Peterson Wealth Services Top Holdings and 13F Report (2025) About Peterson Wealth ServicesInvestment ActivityPeterson Wealth Services has $365.03 million in total holdings as of December 31, 2024.Peterson Wealth Services owns shares of 221 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 3.58% of the portfolio was sold this quarter.This quarter, Peterson Wealth Services has purchased 206 new stocks and bought additional shares in 97 stocks.Peterson Wealth Services sold shares of 50 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Growth ETF $26,439,940NVIDIA $23,373,632Apple $19,981,131JPMorgan Chase & Co. $14,825,210Tesla $14,302,324 Largest New Holdings this Quarter 580135101 - McDonald's $3,373,357 Holding30225T102 - Extra Space Storage $523,943 Holding45867G101 - InterDigital $448,908 Holding427866108 - Hershey $3,319 Holding670346105 - Nucor $3,239 Holding Largest Purchases this Quarter McDonald's 11,546 shares (about $3.37M)Tesla 8,410 shares (about $2.67M)AbbVie 11,443 shares (about $2.12M)Celsius 13,715 shares (about $636.24K)Extra Space Storage 3,554 shares (about $523.94K) Largest Sales this Quarter Thermo Fisher Scientific 8,626 shares (about $3.50M)Zoetis 17,847 shares (about $2.78M)Vanguard Growth ETF 1,464 shares (about $641.82K)Apple 2,555 shares (about $524.21K)Westlake 6,555 shares (about $497.61K) 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$26,439,940$641,818 ▼-2.4%60,3107.2%ETFNVDANVIDIA$23,373,632$96,532 ▲0.4%147,9446.4%Computer and TechnologyAAPLApple$19,981,131$524,210 ▼-2.6%97,3885.5%Computer and TechnologyJPMJPMorgan Chase & Co.$14,825,210$99,730 ▲0.7%51,1374.1%FinanceTSLATesla$14,302,324$2,671,521 ▲23.0%45,0243.9%Auto/Tires/TrucksCOSTCostco Wholesale$13,478,678$71,274 ▲0.5%13,6163.7%Retail/WholesaleAMZNAmazon.com$13,035,715$139,093 ▲1.1%59,4183.6%Retail/WholesaleAVGOBroadcom$11,962,326$110,811 ▲0.9%43,3973.3%Computer and TechnologyPALANTIR TECHNOLOGIES INCORPORATED CLASS A$11,663,539$33,398 ▼-0.3%85,5603.2%CL AFIXComfort Systems USA$10,296,347$49,868 ▲0.5%19,2022.8%ConstructionRJFRaymond James Financial$9,406,649$112,727 ▲1.2%61,3332.6%FinanceBRK.BBerkshire Hathaway$8,462,113$28,660 ▲0.3%17,4202.3%FinanceMSFTMicrosoft$8,329,343$134,794 ▲1.6%16,7462.3%Computer and TechnologyVVisa$7,888,864$35,505 ▲0.5%22,2192.2%Business ServicesASMLASML$6,056,183$13,624 ▲0.2%7,5571.7%Computer and TechnologyPMPhilip Morris International$6,052,741$206,718 ▲3.5%33,2331.7%Consumer StaplesCNQCanadian Natural Resources$5,833,946$159,481 ▲2.8%185,7941.6%EnergyORCLOracle$5,788,554$91,389 ▲1.6%26,4761.6%Computer and TechnologyHDHome Depot$5,730,863$99,358 ▲1.8%15,6311.6%Retail/WholesaleCOPConocoPhillips$5,515,119$113,790 ▲2.1%61,4571.5%EnergySYKStryker$5,308,111$66,465 ▲1.3%13,4171.5%MedicalMETAMeta Platforms$5,081,352$72,338 ▲1.4%6,8841.4%Computer and TechnologyUNPUnion Pacific$4,330,429$102,158 ▲2.4%18,8211.2%TransportationFANGDiamondback Energy$3,883,092$412,066 ▲11.9%28,2611.1%EnergyGRMNGarmin$3,754,247$32,352 ▲0.9%17,9871.0%Computer and TechnologyWMTWalmart$3,634,422$58,375 ▲1.6%37,1691.0%Retail/WholesaleCDNSCadence Design Systems$3,600,733$63,787 ▲1.8%11,6851.0%Computer and TechnologyLLYEli Lilly and Company$3,585,798$65,480 ▲1.9%4,6001.0%MedicalETNEaton$3,411,456$80,324 ▲2.4%9,5560.9%IndustrialsMSIMotorola Solutions$3,395,971$76,942 ▲2.3%8,0770.9%Computer and TechnologyMCDMcDonald's$3,373,357$3,373,357 ▲New Holding11,5460.9%Retail/WholesaleCBChubb$3,271,225$71,561 ▲2.2%11,2910.9%FinanceMPCMarathon Petroleum$3,225,426$73,422 ▲2.3%19,4170.9%EnergyMTDRMatador Resources$2,966,001$96,824 ▲3.4%62,1540.8%EnergySPYSPDR S&P 500 ETF Trust$2,718,224$312,049 ▼-10.3%4,3990.7%FinanceCMECME Group$2,713,839$48,511 ▲1.8%9,8460.7%FinanceXOMExxon Mobil$2,672,520$74,276 ▲2.9%24,7910.7%EnergyODFLOld Dominion Freight Line$2,500,182$66,055 ▲2.7%15,4050.7%TransportationLULUlululemon athletica$2,430,443$138,272 ▲6.0%10,2300.7%Consumer DiscretionaryAPDAir Products and Chemicals$2,376,409$66,568 ▲2.9%8,4250.7%Basic MaterialsDRIDarden Restaurants$2,375,132$46,862 ▲2.0%10,8970.7%Retail/WholesaleJNJJohnson & Johnson$2,335,894$47,353 ▲2.1%15,2920.6%MedicalADIAnalog Devices$2,241,417$59,505 ▲2.7%9,4170.6%Computer and TechnologyABBVAbbVie$2,165,790$2,124,026 ▲5,085.8%11,6680.6%MedicalJCIJohnson Controls International$2,164,918$30,947 ▲1.5%20,4970.6%ConstructionORealty Income$1,929,321$62,450 ▲3.3%33,4890.5%FinanceFISFidelity National Information Services$1,905,167$42,008 ▲2.3%23,4020.5%Business ServicesMDTMedtronic$1,859,777$55,789 ▲3.1%21,3350.5%MedicalCMCSAComcast$1,532,588$43,684 ▲2.9%42,9420.4%Consumer DiscretionaryUNHUnitedHealth Group$1,378,344$27,143 ▲2.0%4,4180.4%MedicalVZVerizon Communications$1,319,986$41,496 ▲3.2%30,5060.4%Computer and TechnologyVOOVanguard S&P 500 ETF$1,286,909$15,334 ▲1.2%2,2660.4%ETFSTRLSterling Infrastructure$1,165,417$692 ▼-0.1%5,0510.3%ConstructionCMICummins$1,114,629$46,184 ▲4.3%3,4030.3%Auto/Tires/TrucksENSGThe Ensign Group$1,114,499$463 ▼0.0%7,2250.3%MedicalIESCIES$1,095,459$42,361 ▲4.0%3,6980.3%Computer and TechnologyELFe.l.f. Beauty$1,088,601$2,364 ▲0.2%8,7480.3%Consumer StaplesRSReliance$1,003,581$1,256 ▲0.1%3,1970.3%Basic MaterialsIEFAiShares Core MSCI EAFE ETF$999,500$1,252 ▲0.1%11,9730.3%ETFKNSLKinsale Capital Group$907,380$484 ▼-0.1%1,8750.2%FinanceMPWRMonolithic Power Systems$906,145$731 ▲0.1%1,2390.2%Computer and TechnologyPEGPublic Service Enterprise Group$901,162$38,892 ▲4.5%10,7050.2%UtilitiesVRTVertiv$884,782$128 ▼0.0%6,8900.2%Computer and TechnologySUPER MICRO COMPUTER INCORPORATED COM NEW$871,104$23,084 ▲2.7%17,7740.2%COM NEWAEISAdvanced Energy Industries$860,232$265 ▼0.0%6,4920.2%Computer and TechnologyLNTHLantheus$837,346$655 ▼-0.1%10,2290.2%MedicalPAYCPaycom Software$831,542$463 ▲0.1%3,5940.2%Computer and TechnologyASTERA LABS INCORPORATED$808,174$633 ▼-0.1%8,9380.2%COMTTTrane Technologies$806,602$2,187 ▲0.3%1,8440.2%ConstructionAGCOAGCO$793,795$619 ▲0.1%7,6950.2%IndustrialsUFPTUFP Technologies$781,068$732 ▼-0.1%3,1990.2%IndustrialsZWSZurn Elkay Water Solutions Cor$776,352$512 ▲0.1%21,2290.2%Business ServicesSSDSimpson Manufacturing$763,779$311 ▲0.0%4,9180.2%ConstructionNEENextEra Energy$754,095$29,850 ▲4.1%10,8630.2%UtilitiesPOWLPowell Industries$751,2870.0%3,5700.2%IndustrialsNFLXNetflix$743,2170.0%5550.2%Consumer DiscretionaryBCBrunswick$738,353$12,871 ▼-1.7%13,3660.2%Consumer DiscretionaryHQYHealthEquity$726,8250.0%6,9380.2%MedicalCELHCelsius$722,107$636,239 ▲741.0%15,5660.2%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$712,782$6,233 ▲0.9%1,2580.2%ETFPACS GROUP INCORPORATED COM SHS$688,985$27,998 ▲4.2%53,3270.2%COM SHSPCTYPaylocity$683,811$544 ▼-0.1%3,7740.2%Computer and TechnologyGOOGLAlphabet$680,062$1,234 ▲0.2%3,8590.2%Computer and TechnologyTTDTrade Desk$646,830$504 ▼-0.1%8,9850.2%Computer and TechnologyFCNCAFirst Citizens BancShares$646,826$5,862 ▲0.9%3310.2%FinanceACLSAxcelis Technologies$637,942$1,603 ▲0.3%9,1540.2%Computer and TechnologyCRMSalesforce$582,195$1,091 ▲0.2%2,1350.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$564,203$14,780 ▲2.7%5,6880.2%FinanceATKRAtkore$557,500$2,681 ▲0.5%7,9020.2%IndustrialsEXRExtra Space Storage$523,943$523,943 ▲New Holding3,5540.1%FinanceHUBSHubSpot$522,6760.0%9390.1%Computer and TechnologyAMDAdvanced Micro Devices$519,922$1,987 ▲0.4%3,6640.1%Computer and TechnologyAXPAmerican Express$515,215$638 ▲0.1%1,6150.1%FinanceTJXTJX Companies$506,014$247 ▲0.0%4,0980.1%Retail/WholesaleGE VERNOVA INCORPORATED$502,163$500,576 ▲31,533.3%9490.1%COMAAONAAON$499,8390.0%6,7770.1%ConstructionDXCMDexCom$482,452$174,842 ▲56.8%5,5270.1%MedicalXSMOInvesco S&P SmallCap Momentum ETF$464,139$9,114 ▲2.0%6,8240.1%ETFIDCCInterDigital$448,908$448,908 ▲New Holding2,0020.1%Computer and TechnologySTESTERIS$414,072$961 ▲0.2%1,7240.1%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. 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