Peterson Wealth Services
Latest statistics and disclosures from Peterson Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, VUG, TSLA, JPM, and represent 28.17% of Peterson Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$25M), AAPL (+$25M), VUG (+$23M), TSLA (+$19M), JPM (+$14M), AMZN (+$13M), PLTR (+$13M), AVGO (+$9.5M), COST (+$9.1M), BRK.B (+$8.7M).
- Started 7 new stock positions in ETR, AWK, CLMB, GIS, B, OEF, GLDG.
- Reduced shares in these 10 stocks: CDNS (-$55M), FIX (-$41M), AZO (-$32M), NUE (-$24M), ADI (-$23M), DGX (-$11M), CAT (-$9.2M), OSK (-$6.9M), MPC (-$6.8M), MPWR (-$6.2M).
- Sold out of its positions in TIC, NVO, PEG, SWKS, VWO.
- Peterson Wealth Services was a net seller of stock by $-41M.
- Peterson Wealth Services has $391M in assets under management (AUM), dropping by -3.26%.
- Central Index Key (CIK): 0001906799
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Portfolio Holdings for Peterson Wealth Services
Peterson Wealth Services holds 218 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.5 | $26M | +5160% | 137k | 186.50 |
|
| Apple (AAPL) | 6.5 | $25M | +8158% | 93k | 271.86 |
|
| Vanguard Growth Etf Growth Etf (VUG) | 6.1 | $24M | +2061% | 49k | 487.86 |
|
| Tesla Motors (TSLA) | 5.0 | $19M | +28694% | 43k | 449.72 |
|
| JPMorgan Chase & Co. (JPM) | 4.1 | $16M | +650% | 50k | 322.22 |
|
| Comfort Systems USA (FIX) | 3.9 | $15M | -72% | 16k | 933.28 |
|
| Broadcom (AVGO) | 3.6 | $14M | +200% | 41k | 346.10 |
|
| Amazon (AMZN) | 3.5 | $14M | +3558% | 59k | 230.82 |
|
| Palantir Technologies Incorporated Class A Cl A (PLTR) | 3.5 | $14M | +2004% | 76k | 177.75 |
|
| Costco Wholesale Corporation (COST) | 3.1 | $12M | +309% | 14k | 862.36 |
|
| Raymond James Financial (RJF) | 2.5 | $9.8M | +81% | 61k | 160.59 |
|
| Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) | 2.2 | $8.7M | +69148% | 17k | 502.65 |
|
| Microsoft Corporation (MSFT) | 2.0 | $8.0M | +1225% | 17k | 483.60 |
|
| Asml Holding N V N Y Registry N Y Registry Shs (ASML) | 2.0 | $7.8M | -25% | 7.3k | 1069.79 |
|
| Visa Incorporated Com Class A Com Cl A (V) | 2.0 | $7.6M | -41% | 22k | 350.70 |
|
| Canadian Natural Resources (CNQ) | 1.6 | $6.4M | +593340% | 190k | 33.85 |
|
| Home Depot (HD) | 1.4 | $5.5M | +1451% | 16k | 344.09 |
|
| Philip Morris International (PM) | 1.4 | $5.4M | +2114% | 33k | 160.40 |
|
| Oracle Corporation (ORCL) | 1.3 | $5.1M | +1474% | 26k | 194.91 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $4.9M | -36% | 4.6k | 1074.70 |
|
| Stryker Corporation (SYK) | 1.2 | $4.9M | -34% | 14k | 351.46 |
|
| Meta Platforms Incorporated Class A Cl A (META) | 1.2 | $4.8M | +154% | 7.3k | 660.13 |
|
| Union Pacific Corporation (UNP) | 1.2 | $4.6M | +1497% | 20k | 231.32 |
|
| ConocoPhillips (COP) | 1.1 | $4.3M | +28287% | 45k | 93.61 |
|
| Wal-Mart Stores (WMT) | 1.0 | $4.0M | +178680% | 36k | 111.41 |
|
| Cadence Design Systems (CDNS) | 1.0 | $3.7M | -93% | 12k | 312.58 |
|
| Garmin SHS (GRMN) | 0.9 | $3.7M | +7885% | 18k | 202.85 |
|
| Diamondback Energy (FANG) | 0.9 | $3.6M | +174% | 24k | 150.33 |
|
| McDonald's Corporation (MCD) | 0.9 | $3.6M | +3294% | 12k | 305.64 |
|
| Chubb (CB) | 0.9 | $3.5M | +481% | 11k | 312.11 |
|
| Spdr S&p 500 Etf Tr Unit (SPY) | 0.8 | $3.2M | +273% | 4.7k | 681.97 |
|
| Motorola Solutions Incorporated Com New (MSI) | 0.8 | $3.1M | +270200% | 8.1k | 383.35 |
|
| Marathon Petroleum Corp (MPC) | 0.8 | $3.1M | -68% | 19k | 162.63 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $3.0M | +748% | 25k | 120.34 |
|
| Eaton Corporation SHS (ETN) | 0.8 | $3.0M | +199% | 9.3k | 318.52 |
|
| Johnson & Johnson (JNJ) | 0.7 | $2.9M | -29% | 14k | 206.95 |
|
| Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) | 0.7 | $2.9M | +2721% | 57k | 50.25 |
|
| Old Dominion Freight Line (ODFL) | 0.7 | $2.8M | +988% | 18k | 156.80 |
|
| Abbvie (ABBV) | 0.7 | $2.8M | +2794% | 12k | 228.49 |
|
| Cme (CME) | 0.7 | $2.6M | +382% | 9.7k | 273.08 |
|
| Lululemon Athletica (LULU) | 0.6 | $2.5M | +14595% | 12k | 207.81 |
|
| Analog Devices (ADI) | 0.6 | $2.5M | -90% | 9.1k | 271.21 |
|
| Johnson Controls International SHS (JCI) | 0.6 | $2.3M | -62% | 19k | 119.75 |
|
| Matador Resources (MTDR) | 0.6 | $2.2M | +333% | 51k | 42.44 |
|
| Air Products & Chemicals (APD) | 0.5 | $2.1M | +513% | 8.3k | 247.02 |
|
| Pacs Group Incorporated Com Shs (PACS) | 0.5 | $2.0M | -37% | 53k | 38.39 |
|
| Darden Restaurants (DRI) | 0.5 | $2.0M | +977% | 11k | 184.02 |
|
| Medtronic SHS (MDT) | 0.5 | $1.9M | +191% | 20k | 96.06 |
|
| Realty Income (O) | 0.5 | $1.9M | +930% | 33k | 56.37 |
|
| Cummins (CMI) | 0.4 | $1.8M | +211% | 3.4k | 510.40 |
|
| Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.4 | $1.6M | +1731% | 2.5k | 627.01 |
|
| Astera Labs (ALAB) | 0.4 | $1.5M | +6% | 9.2k | 166.36 |
|
| Sterling Construction Company (STRL) | 0.4 | $1.5M | +13167% | 4.9k | 306.23 |
|
| UnitedHealth (UNH) | 0.4 | $1.4M | +267% | 4.4k | 330.11 |
|
| Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) | 0.4 | $1.4M | +5858% | 16k | 89.46 |
|
| Fidelity National Information Services (FIS) | 0.3 | $1.3M | +16472% | 20k | 66.46 |
|
| Advanced Energy Industries (AEIS) | 0.3 | $1.3M | +70% | 6.4k | 209.37 |
|
| Ies Hldgs (IESC) | 0.3 | $1.3M | +9878% | 3.3k | 389.02 |
|
| Verizon Communications (VZ) | 0.3 | $1.3M | +353% | 31k | 40.73 |
|
| Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) | 0.3 | $1.2M | +142% | 4.0k | 313.02 |
|
| Ensign (ENSG) | 0.3 | $1.2M | +417% | 7.1k | 174.19 |
|
| Comcast Corp New Class A Cl A (CMCSA) | 0.3 | $1.1M | +103% | 38k | 29.89 |
|
| Powell Industries (POWL) | 0.3 | $1.1M | +221% | 3.5k | 318.79 |
|
| Monolithic Power Systems (MPWR) | 0.3 | $1.1M | -84% | 1.2k | 906.70 |
|
| Vertiv Holdings Company Com Class A Com Cl A (VRT) | 0.3 | $1.1M | -68% | 6.8k | 162.00 |
|
| Brunswick Corporation (BC) | 0.3 | $1.0M | +15% | 14k | 74.24 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.3 | $978k | 21k | 46.49 |
|
|
| Reliance Steel & Aluminum (RS) | 0.2 | $926k | +2983% | 3.2k | 288.85 |
|
| Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) | 0.2 | $914k | +188% | 1.5k | 603.38 |
|
| Nextera Energy (NEE) | 0.2 | $898k | +8999% | 11k | 80.28 |
|
| Entergy Corporation (ETR) | 0.2 | $874k | NEW | 9.5k | 92.43 |
|
| AGCO Corporation (AGCO) | 0.2 | $801k | -9% | 7.7k | 104.33 |
|
| Advanced Micro Devices (AMD) | 0.2 | $800k | -51% | 3.7k | 214.16 |
|
| Simpson Manufacturing (SSD) | 0.2 | $786k | +257% | 4.9k | 161.46 |
|
| Trane Technologies SHS (TT) | 0.2 | $735k | -43% | 1.9k | 389.28 |
|
| First Ctzns Bancshares Incorporated Del Class A Cl A (FCNCA) | 0.2 | $730k | -78% | 340.00 | 2146.01 |
|
| Kinsale Cap Group (KNSL) | 0.2 | $677k | +15645% | 1.7k | 391.12 |
|
| UFP Technologies (UFPT) | 0.2 | $677k | -84% | 3.1k | 222.03 |
|
| InterDigital (IDCC) | 0.2 | $673k | +460% | 2.1k | 318.40 |
|
| Healthequity (HQY) | 0.2 | $661k | +35985% | 7.2k | 91.61 |
|
| Iren Limited Ordinary Shares Ordinary Shares (IREN) | 0.2 | $658k | +9417% | 17k | 37.77 |
|
| Celsius Hldgs Incorporated Com New (CELH) | 0.2 | $644k | +13974% | 14k | 45.74 |
|
| TJX Companies (TJX) | 0.2 | $628k | +116% | 4.1k | 153.60 |
|
| Ge Vernova (GEV) | 0.2 | $602k | -54% | 921.00 | 653.27 |
|
| American Express Company (AXP) | 0.2 | $599k | -20% | 1.6k | 369.91 |
|
| Invesco S&p Smallcap Momentum Etf S&p Smlcp Moment (XSMO) | 0.2 | $595k | +501% | 8.3k | 72.01 |
|
| Axcelis Technologies Incorporated Com New (ACLS) | 0.2 | $595k | +1750% | 7.4k | 80.34 |
|
| Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) | 0.2 | $594k | +519% | 5.9k | 99.89 |
|
| salesforce (CRM) | 0.1 | $578k | -36% | 2.2k | 264.91 |
|
| Elf Beauty (ELF) | 0.1 | $576k | -20% | 7.6k | 76.04 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $568k | +161% | 2.6k | 217.04 |
|
| Netflix (NFLX) | 0.1 | $539k | +109% | 5.8k | 93.76 |
|
| Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) | 0.1 | $516k | +380% | 1.6k | 313.88 |
|
| Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) | 0.1 | $510k | +306% | 6.7k | 76.25 |
|
| Extra Space Storage (EXR) | 0.1 | $503k | -84% | 3.9k | 130.23 |
|
| Iqvia Holdings (IQV) | 0.1 | $450k | +489% | 2.0k | 225.41 |
|
| Steris Plc Shs Usd Shs Usd (STE) | 0.1 | $449k | -64% | 1.8k | 253.57 |
|
| S&p Global (SPGI) | 0.1 | $397k | -65% | 760.00 | 522.62 |
|
| Dex (DXCM) | 0.1 | $368k | -80% | 5.5k | 66.37 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $345k | +97% | 3.5k | 99.92 |
|
| Applied Materials (AMAT) | 0.1 | $289k | +11160% | 1.1k | 256.92 |
|
| Allstate Corporation (ALL) | 0.1 | $283k | -66% | 1.4k | 208.10 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $272k | -74% | 2.7k | 99.85 |
|
| Amphenol Corporation New Class A Cl A (APH) | 0.1 | $269k | +6540% | 2.0k | 135.12 |
|
| Lam Research Corporation Com New (LRCX) | 0.1 | $268k | +63% | 1.6k | 171.13 |
|
| Edwards Lifesciences (EW) | 0.1 | $263k | -32% | 3.1k | 85.25 |
|
| Cisco Systems (CSCO) | 0.1 | $254k | -66% | 3.3k | 77.02 |
|
| Vanguard Value Etf Value Etf (VTV) | 0.1 | $252k | -95% | 1.3k | 190.99 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $230k | -39% | 9.6k | 24.02 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $222k | -46% | 6.0k | 37.00 |
|
| Intuitive Surgical Incorporated Com New (ISRG) | 0.1 | $214k | +9325% | 377.00 | 566.36 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $213k | -91% | 367.00 | 579.79 |
|
| Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) | 0.1 | $212k | +169200% | 3.4k | 62.47 |
|
| Oshkosh Corporation (OSK) | 0.1 | $210k | -97% | 1.7k | 125.64 |
|
| Abbott Laboratories (ABT) | 0.1 | $206k | -85% | 1.6k | 125.32 |
|
| Automatic Data Processing (ADP) | 0.1 | $203k | +7063% | 788.00 | 257.30 |
|
| Valero Energy Corporation (VLO) | 0.0 | $195k | -55% | 1.2k | 162.82 |
|
| Phillips 66 (PSX) | 0.0 | $195k | -58% | 1.5k | 129.07 |
|
| Microchip Technology (MCHP) | 0.0 | $182k | -82% | 2.9k | 63.72 |
|
| Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) | 0.0 | $180k | -79% | 2.9k | 62.15 |
|
| Pulte (PHM) | 0.0 | $170k | +704% | 1.4k | 117.29 |
|
| Vaneck Natural Resources Etf Natural Resourc (HAP) | 0.0 | $165k | +253% | 2.7k | 60.14 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $160k | -96% | 260.00 | 614.31 |
|
| D.R. Horton (DHI) | 0.0 | $159k | -89% | 1.1k | 144.02 |
|
| Synopsys (SNPS) | 0.0 | $158k | +810% | 337.00 | 469.72 |
|
| Procter & Gamble Company (PG) | 0.0 | $158k | +2652% | 1.1k | 143.28 |
|
| Global Payments (GPN) | 0.0 | $155k | +32% | 2.0k | 77.41 |
|
| First Trust Capital Strength Etf Cap Strength Etf (FTCS) | 0.0 | $149k | -25% | 1.6k | 92.51 |
|
| Fiserv (FI) | 0.0 | $149k | -13% | 2.2k | 67.17 |
|
| State Street Technology Select Sector Spdr Etf State Street Tec (XLK) | 0.0 | $149k | +29% | 1.0k | 144.03 |
|
| Cognex Corporation (CGNX) | 0.0 | $147k | -90% | 4.1k | 35.98 |
|
| EOG Resources (EOG) | 0.0 | $144k | -64% | 1.4k | 104.97 |
|
| SEI Investments Company (SEIC) | 0.0 | $144k | -64% | 1.8k | 82.02 |
|
| Landstar System (LSTR) | 0.0 | $137k | -91% | 955.00 | 143.76 |
|
| Key (KEY) | 0.0 | $137k | +250% | 6.6k | 20.64 |
|
| State Street Energy Select Sector Spdr Etf State Street Ene (XLE) | 0.0 | $129k | +4886% | 2.9k | 44.71 |
|
| Lennar Corporation Class A Cl A (LEN) | 0.0 | $127k | -89% | 1.2k | 102.77 |
|
| Fastenal Company (FAST) | 0.0 | $117k | -87% | 2.9k | 40.13 |
|
| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.0 | $113k | -8% | 420.00 | 268.57 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $110k | +184% | 361.00 | 303.89 |
|
| Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) | 0.0 | $109k | +31% | 960.00 | 113.92 |
|
| Zions Bancorporation (ZION) | 0.0 | $108k | +859% | 1.8k | 58.53 |
|
| Vanguard Financials Etf Financials Etf (VFH) | 0.0 | $104k | +1198% | 779.00 | 133.45 |
|
| Vanguard Information Technology Etf Inf Tech Etf (VGT) | 0.0 | $102k | +2150% | 135.00 | 753.78 |
|
| United Parcel Service Incorporated Class B CL B (UPS) | 0.0 | $92k | -79% | 924.00 | 99.18 |
|
| State Street Spdr Portfolio S&p 500 High Dividend Etf State Street Spd (SPYD) | 0.0 | $91k | -54% | 2.1k | 43.25 |
|
| Coca-Cola Company (KO) | 0.0 | $70k | -75% | 1.0k | 69.91 |
|
| Ge Aerospace Com New (GE) | 0.0 | $70k | -76% | 226.00 | 308.03 |
|
| Starbucks Corporation (SBUX) | 0.0 | $68k | -54% | 802.00 | 84.22 |
|
| Chevron Corporation (CVX) | 0.0 | $67k | -92% | 441.00 | 152.34 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $53k | -97% | 979.00 | 53.94 |
|
| Stride (LRN) | 0.0 | $53k | -93% | 813.00 | 64.93 |
|
| Barrick Mining Corporation Com Shs (B) | 0.0 | $52k | NEW | 1.2k | 43.55 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $41k | -93% | 1.0k | 41.12 |
|
| Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) | 0.0 | $41k | +72% | 745.00 | 54.71 |
|
| AutoZone (AZO) | 0.0 | $37k | -99% | 11.00 | 3391.55 |
|
| Super Micro Computer Incorporated Com New (SMCI) | 0.0 | $37k | +273% | 1.3k | 29.27 |
|
| Old National Ban (ONB) | 0.0 | $37k | +9711% | 1.7k | 22.31 |
|
| Devon Energy Corporation (DVN) | 0.0 | $37k | -82% | 1.0k | 36.64 |
|
| McGrath Rent (MGRC) | 0.0 | $37k | -98% | 348.00 | 104.97 |
|
| Norfolk Southern (NSC) | 0.0 | $36k | +1130% | 123.00 | 289.03 |
|
| Ford Motor Company (F) | 0.0 | $34k | -85% | 2.6k | 13.12 |
|
| Cipher Mining (CIFR) | 0.0 | $29k | -40% | 2.0k | 14.76 |
|
| Bank of Hawaii Corporation (BOH) | 0.0 | $27k | -97% | 400.00 | 68.37 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $26k | -99% | 150.00 | 173.53 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $26k | -98% | 150.00 | 173.49 |
|
| Ishares Tr North Amern Nat North Amern Nat (IGE) | 0.0 | $22k | -85% | 431.00 | 50.20 |
|
| Altria (MO) | 0.0 | $20k | -99% | 342.00 | 57.66 |
|
| Caterpillar (CAT) | 0.0 | $18k | -99% | 32.00 | 572.88 |
|
| Baker Hughes Company Class A Cl A (BKR) | 0.0 | $18k | 400.00 | 45.54 |
|
|
| Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) | 0.0 | $17k | +85% | 260.00 | 66.00 |
|
| Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) | 0.0 | $17k | -97% | 140.00 | 120.18 |
|
| Pepsi (PEP) | 0.0 | $17k | -99% | 116.00 | 143.22 |
|
| Hubspot (HUBS) | 0.0 | $17k | -98% | 41.00 | 401.29 |
|
| Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (GRFS) | 0.0 | $14k | -79% | 1.5k | 9.35 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $14k | +1476% | 205.00 | 66.55 |
|
| Target Corporation (TGT) | 0.0 | $12k | -99% | 127.00 | 97.75 |
|
| Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) | 0.0 | $12k | -98% | 183.00 | 67.22 |
|
| Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) | 0.0 | $12k | -11% | 728.00 | 16.43 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $12k | -91% | 65.00 | 183.00 |
|
| Coreweave Incorporated Com Class A Com Cl A (CRWV) | 0.0 | $12k | -98% | 160.00 | 71.61 |
|
| Wayside Technology (CLMB) | 0.0 | $11k | NEW | 106.00 | 102.83 |
|
| State Street Health Care Select Sector Spdr Etf State Street Hea (XLV) | 0.0 | $9.0k | -97% | 58.00 | 154.79 |
|
| Paylocity Holding Corporation (PCTY) | 0.0 | $8.8k | -50% | 58.00 | 152.50 |
|
| Goldmining (GLDG) | 0.0 | $8.6k | NEW | 6.9k | 1.25 |
|
| Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) | 0.0 | $8.6k | -98% | 60.00 | 143.33 |
|
| Ishares Tr S&p 100 Etf S&p 100 Etf (OEF) | 0.0 | $7.2k | NEW | 21.00 | 342.95 |
|
| CF Industries Holdings (CF) | 0.0 | $6.2k | -81% | 80.00 | 77.34 |
|
| Paycom Software (PAYC) | 0.0 | $5.9k | -99% | 37.00 | 159.49 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $5.7k | -90% | 10.00 | 570.20 |
|
| American Water Works (AWK) | 0.0 | $5.6k | NEW | 43.00 | 130.51 |
|
| Intercontinental Exchange (ICE) | 0.0 | $5.4k | -98% | 33.00 | 162.39 |
|
| Zoetis Incorporated Class A Cl A (ZTS) | 0.0 | $4.6k | -99% | 37.00 | 125.22 |
|
| Waste Management (WM) | 0.0 | $4.5k | -13% | 20.00 | 224.60 |
|
| Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) | 0.0 | $4.2k | -99% | 40.00 | 104.08 |
|
| Nucor Corporation (NUE) | 0.0 | $4.1k | -99% | 25.00 | 163.12 |
|
| Hershey Company (HSY) | 0.0 | $3.6k | -99% | 20.00 | 182.00 |
|
| L3harris Technologies (LHX) | 0.0 | $3.2k | -99% | 11.00 | 294.64 |
|
| Boeing Company (BA) | 0.0 | $2.8k | -98% | 13.00 | 217.15 |
|
| SYSCO Corporation (SYY) | 0.0 | $2.7k | -89% | 37.00 | 73.70 |
|
| Onto Innovation (ONTO) | 0.0 | $2.7k | -99% | 17.00 | 157.88 |
|
| Fidus Invt (FDUS) | 0.0 | $2.4k | -64% | 122.00 | 19.29 |
|
| Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) | 0.0 | $2.3k | -69% | 20.00 | 113.10 |
|
| Rivian Automotive Incorporated Com Class A Com Cl A (RIVN) | 0.0 | $2.0k | +420% | 104.00 | 19.71 |
|
| Macy's (M) | 0.0 | $1.8k | -99% | 82.00 | 22.05 |
|
| Westlake Chemical Corporation (WLK) | 0.0 | $1.7k | -98% | 23.00 | 73.96 |
|
| Amrize SHS (AMRZ) | 0.0 | $1.6k | -99% | 30.00 | 54.07 |
|
| The Trade Desk Incorporated Com Class A Com Cl A (TTD) | 0.0 | $1.4k | -89% | 37.00 | 37.97 |
|
| Lauder Estee Companies Incorporated Class A Cl A (EL) | 0.0 | $1.4k | -98% | 13.00 | 103.92 |
|
| Murphy Usa (MUSA) | 0.0 | $1.2k | -99% | 3.00 | 403.67 |
|
| Atkore Intl (ATKR) | 0.0 | $1.2k | -97% | 19.00 | 63.26 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $1.1k | -99% | 10.00 | 109.30 |
|
| Cerence (CRNC) | 0.0 | $1.1k | +25% | 100.00 | 10.69 |
|
| Stmicroelectronics N V Ny Registry Ny Registry (STM) | 0.0 | $959.998300 | -96% | 37.00 | 25.95 |
|
| General Mills (GIS) | 0.0 | $930.000000 | NEW | 20.00 | 46.50 |
|
| Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) | 0.0 | $444.000000 | -99% | 6.00 | 74.00 |
|
| Invesco Building & Construction Etf Building & Const (PKB) | 0.0 | $370.000000 | -98% | 4.00 | 92.50 |
|
| Beyond Meat (BYND) | 0.0 | $21.000000 | +92% | 25.00 | 0.84 |
|
Past Filings by Peterson Wealth Services
SEC 13F filings are viewable for Peterson Wealth Services going back to 2021
- Peterson Wealth Services 2025 Q4 filed Feb. 12, 2026
- 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