Peterson Wealth Services

Latest statistics and disclosures from Peterson Wealth Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 215 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.9 $24M 137k 174.40
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Apple (AAPL) 5.9 $24M 93k 253.79
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Comfort Systems USA (FIX) 5.6 $23M 16k 1378.96
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Vanguard Growth Etf Growth Etf (VUG) 5.4 $22M 50k 436.79
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Tesla Motors (TSLA) 4.0 $16M 44k 371.75
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JPMorgan Chase & Co. (JPM) 3.6 $15M 50k 294.16
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Costco Wholesale Corporation (COST) 3.5 $14M 14k 996.45
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Broadcom (AVGO) 3.2 $13M 41k 309.51
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Amazon (AMZN) 3.1 $13M 60k 208.27
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Palantir Technologies Incorporated Class A Cl A (PLTR) 2.8 $11M 77k 146.28
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Asml Hldg Nv N Y Registry N Y Registry Shs (ASML) 2.4 $9.7M 7.3k 1320.90
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Canadian Natural Resources (CNQ) 2.3 $9.4M 192k 48.73
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Raymond James Financial (RJF) 2.2 $9.0M 62k 144.79
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Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 2.1 $8.5M +2% 18k 479.20
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Netflix (NFLX) 2.0 $8.1M +1368% 84k 96.15
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Visa Incorporated Com Class A Com Cl A (V) 1.7 $6.7M 22k 302.24
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Microsoft Corporation (MSFT) 1.6 $6.4M +4% 17k 370.17
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Philip Morris International (PM) 1.4 $5.7M +4% 35k 165.34
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Home Depot (HD) 1.4 $5.5M +4% 17k 328.89
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Union Pacific Corporation (UNP) 1.2 $5.0M +3% 20k 242.62
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Stryker Corporation (SYK) 1.2 $4.7M +2% 14k 328.59
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Eli Lilly & Co. (LLY) 1.1 $4.5M +6% 4.9k 919.67
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Marathon Petroleum Corp (MPC) 1.1 $4.5M -2% 18k 244.18
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Meta Platforms Incorporated Class A Cl A (META) 1.1 $4.4M +5% 7.7k 572.13
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Wal-Mart Stores (WMT) 1.1 $4.4M 35k 124.28
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Garmin SHS (GRMN) 1.1 $4.3M 18k 232.01
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Exxon Mobil Corporation (XOM) 1.0 $4.2M 25k 169.66
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Oracle Corporation (ORCL) 1.0 $3.9M +2% 27k 147.11
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McDonald's Corporation (MCD) 1.0 $3.9M +5% 13k 310.80
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Chubb (CB) 0.9 $3.8M +3% 12k 325.93
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Motorola Solutions Incorporated Com New (MSI) 0.9 $3.7M +4% 8.5k 433.97
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Old Dominion Freight Line (ODFL) 0.9 $3.7M +3% 19k 195.40
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Emcor (EME) 0.9 $3.5M NEW 4.8k 738.31
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Johnson & Johnson (JNJ) 0.8 $3.4M 14k 244.45
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Eaton Corporation SHS (ETN) 0.8 $3.4M +2% 9.5k 357.66
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Cadence Design Systems (CDNS) 0.8 $3.4M +2% 12k 277.87
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Vistra Energy (VST) 0.8 $3.3M NEW 22k 150.33
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State Street Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.8 $3.1M 4.7k 650.33
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Cme (CME) 0.7 $3.0M +3% 10k 295.34
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Abbvie (ABBV) 0.7 $3.0M +12% 14k 217.49
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Analog Devices (ADI) 0.7 $2.9M 9.0k 318.14
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Air Products & Chemicals (APD) 0.6 $2.6M +5% 8.8k 290.49
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Johnson Controls Internation SHS (JCI) 0.6 $2.4M -5% 18k 130.95
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Darden Restaurants (DRI) 0.5 $2.2M +3% 11k 196.04
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Realty Income (O) 0.5 $2.2M +7% 36k 61.18
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Lululemon Athletica (LULU) 0.5 $2.1M +13% 14k 153.10
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Advanced Energy Industries (AEIS) 0.5 $2.0M 6.3k 322.74
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Sterling Construction Company (STRL) 0.5 $2.0M 4.9k 407.27
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Powell Industries (POWL) 0.5 $1.9M 3.5k 541.15
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Cummins (CMI) 0.5 $1.9M +3% 3.5k 538.08
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Zoetis Incorporated Class A Cl A (ZTS) 0.5 $1.9M +43297% 16k 118.21
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Ies Hldgs (IESC) 0.4 $1.7M +11% 3.7k 476.47
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Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $1.7M +17% 2.9k 597.56
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Pacs Group Incorporated Com Shs (PACS) 0.4 $1.7M 54k 32.12
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Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.4 $1.7M 6.8k 250.57
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Verizon Communications (VZ) 0.4 $1.7M +5% 33k 50.20
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Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.4 $1.6M +16% 18k 90.53
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Diamondback Energy (FANG) 0.4 $1.6M -67% 7.9k 197.80
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Ensign (ENSG) 0.4 $1.4M 7.1k 201.51
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Monolithic Power Systems (MPWR) 0.3 $1.3M 1.2k 1093.08
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UnitedHealth (UNH) 0.3 $1.2M +4% 4.6k 270.57
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Entergy Corporation (ETR) 0.3 $1.2M +15% 11k 112.36
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Comcast Corporation New Class A Cl A (CMCSA) 0.3 $1.2M +12% 43k 28.71
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Nextera Energy (NEE) 0.3 $1.1M +8% 12k 92.88
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Fidelity National Information Services (FIS) 0.3 $1.1M +17% 24k 46.91
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State Street Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.3 $1.1M +16% 1.8k 616.94
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Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.3 $1.1M -6% 3.7k 287.57
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Brunswick Corporation (BC) 0.3 $1.1M +6% 14k 72.76
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Astera Labs (ALAB) 0.3 $1.0M 9.3k 109.60
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Reliance Steel & Aluminum (RS) 0.2 $1.0M +3% 3.3k 303.93
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Zurn Water Solutions Corp Zws (ZWS) 0.2 $968k +2% 22k 44.84
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AGCO Corporation (AGCO) 0.2 $920k +3% 7.9k 115.88
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ConocoPhillips (COP) 0.2 $874k -85% 6.6k 132.00
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Simpson Manufacturing (SSD) 0.2 $861k +3% 5.0k 171.61
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Advanced Micro Devices (AMD) 0.2 $824k +8% 4.1k 203.43
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Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.2 $781k -72% 16k 50.12
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Axcelis Technologies Incorporated Com New (ACLS) 0.2 $734k +6% 7.9k 93.08
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Invesco S&p Smallcap Momentum Etf S&p Smlcp Moment (XSMO) 0.2 $734k +16% 9.7k 76.02
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Trane Technologies SHS (TT) 0.2 $713k -9% 1.7k 416.71
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First Ctzns Bancshares Incorporated Del Class A Cl A (FCNCA) 0.2 $685k +6% 363.00 1885.91
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Iren Limited Ordinary Shares Ordinary Shares (IREN) 0.2 $683k +14% 20k 34.28
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InterDigital (IDCC) 0.2 $680k +6% 2.3k 301.97
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Applied Materials (AMAT) 0.2 $655k +70% 1.9k 341.80
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Healthequity (HQY) 0.2 $645k +7% 7.7k 83.57
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Kinsale Cap Group (KNSL) 0.2 $626k +5% 1.8k 341.62
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UFP Technologies (UFPT) 0.2 $623k +5% 3.2k 193.60
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Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.2 $616k +4% 6.2k 99.26
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Aaon Incorporated Com Par Com Par (AAON) 0.1 $595k +7% 7.2k 82.74
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Dex (DXCM) 0.1 $587k +68% 9.3k 62.80
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TJX Companies (TJX) 0.1 $582k -10% 3.6k 159.69
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Extra Space Storage (EXR) 0.1 $555k +9% 4.2k 131.13
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Nxp Semiconductors N V (NXPI) 0.1 $541k +5% 2.7k 196.88
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Celsius Hldgs Incorporated Com New (CELH) 0.1 $538k +7% 15k 35.48
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Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $507k +3160% 6.7k 75.85
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Ge Vernova (GEV) 0.1 $503k -37% 576.00 872.95
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American Express Company (AXP) 0.1 $490k 1.6k 302.57
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Elf Beauty (ELF) 0.1 $483k +5% 8.0k 60.61
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Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.1 $472k 1.6k 286.83
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Super Micro Computer Incorporated Com New (SMCI) 0.1 $390k +1244% 17k 22.77
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S&p Global (SPGI) 0.1 $388k +20% 912.00 425.46
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Charles Schwab Corporation (SCHW) 0.1 $388k +19% 4.1k 93.98
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Lam Research Corporation Com New (LRCX) 0.1 $380k +13% 1.8k 213.65
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Paycom Software (PAYC) 0.1 $378k +8300% 3.1k 121.55
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Valero Energy Corporation (VLO) 0.1 $350k +18% 1.4k 247.15
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Paylocity Holding Corporation (PCTY) 0.1 $348k +5446% 3.2k 108.04
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Allstate Corporation (ALL) 0.1 $339k +20% 1.6k 207.28
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Newmont Mining Corporation (NEM) 0.1 $331k +12% 3.1k 108.26
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Phillips 66 (PSX) 0.1 $329k +19% 1.8k 182.16
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Iqvia Holdings (IQV) 0.1 $325k -4% 1.9k 170.54
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Hubspot (HUBS) 0.1 $321k +3107% 1.3k 244.10
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Cisco Systems (CSCO) 0.1 $300k +17% 3.9k 77.60
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Oshkosh Corporation (OSK) 0.1 $289k +17% 2.0k 147.24
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Hewlett Packard Enterprise (HPE) 0.1 $282k +23% 12k 23.81
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Steris Plc Shs Usd Shs Usd (STE) 0.1 $281k -28% 1.3k 221.12
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salesforce (CRM) 0.1 $274k -32% 1.5k 186.73
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Edwards Lifesciences (EW) 0.1 $268k +8% 3.3k 80.08
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Vanguard Value Etf Value Etf (VTV) 0.1 $259k 1.3k 196.20
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Cognex Corporation (CGNX) 0.1 $252k +25% 5.1k 48.99
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EOG Resources (EOG) 0.1 $248k +25% 1.7k 144.53
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Constellation Energy (CEG) 0.1 $242k NEW 867.00 279.41
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Microchip Technology (MCHP) 0.1 $231k +25% 3.6k 64.61
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Amphenol Corporation Class A Cl A (APH) 0.1 $225k -10% 1.8k 126.38
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Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.1 $217k 3.4k 64.08
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Pulte (PHM) 0.1 $211k +23% 1.8k 117.61
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Abbott Laboratories (ABT) 0.1 $208k +22% 2.0k 102.69
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Landstar System (LSTR) 0.1 $207k +34% 1.3k 160.30
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Procter & Gamble Company (PG) 0.0 $202k +26% 1.4k 144.39
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Vaneck Natural Resources Etf Natural Resourc (HAP) 0.0 $199k 2.7k 72.46
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D.R. Horton (DHI) 0.0 $190k +25% 1.4k 137.19
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Thermo Fisher Scientific (TMO) 0.0 $181k 367.00 492.05
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State Street Energy Select Sector Spdr Etf State Street Ene (XLE) 0.0 $177k 2.9k 61.26
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Intuitive Surgical Incorporated Com New (ISRG) 0.0 $174k 377.00 460.99
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SEI Investments Company (SEIC) 0.0 $174k +26% 2.2k 78.47
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Global Payments (GPN) 0.0 $170k +25% 2.5k 67.30
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Automatic Data Processing (ADP) 0.0 $160k 788.00 203.23
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Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.0 $154k 2.9k 53.35
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Chipotle Mexican Grill (CMG) 0.0 $153k -20% 4.8k 32.01
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First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $150k 1.6k 92.76
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Lennar Corporation Class A Cl A (LEN) 0.0 $141k +32% 1.6k 86.83
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State Street Technology Select Sector Spdr Etf State Street Tec (XLK) 0.0 $138k 1.0k 132.86
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Fastenal Company (FAST) 0.0 $136k 2.9k 46.40
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United Parcel Svcs Incorporated Class B CL B (UPS) 0.0 $134k +47% 1.4k 98.40
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Key (KEY) 0.0 $133k 6.6k 20.05
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Taiwan Semiconductor Manufact Sponsored Ads (TSM) 0.0 $122k 361.00 337.95
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Stride (LRN) 0.0 $112k +55% 1.3k 88.17
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Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $107k 960.00 111.37
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Zions Bancorporation (ZION) 0.0 $107k 1.8k 57.62
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Synopsys (SNPS) 0.0 $103k -23% 259.00 396.48
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State Street Spdr Portfolio S&p 500 High Dividend Etf State Street Spd (SPYD) 0.0 $96k 2.1k 45.52
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Vanguard Financials Etf Financials Etf (VFH) 0.0 $94k 781.00 120.82
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Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $94k 135.00 697.72
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Chevron Corporation (CVX) 0.0 $91k 441.00 206.80
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Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.0 $84k 424.00 198.10
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Coca-Cola Company (KO) 0.0 $76k 1.0k 76.05
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Invesco Qqq Trust Unit Ser 1 (QQQ) 0.0 $75k -50% 130.00 577.18
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Wayside Technology (CLMB) 0.0 $71k +3266% 3.6k 19.82
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Starbucks Corporation (SBUX) 0.0 $69k -3% 773.00 89.63
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Occidental Petroleum Corporation (OXY) 0.0 $65k 1.0k 65.00
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Ge Aerospace Com New (GE) 0.0 $64k 226.00 283.77
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Bristol Myers Squibb (BMY) 0.0 $59k 979.00 60.65
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Devon Energy Corporation (DVN) 0.0 $51k 1.0k 50.33
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Versant Media Group Incorporated Com Class A Com Cl A (VSNT) 0.0 $49k NEW 1.3k 37.03
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Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.0 $42k 745.00 56.79
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McGrath Rent (MGRC) 0.0 $39k 350.00 110.17
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AutoZone (AZO) 0.0 $37k 11.00 3377.82
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Old National Ban (ONB) 0.0 $37k 1.7k 22.10
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Norfolk Southern (NSC) 0.0 $36k 124.00 286.22
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Coreweave Incorporated Com Class A Com Cl A (CRWV) 0.0 $31k +153% 405.00 77.47
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Ford Motor Company (F) 0.0 $30k 2.6k 11.54
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Bank of Hawaii Corporation (BOH) 0.0 $30k 400.00 74.25
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Quest Diagnostics Incorporated (DGX) 0.0 $29k 150.00 195.98
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Ishares Tr North Amern Nat North Amern Nat (IGE) 0.0 $27k 431.00 62.94
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Cipher Mining (CIFR) 0.0 $25k 1.9k 12.87
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Baker Hughes Company Class A Cl A (BKR) 0.0 $24k 400.00 61.05
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Caterpillar (CAT) 0.0 $23k 32.00 708.47
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Altria (MO) 0.0 $23k 342.00 65.99
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Pepsi (PEP) 0.0 $18k 116.00 154.97
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Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.0 $17k 140.00 124.31
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Target Corporation (TGT) 0.0 $15k 127.00 121.20
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Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $13k 728.00 18.29
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Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.0 $13k 183.00 69.75
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Raytheon Technologies Corp (RTX) 0.0 $13k 65.00 193.12
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Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (GRFS) 0.0 $12k 1.5k 8.02
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CF Industries Holdings (CF) 0.0 $10k 80.00 129.84
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Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $8.8k -50% 130.00 67.53
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Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 0.0 $8.7k 60.00 145.78
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State Street Health Care Select Sector Spdr Etf State Street Hea (XLV) 0.0 $8.5k 58.00 146.60
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Northrop Grumman Corporation (NOC) 0.0 $6.8k 10.00 682.20
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Intercontinental Exchange (ICE) 0.0 $5.2k 33.00 158.21
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Medtronic SHS (MDT) 0.0 $4.8k -99% 55.00 86.65
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Waste Management (WM) 0.0 $4.7k +5% 21.00 224.62
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Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.0 $4.2k 40.00 106.00
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Nucor Corporation (NUE) 0.0 $4.2k 25.00 169.12
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Hershey Company (HSY) 0.0 $4.2k 20.00 207.90
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L3harris Technologies (LHX) 0.0 $3.8k 11.00 346.55
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Onto Innovation (ONTO) 0.0 $3.5k 17.00 205.06
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Westlake Chemical Corporation (WLK) 0.0 $2.7k 23.00 116.83
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SYSCO Corporation (SYY) 0.0 $2.6k 37.00 71.32
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Boeing Company (BA) 0.0 $2.6k 13.00 199.00
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Fidus Invt (FDUS) 0.0 $2.1k 122.00 17.43
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Amrize SHS (AMRZ) 0.0 $1.7k 30.00 56.03
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Rivian Automotive Incorporated Com Class A Com Cl A (RIVN) 0.0 $1.6k 104.00 15.05
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Arm Holdings Sponsored Ads (ARM) 0.0 $1.5k 10.00 151.30
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Macy's (M) 0.0 $1.5k 82.00 18.09
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Murphy Usa (MUSA) 0.0 $1.5k 3.00 494.00
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Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) 0.0 $1.4k 20.00 69.30
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Fiserv (FISV) 0.0 $1.3k -98% 24.00 55.79
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Stmicroelectronics N V Ny Registry Ny Registry (STM) 0.0 $1.3k 37.00 34.54
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Atkore Intl (ATKR) 0.0 $1.1k 19.00 58.89
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Walt Disney Company (DIS) 0.0 $964.000000 NEW 10.00 96.40
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Lauder Estee Companies Incorporated Class A Cl A (EL) 0.0 $930.000500 13.00 71.54
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The Trade Desk Incorporated Com Class A Com Cl A (TTD) 0.0 $839.999900 37.00 22.70
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Cerence (CRNC) 0.0 $631.000000 100.00 6.31
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Invesco Building & Construction Etf Building & Const (PKB) 0.0 $390.000000 4.00 97.50
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Beyond Meat (BYND) 0.0 $18.000000 25.00 0.72
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Past Filings by Peterson Wealth Services

SEC 13F filings are viewable for Peterson Wealth Services going back to 2021

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