPR, LMT. MRP, NVEE, PYPL, QCOM, PWR, REGN, SHW, VST, SW.
- Peterson Wealth Services was a net seller of stock by $-75B.
- Peterson Wealth Services has $404M in assets under management (AUM), dropping by 10.74%.
- Central Index Key (CIK): 0001906799
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Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 216 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf Growth Etf (VUG) | 7.0 | $28M | -96% | 2.3k | 12504.34 |
|
| NVIDIA Corporation (NVDA) | 6.8 | $27M | -98% | 2.6k | 10513.17 |
|
| Apple (AAPL) | 6.0 | $24M | -98% | 1.1k | 21413.06 |
|
| Tesla Motors (TSLA) | 5.0 | $20M | -99% | 150.00 | 133513.84 |
|
| JPMorgan Chase & Co. (JPM) | 3.9 | $16M | -87% | 6.6k | 2400.79 |
|
| Comfort Systems USA (FIX) | 3.8 | $15M | +214% | 60k | 255.94 |
|
| Palantir Technologies Incorporated Class A Cl A (PLTR) | 3.8 | $15M | -95% | 3.6k | 4223.86 |
|
| Broadcom (AVGO) | 3.5 | $14M | -68% | 14k | 1029.13 |
|
| Amazon (AMZN) | 3.2 | $13M | -97% | 1.6k | 8069.91 |
|
| Costco Wholesale Corporation (COST) | 3.1 | $13M | -74% | 3.4k | 3709.22 |
|
| Raymond James Financial (RJF) | 2.6 | $11M | -45% | 34k | 313.41 |
|
| Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) | 2.2 | $8.8M | -99% | 25.00 | 351234.28 |
|
| Microsoft Corporation (MSFT) | 2.1 | $8.6M | -92% | 1.2k | 6916.34 |
|
| Oracle Corporation (ORCL) | 1.8 | $7.4M | -93% | 1.7k | 4453.30 |
|
| Visa Incorporated Com Class A Com Cl A (V) | 1.8 | $7.4M | +66% | 37k | 199.64 |
|
| Asml Holding N V N Y Registry N Y Registry Shs (ASML) | 1.8 | $7.3M | +30% | 9.9k | 737.97 |
|
| Home Depot (HD) | 1.6 | $6.4M | -93% | 1.0k | 6203.13 |
|
| Canadian Natural Resources (CNQ) | 1.5 | $6.0M | -99% | 32.00 | 186881.59 |
|
| ConocoPhillips (COP) | 1.4 | $5.7M | -99% | 160.00 | 35667.16 |
|
| Philip Morris International (PM) | 1.3 | $5.4M | -95% | 1.5k | 3603.83 |
|
| Meta Platforms Incorporated Class A Cl A (META) | 1.2 | $5.0M | -58% | 2.9k | 1768.70 |
|
| Stryker Corporation (SYK) | 1.2 | $5.0M | +57% | 21k | 235.85 |
|
| Union Pacific Corporation (UNP) | 1.1 | $4.5M | -93% | 1.2k | 3662.85 |
|
| Garmin SHS (GRMN) | 1.1 | $4.4M | -98% | 226.00 | 19629.05 |
|
| Diamondback Energy (FANG) | 1.0 | $4.1M | -69% | 8.7k | 473.58 |
|
| Cadence Design Systems (CDNS) | 1.0 | $4.1M | +1501% | 187k | 21.92 |
|
| Wal-Mart Stores (WMT) | 0.9 | $3.8M | -99% | 20.00 | 190644.95 |
|
| Marathon Petroleum Corp (MPC) | 0.9 | $3.7M | +212% | 61k | 61.24 |
|
| Motorola Solutions Incorporated Com New (MSI) | 0.9 | $3.7M | -99% | 3.00 | 1230860.00 |
|
| McDonald's Corporation (MCD) | 0.9 | $3.6M | -96% | 347.00 | 10368.89 |
|
| Eaton Corporation SHS (ETN) | 0.9 | $3.5M | -67% | 3.1k | 1141.97 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $3.5M | +57% | 7.2k | 485.16 |
|
| Chubb (CB) | 0.8 | $3.2M | -82% | 1.9k | 1646.68 |
|
| Spdr S&p 500 Etf Tr Unit (SPY) | 0.8 | $3.1M | -71% | 1.3k | 2427.27 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.8M | -88% | 2.9k | 965.42 |
|
| Matador Resources (MTDR) | 0.7 | $2.7M | -80% | 12k | 230.51 |
|
| Abbvie (ABBV) | 0.7 | $2.7M | -96% | 418.00 | 6508.05 |
|
| Johnson & Johnson (JNJ) | 0.7 | $2.6M | +31% | 20k | 130.81 |
|
| Cme (CME) | 0.7 | $2.6M | -79% | 2.0k | 1312.51 |
|
| Air Products & Chemicals (APD) | 0.6 | $2.3M | -83% | 1.4k | 1702.29 |
|
| Analog Devices (ADI) | 0.6 | $2.3M | +904% | 95k | 24.26 |
|
| Old Dominion Freight Line (ODFL) | 0.6 | $2.3M | -89% | 1.7k | 1357.34 |
|
| Johnson Controls International SHS (JCI) | 0.5 | $2.2M | +146% | 51k | 43.74 |
|
| Darden Restaurants (DRI) | 0.5 | $2.1M | -90% | 1.0k | 2053.41 |
|
| Realty Income (O) | 0.5 | $2.0M | -90% | 3.2k | 632.10 |
|
| Medtronic SHS (MDT) | 0.5 | $2.0M | -67% | 6.9k | 295.93 |
|
| Lululemon Athletica (LULU) | 0.5 | $2.0M | -99% | 82.00 | 24589.06 |
|
| Astera Labs (ALAB) | 0.5 | $1.9M | -4% | 8.6k | 225.56 |
|
| Sterling Construction Company (STRL) | 0.4 | $1.7M | -99% | 37.00 | 46049.59 |
|
| UnitedHealth (UNH) | 0.4 | $1.6M | -72% | 1.2k | 1330.32 |
|
| Fidelity National Information Services (FIS) | 0.4 | $1.5M | -99% | 122.00 | 12651.61 |
|
| Ies Hldgs (IESC) | 0.4 | $1.5M | -99% | 33.00 | 45320.06 |
|
| Cummins (CMI) | 0.4 | $1.4M | -67% | 1.1k | 1307.00 |
|
| Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.3 | $1.4M | -94% | 135.00 | 10266.84 |
|
| Comcast Corporation New Class A Cl A (CMCSA) | 0.3 | $1.4M | -56% | 19k | 72.33 |
|
| Verizon Communications (VZ) | 0.3 | $1.3M | -77% | 6.9k | 195.09 |
|
| Ensign (ENSG) | 0.3 | $1.2M | -81% | 1.4k | 911.01 |
|
| Elf Beauty (ELF) | 0.3 | $1.2M | +8% | 9.5k | 122.39 |
|
| Monolithic Power Systems (MPWR) | 0.3 | $1.1M | +551% | 8.1k | 142.00 |
|
| Advanced Energy Industries (AEIS) | 0.3 | $1.1M | -42% | 3.8k | 295.43 |
|
| Powell Industries (POWL) | 0.3 | $1.1M | -69% | 1.1k | 998.67 |
|
| Vertiv Holdings Company Com Class A Com Cl A (VRT) | 0.3 | $1.0M | +214% | 22k | 48.13 |
|
| Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) | 0.3 | $1.0M | -97% | 260.00 | 3972.58 |
|
| Super Micro Computer Incorporated Com New (SMCI) | 0.2 | $1.0M | -98% | 341.00 | 2962.72 |
|
| Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) | 0.2 | $993k | -57% | 1.6k | 603.96 |
|
| Celsius Hldgs Incorporated Com New (CELH) | 0.2 | $928k | -99% | 100.00 | 9280.04 |
|
| Axcelis Technologies Incorporated Com New (ACLS) | 0.2 | $923k | -95% | 400.00 | 2308.45 |
|
| Reliance Steel & Aluminum (RS) | 0.2 | $908k | -96% | 104.00 | 8728.83 |
|
| Public Service Enterprise (PEG) | 0.2 | $901k | -86% | 1.4k | 621.91 |
|
| Brunswick Corporation (BC) | 0.2 | $867k | -12% | 12k | 74.24 |
|
| AGCO Corporation (AGCO) | 0.2 | $833k | +10% | 8.5k | 98.29 |
|
| Simpson Manufacturing (SSD) | 0.2 | $832k | -72% | 1.4k | 611.47 |
|
| Nextera Energy (NEE) | 0.2 | $822k | -98% | 123.00 | 6684.67 |
|
| Kinsale Cap Group (KNSL) | 0.2 | $807k | -99% | 11.00 | 73320.55 |
|
| Trane Technologies SHS (TT) | 0.2 | $798k | +82% | 3.4k | 237.36 |
|
| Pacs Group Incorporated Com Shs (PACS) | 0.2 | $782k | +57% | 84k | 9.31 |
|
| Paycom Software (PAYC) | 0.2 | $755k | +8% | 3.9k | 193.47 |
|
| Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) | 0.2 | $751k | -58% | 525.00 | 1430.26 |
|
| InterDigital (IDCC) | 0.2 | $737k | -81% | 377.00 | 1955.06 |
|
| Healthequity (HQY) | 0.2 | $691k | -99% | 20.00 | 34529.45 |
|
| Netflix (NFLX) | 0.2 | $689k | +394% | 2.7k | 251.14 |
|
| Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) | 0.2 | $679k | -75% | 1.6k | 412.45 |
|
| UFP Technologies (UFPT) | 0.2 | $671k | +496% | 19k | 35.13 |
|
| Paylocity Holding Corporation (PCTY) | 0.2 | $622k | -96% | 116.00 | 5360.26 |
|
| First Ctzns Bancshares Incorporated Del Class A Cl A (FCNCA) | 0.2 | $613k | +387% | 1.6k | 379.75 |
|
| Advanced Micro Devices (AMD) | 0.2 | $607k | +112% | 7.8k | 78.10 |
|
| TJX Companies (TJX) | 0.2 | $607k | -53% | 1.9k | 320.97 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $593k | -45% | 1.0k | 593.25 |
|
| Ge Vernova (GEV) | 0.1 | $585k | +111% | 2.0k | 291.45 |
|
| Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) | 0.1 | $564k | -83% | 960.00 | 587.07 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $562k | -99% | 13.00 | 43241.38 |
|
| Extra Space Storage (EXR) | 0.1 | $543k | +599% | 25k | 21.84 |
|
| Atkore Intl (ATKR) | 0.1 | $538k | -90% | 788.00 | 683.15 |
|
| American Express Company (AXP) | 0.1 | $537k | +26% | 2.0k | 262.29 |
|
| salesforce (CRM) | 0.1 | $516k | +61% | 3.5k | 149.39 |
|
| Invesco S&p Smallcap Momentum Etf S&p Smlcp Moment (XSMO) | 0.1 | $504k | -79% | 1.4k | 366.22 |
|
| Hubspot (HUBS) | 0.1 | $482k | +300% | 3.8k | 128.11 |
|
| The Trade Desk Incorporated Com Class A Com Cl A (TTD) | 0.1 | $478k | -95% | 367.00 | 1303.64 |
|
| Steris Plc Shs Usd Shs Usd (STE) | 0.1 | $438k | +190% | 5.0k | 87.23 |
|
| Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) | 0.1 | $400k | -79% | 342.00 | 1170.77 |
|
| Iqvia Holdings (IQV) | 0.1 | $384k | -81% | 339.00 | 1132.92 |
|
| Dex (DXCM) | 0.1 | $383k | +423% | 29k | 13.24 |
|
| S&p Global (SPGI) | 0.1 | $370k | +193% | 2.2k | 169.83 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $330k | -47% | 1.8k | 188.20 |
|
| Allstate Corporation (ALL) | 0.1 | $291k | +207% | 4.1k | 71.32 |
|
| Fiserv (FI) | 0.1 | $278k | +22% | 2.6k | 108.50 |
|
| Amphenol Corporation New Class A Cl A (APH) | 0.1 | $253k | -98% | 30.00 | 8446.73 |
|
| Vanguard Value Etf Value Etf (VTV) | 0.1 | $246k | +1672% | 31k | 8.04 |
|
| Edwards Lifesciences (EW) | 0.1 | $241k | +56% | 4.6k | 52.44 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $237k | +93% | 11k | 20.97 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $235k | +72% | 16k | 14.92 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $231k | +198% | 11k | 21.24 |
|
| Automatic Data Processing (ADP) | 0.1 | $231k | -98% | 11.00 | 21030.73 |
|
| Applied Materials (AMAT) | 0.1 | $230k | -96% | 10.00 | 23042.10 |
|
| Cisco Systems (CSCO) | 0.1 | $225k | +210% | 9.7k | 23.12 |
|
| Abbott Laboratories (ABT) | 0.1 | $221k | +643% | 12k | 18.76 |
|
| Oshkosh Corporation (OSK) | 0.1 | $216k | +3459% | 57k | 3.80 |
|
| Lam Research Corporation Com New (LRCX) | 0.1 | $216k | NEW | 955.00 | 226.02 |
|
| Phillips 66 (PSX) | 0.1 | $205k | +148% | 3.6k | 56.90 |
|
| Valero Energy Corporation (VLO) | 0.1 | $204k | +137% | 2.7k | 75.60 |
|
| Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) | 0.1 | $203k | -99% | 2.00 | 101444.50 |
|
| Pulte (PHM) | 0.0 | $191k | -87% | 180.00 | 1062.84 |
|
| D.R. Horton (DHI) | 0.0 | $187k | +941% | 11k | 17.18 |
|
| Cognex Corporation (CGNX) | 0.0 | $185k | +1004% | 43k | 4.30 |
|
| Microchip Technology (MCHP) | 0.0 | $183k | +22366% | 17k | 11.02 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $178k | +1043% | 4.2k | 42.41 |
|
| Stride (LRN) | 0.0 | $176k | NEW | 13k | 13.06 |
|
| Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) | 0.0 | $175k | +387% | 14k | 12.31 |
|
| Procter & Gamble Company (PG) | 0.0 | $169k | -96% | 40.00 | 4222.48 |
|
| Intuitive Surgical Incorporated Com New (ISRG) | 0.0 | $169k | -98% | 4.00 | 42151.50 |
|
| Synopsys (SNPS) | 0.0 | $168k | +1750% | 37.00 | 4547.19 |
|
| Global Payments (GPN) | 0.0 | $167k | NEW | 1.5k | 109.63 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $160k | NEW | 6.8k | 23.42 |
|
| Lennar Corporation Class A Cl A (LEN) | 0.0 | $155k | +872% | 11k | 13.68 |
|
| EOG Resources (EOG) | 0.0 | $154k | +193% | 3.9k | 39.90 |
|
| Vaneck Natural Resources Etf Natural Resourc (HAP) | 0.0 | $154k | -71% | 775.00 | 198.38 |
|
| First Trust Capital Strength Etf Cap Strength Etf (FTCS) | 0.0 | $151k | +33% | 2.2k | 70.14 |
|
| SEI Investments Company (SEIC) | 0.0 | $149k | NEW | 5.0k | 29.93 |
|
| Spdr Technology Select Sector Fund Technology (XLK) | 0.0 | $148k | +52% | 797.00 | 185.66 |
|
| Fastenal Company (FAST) | 0.0 | $143k | +709% | 23k | 6.09 |
|
| Coca-Cola Company (KO) | 0.0 | $133k | NEW | 4.1k | 32.48 |
|
| Spdr Energy Select Sector Fund Energy (XLE) | 0.0 | $129k | -97% | 58.00 | 2227.34 |
|
| Key (KEY) | 0.0 | $124k | -71% | 1.9k | 65.48 |
|
| Landstar System (LSTR) | 0.0 | $117k | +1108% | 11k | 10.68 |
|
| Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) | 0.0 | $109k | -24% | 728.00 | 150.17 |
|
| Skyworks Solutions (SWKS) | 0.0 | $105k | +6% | 1.4k | 72.45 |
|
| Zions Bancorporation (ZION) | 0.0 | $104k | -89% | 192.00 | 540.83 |
|
| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.0 | $103k | +10% | 460.00 | 223.89 |
|
| United Parcel Service Incorporated Class B CL B (UPS) | 0.0 | $103k | +307% | 4.6k | 22.33 |
|
| Vanguard Financials Etf Financials Etf (VFH) | 0.0 | $102k | -92% | 60.00 | 1695.50 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $101k | -64% | 127.00 | 793.89 |
|
| Vanguard Information Technology Etf Inf Tech Etf (VGT) | 0.0 | $101k | -95% | 6.00 | 16799.17 |
|
| Spdr Portfolio S&p 500 High Dividend Etf Prtflo S&p500 Hi (SPYD) | 0.0 | $92k | +122% | 4.6k | 19.96 |
|
| Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) | 0.0 | $69k | -54% | 2.0k | 34.15 |
|
| Chevron Corporation (CVX) | 0.0 | $68k | +304% | 6.0k | 11.34 |
|
| Ge Aerospace Com New (GE) | 0.0 | $68k | +320% | 951.00 | 71.49 |
|
| Starbucks Corporation (SBUX) | 0.0 | $68k | +122% | 1.8k | 38.15 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $47k | +1498% | 16k | 2.96 |
|
| AutoZone (AZO) | 0.0 | $47k | NEW | 9.5k | 4.99 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $44k | +4167% | 43k | 1.03 |
|
| Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) | 0.0 | $44k | -47% | 431.00 | 102.22 |
|
| McGrath Rent (MGRC) | 0.0 | $41k | +6091% | 21k | 1.90 |
|
| Norfolk Southern (NSC) | 0.0 | $37k | -91% | 10.00 | 3681.40 |
|
| Old National Ban (ONB) | 0.0 | $36k | -98% | 17.00 | 2141.00 |
|
| Devon Energy Corporation (DVN) | 0.0 | $35k | +465% | 5.7k | 6.20 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $34k | +33812% | 61k | 0.56 |
|
| Ford Motor Company (F) | 0.0 | $31k | +612% | 18k | 1.70 |
|
| Zoetis Incorporated Class A Cl A (ZTS) | 0.0 | $28k | +1615% | 21k | 1.31 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $28k | +6408% | 9.8k | 2.82 |
|
| Bank of Hawaii Corporation (BOH) | 0.0 | $26k | +4266% | 18k | 1.50 |
|
| Cipher Mining (CIFR) | 0.0 | $24k | NEW | 3.3k | 7.40 |
|
| Altria (MO) | 0.0 | $23k | NEW | 59k | 0.38 |
|
| Coreweave Incorporated Com Class A Com Cl A (CRWV) | 0.0 | $22k | NEW | 14k | 1.60 |
|
| Ishares Tr North Amern Nat North Amern Nat (IGE) | 0.0 | $21k | +575% | 2.9k | 7.26 |
|
| Baker Hughes Company Class A Cl A (BKR) | 0.0 | $20k | 400.00 | 48.72 |
|
|
| Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) | 0.0 | $17k | -46% | 140.00 | 121.20 |
|
| Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) | 0.0 | $17k | +3915% | 5.6k | 2.96 |
|
| Pepsi (PEP) | 0.0 | $16k | +28745% | 34k | 0.49 |
|
| Iren Limited Ordinary Shares Ordinary Shares (IREN) | 0.0 | $16k | NEW | 183.00 | 86.93 |
|
| Caterpillar (CAT) | 0.0 | $15k | +94852% | 16k | 0.95 |
|
| Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (GRFS) | 0.0 | $15k | +385% | 7.3k | 2.08 |
|
| Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) | 0.0 | $12k | +6364% | 12k | 1.02 |
|
| Target Corporation (TGT) | 0.0 | $11k | +35359% | 45k | 0.25 |
|
| Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) | 0.0 | $11k | +13% | 825.00 | 13.66 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $11k | +955% | 760.00 | 14.22 |
|
| Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) | 0.0 | $8.6k | +9574% | 3.4k | 2.53 |
|
| Spdr Health Care Select Sbi Healthcare (XLV) | 0.0 | $8.1k | +3491% | 2.1k | 3.88 |
|
| CF Industries Holdings (CF) | 0.0 | $7.2k | +451% | 441.00 | 16.27 |
|
| Acuren Corporation (TIC) | 0.0 | $6.1k | NEW | 6.5k | 0.94 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $6.1k | +910% | 101.00 | 60.33 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $5.6k | -87% | 25.00 | 223.72 |
|
| Intercontinental Exchange (ICE) | 0.0 | $5.6k | +332% | 2.1k | 2.60 |
|
| Waste Management (WM) | 0.0 | $4.5k | +15% | 23.00 | 195.52 |
|
| Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) | 0.0 | $4.1k | +26875% | 11k | 0.38 |
|
| Hershey Company (HSY) | 0.0 | $3.7k | +47785% | 9.6k | 0.39 |
|
| Nucor Corporation (NUE) | 0.0 | $3.4k | +587032% | 147k | 0.02 |
|
| L3harris Technologies (LHX) | 0.0 | $3.4k | +780% | 1.6k | 2.09 |
|
| SYSCO Corporation (SYY) | 0.0 | $3.0k | +875% | 361.00 | 8.44 |
|
| Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) | 0.0 | $2.9k | +225% | 65.00 | 44.06 |
|
| Boeing Company (BA) | 0.0 | $2.8k | +7430% | 979.00 | 2.87 |
|
| Fidus Invt (FDUS) | 0.0 | $2.5k | +181% | 343.00 | 7.19 |
|
| Onto Innovation (ONTO) | 0.0 | $2.2k | +155170% | 26k | 0.08 |
|
| Westlake Chemical Corporation (WLK) | 0.0 | $1.8k | +7878% | 1.8k | 0.97 |
|
| Rivian Automotive Incorporated Com Class A Com Cl A (RIVN) | 0.0 | $1.5k | -80% | 20.00 | 76.35 |
|
| Macy's (M) | 0.0 | $1.5k | +23437% | 19k | 0.08 |
|
| Amrize SHS (AMRZ) | 0.0 | $1.5k | NEW | 9.3k | 0.16 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $1.4k | +34150% | 7.5k | 0.19 |
|
| Cerence (CRNC) | 0.0 | $1.2k | -20% | 80.00 | 15.57 |
|
| Murphy Usa (MUSA) | 0.0 | $1.2k | +19066% | 575.00 | 2.03 |
|
| Lauder Estee Companies Incorporated Class A Cl A (EL) | 0.0 | $1.1k | +9361% | 1.2k | 0.92 |
|
| Stmicroelectronics N V Ny Registry Ny Registry (STM) | 0.0 | $1.0k | +3086% | 1.2k | 0.89 |
|
| Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) | 0.0 | $445.969600 | +21916% | 1.3k | 0.34 |
|
| Invesco Building & Construction Etf Building & Const (PKB) | 0.0 | $381.996900 | +6575% | 267.00 | 1.43 |
|
| Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) | 0.0 | $106.201800 | NEW | 59k | 0.00 |
|
| Beyond Meat (BYND) | 0.0 | $47.000200 | -48% | 13.00 | 3.62 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Peterson Wealth Services
SEC 13F filings are viewable for Peterson Wealth Services going back to 2021
- Peterson Wealth Services 2025 Q3 filed Nov. 4, 2025
- Peterson Wealth Services 2025 Q2 filed July 31, 2025
- Peterson Wealth Services 2025 Q1 filed May 5, 2025
- Peterson Wealth Services 2024 Q4 filed Jan. 29, 2025
- Peterson Wealth Services 2024 Q3 filed Nov. 7, 2024
- Peterson Wealth Services 2024 Q2 filed July 30, 2024
- Peterson Wealth Services 2024 Q1 filed May 1, 2024
- Peterson Wealth Services 2023 Q4 filed Jan. 31, 2024
- Peterson Wealth Services 2023 Q3 filed Nov. 14, 2023
- Peterson Wealth Services 2023 Q2 filed July 13, 2023
- Peterson Wealth Services 2023 Q1 filed April 6, 2023
- Peterson Wealth Services 2022 Q4 filed Jan. 20, 2023
- Peterson Wealth Services 2022 Q3 filed Nov. 9, 2022
- Peterson Wealth Services 2022 Q2 filed July 11, 2022
- Peterson Wealth Services 2022 Q1 filed April 18, 2022
- Peterson Wealth Services 2021 Q4 filed Jan. 31, 2022