Peterson Wealth Services

Peterson Wealth Services as of Dec. 31, 2025

Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 218 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.5 $26M 137k 186.50
Apple (AAPL) 6.5 $25M 93k 271.86
Vanguard Growth Etf Growth Etf (VUG) 6.1 $24M 49k 487.86
Tesla Motors (TSLA) 5.0 $19M 43k 449.72
JPMorgan Chase & Co. (JPM) 4.1 $16M 50k 322.22
Comfort Systems USA (FIX) 3.9 $15M 16k 933.28
Broadcom (AVGO) 3.6 $14M 41k 346.10
Amazon (AMZN) 3.5 $14M 59k 230.82
Palantir Technologies Incorporated Class A Cl A (PLTR) 3.5 $14M 76k 177.75
Costco Wholesale Corporation (COST) 3.1 $12M 14k 862.36
Raymond James Financial (RJF) 2.5 $9.8M 61k 160.59
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 2.2 $8.7M 17k 502.65
Microsoft Corporation (MSFT) 2.0 $8.0M 17k 483.60
Asml Holding N V N Y Registry N Y Registry Shs (ASML) 2.0 $7.8M 7.3k 1069.79
Visa Incorporated Com Class A Com Cl A (V) 2.0 $7.6M 22k 350.70
Canadian Natural Resources (CNQ) 1.6 $6.4M 190k 33.85
Home Depot (HD) 1.4 $5.5M 16k 344.09
Philip Morris International (PM) 1.4 $5.4M 33k 160.40
Oracle Corporation (ORCL) 1.3 $5.1M 26k 194.91
Eli Lilly & Co. (LLY) 1.3 $4.9M 4.6k 1074.70
Stryker Corporation (SYK) 1.2 $4.9M 14k 351.46
Meta Platforms Incorporated Class A Cl A (META) 1.2 $4.8M 7.3k 660.13
Union Pacific Corporation (UNP) 1.2 $4.6M 20k 231.32
ConocoPhillips (COP) 1.1 $4.3M 45k 93.61
Wal-Mart Stores (WMT) 1.0 $4.0M 36k 111.41
Cadence Design Systems (CDNS) 1.0 $3.7M 12k 312.58
Garmin SHS (GRMN) 0.9 $3.7M 18k 202.85
Diamondback Energy (FANG) 0.9 $3.6M 24k 150.33
McDonald's Corporation (MCD) 0.9 $3.6M 12k 305.64
Chubb (CB) 0.9 $3.5M 11k 312.11
Spdr S&p 500 Etf Tr Unit (SPY) 0.8 $3.2M 4.7k 681.97
Motorola Solutions Incorporated Com New (MSI) 0.8 $3.1M 8.1k 383.35
Marathon Petroleum Corp (MPC) 0.8 $3.1M 19k 162.63
Exxon Mobil Corporation (XOM) 0.8 $3.0M 25k 120.34
Eaton Corporation SHS (ETN) 0.8 $3.0M 9.3k 318.52
Johnson & Johnson (JNJ) 0.7 $2.9M 14k 206.95
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.7 $2.9M 57k 50.25
Old Dominion Freight Line (ODFL) 0.7 $2.8M 18k 156.80
Abbvie (ABBV) 0.7 $2.8M 12k 228.49
Cme (CME) 0.7 $2.6M 9.7k 273.08
Lululemon Athletica (LULU) 0.6 $2.5M 12k 207.81
Analog Devices (ADI) 0.6 $2.5M 9.1k 271.21
Johnson Controls International SHS (JCI) 0.6 $2.3M 19k 119.75
Matador Resources (MTDR) 0.6 $2.2M 51k 42.44
Air Products & Chemicals (APD) 0.5 $2.1M 8.3k 247.02
Pacs Group Incorporated Com Shs (PACS) 0.5 $2.0M 53k 38.39
Darden Restaurants (DRI) 0.5 $2.0M 11k 184.02
Medtronic SHS (MDT) 0.5 $1.9M 20k 96.06
Realty Income (O) 0.5 $1.9M 33k 56.37
Cummins (CMI) 0.4 $1.8M 3.4k 510.40
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $1.6M 2.5k 627.01
Astera Labs (ALAB) 0.4 $1.5M 9.2k 166.36
Sterling Construction Company (STRL) 0.4 $1.5M 4.9k 306.23
UnitedHealth (UNH) 0.4 $1.4M 4.4k 330.11
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.4 $1.4M 16k 89.46
Fidelity National Information Services (FIS) 0.3 $1.3M 20k 66.46
Advanced Energy Industries (AEIS) 0.3 $1.3M 6.4k 209.37
Ies Hldgs (IESC) 0.3 $1.3M 3.3k 389.02
Verizon Communications (VZ) 0.3 $1.3M 31k 40.73
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.3 $1.2M 4.0k 313.02
Ensign (ENSG) 0.3 $1.2M 7.1k 174.19
Comcast Corp New Class A Cl A (CMCSA) 0.3 $1.1M 38k 29.89
Powell Industries (POWL) 0.3 $1.1M 3.5k 318.79
Monolithic Power Systems (MPWR) 0.3 $1.1M 1.2k 906.70
Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.3 $1.1M 6.8k 162.00
Brunswick Corporation (BC) 0.3 $1.0M 14k 74.24
Zurn Water Solutions Corp Zws (ZWS) 0.3 $978k 21k 46.49
Reliance Steel & Aluminum (RS) 0.2 $926k 3.2k 288.85
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.2 $914k 1.5k 603.38
Nextera Energy (NEE) 0.2 $898k 11k 80.28
Entergy Corporation (ETR) 0.2 $874k 9.5k 92.43
AGCO Corporation (AGCO) 0.2 $801k 7.7k 104.33
Advanced Micro Devices (AMD) 0.2 $800k 3.7k 214.16
Simpson Manufacturing (SSD) 0.2 $786k 4.9k 161.46
Trane Technologies SHS (TT) 0.2 $735k 1.9k 389.28
First Ctzns Bancshares Incorporated Del Class A Cl A (FCNCA) 0.2 $730k 340.00 2146.01
Kinsale Cap Group (KNSL) 0.2 $677k 1.7k 391.12
UFP Technologies (UFPT) 0.2 $677k 3.1k 222.03
InterDigital (IDCC) 0.2 $673k 2.1k 318.40
Healthequity (HQY) 0.2 $661k 7.2k 91.61
Iren Limited Ordinary Shares Ordinary Shares (IREN) 0.2 $658k 17k 37.77
Celsius Hldgs Incorporated Com New (CELH) 0.2 $644k 14k 45.74
TJX Companies (TJX) 0.2 $628k 4.1k 153.60
Ge Vernova (GEV) 0.2 $602k 921.00 653.27
American Express Company (AXP) 0.2 $599k 1.6k 369.91
Invesco S&p Smallcap Momentum Etf S&p Smlcp Moment (XSMO) 0.2 $595k 8.3k 72.01
Axcelis Technologies Incorporated Com New (ACLS) 0.2 $595k 7.4k 80.34
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.2 $594k 5.9k 99.89
salesforce (CRM) 0.1 $578k 2.2k 264.91
Elf Beauty (ELF) 0.1 $576k 7.6k 76.04
Nxp Semiconductors N V (NXPI) 0.1 $568k 2.6k 217.04
Netflix (NFLX) 0.1 $539k 5.8k 93.76
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.1 $516k 1.6k 313.88
Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) 0.1 $510k 6.7k 76.25
Extra Space Storage (EXR) 0.1 $503k 3.9k 130.23
Iqvia Holdings (IQV) 0.1 $450k 2.0k 225.41
Steris Plc Shs Usd Shs Usd (STE) 0.1 $449k 1.8k 253.57
S&p Global (SPGI) 0.1 $397k 760.00 522.62
Dex (DXCM) 0.1 $368k 5.5k 66.37
Charles Schwab Corporation (SCHW) 0.1 $345k 3.5k 99.92
Applied Materials (AMAT) 0.1 $289k 1.1k 256.92
Allstate Corporation (ALL) 0.1 $283k 1.4k 208.10
Newmont Mining Corporation (NEM) 0.1 $272k 2.7k 99.85
Amphenol Corporation New Class A Cl A (APH) 0.1 $269k 2.0k 135.12
Lam Research Corporation Com New (LRCX) 0.1 $268k 1.6k 171.13
Edwards Lifesciences (EW) 0.1 $263k 3.1k 85.25
Cisco Systems (CSCO) 0.1 $254k 3.3k 77.02
Vanguard Value Etf Value Etf (VTV) 0.1 $252k 1.3k 190.99
Hewlett Packard Enterprise (HPE) 0.1 $230k 9.6k 24.02
Chipotle Mexican Grill (CMG) 0.1 $222k 6.0k 37.00
Intuitive Surgical Incorporated Com New (ISRG) 0.1 $214k 377.00 566.36
Thermo Fisher Scientific (TMO) 0.1 $213k 367.00 579.79
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.1 $212k 3.4k 62.47
Oshkosh Corporation (OSK) 0.1 $210k 1.7k 125.64
Abbott Laboratories (ABT) 0.1 $206k 1.6k 125.32
Automatic Data Processing (ADP) 0.1 $203k 788.00 257.30
Valero Energy Corporation (VLO) 0.0 $195k 1.2k 162.82
Phillips 66 (PSX) 0.0 $195k 1.5k 129.07
Microchip Technology (MCHP) 0.0 $182k 2.9k 63.72
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.0 $180k 2.9k 62.15
Pulte (PHM) 0.0 $170k 1.4k 117.29
Vaneck Natural Resources Etf Natural Resourc (HAP) 0.0 $165k 2.7k 60.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $160k 260.00 614.31
D.R. Horton (DHI) 0.0 $159k 1.1k 144.02
Synopsys (SNPS) 0.0 $158k 337.00 469.72
Procter & Gamble Company (PG) 0.0 $158k 1.1k 143.28
Global Payments (GPN) 0.0 $155k 2.0k 77.41
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $149k 1.6k 92.51
Fiserv (FI) 0.0 $149k 2.2k 67.17
State Street Technology Select Sector Spdr Etf State Street Tec (XLK) 0.0 $149k 1.0k 144.03
Cognex Corporation (CGNX) 0.0 $147k 4.1k 35.98
EOG Resources (EOG) 0.0 $144k 1.4k 104.97
SEI Investments Company (SEIC) 0.0 $144k 1.8k 82.02
Landstar System (LSTR) 0.0 $137k 955.00 143.76
Key (KEY) 0.0 $137k 6.6k 20.64
State Street Energy Select Sector Spdr Etf State Street Ene (XLE) 0.0 $129k 2.9k 44.71
Lennar Corporation Class A Cl A (LEN) 0.0 $127k 1.2k 102.77
Fastenal Company (FAST) 0.0 $117k 2.9k 40.13
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.0 $113k 420.00 268.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $110k 361.00 303.89
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $109k 960.00 113.92
Zions Bancorporation (ZION) 0.0 $108k 1.8k 58.53
Vanguard Financials Etf Financials Etf (VFH) 0.0 $104k 779.00 133.45
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $102k 135.00 753.78
United Parcel Service Incorporated Class B CL B (UPS) 0.0 $92k 924.00 99.18
State Street Spdr Portfolio S&p 500 High Dividend Etf State Street Spd (SPYD) 0.0 $91k 2.1k 43.25
Coca-Cola Company (KO) 0.0 $70k 1.0k 69.91
Ge Aerospace Com New (GE) 0.0 $70k 226.00 308.03
Starbucks Corporation (SBUX) 0.0 $68k 802.00 84.22
Chevron Corporation (CVX) 0.0 $67k 441.00 152.34
Bristol Myers Squibb (BMY) 0.0 $53k 979.00 53.94
Stride (LRN) 0.0 $53k 813.00 64.93
Barrick Mining Corporation Com Shs (B) 0.0 $52k 1.2k 43.55
Occidental Petroleum Corporation (OXY) 0.0 $41k 1.0k 41.12
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.0 $41k 745.00 54.71
AutoZone (AZO) 0.0 $37k 11.00 3391.55
Super Micro Computer Incorporated Com New (SMCI) 0.0 $37k 1.3k 29.27
Old National Ban (ONB) 0.0 $37k 1.7k 22.31
Devon Energy Corporation (DVN) 0.0 $37k 1.0k 36.64
McGrath Rent (MGRC) 0.0 $37k 348.00 104.97
Norfolk Southern (NSC) 0.0 $36k 123.00 289.03
Ford Motor Company (F) 0.0 $34k 2.6k 13.12
Cipher Mining (CIFR) 0.0 $29k 2.0k 14.76
Bank of Hawaii Corporation (BOH) 0.0 $27k 400.00 68.37
Quest Diagnostics Incorporated (DGX) 0.0 $26k 150.00 173.53
Texas Instruments Incorporated (TXN) 0.0 $26k 150.00 173.49
Ishares Tr North Amern Nat North Amern Nat (IGE) 0.0 $22k 431.00 50.20
Altria (MO) 0.0 $20k 342.00 57.66
Caterpillar (CAT) 0.0 $18k 32.00 572.88
Baker Hughes Company Class A Cl A (BKR) 0.0 $18k 400.00 45.54
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $17k 260.00 66.00
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.0 $17k 140.00 120.18
Pepsi (PEP) 0.0 $17k 116.00 143.22
Hubspot (HUBS) 0.0 $17k 41.00 401.29
Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (GRFS) 0.0 $14k 1.5k 9.35
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.0 $14k 205.00 66.55
Target Corporation (TGT) 0.0 $12k 127.00 97.75
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.0 $12k 183.00 67.22
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $12k 728.00 16.43
Raytheon Technologies Corp (RTX) 0.0 $12k 65.00 183.00
Coreweave Incorporated Com Class A Com Cl A (CRWV) 0.0 $12k 160.00 71.61
Wayside Technology (CLMB) 0.0 $11k 106.00 102.83
State Street Health Care Select Sector Spdr Etf State Street Hea (XLV) 0.0 $9.0k 58.00 154.79
Paylocity Holding Corporation (PCTY) 0.0 $8.8k 58.00 152.50
Goldmining (GLDG) 0.0 $8.6k 6.9k 1.25
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 0.0 $8.6k 60.00 143.33
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF) 0.0 $7.2k 21.00 342.95
CF Industries Holdings (CF) 0.0 $6.2k 80.00 77.34
Paycom Software (PAYC) 0.0 $5.9k 37.00 159.49
Northrop Grumman Corporation (NOC) 0.0 $5.7k 10.00 570.20
American Water Works (AWK) 0.0 $5.6k 43.00 130.51
Intercontinental Exchange (ICE) 0.0 $5.4k 33.00 162.39
Zoetis Incorporated Class A Cl A (ZTS) 0.0 $4.6k 37.00 125.22
Waste Management (WM) 0.0 $4.5k 20.00 224.60
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.0 $4.2k 40.00 104.08
Nucor Corporation (NUE) 0.0 $4.1k 25.00 163.12
Hershey Company (HSY) 0.0 $3.6k 20.00 182.00
L3harris Technologies (LHX) 0.0 $3.2k 11.00 294.64
Boeing Company (BA) 0.0 $2.8k 13.00 217.15
SYSCO Corporation (SYY) 0.0 $2.7k 37.00 73.70
Onto Innovation (ONTO) 0.0 $2.7k 17.00 157.88
Fidus Invt (FDUS) 0.0 $2.4k 122.00 19.29
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) 0.0 $2.3k 20.00 113.10
Rivian Automotive Incorporated Com Class A Com Cl A (RIVN) 0.0 $2.0k 104.00 19.71
Macy's (M) 0.0 $1.8k 82.00 22.05
Westlake Chemical Corporation (WLK) 0.0 $1.7k 23.00 73.96
Amrize SHS (AMRZ) 0.0 $1.6k 30.00 54.07
The Trade Desk Incorporated Com Class A Com Cl A (TTD) 0.0 $1.4k 37.00 37.97
Lauder Estee Companies Incorporated Class A Cl A (EL) 0.0 $1.4k 13.00 103.92
Murphy Usa (MUSA) 0.0 $1.2k 3.00 403.67
Atkore Intl (ATKR) 0.0 $1.2k 19.00 63.26
Arm Holdings Sponsored Ads (ARM) 0.0 $1.1k 10.00 109.30
Cerence (CRNC) 0.0 $1.1k 100.00 10.69
Stmicroelectronics N V Ny Registry Ny Registry (STM) 0.0 $959.998300 37.00 25.95
General Mills (GIS) 0.0 $930.000000 20.00 46.50
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 0.0 $444.000000 6.00 74.00
Invesco Building & Construction Etf Building & Const (PKB) 0.0 $370.000000 4.00 92.50
Beyond Meat (BYND) 0.0 $21.000000 25.00 0.84