Peterson Wealth Services Top Holdings and 13F Report (2025)

About Peterson Wealth Services

Investment Activity

Peterson 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: $26,439,940
NVIDIA: $23,373,632
Apple: $19,981,131
JPMorgan Chase & Co.: $14,825,210
Tesla: $14,302,324

Largest New Holdings this Quarter

580135101 - McDonald's: $3,373,357 Holding
30225T102 - Extra Space Storage: $523,943 Holding
45867G101 - InterDigital: $448,908 Holding
427866108 - Hershey: $3,319 Holding
670346105 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VUG Vanguard Growth ETF	$26,439,940	$641,818 ▼	-2.4%	60,310	7.2%	ETF
NVDA NVIDIA	$23,373,632	$96,532 ▲	0.4%	147,944	6.4%	Computer and Technology
AAPL Apple	$19,981,131	$524,210 ▼	-2.6%	97,388	5.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,825,210	$99,730 ▲	0.7%	51,137	4.1%	Finance
TSLA Tesla	$14,302,324	$2,671,521 ▲	23.0%	45,024	3.9%	Auto/Tires/Trucks
COST Costco Wholesale	$13,478,678	$71,274 ▲	0.5%	13,616	3.7%	Retail/Wholesale
AMZN Amazon.com	$13,035,715	$139,093 ▲	1.1%	59,418	3.6%	Retail/Wholesale
AVGO Broadcom	$11,962,326	$110,811 ▲	0.9%	43,397	3.3%	Computer and Technology
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	$11,663,539	$33,398 ▼	-0.3%	85,560	3.2%	CL A
FIX Comfort Systems USA	$10,296,347	$49,868 ▲	0.5%	19,202	2.8%	Construction
RJF Raymond James Financial	$9,406,649	$112,727 ▲	1.2%	61,333	2.6%	Finance
BRK.B Berkshire Hathaway	$8,462,113	$28,660 ▲	0.3%	17,420	2.3%	Finance
MSFT Microsoft	$8,329,343	$134,794 ▲	1.6%	16,746	2.3%	Computer and Technology
V Visa	$7,888,864	$35,505 ▲	0.5%	22,219	2.2%	Business Services
ASML ASML	$6,056,183	$13,624 ▲	0.2%	7,557	1.7%	Computer and Technology
PM Philip Morris International	$6,052,741	$206,718 ▲	3.5%	33,233	1.7%	Consumer Staples
CNQ Canadian Natural Resources	$5,833,946	$159,481 ▲	2.8%	185,794	1.6%	Energy
ORCL Oracle	$5,788,554	$91,389 ▲	1.6%	26,476	1.6%	Computer and Technology
HD Home Depot	$5,730,863	$99,358 ▲	1.8%	15,631	1.6%	Retail/Wholesale
COP ConocoPhillips	$5,515,119	$113,790 ▲	2.1%	61,457	1.5%	Energy
SYK Stryker	$5,308,111	$66,465 ▲	1.3%	13,417	1.5%	Medical
META Meta Platforms	$5,081,352	$72,338 ▲	1.4%	6,884	1.4%	Computer and Technology
UNP Union Pacific	$4,330,429	$102,158 ▲	2.4%	18,821	1.2%	Transportation
FANG Diamondback Energy	$3,883,092	$412,066 ▲	11.9%	28,261	1.1%	Energy
GRMN Garmin	$3,754,247	$32,352 ▲	0.9%	17,987	1.0%	Computer and Technology
WMT Walmart	$3,634,422	$58,375 ▲	1.6%	37,169	1.0%	Retail/Wholesale
CDNS Cadence Design Systems	$3,600,733	$63,787 ▲	1.8%	11,685	1.0%	Computer and Technology
LLY Eli Lilly and Company	$3,585,798	$65,480 ▲	1.9%	4,600	1.0%	Medical
ETN Eaton	$3,411,456	$80,324 ▲	2.4%	9,556	0.9%	Industrials
MSI Motorola Solutions	$3,395,971	$76,942 ▲	2.3%	8,077	0.9%	Computer and Technology
MCD McDonald's	$3,373,357	$3,373,357 ▲	New Holding	11,546	0.9%	Retail/Wholesale
CB Chubb	$3,271,225	$71,561 ▲	2.2%	11,291	0.9%	Finance
MPC Marathon Petroleum	$3,225,426	$73,422 ▲	2.3%	19,417	0.9%	Energy
MTDR Matador Resources	$2,966,001	$96,824 ▲	3.4%	62,154	0.8%	Energy
SPY SPDR S&P 500 ETF Trust	$2,718,224	$312,049 ▼	-10.3%	4,399	0.7%	Finance
CME CME Group	$2,713,839	$48,511 ▲	1.8%	9,846	0.7%	Finance
XOM Exxon Mobil	$2,672,520	$74,276 ▲	2.9%	24,791	0.7%	Energy
ODFL Old Dominion Freight Line	$2,500,182	$66,055 ▲	2.7%	15,405	0.7%	Transportation
LULU lululemon athletica	$2,430,443	$138,272 ▲	6.0%	10,230	0.7%	Consumer Discretionary
APD Air Products and Chemicals	$2,376,409	$66,568 ▲	2.9%	8,425	0.7%	Basic Materials
DRI Darden Restaurants	$2,375,132	$46,862 ▲	2.0%	10,897	0.7%	Retail/Wholesale
JNJ Johnson & Johnson	$2,335,894	$47,353 ▲	2.1%	15,292	0.6%	Medical
ADI Analog Devices	$2,241,417	$59,505 ▲	2.7%	9,417	0.6%	Computer and Technology
ABBV AbbVie	$2,165,790	$2,124,026 ▲	5,085.8%	11,668	0.6%	Medical
JCI Johnson Controls International	$2,164,918	$30,947 ▲	1.5%	20,497	0.6%	Construction
O Realty Income	$1,929,321	$62,450 ▲	3.3%	33,489	0.5%	Finance
FIS Fidelity National Information Services	$1,905,167	$42,008 ▲	2.3%	23,402	0.5%	Business Services
MDT Medtronic	$1,859,777	$55,789 ▲	3.1%	21,335	0.5%	Medical
CMCSA Comcast	$1,532,588	$43,684 ▲	2.9%	42,942	0.4%	Consumer Discretionary
UNH UnitedHealth Group	$1,378,344	$27,143 ▲	2.0%	4,418	0.4%	Medical
VZ Verizon Communications	$1,319,986	$41,496 ▲	3.2%	30,506	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,286,909	$15,334 ▲	1.2%	2,266	0.4%	ETF
STRL Sterling Infrastructure	$1,165,417	$692 ▼	-0.1%	5,051	0.3%	Construction
CMI Cummins	$1,114,629	$46,184 ▲	4.3%	3,403	0.3%	Auto/Tires/Trucks
ENSG The Ensign Group	$1,114,499	$463 ▼	0.0%	7,225	0.3%	Medical
IESC IES	$1,095,459	$42,361 ▲	4.0%	3,698	0.3%	Computer and Technology
ELF e.l.f. Beauty	$1,088,601	$2,364 ▲	0.2%	8,748	0.3%	Consumer Staples
RS Reliance	$1,003,581	$1,256 ▲	0.1%	3,197	0.3%	Basic Materials
IEFA iShares Core MSCI EAFE ETF	$999,500	$1,252 ▲	0.1%	11,973	0.3%	ETF
KNSL Kinsale Capital Group	$907,380	$484 ▼	-0.1%	1,875	0.2%	Finance
MPWR Monolithic Power Systems	$906,145	$731 ▲	0.1%	1,239	0.2%	Computer and Technology
PEG Public Service Enterprise Group	$901,162	$38,892 ▲	4.5%	10,705	0.2%	Utilities
VRT Vertiv	$884,782	$128 ▼	0.0%	6,890	0.2%	Computer and Technology
SUPER MICRO COMPUTER INCORPORATED COM NEW	$871,104	$23,084 ▲	2.7%	17,774	0.2%	COM NEW
AEIS Advanced Energy Industries	$860,232	$265 ▼	0.0%	6,492	0.2%	Computer and Technology
LNTH Lantheus	$837,346	$655 ▼	-0.1%	10,229	0.2%	Medical
PAYC Paycom Software	$831,542	$463 ▲	0.1%	3,594	0.2%	Computer and Technology
ASTERA LABS INCORPORATED	$808,174	$633 ▼	-0.1%	8,938	0.2%	COM
TT Trane Technologies	$806,602	$2,187 ▲	0.3%	1,844	0.2%	Construction
AGCO AGCO	$793,795	$619 ▲	0.1%	7,695	0.2%	Industrials
UFPT UFP Technologies	$781,068	$732 ▼	-0.1%	3,199	0.2%	Industrials
ZWS Zurn Elkay Water Solutions Cor	$776,352	$512 ▲	0.1%	21,229	0.2%	Business Services
SSD Simpson Manufacturing	$763,779	$311 ▲	0.0%	4,918	0.2%	Construction
NEE NextEra Energy	$754,095	$29,850 ▲	4.1%	10,863	0.2%	Utilities
POWL Powell Industries	$751,287		0.0%	3,570	0.2%	Industrials
NFLX Netflix	$743,217		0.0%	555	0.2%	Consumer Discretionary
BC Brunswick	$738,353	$12,871 ▼	-1.7%	13,366	0.2%	Consumer Discretionary
HQY HealthEquity	$726,825		0.0%	6,938	0.2%	Medical
CELH Celsius	$722,107	$636,239 ▲	741.0%	15,566	0.2%	Consumer Staples
MDY SPDR S&P MidCap 400 ETF Trust	$712,782	$6,233 ▲	0.9%	1,258	0.2%	ETF
PACS GROUP INCORPORATED COM SHS	$688,985	$27,998 ▲	4.2%	53,327	0.2%	COM SHS
PCTY Paylocity	$683,811	$544 ▼	-0.1%	3,774	0.2%	Computer and Technology
GOOGL Alphabet	$680,062	$1,234 ▲	0.2%	3,859	0.2%	Computer and Technology
TTD Trade Desk	$646,830	$504 ▼	-0.1%	8,985	0.2%	Computer and Technology
FCNCA First Citizens BancShares	$646,826	$5,862 ▲	0.9%	331	0.2%	Finance
ACLS Axcelis Technologies	$637,942	$1,603 ▲	0.3%	9,154	0.2%	Computer and Technology
CRM Salesforce	$582,195	$1,091 ▲	0.2%	2,135	0.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$564,203	$14,780 ▲	2.7%	5,688	0.2%	Finance
ATKR Atkore	$557,500	$2,681 ▲	0.5%	7,902	0.2%	Industrials
EXR Extra Space Storage	$523,943	$523,943 ▲	New Holding	3,554	0.1%	Finance
HUBS HubSpot	$522,676		0.0%	939	0.1%	Computer and Technology
AMD Advanced Micro Devices	$519,922	$1,987 ▲	0.4%	3,664	0.1%	Computer and Technology
AXP American Express	$515,215	$638 ▲	0.1%	1,615	0.1%	Finance
TJX TJX Companies	$506,014	$247 ▲	0.0%	4,098	0.1%	Retail/Wholesale
GE VERNOVA INCORPORATED	$502,163	$500,576 ▲	31,533.3%	949	0.1%	COM
AAON AAON	$499,839		0.0%	6,777	0.1%	Construction
DXCM DexCom	$482,452	$174,842 ▲	56.8%	5,527	0.1%	Medical
XSMO Invesco S&P SmallCap Momentum ETF	$464,139	$9,114 ▲	2.0%	6,824	0.1%	ETF
IDCC InterDigital	$448,908	$448,908 ▲	New Holding	2,002	0.1%	Computer and Technology
STE STERIS	$414,072	$961 ▲	0.2%	1,724	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Peterson Wealth Services Top Holdings and 13F Report (2025)

About Peterson Wealth Services

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Peterson Wealth Services Top Holdings and 13F Report (2025)

About Peterson Wealth Services

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeterson Wealth Services

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools