Peterson Wealth Services

Peterson Wealth Services as of June 30, 2025

Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 221 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Growth Etf (VUG) 7.2 $26M 60k 438.40
NVIDIA Corporation (NVDA) 6.4 $23M 148k 157.99
Apple (AAPL) 5.5 $20M 97k 205.17
JPMorgan Chase & Co. (JPM) 4.1 $15M 51k 289.91
Tesla Motors (TSLA) 3.9 $14M 45k 317.66
Costco Wholesale Corporation (COST) 3.7 $14M 14k 989.91
Amazon (AMZN) 3.6 $13M 59k 219.39
Broadcom (AVGO) 3.3 $12M 43k 275.65
Palantir Technologies Incorporated Class A Cl A (PLTR) 3.2 $12M 86k 136.32
Comfort Systems USA (FIX) 2.8 $10M 19k 536.21
Raymond James Financial (RJF) 2.6 $9.4M 61k 153.37
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 2.3 $8.5M 17k 485.77
Microsoft Corporation (MSFT) 2.3 $8.3M 17k 497.39
Visa Incorporated Com Class A Com Cl A (V) 2.2 $7.9M 22k 355.05
Asml Holding N V N Y Registry N Y Registry Shs (ASML) 1.7 $6.1M 7.6k 801.40
Philip Morris International (PM) 1.7 $6.1M 33k 182.13
Canadian Natural Resources (CNQ) 1.6 $5.8M 186k 31.40
Oracle Corporation (ORCL) 1.6 $5.8M 27k 218.63
Home Depot (HD) 1.6 $5.7M 16k 366.63
ConocoPhillips (COP) 1.5 $5.5M 62k 89.74
Stryker Corporation (SYK) 1.5 $5.3M 13k 395.63
Meta Platforms Incorporated Class A Cl A (META) 1.4 $5.1M 6.9k 738.14
Union Pacific Corporation (UNP) 1.2 $4.3M 19k 230.09
Diamondback Energy (FANG) 1.1 $3.9M 28k 137.40
Garmin SHS (GRMN) 1.0 $3.8M 18k 208.72
Wal-Mart Stores (WMT) 1.0 $3.6M 37k 97.78
Cadence Design Systems (CDNS) 1.0 $3.6M 12k 308.15
Eli Lilly & Co. (LLY) 1.0 $3.6M 4.6k 779.52
Eaton Corporation SHS (ETN) 0.9 $3.4M 9.6k 357.00
Motorola Solutions Incorporated Com New (MSI) 0.9 $3.4M 8.1k 420.45
McDonald's Corporation (MCD) 0.9 $3.4M 12k 292.17
Chubb (CB) 0.9 $3.3M 11k 289.72
Marathon Petroleum Corp (MPC) 0.9 $3.2M 19k 166.11
Matador Resources (MTDR) 0.8 $3.0M 62k 47.72
Spdr S&p 500 Etf Tr Unit (SPY) 0.7 $2.7M 4.4k 617.92
Cme (CME) 0.7 $2.7M 9.8k 275.63
Exxon Mobil Corporation (XOM) 0.7 $2.7M 25k 107.80
Old Dominion Freight Line (ODFL) 0.7 $2.5M 15k 162.30
Lululemon Athletica (LULU) 0.7 $2.4M 10k 237.58
Air Products & Chemicals (APD) 0.7 $2.4M 8.4k 282.07
Darden Restaurants (DRI) 0.7 $2.4M 11k 217.96
Johnson & Johnson (JNJ) 0.6 $2.3M 15k 152.75
Analog Devices (ADI) 0.6 $2.2M 9.4k 238.02
Abbvie (ABBV) 0.6 $2.2M 12k 185.62
Johnson Controls International SHS (JCI) 0.6 $2.2M 21k 105.62
Realty Income (O) 0.5 $1.9M 34k 57.61
Fidelity National Information Services (FIS) 0.5 $1.9M 23k 81.41
Medtronic SHS (MDT) 0.5 $1.9M 21k 87.17
Comcast Corporation New Class A Cl A (CMCSA) 0.4 $1.5M 43k 35.69
UnitedHealth (UNH) 0.4 $1.4M 4.4k 311.98
Verizon Communications (VZ) 0.4 $1.3M 31k 43.27
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $1.3M 2.3k 567.92
Sterling Construction Company (STRL) 0.3 $1.2M 5.1k 230.73
Cummins (CMI) 0.3 $1.1M 3.4k 327.54
Ensign (ENSG) 0.3 $1.1M 7.2k 154.26
Ies Hldgs (IESC) 0.3 $1.1M 3.7k 296.23
Elf Beauty (ELF) 0.3 $1.1M 8.7k 124.44
Reliance Steel & Aluminum (RS) 0.3 $1.0M 3.2k 313.91
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.3 $1000k 12k 83.48
Kinsale Cap Group (KNSL) 0.2 $907k 1.9k 483.94
Monolithic Power Systems (MPWR) 0.2 $906k 1.2k 731.35
Public Service Enterprise (PEG) 0.2 $901k 11k 84.18
Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.2 $885k 6.9k 128.42
Super Micro Computer Incorporated Com New (SMCI) 0.2 $871k 18k 49.01
Advanced Energy Industries (AEIS) 0.2 $860k 6.5k 132.51
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $837k 10k 81.86
Paycom Software (PAYC) 0.2 $832k 3.6k 231.37
Astera Labs (ALAB) 0.2 $808k 8.9k 90.42
Trane Technologies SHS (TT) 0.2 $807k 1.8k 437.42
AGCO Corporation (AGCO) 0.2 $794k 7.7k 103.16
UFP Technologies (UFPT) 0.2 $781k 3.2k 244.16
Zurn Water Solutions Corp Zws (ZWS) 0.2 $776k 21k 36.57
Simpson Manufacturing (SSD) 0.2 $764k 4.9k 155.30
Nextera Energy (NEE) 0.2 $754k 11k 69.42
Powell Industries (POWL) 0.2 $751k 3.6k 210.44
Netflix (NFLX) 0.2 $743k 555.00 1339.13
Brunswick Corporation (BC) 0.2 $738k 13k 55.24
Healthequity (HQY) 0.2 $727k 6.9k 104.76
Celsius Hldgs Incorporated Com New (CELH) 0.2 $722k 16k 46.39
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.2 $713k 1.3k 566.60
Pacs Group Incorporated Com Shs (PACS) 0.2 $689k 53k 12.92
Paylocity Holding Corporation (PCTY) 0.2 $684k 3.8k 181.19
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.2 $680k 3.9k 176.23
The Trade Desk Incorporated Com Class A Com Cl A (TTD) 0.2 $647k 9.0k 71.99
First Ctzns Bancshares Incorporated N C Class A Cl A (FCNCA) 0.2 $647k 331.00 1954.16
Axcelis Technologies Incorporated Com New (ACLS) 0.2 $638k 9.2k 69.69
salesforce (CRM) 0.2 $582k 2.1k 272.69
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.2 $564k 5.7k 99.19
Atkore Intl (ATKR) 0.2 $558k 7.9k 70.55
Extra Space Storage (EXR) 0.1 $524k 3.6k 147.42
Hubspot (HUBS) 0.1 $523k 939.00 556.63
Advanced Micro Devices (AMD) 0.1 $520k 3.7k 141.90
American Express Company (AXP) 0.1 $515k 1.6k 319.02
TJX Companies (TJX) 0.1 $506k 4.1k 123.48
Ge Vernova (GEV) 0.1 $502k 949.00 529.15
Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) 0.1 $500k 6.8k 73.76
Dex (DXCM) 0.1 $483k 5.5k 87.29
Invesco S&p Smallcap Momentum Etf S&p Smlcp Moment (XSMO) 0.1 $464k 6.8k 68.02
InterDigital (IDCC) 0.1 $449k 2.0k 224.23
Steris Plc Shs Usd Shs Usd (STE) 0.1 $414k 1.7k 240.18
Nxp Semiconductors N V (NXPI) 0.1 $402k 1.8k 218.50
S&p Global (SPGI) 0.1 $391k 741.00 527.32
Fiserv (FI) 0.1 $361k 2.1k 172.41
Chipotle Mexican Grill (CMG) 0.1 $328k 5.8k 56.15
Vanguard Value Etf Value Etf (VTV) 0.1 $306k 1.7k 176.74
Charles Schwab Corporation (SCHW) 0.1 $303k 3.3k 91.24
Iqvia Holdings (IQV) 0.1 $295k 1.9k 157.59
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.1 $294k 1.7k 177.34
Allstate Corporation (ALL) 0.1 $268k 1.3k 201.29
Automatic Data Processing (ADP) 0.1 $243k 788.00 308.48
Edwards Lifesciences (EW) 0.1 $231k 2.9k 78.21
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.1 $224k 4.5k 50.14
Cisco Systems (CSCO) 0.1 $218k 3.1k 69.38
Abbott Laboratories (ABT) 0.1 $215k 1.6k 135.97
Chevron Corporation (CVX) 0.1 $214k 1.5k 143.18
Newmont Mining Corporation (NEM) 0.1 $212k 3.6k 58.26
Amphenol Corporation New Class A Cl A (APH) 0.1 $199k 2.0k 98.75
Spdr Energy Select Sector Fund Energy (XLE) 0.1 $195k 2.3k 84.81
Zoetis Incorporated Class A Cl A (ZTS) 0.1 $194k 1.2k 155.89
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.1 $193k 3.4k 57.01
Juniper Networks (JNPR) 0.1 $190k 4.8k 39.93
Hewlett Packard Enterprise (HPE) 0.1 $186k 9.1k 20.45
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.0 $182k 2.9k 62.64
Oshkosh Corporation (OSK) 0.0 $182k 1.6k 113.54
Phillips 66 (PSX) 0.0 $173k 1.4k 119.33
Procter & Gamble Company (PG) 0.0 $167k 1.1k 159.28
Intuitive Surgical Incorporated Com New (ISRG) 0.0 $165k 303.00 543.41
EOG Resources (EOG) 0.0 $157k 1.3k 119.58
Valero Energy Corporation (VLO) 0.0 $153k 1.1k 134.42
Thermo Fisher Scientific (TMO) 0.0 $149k 367.00 405.20
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $147k 1.6k 90.89
Pulte (PHM) 0.0 $146k 1.4k 105.48
Vaneck Natural Resources Etf Natural Resourc (HAP) 0.0 $140k 2.7k 51.96
D.R. Horton (DHI) 0.0 $134k 1.0k 128.89
Spdr Technology Select Sector Fund Technology (XLK) 0.0 $133k 524.00 253.39
Lennar Corporation Class A Cl A (LEN) 0.0 $129k 1.2k 110.59
Landstar System (LSTR) 0.0 $126k 907.00 139.06
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.0 $124k 415.00 298.99
Cognex Corporation (CGNX) 0.0 $124k 3.9k 31.72
Fastenal Company (FAST) 0.0 $122k 2.9k 41.99
Brightview Holdings (BV) 0.0 $117k 7.0k 16.65
Key (KEY) 0.0 $116k 6.6k 17.42
United Parcel Service Incorporated Class B CL B (UPS) 0.0 $114k 1.1k 100.95
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $108k 960.00 112.00
Skyworks Solutions (SWKS) 0.0 $101k 1.4k 74.52
Vanguard Financials Etf Financials Etf (VFH) 0.0 $98k 773.00 127.28
Zions Bancorporation (ZION) 0.0 $95k 1.8k 51.95
Intercontinental Exchange (ICE) 0.0 $91k 494.00 183.44
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $90k 135.00 663.28
Spdr Portfolio S&p 500 High Dividend Etf Prtflo S&p500 Hi (SPYD) 0.0 $88k 2.1k 42.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $82k 361.00 226.49
Starbucks Corporation (SBUX) 0.0 $73k 793.00 91.59
Ge Aerospace Com New (GE) 0.0 $58k 226.00 257.39
Applied Materials (AMAT) 0.0 $55k 299.00 183.07
Bristol Myers Squibb (BMY) 0.0 $46k 1.0k 46.29
L3harris Technologies (LHX) 0.0 $46k 183.00 250.89
Occidental Petroleum Corporation (OXY) 0.0 $42k 1.0k 42.01
McGrath Rent (MGRC) 0.0 $40k 345.00 116.06
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.0 $40k 825.00 48.24
Old National Ban (ONB) 0.0 $35k 1.6k 21.34
Quest Diagnostics Incorporated (DGX) 0.0 $32k 180.00 179.63
Devon Energy Corporation (DVN) 0.0 $32k 1.0k 31.82
Norfolk Southern (NSC) 0.0 $31k 122.00 255.91
Texas Instruments Incorporated (TXN) 0.0 $31k 150.00 207.62
Ford Motor Company (F) 0.0 $28k 2.5k 10.85
Bank of Hawaii Corporation (BOH) 0.0 $27k 400.00 67.53
ICU Medical, Incorporated (ICUI) 0.0 $26k 200.00 132.15
Ishares Tr North Amern Nat North Amern Nat (IGE) 0.0 $19k 431.00 44.25
Millrose Pptys Incorporated Com Class A Reit Com Cl A (MRP) 0.0 $17k 580.00 28.51
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $16k 260.00 62.02
Baker Hughes Company Class A Cl A (BKR) 0.0 $15k 400.00 38.34
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.0 $15k 140.00 109.29
Pepsi (PEP) 0.0 $15k 116.00 131.77
Novo-nordisk A S Sh SH (NVO) 0.0 $14k 197.00 68.95
Grifols S A Sp Sh Rep B Nvt Sp Sh Rep B Nvt (GRFS) 0.0 $14k 1.5k 9.04
Target Corporation (TGT) 0.0 $13k 127.00 98.65
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.0 $11k 183.00 60.03
Raytheon Technologies Corp (RTX) 0.0 $11k 72.00 146.76
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $9.5k 728.00 13.11
Nv5 Holding (NVEE) 0.0 $9.2k 400.00 23.09
Smurfit Westrock SHS (SW) 0.0 $9.2k 213.00 43.15
Spdr Health Care Select Sbi Healthcare (XLV) 0.0 $7.8k 58.00 134.79
CF Industries Holdings (CF) 0.0 $7.4k 80.00 92.00
Caterpillar (CAT) 0.0 $6.6k 17.00 388.24
Microchip Technology (MCHP) 0.0 $5.2k 74.00 70.36
Northrop Grumman Corporation (NOC) 0.0 $5.0k 10.00 500.00
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 0.0 $4.7k 35.00 134.40
Waste Management (WM) 0.0 $4.6k 20.00 232.15
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.0 $4.0k 40.00 100.70
Arm Holdings Sponsored Ads (ARM) 0.0 $3.6k 22.00 161.73
Hershey Company (HSY) 0.0 $3.3k 20.00 165.95
Nucor Corporation (NUE) 0.0 $3.2k 25.00 129.56
SYSCO Corporation (SYY) 0.0 $2.8k 37.00 75.73
Boeing Company (BA) 0.0 $2.7k 13.00 209.54
Fidus Invt (FDUS) 0.0 $2.5k 122.00 20.13
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) 0.0 $1.9k 20.00 93.65
Westlake Chemical Corporation (WLK) 0.0 $1.7k 23.00 75.91
Onto Innovation (ONTO) 0.0 $1.7k 17.00 100.94
Rivian Automotive Incorporated Com Class A Com Cl A (RIVN) 0.0 $1.4k 104.00 13.74
Murphy Usa (MUSA) 0.0 $1.2k 3.00 406.67
Anthem (ELV) 0.0 $1.2k 3.00 390.67
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $1.1k 10.00 113.40
Stmicroelectronics Nv Ny Registry (STM) 0.0 $1.1k 37.00 30.41
International Bancshares Corporation 0.0 $1.1k 16.00 66.56
Paypal Holdings (PYPL) 0.0 $1.0k 14.00 74.29
Lauder Estee Companies Incorporated Class A Cl A (EL) 0.0 $1.0k 13.00 79.62
Synopsys (SNPS) 0.0 $1.0k 2.00 512.50
Cerence (CRNC) 0.0 $1.0k 100.00 10.21
Qualcomm (QCOM) 0.0 $961.000200 6.00 160.17
Macy's (M) 0.0 $955.997000 82.00 11.66
Freeport-mcmoran Incorporated Class B CL B (FCX) 0.0 $953.999200 22.00 43.36
Lockheed Martin Corporation (LMT) 0.0 $933.000000 2.00 466.50
Amgen (AMGN) 0.0 $845.000100 3.00 281.67
Quanta Services (PWR) 0.0 $756.000000 2.00 378.00
Sherwin-Williams Company (SHW) 0.0 $688.000000 2.00 344.00
Vistra Energy (VST) 0.0 $582.000000 3.00 194.00
Regeneron Pharmaceuticals (REGN) 0.0 $526.000000 1.00 526.00
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 0.0 $442.000200 6.00 73.67
Invesco Building & Construction Etf Building & Const (PKB) 0.0 $321.000000 4.00 80.25
Intel Corporation (INTC) 0.0 $112.000000 5.00 22.40
Beyond Meat (BYND) 0.0 $87.000000 25.00 3.48