Peterson Wealth Services Top Holdings and 13F Report (2025) About Peterson Wealth ServicesInvestment ActivityPeterson Wealth Services has $322.80 million in total holdings as of December 31, 2024.Peterson Wealth Services owns shares of 206 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 13.38% of the portfolio was purchased this quarter.About 7.75% of the portfolio was sold this quarter.This quarter, Peterson Wealth Services has purchased 217 new stocks and bought additional shares in 84 stocks.Peterson Wealth Services sold shares of 61 stocks and completely divested from 25 stocks this quarter.Largest Holdings Vanguard Growth ETF $22,907,065Apple $22,200,420NVIDIA $15,967,986Costco Wholesale $12,809,254JPMorgan Chase & Co. $12,459,633 Largest New Holdings this Quarter 718172109 - Philip Morris International $5,094,916 Holding231021106 - Cummins $1,022,347 Holding70432V102 - Paycom Software $784,690 Holding001084102 - AGCO $711,771 Holding98983L108 - Zurn Elkay Water Solutions $699,661 Holding Largest Purchases this Quarter Vanguard Growth ETF 28,360 shares (about $10.52M)Philip Morris International 32,098 shares (about $5.09M)PALANTIR TECHNOLOGIES INCORPORATED CLASS A 33,038 shares (about $2.79M)ConocoPhillips 24,381 shares (about $2.56M)Oracle 17,230 shares (about $2.41M) Largest Sales this Quarter Tesla 15,478 shares (about $4.01M)Novo Nordisk A/S 41,069 shares (about $2.85M)SPDR S&P MidCap 400 ETF Trust 5,100 shares (about $2.72M)Vanguard Value ETF 12,874 shares (about $2.22M)Broadcom 13,092 shares (about $2.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeterson Wealth Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$22,907,065$10,516,469 ▲84.9%61,7747.1%ETFAAPLApple$22,200,420$421,160 ▲1.9%99,9436.9%Computer and TechnologyNVDANVIDIA$15,967,986$1,233,150 ▼-7.2%147,3334.9%Computer and TechnologyCOSTCostco Wholesale$12,809,254$697,964 ▼-5.2%13,5444.0%Retail/WholesaleJPMJPMorgan Chase & Co.$12,459,633$282,833 ▲2.3%50,7933.9%FinanceAMZNAmazon.com$11,184,244$390,984 ▲3.6%58,7843.5%Retail/WholesaleTSLATesla$9,488,884$4,011,278 ▼-29.7%36,6142.9%Auto/Tires/TrucksBRK.BBerkshire Hathaway$9,246,121$330,732 ▲3.7%17,3612.9%FinanceRJFRaymond James$8,417,728$714,419 ▼-7.8%60,5982.6%FinanceVVisa$7,751,823$88,316 ▲1.2%22,1192.4%Business ServicesPALANTIR TECHNOLOGIES INCORPORATED CLASS A$7,241,942$2,788,407 ▲62.6%85,8052.2%CL AAVGOBroadcom$7,198,645$2,191,991 ▼-23.3%42,9952.2%Computer and TechnologyCOPConocoPhillips$6,321,036$2,560,487 ▲68.1%60,1892.0%EnergyMSFTMicrosoft$6,184,458$339,347 ▲5.8%16,4751.9%Computer and TechnologyFIXComfort Systems USA$6,159,277$16,761 ▲0.3%19,1091.9%ConstructionHDHome Depot$5,629,196$279,994 ▲5.2%15,3601.7%Retail/WholesaleCNQCanadian Natural Resources$5,566,015$422,298 ▲8.2%180,7151.7%EnergyPMPhilip Morris International$5,094,916$5,094,916 ▲New Holding32,0981.6%Consumer StaplesASMLASML$4,995,929$1,486,852 ▲42.4%7,5401.5%Computer and TechnologySYKStryker$4,931,940$156,717 ▲3.3%13,2491.5%MedicalTMOThermo Fisher Scientific$4,475,141$927,573 ▲26.1%8,9931.4%MedicalUNPUnion Pacific$4,341,299$378,922 ▲9.6%18,3771.3%TransportationFANGDiamondback Energy$4,038,855$600,344 ▲17.5%25,2621.3%EnergyMETAMeta Platforms$3,911,170$655,896 ▲20.1%6,7861.2%Computer and TechnologyGRMNGarmin$3,871,759$435,334 ▼-10.1%17,8321.2%Computer and TechnologyLLYEli Lilly and Company$3,729,897$113,978 ▲3.2%4,5161.2%MedicalORCLOracle$3,643,215$2,408,957 ▲195.2%26,0581.1%Computer and TechnologyMSIMotorola Solutions$3,455,881$262,234 ▲8.2%7,8941.1%Computer and TechnologyCBChubb$3,335,015$291,406 ▲9.6%11,0441.0%FinanceWMTWalmart$3,210,626$125,100 ▲4.1%36,5721.0%Retail/WholesaleZTSZoetis$3,143,722$379,031 ▲13.7%19,0931.0%MedicalMTDRMatador Resources$3,071,773$1,169,394 ▲61.5%60,1251.0%EnergyCDNSCadence Design Systems$2,919,200$207,279 ▲7.6%11,4780.9%Computer and TechnologyXOMExxon Mobil$2,866,490$237,506 ▲9.0%24,1020.9%EnergyMPCMarathon Petroleum$2,764,414$212,412 ▲8.3%18,9750.9%EnergySPYSPDR S&P 500 ETF Trust$2,743,303$161,108 ▼-5.5%4,9040.8%FinanceLULULululemon Athletica$2,730,963$454,028 ▲19.9%9,6480.8%Consumer DiscretionaryCMECME Group$2,565,461$260,791 ▲11.3%9,6700.8%FinanceETNEaton$2,536,356$192,177 ▲8.2%9,3310.8%IndustrialsJNJJohnson & Johnson$2,484,624$310,288 ▲14.3%14,9820.8%MedicalODFLOld Dominion Freight Line$2,481,366$88,348 ▲3.7%14,9980.8%TransportationAPDAir Products and Chemicals$2,415,214$171,652 ▲7.7%8,1890.7%Basic MaterialsMRKMerck & Co., Inc.$2,278,486$350,516 ▲18.2%25,3840.7%MedicalUNHUnitedHealth Group$2,268,412$313,210 ▲16.0%4,3310.7%MedicalDRIDarden Restaurants$2,219,241$168,074 ▲8.2%10,6820.7%Retail/WholesaleORealty Income$1,879,791$289,698 ▲18.2%32,4050.6%FinanceMDTMedtronic$1,859,658$219,349 ▲13.4%20,6950.6%MedicalADIAnalog Devices$1,848,633$208,115 ▲12.7%9,1670.6%Computer and TechnologyFISFidelity National Information Services$1,709,154$145,554 ▲9.3%22,8860.5%Business ServicesJCIJohnson Controls International$1,618,570$60,484 ▲3.9%20,2040.5%ConstructionCMCSAComcast$1,539,379$140,588 ▲10.1%41,7180.5%Consumer DiscretionaryVZVerizon Communications$1,340,247$174,771 ▲15.0%29,5470.4%Computer and TechnologyVOOVanguard S&P 500 ETF$1,150,421$531,794 ▼-31.6%2,2390.4%ETFCMICummins$1,022,347$1,022,347 ▲New Holding3,2620.3%Auto/Tires/TrucksLNTHLantheus$999,131$244,878 ▼-19.7%10,2370.3%MedicalENSGThe Ensign Group$935,272$56,546 ▼-5.7%7,2280.3%MedicalRSReliance$921,923$39,268 ▼-4.1%3,1930.3%Basic MaterialsKNSLKinsale Capital Group$912,940$16,546 ▼-1.8%1,8760.3%FinanceIEFAiShares Core MSCI EAFE ETF$904,640$104,853 ▼-10.4%11,9580.3%ETFPEGPublic Service Enterprise Group$842,979$164,349 ▲24.2%10,2430.3%UtilitiesPAYCPaycom Software$784,690$784,690 ▲New Holding3,5920.2%Computer and TechnologySSDSimpson Manufacturing$772,151$5,812 ▼-0.7%4,9160.2%ConstructionNEENextEra Energy$739,615$128,385 ▲21.0%10,4330.2%UtilitiesBCBrunswick$732,288$17,824 ▲2.5%13,5990.2%Consumer DiscretionaryMPWRMonolithic Power Systems$717,970$47,555 ▼-6.2%1,2380.2%Computer and TechnologyAGCOAGCO$711,771$711,771 ▲New Holding7,6890.2%IndustrialsPCTYPaylocity$707,583$228,929 ▼-24.4%3,7770.2%Computer and TechnologyZWSZurn Elkay Water Solutions$699,661$699,661 ▲New Holding21,2150.2%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$665,250$2,720,750 ▼-80.4%1,2470.2%ETFWLKWestlake$657,990$17,805 ▲2.8%6,5780.2%Basic MaterialsUFPTUFP Technologies$645,875$180,934 ▼-21.9%3,2020.2%IndustrialsTTTrane Technologies$619,701$6,066 ▼-1.0%1,8390.2%ConstructionAEISAdvanced Energy Industries$618,973$202,353 ▼-24.6%6,4940.2%Computer and TechnologyHQYHealthEquity$613,111$315,392 ▼-34.0%6,9380.2%MedicalFCNCAFirst Citizens BancShares$608,890$467,806 ▼-43.4%3280.2%FinancePOWLPowell Industries$608,081$608,081 ▲New Holding3,5700.2%IndustrialsGOOGLAlphabet$595,626$6,958 ▼-1.2%3,8520.2%Computer and TechnologySUPER MICRO COMPUTER INCORPORATED COM NEW$592,455$592,455 ▲New Holding17,3030.2%COM NEWIESCIES$586,966$752,076 ▼-56.2%3,5550.2%Computer and TechnologyPACS GROUP INCORPORATED COM SHS$575,038$156,371 ▲37.3%51,1600.2%COM SHSSTRLSterling Infrastructure$572,163$11,661 ▲2.1%5,0540.2%ConstructionCRMSalesforce$571,751$19,854 ▼-3.4%2,1310.2%Computer and TechnologyMUSAMurphy USA$562,225$113,197 ▲25.2%1,1970.2%Retail/WholesaleGSYInvesco Ultra Short Duration ETF$556,764$1,182,992 ▼-68.0%11,1090.2%ETFONTOOnto Innovation$556,344$11,891 ▲2.2%4,5850.2%Computer and TechnologyELFe.l.f. Beauty$548,094$239,983 ▲77.9%8,7290.2%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$547,896$252,533 ▲85.5%5,5390.2%FinanceHUBSHubSpot$536,441$364,483 ▼-40.5%9390.2%Computer and TechnologyASTERA LABS INCORPORATED$533,748$10,502 ▼-1.9%8,9450.2%COMAAONAAON$529,496$338,465 ▼-39.0%6,7770.2%ConstructionNFLXNetflix$517,5540.0%5550.2%Consumer DiscretionaryTJXTJX Companies$498,854$1,949 ▲0.4%4,0960.2%Retail/WholesaleVRTVertiv$497,534$7,437 ▲1.5%6,8910.2%Computer and TechnologyTTDTrade Desk$492,042$10,397 ▲2.2%8,9920.2%Computer and TechnologyATKRAtkore$471,782$61,012 ▲14.9%7,8640.1%IndustrialsFIFiserv$461,314$15,237 ▼-3.2%2,0890.1%Business ServicesACLSAxcelis Technologies$453,537$71,425 ▲18.7%9,1310.1%Computer and TechnologyAXPAmerican Express$434,013$269 ▲0.1%1,6130.1%FinanceXSMOInvesco S&P SmallCap Momentum ETF$419,774$419,774 ▲New Holding6,6900.1%ETFSTESTERIS$389,804$2,720 ▼-0.7%1,7200.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
