Peterson Wealth Services

Peterson Wealth Services as of March 31, 2025

Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 206 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Growth Etf (VUG) 7.1 $23M 62k 370.82
Apple (AAPL) 6.9 $22M 100k 222.13
NVIDIA Corporation (NVDA) 4.9 $16M 147k 108.38
Costco Wholesale Corporation (COST) 4.0 $13M 14k 945.75
JPMorgan Chase & Co. (JPM) 3.9 $13M 51k 245.30
Amazon (AMZN) 3.5 $11M 59k 190.26
Tesla Motors (TSLA) 2.9 $9.5M 37k 259.16
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 2.9 $9.2M 17k 532.58
Raymond James Financial (RJF) 2.6 $8.4M 61k 138.91
Visa Incorporated Com Class A Com Cl A (V) 2.4 $7.8M 22k 350.46
Palantir Technologies Incorporated Class A Cl A (PLTR) 2.2 $7.2M 86k 84.40
Broadcom (AVGO) 2.2 $7.2M 43k 167.43
ConocoPhillips (COP) 2.0 $6.3M 60k 105.02
Microsoft Corporation (MSFT) 1.9 $6.2M 17k 375.38
Comfort Systems USA (FIX) 1.9 $6.2M 19k 322.32
Home Depot (HD) 1.7 $5.6M 15k 366.48
Canadian Natural Resources (CNQ) 1.7 $5.6M 181k 30.80
Philip Morris International (PM) 1.6 $5.1M 32k 158.73
Asml Holding N V N Y Registry N Y Registry Shs (Principal) (ASML) 1.5 $5.0M 7.5k 662.59
Stryker Corporation (SYK) 1.5 $4.9M 13k 372.25
Thermo Fisher Scientific (TMO) 1.4 $4.5M 9.0k 497.62
Union Pacific Corporation (UNP) 1.3 $4.3M 18k 236.24
Diamondback Energy (FANG) 1.3 $4.0M 25k 159.88
Meta Platforms Incorporated Class A Cl A (META) 1.2 $3.9M 6.8k 576.36
Garmin SHS (GRMN) 1.2 $3.9M 18k 217.12
Eli Lilly & Co. (LLY) 1.2 $3.7M 4.5k 825.93
Oracle Corporation (ORCL) 1.1 $3.6M 26k 139.81
Motorola Solutions Incorporated Com New (MSI) 1.1 $3.5M 7.9k 437.79
Chubb (CB) 1.0 $3.3M 11k 301.98
Wal-Mart Stores (WMT) 1.0 $3.2M 37k 87.79
Zoetis Incorporated Class A Cl A (ZTS) 1.0 $3.1M 19k 164.65
Matador Resources (MTDR) 1.0 $3.1M 60k 51.09
Cadence Design Systems (CDNS) 0.9 $2.9M 12k 254.33
Exxon Mobil Corporation (XOM) 0.9 $2.9M 24k 118.93
Marathon Petroleum Corp (MPC) 0.9 $2.8M 19k 145.69
Spdr S&p 500 Etf Tr Unit (SPY) 0.8 $2.7M 4.9k 559.40
Lululemon Athletica (LULU) 0.8 $2.7M 9.6k 283.06
Cme (CME) 0.8 $2.6M 9.7k 265.30
Eaton Corporation SHS (ETN) 0.8 $2.5M 9.3k 271.82
Johnson & Johnson (JNJ) 0.8 $2.5M 15k 165.84
Old Dominion Freight Line (ODFL) 0.8 $2.5M 15k 165.45
Air Products & Chemicals (APD) 0.7 $2.4M 8.2k 294.93
Merck & Co (MRK) 0.7 $2.3M 25k 89.76
UnitedHealth (UNH) 0.7 $2.3M 4.3k 523.76
Darden Restaurants (DRI) 0.7 $2.2M 11k 207.76
Realty Income (O) 0.6 $1.9M 32k 58.01
Medtronic SHS (MDT) 0.6 $1.9M 21k 89.86
Analog Devices (ADI) 0.6 $1.8M 9.2k 201.66
Fidelity National Information Services (FIS) 0.5 $1.7M 23k 74.68
Johnson Controls International SHS (JCI) 0.5 $1.6M 20k 80.11
Comcast Corporation New Class A Cl A (CMCSA) 0.5 $1.5M 42k 36.90
Verizon Communications (VZ) 0.4 $1.3M 30k 45.36
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $1.2M 2.2k 513.81
Cummins (CMI) 0.3 $1.0M 3.3k 313.41
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.3 $999k 10k 97.60
Ensign (ENSG) 0.3 $935k 7.2k 129.40
Reliance Steel & Aluminum (RS) 0.3 $922k 3.2k 288.73
Kinsale Cap Group (KNSL) 0.3 $913k 1.9k 486.64
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.3 $905k 12k 75.65
Public Service Enterprise (PEG) 0.3 $843k 10k 82.30
Paycom Software (PAYC) 0.2 $785k 3.6k 218.45
Simpson Manufacturing (SSD) 0.2 $772k 4.9k 157.07
Nextera Energy (NEE) 0.2 $740k 10k 70.89
Brunswick Corporation (BC) 0.2 $732k 14k 53.85
Monolithic Power Systems (MPWR) 0.2 $718k 1.2k 579.94
AGCO Corporation (AGCO) 0.2 $712k 7.7k 92.57
Paylocity Holding Corporation (PCTY) 0.2 $708k 3.8k 187.34
Zurn Water Solutions Corp Zws (ZWS) 0.2 $700k 21k 32.98
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.2 $665k 1.2k 533.48
Westlake Chemical Corporation (WLK) 0.2 $658k 6.6k 100.03
UFP Technologies (UFPT) 0.2 $646k 3.2k 201.71
Trane Technologies SHS (TT) 0.2 $620k 1.8k 336.98
Advanced Energy Industries (AEIS) 0.2 $619k 6.5k 95.31
Healthequity (HQY) 0.2 $613k 6.9k 88.37
First Ctzns Bancshares Incorporated N C Class A Cl A (FCNCA) 0.2 $609k 328.00 1856.37
Powell Industries (POWL) 0.2 $608k 3.6k 170.33
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.2 $596k 3.9k 154.63
Super Micro Computer Incorporated Com New (SMCI) 0.2 $593k 17k 34.24
Ies Hldgs (IESC) 0.2 $587k 3.6k 165.11
Pacs Group Incorporated Com Shs (PACS) 0.2 $575k 51k 11.24
Sterling Construction Company (STRL) 0.2 $572k 5.1k 113.21
salesforce (CRM) 0.2 $572k 2.1k 268.30
Murphy Usa (MUSA) 0.2 $562k 1.2k 469.70
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.2 $557k 11k 50.12
Onto Innovation (ONTO) 0.2 $556k 4.6k 121.34
Elf Beauty (ELF) 0.2 $548k 8.7k 62.79
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.2 $548k 5.5k 98.92
Hubspot (HUBS) 0.2 $536k 939.00 571.29
Astera Labs (ALAB) 0.2 $534k 8.9k 59.67
Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) 0.2 $530k 6.8k 78.13
Netflix (NFLX) 0.2 $518k 555.00 932.53
TJX Companies (TJX) 0.2 $499k 4.1k 121.79
Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.2 $498k 6.9k 72.20
The Trade Desk Incorporated Com Class A Com Cl A (TTD) 0.2 $492k 9.0k 54.72
Atkore Intl (ATKR) 0.1 $472k 7.9k 59.99
Fiserv (FI) 0.1 $461k 2.1k 220.83
Axcelis Technologies Incorporated Com New (ACLS) 0.1 $454k 9.1k 49.67
American Express Company (AXP) 0.1 $434k 1.6k 269.07
Invesco S&p Smallcap Momentum Etf S&p Smlcp Moment (XSMO) 0.1 $420k 6.7k 62.75
Steris Plc Shs Usd Shs Usd (STE) 0.1 $390k 1.7k 226.63
Nxp Semiconductors N V (NXPI) 0.1 $377k 2.0k 190.03
S&p Global (SPGI) 0.1 $376k 739.00 508.14
Advanced Micro Devices (AMD) 0.1 $375k 3.7k 102.74
L3harris Technologies (LHX) 0.1 $356k 1.7k 209.29
Edwards Lifesciences (EW) 0.1 $355k 4.9k 72.48
Iqvia Holdings (IQV) 0.1 $328k 1.9k 176.30
Vanguard Value Etf Value Etf (VTV) 0.1 $299k 1.7k 172.74
Chipotle Mexican Grill (CMG) 0.1 $293k 5.8k 50.21
Charles Schwab Corporation (SCHW) 0.1 $286k 3.7k 78.29
Allstate Corporation (ALL) 0.1 $274k 1.3k 207.09
Chevron Corporation (CVX) 0.1 $270k 1.6k 167.33
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.1 $258k 1.7k 156.21
Cisco Systems (CSCO) 0.1 $245k 4.0k 61.72
Automatic Data Processing (ADP) 0.1 $241k 788.00 305.61
Dex (DXCM) 0.1 $241k 3.5k 68.29
Abbott Laboratories (ABT) 0.1 $232k 1.8k 132.63
Spdr Energy Select Sector Fund Energy (XLE) 0.1 $215k 2.3k 93.45
Valero Energy Corporation (VLO) 0.1 $208k 1.6k 132.08
Procter & Gamble Company (PG) 0.1 $199k 1.2k 170.39
Phillips 66 (PSX) 0.1 $198k 1.6k 123.49
Newmont Mining Corporation (NEM) 0.1 $197k 4.1k 48.28
Juniper Networks (JNPR) 0.1 $190k 5.3k 36.19
EOG Resources (EOG) 0.1 $187k 1.5k 128.24
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.1 $175k 2.9k 60.19
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.1 $172k 3.4k 50.83
Oshkosh Corporation (OSK) 0.1 $169k 1.8k 94.09
Pulte (PHM) 0.0 $159k 1.6k 102.79
Hewlett Packard Enterprise (HPE) 0.0 $154k 10k 15.43
Landstar System (LSTR) 0.0 $152k 1.0k 150.24
Intuitive Surgical Incorporated Com New (ISRG) 0.0 $150k 303.00 495.27
Lennar Corporation Class A Cl A (LEN) 0.0 $149k 1.3k 114.79
D.R. Horton (DHI) 0.0 $149k 1.2k 127.16
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $145k 1.6k 89.64
United Parcel Service Incorporated Class B CL B (UPS) 0.0 $141k 1.3k 109.99
Vaneck Natural Resources Etf Natural Resourc (HAP) 0.0 $134k 2.7k 49.82
Amphenol Corporation New Class A Cl A (APH) 0.0 $132k 2.0k 65.59
Cognex Corporation (CGNX) 0.0 $131k 4.4k 29.83
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.0 $129k 413.00 312.21
Fastenal Company (FAST) 0.0 $112k 1.4k 77.52
Lauder Estee Companies Incorporated Class A Cl A (EL) 0.0 $110k 1.7k 66.01
Spdr Technology Select Sector Fund Technology (XLK) 0.0 $108k 524.00 206.30
Key (KEY) 0.0 $106k 6.6k 15.99
Zions Bancorporation (ZION) 0.0 $103k 2.1k 49.87
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $96k 960.00 100.00
Spdr Portfolio S&p 500 High Dividend Etf Prtflo S&p500 Hi (SPYD) 0.0 $91k 2.1k 44.25
Brightview Holdings (BV) 0.0 $90k 7.0k 12.84
Vanguard Financials Etf Financials Etf (VFH) 0.0 $86k 723.00 119.50
Intercontinental Exchange (ICE) 0.0 $85k 493.00 172.37
Skyworks Solutions (SWKS) 0.0 $79k 1.2k 64.63
Starbucks Corporation (SBUX) 0.0 $77k 788.00 98.07
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $73k 135.00 542.38
Celsius Hldgs Incorporated Com New (CELH) 0.0 $66k 1.9k 35.62
Taiwan Semiconductor Mfg Sponsored Ads (Principal) (TSM) 0.0 $60k 364.00 166.00
Bristol Myers Squibb (BMY) 0.0 $60k 979.00 60.99
Occidental Petroleum Corporation (OXY) 0.0 $49k 1.0k 49.36
Abbvie (ABBV) 0.0 $47k 225.00 209.52
Ge Aerospace Com New (GE) 0.0 $45k 226.00 200.15
Applied Materials (AMAT) 0.0 $43k 299.00 145.12
McGrath Rent (MGRC) 0.0 $38k 344.00 111.32
Ford Motor Company (F) 0.0 $38k 3.8k 10.03
Devon Energy Corporation (DVN) 0.0 $38k 1.0k 37.41
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.0 $36k 825.00 43.70
Old National Ban (ONB) 0.0 $35k 1.6k 21.19
CSX Corporation (CSX) 0.0 $33k 1.1k 29.43
Texas Instruments Incorporated (TXN) 0.0 $31k 175.00 179.70
Quest Diagnostics Incorporated (DGX) 0.0 $31k 180.00 169.20
Norfolk Southern (NSC) 0.0 $29k 121.00 237.45
ICU Medical, Incorporated (ICUI) 0.0 $28k 200.00 138.86
Bank of Hawaii Corporation (BOH) 0.0 $28k 400.00 68.97
Ishares Tr North Amern Nat North Amern Nat (IGE) 0.0 $20k 431.00 45.47
Baker Hughes Company Class A Cl A (BKR) 0.0 $18k 400.00 43.95
Pepsi (PEP) 0.0 $17k 116.00 149.64
Millrose Pptys Incorporated Com Class A Reit Com Cl A (MRP) 0.0 $17k 646.00 26.49
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $15k 260.00 58.35
General Dynamics Corporation (GD) 0.0 $15k 54.00 272.57
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.0 $15k 140.00 104.57
Novo-nordisk A S Adr (Principal) (NVO) 0.0 $14k 197.00 69.37
Target Corporation (TGT) 0.0 $13k 127.00 104.36
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $11k 1.0k 11.42
Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (Principal) (GRFS) 0.0 $11k 1.5k 7.11
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.0 $9.9k 183.00 53.97
Smurfit Westrock SHS (SW) 0.0 $9.6k 213.00 45.06
Raytheon Technologies Corp (RTX) 0.0 $8.5k 64.00 132.50
Spdr Health Care Select Sbi Healthcare (XLV) 0.0 $8.5k 58.00 146.02
Nv5 Holding (NVEE) 0.0 $7.7k 400.00 19.27
CF Industries Holdings (CF) 0.0 $6.3k 80.00 78.15
Caterpillar (CAT) 0.0 $5.6k 17.00 329.82
Northrop Grumman Corporation (NOC) 0.0 $5.1k 10.00 512.00
Waste Management (WM) 0.0 $4.7k 20.00 234.05
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.0 $4.1k 40.00 102.17
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 0.0 $4.0k 35.00 115.60
Microchip Technology (MCHP) 0.0 $3.6k 74.00 48.41
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.0 $2.9k 15.00 194.00
SYSCO Corporation (SYY) 0.0 $2.8k 37.00 75.03
Fidus Invt (FDUS) 0.0 $2.5k 121.00 20.46
Arm Holdings Sponsored Ads (Principal) (ARM) 0.0 $2.3k 22.00 106.77
Boeing Company (BA) 0.0 $2.2k 13.00 170.54
Macy's (M) 0.0 $1.0k 82.00 12.56
Ge Vernova (GEV) 0.0 $915.999900 3.00 305.33
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) 0.0 $832.000000 20.00 41.60
Stmicroelectronics N V Ny Registry Ny Registry (Principal) (STM) 0.0 $813.001000 37.00 21.97
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 0.0 $441.000000 6.00 73.50
Ge Healthcare Technologies Incorporated Common Stock (GEHC) 0.0 $323.000000 4.00 80.75
Invesco Building & Construction Etf Building & Const (PKB) 0.0 $269.000000 4.00 67.25
Intel Corporation (INTC) 0.0 $227.000000 10.00 22.70
Beyond Meat (BYND) 0.0 $76.000000 25.00 3.04