Peterson Wealth Services

Peterson Wealth Services as of June 30, 2026

Portfolio Holdings for Peterson Wealth Services

Peterson Wealth Services holds 245 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Comfort Systems USA (FIX) 7.0 $32M 16k 1981.98
NVIDIA Corporation (NVDA) 5.9 $27M 136k 200.09
Apple (AAPL) 5.9 $27M 93k 289.36
Vanguard Growth Etf Growth Etf (VUG) 5.2 $24M 275k 86.14
Tesla Motors (TSLA) 4.0 $18M 43k 420.60
JPMorgan Chase & Co. (JPM) 3.5 $16M 50k 327.33
Broadcom (AVGO) 3.4 $15M 41k 377.75
Asml Holding Nv N Y Registry Shs (ASML) 3.1 $14M 7.2k 1989.54
Amazon (AMZN) 3.1 $14M 59k 238.34
Costco Wholesale Corporation (COST) 2.8 $13M 14k 935.50
Raymond James Financial (RJF) 2.1 $9.4M 62k 152.03
Palantir Technologies Cl A (PLTR) 1.9 $8.9M 77k 116.67
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 1.9 $8.8M 18k 500.39
Philip Morris International (PM) 1.7 $8.0M 44k 180.91
Canadian Natural Resources (CNQ) 1.7 $7.7M 194k 39.50
Visa Incorporated Com Class A Com Cl A (V) 1.7 $7.6M 22k 343.08
Microsoft Corporation (MSFT) 1.5 $6.7M 18k 373.02
Home Depot (HD) 1.4 $6.2M 18k 352.67
Netflix (NFLX) 1.3 $6.1M 85k 71.40
Eli Lilly & Co. (LLY) 1.3 $5.9M 4.9k 1199.48
Union Pacific Corporation (UNP) 1.2 $5.6M 21k 272.01
Marathon Petroleum Corp (MPC) 1.0 $4.7M 19k 255.67
Cadence Design Systems (CDNS) 1.0 $4.6M 12k 375.32
Astera Labs (ALAB) 1.0 $4.5M 9.3k 483.02
Stryker Corporation (SYK) 1.0 $4.5M 14k 314.85
Meta Platforms Incorporated Class A Cl A (META) 0.9 $4.3M 7.7k 563.28
Garmin SHS (GRMN) 0.9 $4.3M 18k 237.54
Eaton Corporation SHS (ETN) 0.9 $4.2M 9.8k 426.10
Old Dominion Freight Line (ODFL) 0.9 $4.1M 19k 216.60
Chubb (CB) 0.9 $4.1M 12k 340.73
Wal-Mart Stores (WMT) 0.9 $4.0M 36k 113.26
Emcor (EME) 0.9 $4.0M 4.8k 829.95
Sterling Construction Company (STRL) 0.9 $3.9M 4.7k 839.36
Oracle Corporation (ORCL) 0.8 $3.8M 26k 146.55
Motorola Solutions Incorporated Com New (MSI) 0.8 $3.8M 9.0k 415.28
Abbvie (ABBV) 0.8 $3.7M 15k 251.64
Johnson & Johnson (JNJ) 0.8 $3.7M 14k 253.96
Analog Devices (ADI) 0.8 $3.6M 9.0k 397.16
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.8 $3.5M 4.7k 746.84
Vistra Energy (VST) 0.8 $3.5M 22k 158.63
Exxon Mobil Corporation (XOM) 0.8 $3.5M 25k 136.72
McDonald's Corporation (MCD) 0.7 $3.3M 12k 270.31
Powell Industries (POWL) 0.7 $3.1M 11k 286.36
Air Products & Chemicals (APD) 0.6 $2.7M 9.4k 293.18
Ies Hldgs (IESC) 0.6 $2.7M 3.7k 734.66
Johnson Controls Internation SHS (JCI) 0.6 $2.6M 18k 146.11
Advanced Energy Industries (AEIS) 0.6 $2.6M 6.9k 372.86
Cummins (CMI) 0.6 $2.5M 3.6k 713.15
Darden Restaurants (DRI) 0.5 $2.4M 12k 206.00
Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.5 $2.3M 7.0k 334.80
Realty Income (O) 0.5 $2.3M 38k 61.96
Cme (CME) 0.5 $2.3M 11k 220.83
Advanced Micro Devices (AMD) 0.5 $2.3M 4.0k 580.91
Pacs Group Incorporated Com Shs (PACS) 0.5 $2.2M 51k 42.64
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.5 $2.2M 22k 96.58
UnitedHealth (UNH) 0.5 $2.1M 5.0k 415.61
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $2.0M 2.9k 686.69
Monolithic Power Systems (MPWR) 0.4 $1.8M 1.3k 1382.08
Axcelis Technologies Incorporated Com New (ACLS) 0.4 $1.7M 9.2k 189.45
Diamondback Energy (FANG) 0.3 $1.5M 8.5k 175.78
Verizon Communications (VZ) 0.3 $1.5M 35k 42.34
State Street Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.3 $1.5M 2.1k 703.39
Applied Materials (AMAT) 0.3 $1.4M 1.9k 722.95
Entergy Corporation (ETR) 0.3 $1.3M 12k 114.86
Reliance Steel & Aluminum (RS) 0.3 $1.3M 3.5k 373.59
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.3 $1.3M 3.6k 357.33
Zoetis Incorporated Class A Cl A (ZTS) 0.3 $1.3M 18k 71.86
Brunswick Corporation (BC) 0.3 $1.2M 15k 84.24
Ensign (ENSG) 0.3 $1.2M 7.3k 160.30
Service Corporation International (SCI) 0.3 $1.2M 15k 75.96
Nextera Energy (NEE) 0.2 $1.1M 13k 87.77
Zurn Water Solutions Corp Zws (ZWS) 0.2 $1.1M 22k 50.53
Simpson Manufacturing (SSD) 0.2 $1.1M 5.3k 209.36
Iren Limited Ordinary Shares Ordinary Shares (IREN) 0.2 $1.1M 23k 45.73
Fidelity National Information Services (FIS) 0.2 $1.1M 27k 38.88
Invesco S&p Smallcap Momentum Etf S&p Smlcp Moment (XSMO) 0.2 $1.0M 11k 93.63
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $1.0M 9.3k 110.94
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.2 $1.0M 10k 98.98
Aaon Incorporated Com Par $0.004 Com Par $0.004 (AAON) 0.2 $998k 7.9k 126.86
AGCO Corporation (AGCO) 0.2 $979k 8.2k 119.70
Wayside Technology (CLMB) 0.2 $965k 42k 23.21
Archrock (AROC) 0.2 $952k 23k 40.71
UFP Technologies (UFPT) 0.2 $946k 3.6k 265.13
Trane Technologies SHS (TT) 0.2 $825k 1.7k 491.02
Nxp Semiconductors N V (NXPI) 0.2 $772k 2.7k 281.05
First Ctzns Bancshares Incorporated Del Class A Cl A (FCNCA) 0.2 $771k 370.00 2083.38
Lam Research Corporation Com New (LRCX) 0.2 $762k 1.8k 433.22
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.2 $755k 9.1k 82.84
Healthequity (HQY) 0.2 $731k 8.1k 90.32
Super Micro Computer Incorporated Com New (SMCI) 0.2 $729k 25k 29.33
Kinsale Cap Group (KNSL) 0.2 $693k 2.1k 329.77
ConocoPhillips (COP) 0.1 $679k 6.5k 103.96
InterDigital (IDCC) 0.1 $673k 2.4k 283.15
Extra Space Storage (EXR) 0.1 $640k 4.4k 145.31
Dex (DXCM) 0.1 $629k 9.3k 67.35
Ge Vernova (GEV) 0.1 $617k 525.00 1175.63
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.1 $581k 1.6k 353.38
American Express Company (AXP) 0.1 $555k 1.6k 338.18
TJX Companies (TJX) 0.1 $531k 3.5k 151.51
Hewlett Packard Enterprise (HPE) 0.1 $531k 12k 45.11
Celsius Hldgs Incorporated Com New (CELH) 0.1 $473k 16k 29.28
Cisco Systems (CSCO) 0.1 $452k 3.8k 117.46
Charles Schwab Corporation (SCHW) 0.1 $384k 4.2k 92.26
S&p Global (SPGI) 0.1 $373k 915.00 407.14
Allstate Corporation (ALL) 0.1 $369k 1.6k 237.91
Cognex Corporation (CGNX) 0.1 $368k 5.1k 72.42
Valero Energy Corporation (VLO) 0.1 $364k 1.4k 260.40
Iqvia Holdings (IQV) 0.1 $363k 1.9k 193.22
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY) 0.1 $332k 6.6k 50.15
Microchip Technology (MCHP) 0.1 $325k 3.6k 91.21
Phillips 66 (PSX) 0.1 $304k 1.8k 169.09
Oshkosh Corporation (OSK) 0.1 $299k 1.9k 153.49
Edwards Lifesciences (EW) 0.1 $294k 3.3k 90.46
Amphenol Corporation Class A Cl A (APH) 0.1 $294k 1.7k 176.32
Vanguard Value Etf Value Etf (VTV) 0.1 $288k 1.3k 217.93
Newmont Mining Corporation (NEM) 0.1 $284k 3.0k 93.39
Landstar System (LSTR) 0.1 $267k 1.3k 206.77
Pulte (PHM) 0.1 $246k 1.8k 137.22
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.1 $241k 3.4k 71.25
Micron Technology (MU) 0.1 $239k 207.00 1154.29
salesforce (CRM) 0.1 $234k 1.5k 156.63
D.R. Horton (DHI) 0.0 $226k 1.4k 162.91
United Parcel Svcs Incorporated Class B CL B (UPS) 0.0 $225k 2.1k 107.50
EOG Resources (EOG) 0.0 $221k 1.7k 129.73
Lululemon Athletica (LULU) 0.0 $217k 1.9k 114.18
Constellation Energy (CEG) 0.0 $216k 871.00 248.46
Procter & Gamble Company (PG) 0.0 $206k 1.4k 146.67
State Street Technology Select Sector Spdr Etf St Str Techn Etf (XLK) 0.0 $197k 1.0k 190.50
SEI Investments Company (SEIC) 0.0 $195k 2.2k 87.72
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) 0.0 $190k 3.2k 59.70
Vaneck Natural Resources Etf Natural Resourc (HAP) 0.0 $188k 2.7k 68.60
Taiwan Semiconductor Manufact Sponsored Ads (TSM) 0.0 $188k 393.00 477.57
Abbott Laboratories (ABT) 0.0 $185k 2.0k 90.75
Thermo Fisher Scientific (TMO) 0.0 $184k 368.00 500.83
Global Payments (GPN) 0.0 $184k 2.5k 72.56
Automatic Data Processing (ADP) 0.0 $177k 788.00 224.01
Intuitive Surgical Incorporated Com New (ISRG) 0.0 $173k 434.00 397.68
Chipotle Mexican Grill (CMG) 0.0 $155k 4.6k 34.00
State Street Energy Select Sector Spdr Etf St Str Energ Etf (XLE) 0.0 $154k 2.9k 53.11
Key (KEY) 0.0 $153k 6.6k 23.05
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.0 $152k 1.6k 93.92
Lennar Corporation Class A Cl A (LEN) 0.0 $150k 1.7k 90.49
Stride (LRN) 0.0 $150k 1.7k 86.24
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.0 $143k 2.9k 49.41
Fastenal Company (FAST) 0.0 $142k 3.0k 48.03
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.0 $129k 1.1k 119.52
Zions Bancorporation (ZION) 0.0 $128k 1.9k 69.19
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $119k 960.00 124.42
State Street Spdr Portfolio S&p 500 High Dividend Etf St Str Sp500div (SPYD) 0.0 $117k 2.4k 47.70
Synopsys (SNPS) 0.0 $110k 246.00 446.07
Vanguard Financials Etf Financials Etf (VFH) 0.0 $103k 786.00 131.55
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.0 $96k 130.00 736.40
Ge Aerospace Com New (GE) 0.0 $85k 226.00 373.73
Coca-Cola Company (KO) 0.0 $81k 1.0k 81.27
Starbucks Corporation (SBUX) 0.0 $80k 778.00 102.13
Chevron Corporation (CVX) 0.0 $73k 441.00 165.68
Bristol Myers Squibb (BMY) 0.0 $56k 979.00 57.62
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.0 $53k 428.00 124.41
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.0 $51k 745.00 68.41
Occidental Petroleum Corporation (OXY) 0.0 $49k 1.0k 48.57
Cipher Mining (CIFR) 0.0 $47k 1.9k 24.50
Old National Ban (ONB) 0.0 $44k 1.7k 25.90
McGrath Rent (MGRC) 0.0 $43k 351.00 121.07
Devon Energy Corporation (DVN) 0.0 $42k 1.0k 41.33
Coreweave Incorporated Com Class A Com Cl A (CRWV) 0.0 $40k 405.00 99.54
Versant Media Group Incorporated Com Class A Com Cl A (VSNT) 0.0 $40k 1.1k 36.00
Norfolk Southern (NSC) 0.0 $39k 124.00 315.06
Ford Motor Company (F) 0.0 $37k 2.6k 13.90
Quest Diagnostics Incorporated (DGX) 0.0 $35k 167.00 211.95
AutoZone (AZO) 0.0 $35k 11.00 3195.91
Caterpillar (CAT) 0.0 $34k 32.00 1065.78
Bank of Hawaii Corporation (BOH) 0.0 $33k 400.00 81.49
Cardinal Health (CAH) 0.0 $26k 111.00 237.56
Altria (MO) 0.0 $25k 342.00 71.95
Ishares Tr North Amern Nat North Amern Nat (IGE) 0.0 $24k 431.00 56.18
Baker Hughes Company Class A Cl A (BKR) 0.0 $22k 400.00 55.50
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.0 $21k 140.00 148.31
Marvell Technology (MRVL) 0.0 $18k 60.00 297.88
Target Corporation (TGT) 0.0 $17k 127.00 130.61
Pepsi (PEP) 0.0 $16k 116.00 135.12
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $15k 728.00 20.49
Raytheon Technologies Corp (RTX) 0.0 $12k 65.00 190.72
Quanta Services (PWR) 0.0 $11k 15.00 720.07
Grifols S A Sp Adr Rep B Nvt Sp Adr Rep B Nvt (GRFS) 0.0 $11k 1.5k 7.08
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $10k 130.00 77.11
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 0.0 $9.3k 60.00 154.28
State Street Health Care Select Sector Spdr Etf St Str Care Etf (XLV) 0.0 $9.2k 58.00 158.66
Arista Networks Incorporated Com Shs (ANET) 0.0 $9.2k 54.00 169.89
CF Industries Holdings (CF) 0.0 $8.7k 80.00 108.26
GSK Sponsored Adr (GSK) 0.0 $8.4k 160.00 52.42
Astrazeneca Plc Ord Ord (AZN) 0.0 $8.0k 42.00 189.62
Onto Innovation (ONTO) 0.0 $6.4k 17.00 378.47
CSX Corporation (CSX) 0.0 $6.0k 127.00 47.53
L3harris Technologies (LHX) 0.0 $5.8k 20.00 291.30
Comcast Corporation New Class A Cl A (CMCSA) 0.0 $5.8k 237.00 24.55
Nucor Corporation (NUE) 0.0 $5.6k 25.00 222.76
Texas Instruments Incorporated (TXN) 0.0 $5.4k 18.00 298.06
International Business Machines (IBM) 0.0 $5.3k 19.00 281.21
Kimco Realty Corporation (KIM) 0.0 $5.2k 206.00 25.35
Northrop Grumman Corporation (NOC) 0.0 $5.1k 10.00 509.30
Ameriprise Financial (AMP) 0.0 $5.0k 11.00 458.73
Bank of America Corporation (BAC) 0.0 $4.8k 84.00 56.98
Waste Management (WM) 0.0 $4.6k 21.00 218.81
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.0 $4.5k 80.00 56.16
Medtronic SHS (MDT) 0.0 $4.3k 55.00 78.24
Hilton Worldwide Holdings (HLT) 0.0 $4.3k 13.00 330.46
Intercontinental Exchange (ICE) 0.0 $4.1k 33.00 124.36
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.0 $3.9k 47.00 82.40
Blackstone Group Inc Com Cl A (BX) 0.0 $3.8k 32.00 117.66
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $3.7k 51.00 72.51
Metropcs Communications (TMUS) 0.0 $3.7k 22.00 167.73
Shell Plc Spon Ads Spon Ads (SHEL) 0.0 $3.6k 47.00 77.53
Toll Brothers (TOL) 0.0 $3.6k 22.00 164.77
Amgen (AMGN) 0.0 $3.6k 10.00 362.10
Mastercard Incorporated Class A Cl A (MA) 0.0 $3.6k 7.00 513.57
Arm Holdings Sponsored Ads (ARM) 0.0 $3.5k 10.00 354.60
Hershey Company (HSY) 0.0 $3.5k 20.00 175.45
Southern Company (SO) 0.0 $3.4k 36.00 95.72
O'reilly Automotive (ORLY) 0.0 $3.1k 34.00 92.09
Kroger (KR) 0.0 $3.1k 56.00 55.54
SYSCO Corporation (SYY) 0.0 $3.1k 37.00 83.57
Barrick Mining Corporation Com Shs (B) 0.0 $3.0k 82.00 36.73
Boeing Company (BA) 0.0 $2.8k 13.00 216.46
Stmicroelectronics N V Ny Registry Ny Registry (STM) 0.0 $2.8k 37.00 74.89
Fidus Invt (FDUS) 0.0 $2.3k 122.00 19.11
Paylocity Holding Corporation (PCTY) 0.0 $2.2k 21.00 104.52
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) 0.0 $2.0k 20.00 100.30
Macy's (M) 0.0 $1.9k 82.00 23.55
Rivian Automotive Incorporated Com Class A Com Cl A (RIVN) 0.0 $1.8k 104.00 17.35
Dupont De Nemours Incorporated Common Stock (DD) 0.0 $1.8k 13.00 135.62
Space Exploration Techn Corporation Class A Com Stk Class A Com Stk (SPCX) 0.0 $1.7k 10.00 170.90
Westlake Chemical Corporation (WLK) 0.0 $1.7k 23.00 73.00
Murphy Usa (MUSA) 0.0 $1.6k 3.00 539.00
Amrize SHS (AMRZ) 0.0 $1.6k 30.00 53.30
Atkore Intl (ATKR) 0.0 $1.4k 19.00 76.05
Fiserv (FISV) 0.0 $1.2k 24.00 49.04
Cerence (CRNC) 0.0 $1.1k 100.00 11.32
Hubspot (HUBS) 0.0 $1.1k 6.00 182.50
Elf Beauty (ELF) 0.0 $1.0k 14.00 74.00
Lauder Estee Companies Incorporated Class A Cl A (EL) 0.0 $1.0k 13.00 79.00
Walt Disney Company (DIS) 0.0 $963.000000 10.00 96.30
The Trade Desk Incorporated Com Class A Com Cl A (TTD) 0.0 $669.000700 37.00 18.08
Steris Plc Shs Usd Shs Usd (STE) 0.0 $651.999900 3.00 217.33
Invesco Building & Construction Etf Bldg Constr Etf (PKB) 0.0 $448.000000 4.00 112.00
Beyond Meat (BYND) 0.0 $19.000000 25.00 0.76