Peterson Wealth Services

Peterson Wealth Services as of Sept. 30, 2025

Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 216 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Growth Etf (VUG) 7.0 $28M 2.3k 12504.34
NVIDIA Corporation (NVDA) 6.8 $27M 2.6k 10513.17
Apple (AAPL) 6.0 $24M 1.1k 21413.06
Tesla Motors (TSLA) 5.0 $20M 150.00 133513.84
JPMorgan Chase & Co. (JPM) 3.9 $16M 6.6k 2400.79
Comfort Systems USA (FIX) 3.8 $15M 60k 255.94
Palantir Technologies Incorporated Class A Cl A (PLTR) 3.8 $15M 3.6k 4223.86
Broadcom (AVGO) 3.5 $14M 14k 1029.13
Amazon (AMZN) 3.2 $13M 1.6k 8069.91
Costco Wholesale Corporation (COST) 3.1 $13M 3.4k 3709.22
Raymond James Financial (RJF) 2.6 $11M 34k 313.41
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 2.2 $8.8M 25.00 351234.28
Microsoft Corporation (MSFT) 2.1 $8.6M 1.2k 6916.34
Oracle Corporation (ORCL) 1.8 $7.4M 1.7k 4453.30
Visa Incorporated Com Class A Com Cl A (V) 1.8 $7.4M 37k 199.64
Asml Holding N V N Y Registry N Y Registry Shs (ASML) 1.8 $7.3M 9.9k 737.97
Home Depot (HD) 1.6 $6.4M 1.0k 6203.13
Canadian Natural Resources (CNQ) 1.5 $6.0M 32.00 186881.59
ConocoPhillips (COP) 1.4 $5.7M 160.00 35667.16
Philip Morris International (PM) 1.3 $5.4M 1.5k 3603.83
Meta Platforms Incorporated Class A Cl A (META) 1.2 $5.0M 2.9k 1768.70
Stryker Corporation (SYK) 1.2 $5.0M 21k 235.85
Union Pacific Corporation (UNP) 1.1 $4.5M 1.2k 3662.85
Garmin SHS (GRMN) 1.1 $4.4M 226.00 19629.05
Diamondback Energy (FANG) 1.0 $4.1M 8.7k 473.58
Cadence Design Systems (CDNS) 1.0 $4.1M 187k 21.92
Wal-Mart Stores (WMT) 0.9 $3.8M 20.00 190644.95
Marathon Petroleum Corp (MPC) 0.9 $3.7M 61k 61.24
Motorola Solutions Incorporated Com New (MSI) 0.9 $3.7M 3.00 1230860.00
McDonald's Corporation (MCD) 0.9 $3.6M 347.00 10368.89
Eaton Corporation SHS (ETN) 0.9 $3.5M 3.1k 1141.97
Eli Lilly & Co. (LLY) 0.9 $3.5M 7.2k 485.16
Chubb (CB) 0.8 $3.2M 1.9k 1646.68
Spdr S&p 500 Etf Tr Unit (SPY) 0.8 $3.1M 1.3k 2427.27
Exxon Mobil Corporation (XOM) 0.7 $2.8M 2.9k 965.42
Matador Resources (MTDR) 0.7 $2.7M 12k 230.51
Abbvie (ABBV) 0.7 $2.7M 418.00 6508.05
Johnson & Johnson (JNJ) 0.7 $2.6M 20k 130.81
Cme (CME) 0.7 $2.6M 2.0k 1312.51
Air Products & Chemicals (APD) 0.6 $2.3M 1.4k 1702.29
Analog Devices (ADI) 0.6 $2.3M 95k 24.26
Old Dominion Freight Line (ODFL) 0.6 $2.3M 1.7k 1357.34
Johnson Controls International SHS (JCI) 0.5 $2.2M 51k 43.74
Darden Restaurants (DRI) 0.5 $2.1M 1.0k 2053.41
Realty Income (O) 0.5 $2.0M 3.2k 632.10
Medtronic SHS (MDT) 0.5 $2.0M 6.9k 295.93
Lululemon Athletica (LULU) 0.5 $2.0M 82.00 24589.06
Astera Labs (ALAB) 0.5 $1.9M 8.6k 225.56
Sterling Construction Company (STRL) 0.4 $1.7M 37.00 46049.59
UnitedHealth (UNH) 0.4 $1.6M 1.2k 1330.32
Fidelity National Information Services (FIS) 0.4 $1.5M 122.00 12651.61
Ies Hldgs (IESC) 0.4 $1.5M 33.00 45320.06
Cummins (CMI) 0.4 $1.4M 1.1k 1307.00
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.3 $1.4M 135.00 10266.84
Comcast Corporation New Class A Cl A (CMCSA) 0.3 $1.4M 19k 72.33
Verizon Communications (VZ) 0.3 $1.3M 6.9k 195.09
Ensign (ENSG) 0.3 $1.2M 1.4k 911.01
Elf Beauty (ELF) 0.3 $1.2M 9.5k 122.39
Monolithic Power Systems (MPWR) 0.3 $1.1M 8.1k 142.00
Advanced Energy Industries (AEIS) 0.3 $1.1M 3.8k 295.43
Powell Industries (POWL) 0.3 $1.1M 1.1k 998.67
Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.3 $1.0M 22k 48.13
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.3 $1.0M 260.00 3972.58
Super Micro Computer Incorporated Com New (SMCI) 0.2 $1.0M 341.00 2962.72
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.2 $993k 1.6k 603.96
Celsius Hldgs Incorporated Com New (CELH) 0.2 $928k 100.00 9280.04
Axcelis Technologies Incorporated Com New (ACLS) 0.2 $923k 400.00 2308.45
Reliance Steel & Aluminum (RS) 0.2 $908k 104.00 8728.83
Public Service Enterprise (PEG) 0.2 $901k 1.4k 621.91
Brunswick Corporation (BC) 0.2 $867k 12k 74.24
AGCO Corporation (AGCO) 0.2 $833k 8.5k 98.29
Simpson Manufacturing (SSD) 0.2 $832k 1.4k 611.47
Nextera Energy (NEE) 0.2 $822k 123.00 6684.67
Kinsale Cap Group (KNSL) 0.2 $807k 11.00 73320.55
Trane Technologies SHS (TT) 0.2 $798k 3.4k 237.36
Pacs Group Incorporated Com Shs (PACS) 0.2 $782k 84k 9.31
Paycom Software (PAYC) 0.2 $755k 3.9k 193.47
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.2 $751k 525.00 1430.26
InterDigital (IDCC) 0.2 $737k 377.00 1955.06
Healthequity (HQY) 0.2 $691k 20.00 34529.45
Netflix (NFLX) 0.2 $689k 2.7k 251.14
Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) 0.2 $679k 1.6k 412.45
UFP Technologies (UFPT) 0.2 $671k 19k 35.13
Paylocity Holding Corporation (PCTY) 0.2 $622k 116.00 5360.26
First Ctzns Bancshares Incorporated Del Class A Cl A (FCNCA) 0.2 $613k 1.6k 379.75
Advanced Micro Devices (AMD) 0.2 $607k 7.8k 78.10
TJX Companies (TJX) 0.2 $607k 1.9k 320.97
Nxp Semiconductors N V (NXPI) 0.1 $593k 1.0k 593.25
Ge Vernova (GEV) 0.1 $585k 2.0k 291.45
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.1 $564k 960.00 587.07
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $562k 13.00 43241.38
Extra Space Storage (EXR) 0.1 $543k 25k 21.84
Atkore Intl (ATKR) 0.1 $538k 788.00 683.15
American Express Company (AXP) 0.1 $537k 2.0k 262.29
salesforce (CRM) 0.1 $516k 3.5k 149.39
Invesco S&p Smallcap Momentum Etf S&p Smlcp Moment (XSMO) 0.1 $504k 1.4k 366.22
Hubspot (HUBS) 0.1 $482k 3.8k 128.11
The Trade Desk Incorporated Com Class A Com Cl A (TTD) 0.1 $478k 367.00 1303.64
Steris Plc Shs Usd Shs Usd (STE) 0.1 $438k 5.0k 87.23
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.1 $400k 342.00 1170.77
Iqvia Holdings (IQV) 0.1 $384k 339.00 1132.92
Dex (DXCM) 0.1 $383k 29k 13.24
S&p Global (SPGI) 0.1 $370k 2.2k 169.83
Charles Schwab Corporation (SCHW) 0.1 $330k 1.8k 188.20
Allstate Corporation (ALL) 0.1 $291k 4.1k 71.32
Fiserv (FI) 0.1 $278k 2.6k 108.50
Amphenol Corporation New Class A Cl A (APH) 0.1 $253k 30.00 8446.73
Vanguard Value Etf Value Etf (VTV) 0.1 $246k 31k 8.04
Edwards Lifesciences (EW) 0.1 $241k 4.6k 52.44
Chipotle Mexican Grill (CMG) 0.1 $237k 11k 20.97
Hewlett Packard Enterprise (HPE) 0.1 $235k 16k 14.92
Newmont Mining Corporation (NEM) 0.1 $231k 11k 21.24
Automatic Data Processing (ADP) 0.1 $231k 11.00 21030.73
Applied Materials (AMAT) 0.1 $230k 10.00 23042.10
Cisco Systems (CSCO) 0.1 $225k 9.7k 23.12
Abbott Laboratories (ABT) 0.1 $221k 12k 18.76
Oshkosh Corporation (OSK) 0.1 $216k 57k 3.80
Lam Research Corporation Com New (LRCX) 0.1 $216k 955.00 226.02
Phillips 66 (PSX) 0.1 $205k 3.6k 56.90
Valero Energy Corporation (VLO) 0.1 $204k 2.7k 75.60
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.1 $203k 2.00 101444.50
Pulte (PHM) 0.0 $191k 180.00 1062.84
D.R. Horton (DHI) 0.0 $187k 11k 17.18
Cognex Corporation (CGNX) 0.0 $185k 43k 4.30
Microchip Technology (MCHP) 0.0 $183k 17k 11.02
Thermo Fisher Scientific (TMO) 0.0 $178k 4.2k 42.41
Stride (LRN) 0.0 $176k 13k 13.06
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.0 $175k 14k 12.31
Procter & Gamble Company (PG) 0.0 $169k 40.00 4222.48
Intuitive Surgical Incorporated Com New (ISRG) 0.0 $169k 4.00 42151.50
Synopsys (SNPS) 0.0 $168k 37.00 4547.19
Global Payments (GPN) 0.0 $167k 1.5k 109.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $160k 6.8k 23.42
Lennar Corporation Class A Cl A (LEN) 0.0 $155k 11k 13.68
EOG Resources (EOG) 0.0 $154k 3.9k 39.90
Vaneck Natural Resources Etf Natural Resourc (HAP) 0.0 $154k 775.00 198.38
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $151k 2.2k 70.14
SEI Investments Company (SEIC) 0.0 $149k 5.0k 29.93
Spdr Technology Select Sector Fund Technology (XLK) 0.0 $148k 797.00 185.66
Fastenal Company (FAST) 0.0 $143k 23k 6.09
Coca-Cola Company (KO) 0.0 $133k 4.1k 32.48
Spdr Energy Select Sector Fund Energy (XLE) 0.0 $129k 58.00 2227.34
Key (KEY) 0.0 $124k 1.9k 65.48
Landstar System (LSTR) 0.0 $117k 11k 10.68
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $109k 728.00 150.17
Skyworks Solutions (SWKS) 0.0 $105k 1.4k 72.45
Zions Bancorporation (ZION) 0.0 $104k 192.00 540.83
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.0 $103k 460.00 223.89
United Parcel Service Incorporated Class B CL B (UPS) 0.0 $103k 4.6k 22.33
Vanguard Financials Etf Financials Etf (VFH) 0.0 $102k 60.00 1695.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $101k 127.00 793.89
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $101k 6.00 16799.17
Spdr Portfolio S&p 500 High Dividend Etf Prtflo S&p500 Hi (SPYD) 0.0 $92k 4.6k 19.96
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.0 $69k 2.0k 34.15
Chevron Corporation (CVX) 0.0 $68k 6.0k 11.34
Ge Aerospace Com New (GE) 0.0 $68k 951.00 71.49
Starbucks Corporation (SBUX) 0.0 $68k 1.8k 38.15
Occidental Petroleum Corporation (OXY) 0.0 $47k 16k 2.96
AutoZone (AZO) 0.0 $47k 9.5k 4.99
Bristol Myers Squibb (BMY) 0.0 $44k 43k 1.03
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.0 $44k 431.00 102.22
McGrath Rent (MGRC) 0.0 $41k 21k 1.90
Norfolk Southern (NSC) 0.0 $37k 10.00 3681.40
Old National Ban (ONB) 0.0 $36k 17.00 2141.00
Devon Energy Corporation (DVN) 0.0 $35k 5.7k 6.20
Quest Diagnostics Incorporated (DGX) 0.0 $34k 61k 0.56
Ford Motor Company (F) 0.0 $31k 18k 1.70
Zoetis Incorporated Class A Cl A (ZTS) 0.0 $28k 21k 1.31
Texas Instruments Incorporated (TXN) 0.0 $28k 9.8k 2.82
Bank of Hawaii Corporation (BOH) 0.0 $26k 18k 1.50
Cipher Mining (CIFR) 0.0 $24k 3.3k 7.40
Altria (MO) 0.0 $23k 59k 0.38
Coreweave Incorporated Com Class A Com Cl A (CRWV) 0.0 $22k 14k 1.60
Ishares Tr North Amern Nat North Amern Nat (IGE) 0.0 $21k 2.9k 7.26
Baker Hughes Company Class A Cl A (BKR) 0.0 $20k 400.00 48.72
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $17k 140.00 121.20
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.0 $17k 5.6k 2.96
Pepsi (PEP) 0.0 $16k 34k 0.49
Iren Limited Ordinary Shares Ordinary Shares (IREN) 0.0 $16k 183.00 86.93
Caterpillar (CAT) 0.0 $15k 16k 0.95
Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (GRFS) 0.0 $15k 7.3k 2.08
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.0 $12k 12k 1.02
Target Corporation (TGT) 0.0 $11k 45k 0.25
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $11k 825.00 13.66
Raytheon Technologies Corp (RTX) 0.0 $11k 760.00 14.22
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 0.0 $8.6k 3.4k 2.53
Spdr Health Care Select Sbi Healthcare (XLV) 0.0 $8.1k 2.1k 3.88
CF Industries Holdings (CF) 0.0 $7.2k 441.00 16.27
Acuren Corporation (TIC) 0.0 $6.1k 6.5k 0.94
Northrop Grumman Corporation (NOC) 0.0 $6.1k 101.00 60.33
Novo-nordisk A S Adr (NVO) 0.0 $5.6k 25.00 223.72
Intercontinental Exchange (ICE) 0.0 $5.6k 2.1k 2.60
Waste Management (WM) 0.0 $4.5k 23.00 195.52
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.0 $4.1k 11k 0.38
Hershey Company (HSY) 0.0 $3.7k 9.6k 0.39
Nucor Corporation (NUE) 0.0 $3.4k 147k 0.02
L3harris Technologies (LHX) 0.0 $3.4k 1.6k 2.09
SYSCO Corporation (SYY) 0.0 $3.0k 361.00 8.44
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) 0.0 $2.9k 65.00 44.06
Boeing Company (BA) 0.0 $2.8k 979.00 2.87
Fidus Invt (FDUS) 0.0 $2.5k 343.00 7.19
Onto Innovation (ONTO) 0.0 $2.2k 26k 0.08
Westlake Chemical Corporation (WLK) 0.0 $1.8k 1.8k 0.97
Rivian Automotive Incorporated Com Class A Com Cl A (RIVN) 0.0 $1.5k 20.00 76.35
Macy's (M) 0.0 $1.5k 19k 0.08
Amrize SHS (AMRZ) 0.0 $1.5k 9.3k 0.16
Arm Holdings Sponsored Ads (ARM) 0.0 $1.4k 7.5k 0.19
Cerence (CRNC) 0.0 $1.2k 80.00 15.57
Murphy Usa (MUSA) 0.0 $1.2k 575.00 2.03
Lauder Estee Companies Incorporated Class A Cl A (EL) 0.0 $1.1k 1.2k 0.92
Stmicroelectronics N V Ny Registry Ny Registry (STM) 0.0 $1.0k 1.2k 0.89
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 0.0 $445.969600 1.3k 0.34
Invesco Building & Construction Etf Building & Const (PKB) 0.0 $381.996900 267.00 1.43
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) 0.0 $106.201800 59k 0.00
Beyond Meat (BYND) 0.0 $47.000200 13.00 3.62
Zurn Water Solutions Corp Zws (ZWS) 0.0 $0 0 0.00