Peterson Wealth Services

Peterson Wealth Services as of Dec. 31, 2024

Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 217 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.4 $25M 98k 250.42
NVIDIA Corporation (NVDA) 6.4 $21M 159k 134.29
Tesla Motors (TSLA) 6.3 $21M 52k 403.84
Vanguard Growth Etf Growth Etf (VUG) 4.1 $14M 33k 410.44
Costco Wholesale Corporation (COST) 3.9 $13M 14k 916.27
Broadcom (AVGO) 3.9 $13M 56k 231.84
Amazon (AMZN) 3.7 $12M 57k 219.39
JPMorgan Chase & Co. (JPM) 3.6 $12M 50k 239.71
Raymond James Financial (RJF) 3.1 $10M 66k 155.33
Comfort Systems USA (FIX) 2.4 $8.1M 19k 424.07
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 2.3 $7.6M 17k 453.28
Visa Incorporated Com Class A Com Cl A (V) 2.1 $6.9M 22k 316.04
Microsoft Corporation (MSFT) 2.0 $6.6M 16k 421.49
Home Depot (HD) 1.7 $5.7M 15k 388.98
Canadian Natural Resources (CNQ) 1.5 $5.2M 167k 30.87
Stryker Corporation (SYK) 1.4 $4.6M 13k 360.05
Garmin SHS (GRMN) 1.2 $4.1M 20k 206.26
Palantir Technologies Incorporated Class A Cl A (PLTR) 1.2 $4.0M 53k 75.63
Union Pacific Corporation (UNP) 1.1 $3.8M 17k 228.04
Thermo Fisher Scientific (TMO) 1.1 $3.7M 7.1k 520.24
Asml Holding N V N Y Registry N Y Registry Shs (Principal) (ASML) 1.1 $3.7M 5.3k 693.08
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 1.1 $3.6M 6.3k 569.58
ConocoPhillips (COP) 1.1 $3.6M 36k 99.17
Novo-nordisk A S Adr (Principal) (NVO) 1.1 $3.5M 41k 86.02
Diamondback Energy (FANG) 1.1 $3.5M 22k 163.83
Eli Lilly & Co. (LLY) 1.0 $3.4M 4.4k 772.01
Motorola Solutions Incorporated Com New (MSI) 1.0 $3.4M 7.3k 462.21
Meta Platforms Incorporated Class A Cl A (META) 1.0 $3.3M 5.6k 585.52
Cadence Design Systems (CDNS) 1.0 $3.2M 11k 300.46
Wal-Mart Stores (WMT) 1.0 $3.2M 35k 90.35
Lululemon Athletica (LULU) 0.9 $3.1M 8.0k 382.41
Spdr S&p 500 Etf Tr Unit (SPY) 0.9 $3.0M 5.2k 586.06
Eaton Corporation SHS (ETN) 0.9 $2.9M 8.6k 331.87
Chubb (CB) 0.8 $2.8M 10k 276.29
Zoetis Incorporated Class A Cl A (ZTS) 0.8 $2.7M 17k 162.93
Old Dominion Freight Line (ODFL) 0.8 $2.6M 15k 176.39
Vanguard Value Etf Value Etf (VTV) 0.7 $2.5M 15k 169.30
Marathon Petroleum Corp (MPC) 0.7 $2.4M 18k 139.50
Exxon Mobil Corporation (XOM) 0.7 $2.4M 22k 107.57
Air Products & Chemicals (APD) 0.7 $2.2M 7.6k 290.04
Merck & Co (MRK) 0.6 $2.1M 22k 99.48
Matador Resources (MTDR) 0.6 $2.1M 37k 56.26
Cme (CME) 0.6 $2.0M 8.7k 232.24
Johnson & Johnson (JNJ) 0.6 $1.9M 13k 144.62
UnitedHealth (UNH) 0.6 $1.9M 3.7k 505.82
Darden Restaurants (DRI) 0.6 $1.8M 9.9k 186.70
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.5 $1.8M 3.3k 538.76
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.5 $1.7M 35k 50.11
Analog Devices (ADI) 0.5 $1.7M 8.1k 212.45
Fidelity National Information Services (FIS) 0.5 $1.7M 21k 80.77
Ies Hldgs (IESC) 0.5 $1.6M 8.1k 200.96
Johnson Controls International SHS (JCI) 0.5 $1.5M 19k 78.93
Oracle Corporation (ORCL) 0.4 $1.5M 8.8k 166.64
Realty Income (O) 0.4 $1.5M 27k 53.41
Medtronic SHS (MDT) 0.4 $1.5M 18k 79.88
Comcast Corporation New Class A Cl A (CMCSA) 0.4 $1.4M 38k 37.53
Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) 0.4 $1.3M 11k 117.68
First Ctzns Bancshares Incorporated N C Class A Cl A (FCNCA) 0.4 $1.2M 580.00 2113.73
Astera Labs (ALAB) 0.4 $1.2M 9.1k 132.45
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.3 $1.1M 13k 89.46
Hubspot (HUBS) 0.3 $1.1M 1.6k 696.77
The Trade Desk Incorporated Com Class A Com Cl A (TTD) 0.3 $1.0M 8.8k 117.53
Verizon Communications (VZ) 0.3 $1.0M 26k 39.99
Ensign (ENSG) 0.3 $1.0M 7.7k 132.86
Healthequity (HQY) 0.3 $1.0M 11k 95.95
UFP Technologies (UFPT) 0.3 $1.0M 4.1k 244.51
Paylocity Holding Corporation (PCTY) 0.3 $997k 5.0k 199.47
Advanced Energy Industries (AEIS) 0.3 $996k 8.6k 115.63
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.3 $938k 13k 70.28
Reliance Steel & Aluminum (RS) 0.3 $896k 3.3k 269.25
Kinsale Cap Group (KNSL) 0.3 $889k 1.9k 465.21
Brunswick Corporation (BC) 0.3 $858k 13k 64.68
Sterling Construction Company (STRL) 0.3 $834k 5.0k 168.45
Simpson Manufacturing (SSD) 0.2 $821k 5.0k 165.83
Monolithic Power Systems (MPWR) 0.2 $781k 1.3k 591.85
Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.2 $771k 6.8k 113.61
Onto Innovation (ONTO) 0.2 $748k 4.5k 166.67
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.2 $738k 3.9k 189.28
salesforce (CRM) 0.2 $737k 2.2k 334.32
Westlake Chemical Corporation (WLK) 0.2 $734k 6.4k 114.66
Public Service Enterprise (PEG) 0.2 $697k 8.2k 84.49
Trane Technologies SHS (TT) 0.2 $686k 1.9k 369.38
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.2 $683k 13k 52.22
Nextera Energy (NEE) 0.2 $618k 8.6k 71.69
Elf Beauty (ELF) 0.2 $616k 4.9k 125.55
Atkore Intl (ATKR) 0.2 $571k 6.8k 83.46
Axcelis Technologies Incorporated Com New (ACLS) 0.2 $538k 7.7k 69.87
Intercontinental Exchange (ICE) 0.1 $495k 3.3k 149.00
Netflix (NFLX) 0.1 $495k 555.00 891.32
TJX Companies (TJX) 0.1 $493k 4.1k 120.80
Pacs Group Incorporated Com Shs (PACS) 0.1 $488k 37k 13.11
Murphy Usa (MUSA) 0.1 $480k 956.00 501.75
American Express Company (AXP) 0.1 $478k 1.6k 296.71
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.1 $456k 7.3k 62.31
Fiserv (FI) 0.1 $443k 2.2k 205.42
Advanced Micro Devices (AMD) 0.1 $428k 3.5k 120.79
Nxp Semiconductors N V (NXPI) 0.1 $415k 2.0k 207.86
S&p Global (SPGI) 0.1 $367k 736.00 498.03
Iqvia Holdings (IQV) 0.1 $366k 1.9k 196.51
L3harris Technologies (LHX) 0.1 $359k 1.7k 210.31
Steris Plc Shs Usd Shs Usd (STE) 0.1 $356k 1.7k 205.54
Edwards Lifesciences (EW) 0.1 $354k 4.8k 74.03
Chipotle Mexican Grill (CMG) 0.1 $348k 5.8k 60.30
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.1 $347k 1.8k 190.45
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.1 $338k 2.9k 115.23
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.1 $289k 3.0k 96.91
Charles Schwab Corporation (SCHW) 0.1 $281k 3.8k 74.01
Allstate Corporation (ALL) 0.1 $266k 1.4k 192.76
Cisco Systems (CSCO) 0.1 $243k 4.1k 59.20
Dex (DXCM) 0.1 $236k 3.0k 77.77
Chevron Corporation (CVX) 0.1 $233k 1.6k 144.88
Automatic Data Processing (ADP) 0.1 $231k 788.00 292.81
Spdr Energy Select Sector Fund Energy (XLE) 0.1 $225k 2.6k 85.66
Hewlett Packard Enterprise (HPE) 0.1 $219k 10k 21.35
Juniper Networks (JNPR) 0.1 $204k 5.4k 37.45
Abbott Laboratories (ABT) 0.1 $202k 1.8k 113.11
Procter & Gamble Company (PG) 0.1 $198k 1.2k 167.68
Valero Energy Corporation (VLO) 0.1 $194k 1.6k 122.58
Phillips 66 (PSX) 0.1 $186k 1.6k 113.90
Lennar Corporation Class A Cl A (LEN) 0.1 $181k 1.3k 136.38
EOG Resources (EOG) 0.1 $181k 1.5k 122.55
Landstar System (LSTR) 0.1 $175k 1.0k 171.93
Oshkosh Corporation (OSK) 0.1 $171k 1.8k 95.09
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.1 $170k 2.9k 58.35
Pulte (PHM) 0.1 $170k 1.6k 108.91
D.R. Horton (DHI) 0.0 $163k 1.2k 139.76
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.0 $162k 3.4k 47.82
United Parcel Service Incorporated Class B CL B (UPS) 0.0 $159k 1.3k 126.11
Cognex Corporation (CGNX) 0.0 $157k 4.4k 35.86
Newmont Mining Corporation (NEM) 0.0 $154k 4.1k 37.22
Ishares Tr Core 1 5 Yr Usd Core 1 5 Yr Usd (ISTB) 0.0 $150k 3.1k 47.77
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.0 $145k 412.00 351.49
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $142k 1.6k 87.82
Vaneck Natural Resources Etf Natural Resourc (HAP) 0.0 $123k 2.7k 45.60
Intuitive Surgical Incorporated Com New (ISRG) 0.0 $116k 222.00 521.96
Key (KEY) 0.0 $114k 6.6k 17.14
Lauder Estee Companies Incorporated Class A Cl A (EL) 0.0 $113k 1.5k 74.96
Brightview Holdings (BV) 0.0 $113k 7.0k 15.99
Zions Bancorporation (ZION) 0.0 $111k 2.1k 54.26
First Trust Indxx Global Natural Resources Income Etf Indxx Nat Re Etf (FTRI) 0.0 $109k 9.0k 12.03
Fastenal Company (FAST) 0.0 $103k 1.4k 71.92
Spdr Technology Select Sector Fund Technology (XLK) 0.0 $100k 430.00 232.34
Skyworks Solutions (SWKS) 0.0 $98k 1.1k 88.68
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $93k 960.00 96.83
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $84k 135.00 621.80
Spdr Portfolio S&p 500 High Dividend Etf Prtflo S&p500 Hi (SPYD) 0.0 $81k 1.9k 43.24
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB) 0.0 $80k 1.6k 50.13
Starbucks Corporation (SBUX) 0.0 $72k 784.00 91.29
Taiwan Semiconductor Mfg Sponsored Ads (Principal) (TSM) 0.0 $69k 350.00 197.49
Vanguard Financials Etf Financials Etf (VFH) 0.0 $65k 552.00 118.11
Bristol Myers Squibb (BMY) 0.0 $55k 979.00 56.56
Occidental Petroleum Corporation (OXY) 0.0 $49k 1.0k 49.41
Applied Materials (AMAT) 0.0 $49k 299.00 162.63
Abbvie (ABBV) 0.0 $40k 225.00 177.70
McGrath Rent (MGRC) 0.0 $38k 342.00 111.96
Ge Aerospace Com New (GE) 0.0 $38k 226.00 166.79
Ford Motor Company (F) 0.0 $37k 3.7k 9.90
Devon Energy Corporation (DVN) 0.0 $36k 1.1k 32.72
CSX Corporation (CSX) 0.0 $36k 1.1k 32.27
Honeywell International (HON) 0.0 $36k 158.00 225.89
Old National Ban (ONB) 0.0 $35k 1.6k 21.70
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.0 $35k 87.00 401.57
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.0 $35k 825.00 41.82
Lockheed Martin Corporation (LMT) 0.0 $34k 70.00 485.94
Texas Instruments Incorporated (TXN) 0.0 $33k 175.00 187.51
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.0 $32k 173.00 185.13
ICU Medical, Incorporated (ICUI) 0.0 $31k 200.00 155.17
General Dynamics Corporation (GD) 0.0 $30k 114.00 263.49
Bank of Hawaii Corporation (BOH) 0.0 $29k 400.00 71.24
Norfolk Southern (NSC) 0.0 $28k 121.00 234.02
Quest Diagnostics Incorporated (DGX) 0.0 $27k 180.00 150.86
Deere & Company (DE) 0.0 $21k 50.00 423.70
Ge Vernova (GEV) 0.0 $18k 56.00 328.93
Ishares Tr North Amern Nat North Amern Nat (IGE) 0.0 $18k 431.00 42.73
Pepsi (PEP) 0.0 $18k 116.00 151.75
Target Corporation (TGT) 0.0 $17k 127.00 135.18
Baker Hughes Company Class A Cl A (BKR) 0.0 $16k 400.00 41.02
Pfizer (PFE) 0.0 $14k 525.00 26.52
Vanguard Mid-cap Etf Mid Cap Etf (VO) 0.0 $12k 44.00 264.14
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $11k 1.0k 11.38
Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (Principal) (GRFS) 0.0 $11k 1.5k 7.44
Spdr Nuveen Bloomberg High Yield Municip Nuveen Bloomberg (HYMB) 0.0 $10k 401.00 25.58
Halliburton Company (HAL) 0.0 $10k 377.00 27.16
Boeing Company (BA) 0.0 $8.9k 50.00 177.00
Spdr Health Care Select Sbi Healthcare (XLV) 0.0 $8.0k 58.00 137.57
Walt Disney Company (DIS) 0.0 $7.8k 70.00 111.36
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.0 $7.7k 35.00 220.97
Nv5 Holding (NVEE) 0.0 $7.5k 400.00 18.84
Raytheon Technologies Corp (RTX) 0.0 $7.4k 64.00 115.22
Fidus Invt (FDUS) 0.0 $6.9k 327.00 21.01
CF Industries Holdings (CF) 0.0 $6.8k 80.00 85.33
Tapestry (TPR) 0.0 $6.5k 99.00 65.40
Caterpillar (CAT) 0.0 $6.2k 17.00 362.76
First Horizon National Corporation (FHN) 0.0 $5.6k 278.00 20.13
Northrop Grumman Corporation (NOC) 0.0 $4.7k 10.00 469.30
Tractor Supply Company (TSCO) 0.0 $4.5k 86.00 52.79
Microchip Technology (MCHP) 0.0 $4.2k 74.00 57.35
Waste Management (WM) 0.0 $4.1k 20.00 203.25
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 0.0 $4.0k 35.00 114.49
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.0 $4.0k 40.00 99.55
Crown Castle Intl (CCI) 0.0 $3.2k 35.00 90.51
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.0 $2.9k 15.00 195.80
Nextera Energy Partners Lp Com Unit Part In Com Unit Part In (XIFR) 0.0 $2.9k 163.00 17.84
SYSCO Corporation (SYY) 0.0 $2.8k 37.00 76.46
Arm Holdings Sponsored Ads (Principal) (ARM) 0.0 $2.7k 22.00 123.36
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 0.0 $1.8k 3.00 588.67
Delta Air Lines Incorporated Del Com New (DAL) 0.0 $1.7k 28.00 60.50
Macy's (M) 0.0 $1.4k 82.00 16.93
Stmicroelectronics N V Ny Registry Ny Registry (Principal) (STM) 0.0 $924.001000 37.00 24.97
Technipfmc (FTI) 0.0 $867.999000 30.00 28.93
Sofi Technologies (SOFI) 0.0 $831.999600 54.00 15.41
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 0.0 $430.999800 6.00 71.83
Ge Healthcare Technologies Incorporated Common Stock (GEHC) 0.0 $313.000000 4.00 78.25
Invesco Building & Construction Etf Building & Const (PKB) 0.0 $303.000000 4.00 75.75
Beyond Meat (BYND) 0.0 $94.000000 25.00 3.76
Vaneck Agribusiness Etf Agribusiness Etf (MOO) 0.0 $65.000000 1.00 65.00
First Trust Preferred Securities And Income Etf Pfd Secs Inc Etf (FPE) 0.0 $45.000000 3.00 15.00