Peterson Wealth Services

Peterson Wealth Services as of Sept. 30, 2024

Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 218 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.4 $23M 99k 233.00
NVIDIA Corporation (NVDA) 6.2 $20M 161k 121.44
Vanguard Growth Etf Growth Etf (VUG) 4.2 $13M 35k 383.93
Costco Wholesale Corporation (COST) 4.1 $13M 15k 886.51
Tesla Motors (TSLA) 3.5 $11M 42k 261.63
Amazon (AMZN) 3.4 $11M 57k 186.33
Broadcom (AVGO) 3.1 $9.6M 56k 172.50
JPMorgan Chase & Co. (JPM) 3.0 $9.5M 45k 210.86
Raymond James Financial (RJF) 2.6 $8.1M 66k 122.46
Comfort Systems USA (FIX) 2.4 $7.5M 19k 390.35
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 2.2 $6.8M 15k 460.26
Microsoft Corporation (MSFT) 2.2 $6.8M 16k 430.29
Visa Incorporated Com Class A Com Cl A (V) 1.9 $5.9M 22k 274.95
Home Depot (HD) 1.8 $5.7M 14k 405.20
Canadian Natural Resources (CNQ) 1.7 $5.4M 162k 33.21
Asml Holding N V N Y Registry N Y Registry Shs (ASML) 1.7 $5.4M 6.5k 833.22
Novo-nordisk A S Adr (NVO) 1.6 $4.9M 41k 119.07
Stryker Corporation (SYK) 1.5 $4.6M 13k 361.26
Thermo Fisher Scientific (TMO) 1.4 $4.5M 7.3k 618.57
ConocoPhillips (COP) 1.3 $4.2M 40k 105.28
Eli Lilly & Co. (LLY) 1.3 $4.1M 4.6k 886.03
Union Pacific Corporation (UNP) 1.3 $4.0M 16k 246.47
Occidental Petroleum Corporation (OXY) 1.2 $3.8M 74k 51.54
Diamondback Energy (FANG) 1.2 $3.7M 21k 172.40
Motorola Solutions Incorporated Com New (MSI) 1.1 $3.5M 7.9k 449.61
Garmin SHS (GRMN) 1.1 $3.5M 20k 176.03
Zoetis Incorporated Class A Cl A (ZTS) 1.1 $3.3M 17k 195.38
Meta Platforms Incorporated Class A Cl A (META) 1.0 $3.1M 5.5k 572.46
Spdr S&p 500 Etf Tr Unit (SPY) 1.0 $3.0M 5.2k 573.80
Cadence Design Systems (CDNS) 0.9 $2.9M 11k 271.03
Old Dominion Freight Line (ODFL) 0.9 $2.8M 14k 198.65
Eaton Corporation SHS (ETN) 0.9 $2.8M 8.4k 331.43
Wal-Mart Stores (WMT) 0.9 $2.8M 34k 80.75
Chubb (CB) 0.9 $2.7M 9.5k 288.40
Marathon Petroleum Corp (MPC) 0.9 $2.7M 17k 162.91
Vanguard Value Etf Value Etf (VTV) 0.8 $2.6M 15k 174.57
Exxon Mobil Corporation (XOM) 0.8 $2.5M 21k 117.22
Skyworks Solutions (SWKS) 0.8 $2.4M 25k 98.77
Merck & Co (MRK) 0.8 $2.4M 21k 113.56
Air Products & Chemicals (APD) 0.7 $2.2M 7.2k 297.75
UnitedHealth (UNH) 0.7 $2.1M 3.7k 584.63
Lululemon Athletica (LULU) 0.7 $2.1M 7.9k 271.35
Matador Resources (MTDR) 0.7 $2.1M 43k 49.42
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $2.1M 5.3k 389.12
Johnson & Johnson (JNJ) 0.6 $2.0M 12k 162.06
Apa Corporation (APA) 0.6 $1.9M 79k 24.46
Analog Devices (ADI) 0.6 $1.8M 7.8k 230.16
Cme (CME) 0.6 $1.8M 8.1k 220.66
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.6 $1.7M 3.3k 527.71
Fidelity National Information Services (FIS) 0.5 $1.7M 20k 83.75
Ies Hldgs (IESC) 0.5 $1.6M 8.0k 199.62
Medtronic SHS (MDT) 0.5 $1.6M 18k 90.03
Devon Energy Corporation (DVN) 0.5 $1.6M 40k 39.12
Comcast Corporation New Class A Cl A (CMCSA) 0.5 $1.5M 36k 41.77
Darden Restaurants (DRI) 0.5 $1.5M 9.2k 164.14
Johnson Controls International SHS (JCI) 0.5 $1.5M 19k 77.61
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.4 $1.3M 12k 109.75
UFP Technologies (UFPT) 0.4 $1.2M 3.9k 316.70
Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) 0.4 $1.2M 11k 107.84
Monolithic Power Systems (MPWR) 0.4 $1.1M 1.2k 924.82
Verizon Communications (VZ) 0.3 $1.1M 24k 44.91
Ensign (ENSG) 0.3 $1.0M 7.3k 143.83
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.3 $1.0M 13k 78.05
Brunswick Corporation (BC) 0.3 $1.0M 12k 83.82
The Trade Desk Incorporated Com Class A Com Cl A (TTD) 0.3 $1.0M 9.5k 109.65
First Ctzns Bancshares Incorporated N C Class A Cl A (FCNCA) 0.3 $1.0M 554.00 1840.59
Crocs (CROX) 0.3 $1.0M 7.0k 144.81
Onto Innovation (ONTO) 0.3 $986k 4.7k 207.56
Reliance Steel & Aluminum (RS) 0.3 $907k 3.1k 289.21
Westlake Chemical Corporation (WLK) 0.3 $889k 5.9k 150.29
Simpson Manufacturing (SSD) 0.3 $888k 4.6k 191.27
Mgp Ingredients Inc Common Sto (MGPI) 0.3 $886k 11k 83.25
International Seaways (INSW) 0.3 $864k 17k 51.56
Advanced Energy Industries (AEIS) 0.3 $851k 8.1k 105.24
Healthequity (HQY) 0.3 $818k 10k 81.85
Hubspot (HUBS) 0.3 $791k 1.5k 531.60
Paylocity Holding Corporation (PCTY) 0.2 $782k 4.7k 164.97
Super Micro Computer 0.2 $764k 1.8k 416.40
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.2 $761k 13k 57.41
Axcelis Technologies Incorporated Com New (ACLS) 0.2 $716k 6.8k 104.85
Hudson Technologies (HDSN) 0.2 $680k 82k 8.34
Trane Technologies SHS (TT) 0.2 $676k 1.7k 388.76
Nextera Energy (NEE) 0.2 $658k 7.8k 84.53
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.2 $656k 3.9k 167.20
Public Service Enterprise (PEG) 0.2 $643k 7.2k 89.21
Elf Beauty (ELF) 0.2 $582k 5.3k 109.03
salesforce (CRM) 0.2 $579k 2.1k 273.67
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.2 $568k 3.4k 165.83
Advanced Micro Devices (AMD) 0.2 $526k 3.2k 164.08
Intercontinental Exchange (ICE) 0.2 $519k 3.2k 160.65
Atkore Intl (ATKR) 0.2 $516k 6.1k 84.74
Celsius Hldgs Incorporated Com New (CELH) 0.2 $501k 16k 31.36
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.1 $458k 7.4k 62.32
Fiserv (FI) 0.1 $451k 2.5k 179.65
TJX Companies (TJX) 0.1 $448k 3.8k 117.55
American Express Company (AXP) 0.1 $437k 1.6k 271.17
Nxp Semiconductors N V (NXPI) 0.1 $424k 1.8k 239.95
Netflix (NFLX) 0.1 $394k 555.00 709.27
Steris Plc Shs Usd Shs Usd (STE) 0.1 $371k 1.5k 242.61
L3harris Technologies (LHX) 0.1 $370k 1.6k 237.93
Iqvia Holdings (IQV) 0.1 $369k 1.6k 236.97
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.1 $351k 3.0k 116.95
S&p Global (SPGI) 0.1 $346k 669.00 516.66
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.1 $318k 3.1k 101.26
Chipotle Mexican Grill (CMG) 0.1 $302k 5.2k 57.62
Edwards Lifesciences (EW) 0.1 $286k 4.3k 65.99
Pulte (PHM) 0.1 $282k 2.0k 143.51
D.R. Horton (DHI) 0.1 $265k 1.4k 190.76
Lennar Corporation Class A Cl A (LEN) 0.1 $253k 1.4k 187.54
Newmont Mining Corporation (NEM) 0.1 $245k 4.6k 53.45
Charles Schwab Corporation (SCHW) 0.1 $244k 3.8k 64.80
Allstate Corporation (ALL) 0.1 $241k 1.3k 189.70
Chevron Corporation (CVX) 0.1 $235k 1.6k 147.26
Spdr Energy Select Sector Fund Energy (XLE) 0.1 $231k 2.6k 87.80
Juniper Networks (JNPR) 0.1 $222k 5.7k 38.98
Cisco Systems (CSCO) 0.1 $221k 4.2k 53.22
Automatic Data Processing (ADP) 0.1 $218k 788.00 276.80
Phillips 66 (PSX) 0.1 $213k 1.6k 131.48
Valero Energy Corporation (VLO) 0.1 $210k 1.6k 135.00
Hewlett Packard Enterprise (HPE) 0.1 $209k 10k 20.46
Procter & Gamble Company (PG) 0.1 $203k 1.2k 173.17
Abbott Laboratories (ABT) 0.1 $202k 1.8k 114.04
Landstar System (LSTR) 0.1 $190k 1.0k 188.87
Dex (DXCM) 0.1 $190k 2.8k 67.04
Marathon Oil Corporation (MRO) 0.1 $187k 7.0k 26.63
First Trust Indxx Global Natural Resources Income Etf Indxx Nat Re Etf (FTRI) 0.1 $186k 14k 13.49
Nike Incorporated Class B CL B (NKE) 0.1 $183k 2.1k 88.40
EOG Resources (EOG) 0.1 $179k 1.5k 122.95
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.1 $179k 3.4k 52.81
Oshkosh Corporation (OSK) 0.1 $179k 1.8k 100.21
Cognex Corporation (CGNX) 0.1 $175k 4.3k 40.50
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.1 $172k 2.9k 59.22
United Parcel Service Incorporated Class B CL B (UPS) 0.1 $171k 1.3k 136.30
Ishares Tr Core 1 5 Yr Usd Core 1 5 Yr Usd (ISTB) 0.1 $161k 3.3k 48.69
Vaneck Natural Resources Etf Natural Resourc (HAP) 0.0 $150k 2.8k 52.72
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $147k 1.6k 90.80
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.0 $145k 410.00 353.48
Lauder Estee Companies Incorporated Class A Cl A (EL) 0.0 $137k 1.4k 99.68
Brightview Holdings (BV) 0.0 $120k 7.6k 15.74
Key (KEY) 0.0 $111k 6.6k 16.75
Intuitive Surgical Incorporated Com New (ISRG) 0.0 $109k 222.00 491.27
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $103k 960.00 107.65
Fastenal Company (FAST) 0.0 $102k 1.4k 71.40
Spdr Technology Select Sector Fund Technology (XLK) 0.0 $97k 429.00 225.77
Zions Bancorporation (ZION) 0.0 $97k 2.0k 47.23
Spdr Portfolio S&p 500 High Dividend Etf Prtflo S&p500 Hi (SPYD) 0.0 $88k 1.9k 45.65
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.0 $84k 1.7k 50.17
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $79k 135.00 586.52
Starbucks Corporation (SBUX) 0.0 $76k 780.00 97.54
Goldman Sachs (GS) 0.0 $74k 150.00 495.11
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $61k 350.00 173.67
Applied Materials (AMAT) 0.0 $60k 299.00 202.05
Vanguard Financials Etf Financials Etf (VFH) 0.0 $60k 546.00 110.00
Raytheon Technologies Corp (RTX) 0.0 $56k 463.00 121.26
Marriott International Incorporated New Class A Cl A (MAR) 0.0 $51k 205.00 248.64
Bristol Myers Squibb (BMY) 0.0 $51k 979.00 51.74
Boston Beer Incorporated Class A Cl A (SAM) 0.0 $48k 167.00 289.14
Abbvie (ABBV) 0.0 $44k 225.00 197.48
Ge Aerospace Com New (GE) 0.0 $43k 226.00 188.58
Boston Scientific Corporation (BSX) 0.0 $42k 500.00 83.80
Lockheed Martin Corporation (LMT) 0.0 $41k 70.00 584.56
Ford Motor Company (F) 0.0 $39k 3.7k 10.56
CSX Corporation (CSX) 0.0 $39k 1.1k 34.53
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.0 $38k 825.00 45.86
ICU Medical, Incorporated (ICUI) 0.0 $36k 200.00 182.22
Texas Instruments Incorporated (TXN) 0.0 $36k 175.00 206.57
McGrath Rent (MGRC) 0.0 $36k 341.00 105.30
Lam Research Corporation 0.0 $35k 43.00 816.07
General Dynamics Corporation (GD) 0.0 $35k 114.00 302.20
Honeywell International (HON) 0.0 $33k 158.00 206.71
Bank of Hawaii Corporation (BOH) 0.0 $31k 500.00 62.77
Old National Ban (ONB) 0.0 $30k 1.6k 18.66
Norfolk Southern (NSC) 0.0 $30k 120.00 248.55
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.0 $29k 144.00 198.06
Quest Diagnostics Incorporated (DGX) 0.0 $28k 180.00 155.25
Deere & Company (DE) 0.0 $21k 50.00 417.34
Target Corporation (TGT) 0.0 $20k 127.00 155.86
Pepsi (PEP) 0.0 $20k 116.00 169.71
Ishares Tr North Amern Nat North Amern Nat (IGE) 0.0 $19k 431.00 44.07
Pfizer (PFE) 0.0 $15k 525.00 28.93
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $15k 1.0k 14.69
Ge Vernova (GEV) 0.0 $14k 56.00 254.98
Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (GRFS) 0.0 $13k 1.5k 8.88
Humana (HUM) 0.0 $11k 35.00 316.74
Halliburton Company (HAL) 0.0 $11k 374.00 29.07
Nv5 Holding (NVEE) 0.0 $9.3k 100.00 93.48
Synchrony Financial (SYF) 0.0 $9.1k 183.00 49.82
Spdr Health Care Select Sbi Healthcare (XLV) 0.0 $8.9k 58.00 154.02
Boeing Company (BA) 0.0 $7.6k 50.00 152.04
CF Industries Holdings (CF) 0.0 $6.9k 80.00 85.80
Walt Disney Company (DIS) 0.0 $6.7k 70.00 96.19
Caterpillar (CAT) 0.0 $6.6k 17.00 391.12
Microchip Technology (MCHP) 0.0 $5.9k 74.00 80.28
Northrop Grumman Corporation (NOC) 0.0 $5.3k 10.00 528.10
Fidus Invt (FDUS) 0.0 $5.0k 254.00 19.59
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 0.0 $4.4k 35.00 125.97
Exp World Holdings Inc equities (EXPI) 0.0 $4.3k 307.00 14.09
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.0 $4.3k 40.00 106.75
Waste Management (WM) 0.0 $4.2k 20.00 208.35
Tractor Supply Company (TSCO) 0.0 $3.5k 12.00 292.08
Tapestry (TPR) 0.0 $3.3k 70.00 46.69
Arm Holdings Sponsored Ads (ARM) 0.0 $3.1k 22.00 143.00
First Horizon National Corporation (FHN) 0.0 $2.9k 189.00 15.53
Nextera Energy Partners Lp Com Unit Part In Com Unit Part In (XIFR) 0.0 $2.9k 106.00 27.54
SYSCO Corporation (SYY) 0.0 $2.9k 37.00 78.05
Crown Castle Intl (CCI) 0.0 $2.8k 23.00 120.22
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 0.0 $1.7k 3.00 576.67
Delta Air Lines Incorporated Del Com New (DAL) 0.0 $1.4k 28.00 50.79
Macy's (M) 0.0 $1.3k 82.00 15.70
Sturm, Ruger & Company (RGR) 0.0 $1.3k 30.00 41.67
Technipfmc (FTI) 0.0 $786.999000 30.00 26.23
Palantir Technologies Incorporated Class A Cl A (PLTR) 0.0 $521.000200 14.00 37.21
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 0.0 $451.000200 6.00 75.17
Ge Healthcare Technologies Incorporated Common Stock (GEHC) 0.0 $375.000000 4.00 93.75
Invesco Building & Construction Etf Building & Const (PKB) 0.0 $318.000000 4.00 79.50
Beyond Meat (BYND) 0.0 $170.000000 25.00 6.80
Vaneck Agribusiness Etf Agribusiness Etf (MOO) 0.0 $76.000000 1.00 76.00
First Trust Preferred Securities And Income Etf Pfd Secs Inc Etf (FPE) 0.0 $45.999900 3.00 15.33