Peterson Wealth Services Top Holdings and 13F Report (2025) About Peterson Wealth ServicesInvestment ActivityPeterson Wealth Services has $458.71 million in total holdings as of December 31, 2024.Peterson Wealth Services owns shares of 245 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 7.49% of the portfolio was purchased this quarter.About 1.62% of the portfolio was sold this quarter.This quarter, Peterson Wealth Services has purchased 215 new stocks and bought additional shares in 100 stocks.Peterson Wealth Services sold shares of 50 stocks and completely divested from 1 stock this quarter.Largest Holdings Comfort Systems USA $31,897,939NVIDIA $27,185,961Apple $27,013,074Vanguard Growth ETF $23,704,073Tesla $18,228,804 Largest New Holdings this Quarter 817565104 - Service Corporation International $1,169,145 Holding03957W106 - Archrock $951,922 Holding595112103 - Micron Technology $238,938 Holding922042858 - Vanguard FTSE Emerging Markets ETF $189,893 Holding14149Y108 - Cardinal Health $26,369 Holding Largest Purchases this Quarter Vanguard Growth ETF 225,506 shares (about $19.43M)Powell Industries 7,221 shares (about $2.07M)Philip Morris International 9,539 shares (about $1.73M)Service Corporation International 15,392 shares (about $1.17M)Archrock 23,383 shares (about $951.92K) Largest Sales this Quarter lululemon athletica 11,821 shares (about $1.35M)Comcast 42,583 shares (about $1.05M)e.l.f. Beauty 7,951 shares (about $588.37K)Comfort Systems USA 276 shares (about $547.03K)Invesco Ultra Short Duration ETF 8,957 shares (about $449.21K) 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 PortfolioSectorFIXComfort Systems USA$31,897,939$547,026 â–¼-1.7%16,0947.0%ConstructionNVDANVIDIA$27,185,961$303,936 â–¼-1.1%135,8695.9%Computer and TechnologyAAPLApple$27,013,074$15,047 â–¼-0.1%93,3555.9%Computer and TechnologyVUGVanguard Growth ETF$23,704,073$19,425,072 â–²454.0%275,1815.2%ETFTSLATesla$18,228,804$208,618 â–¼-1.1%43,3404.0%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$16,272,598$60,229 â–¼-0.4%49,7133.5%FinanceAVGOBroadcom$15,444,144$142,410 â–¼-0.9%40,8853.4%Computer and TechnologyASMLASML$14,356,505$264,609 â–¼-1.8%7,2163.1%Computer and TechnologyAMZNAmazon.com$14,150,246$164,216 â–¼-1.1%59,3703.1%Retail/WholesaleCOSTCostco Wholesale$12,969,716$210,487 â–¼-1.6%13,8642.8%Retail/WholesaleRJFRaymond James Financial$9,427,908$23,109 â–²0.2%62,0132.1%FinancePALANTIR TECHNOLOGIES INC$8,939,839$57,285 â–¼-0.6%76,6251.9%CL ABRK.BBerkshire Hathaway$8,837,888$20,016 â–¼-0.2%17,6621.9%FinancePMPhilip Morris International$8,009,044$1,725,696 â–²27.5%44,2711.7%Consumer StaplesCNQCanadian Natural Resources$7,655,297$55,932 â–²0.7%193,8051.7%EnergyVVisa$7,627,384$43,914 â–²0.6%22,2321.7%Business ServicesMSFTMicrosoft$6,677,410$230,153 â–²3.6%17,9011.5%Computer and TechnologyHDHome Depot$6,202,490$317,760 â–²5.4%17,5871.4%Retail/WholesaleNFLXNetflix$6,080,424$53,407 â–²0.9%85,1601.3%Consumer DiscretionaryLLYEli Lilly and Company$5,894,268$14,394 â–²0.2%4,9141.3%MedicalUNPUnion Pacific$5,629,973$80,514 â–²1.5%20,6981.2%TransportationMPCMarathon Petroleum$4,719,984$7,926 â–²0.2%18,4611.0%EnergyCDNSCadence Design Systems$4,581,531$3,378 â–²0.1%12,2071.0%Computer and TechnologyASTERA LABS INCORPORATED$4,515,754$42,506 â–²1.0%9,3491.0%COMSYKStryker$4,515,254$42,505 â–²1.0%14,3411.0%MedicalMETAMeta Platforms$4,341,747$19,151 â–²0.4%7,7080.9%Computer and TechnologyGRMNGarmin$4,339,934$12,352 â–¼-0.3%18,2700.9%Computer and TechnologyETNEaton$4,165,092$112,916 â–²2.8%9,7750.9%IndustrialsODFLOld Dominion Freight Line$4,124,956$76,244 â–²1.9%19,0440.9%TransportationCBChubb$4,115,380$140,723 â–²3.5%12,0780.9%FinanceWALMART INC$4,038,472$66,823 â–²1.7%35,6570.9%COMEMEEMCOR Group$4,003,656$38,177 â–²1.0%4,8240.9%ConstructionSTRLSterling Infrastructure$3,923,169$151,924 â–¼-3.7%4,6740.9%ConstructionORCLOracle$3,848,174$81,337 â–¼-2.1%26,2580.8%Computer and TechnologyMSIMotorola Solutions$3,756,595$222,588 â–²6.3%9,0460.8%Computer and TechnologyABBVAbbVie$3,663,056$248,364 â–²7.3%14,5570.8%MedicalJNJJohnson & Johnson$3,652,755$83,300 â–²2.3%14,3830.8%MedicalADIAnalog Devices$3,583,9920.0%9,0240.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,542,281$1,494 â–²0.0%4,7430.8%FinanceVSTVistra$3,509,933$31,884 â–²0.9%22,1270.8%UtilitiesXOMExxonMobil$3,468,696$96,660 â–²2.9%25,3710.8%EnergyMCDMcDonald's$3,311,807$61,089 â–¼-1.8%12,2520.7%Retail/WholesalePOWLPowell Industries$3,075,498$2,067,800 â–²205.2%10,7400.7%IndustrialsAPDAir Products and Chemicals$2,743,306$162,130 â–²6.3%9,3570.6%Basic MaterialsIESCIES$2,725,589$38,937 â–²1.4%3,7100.6%Computer and TechnologyJCIJohnson Controls International$2,604,965$39,449 â–¼-1.5%17,8290.6%ConstructionAEISAdvanced Energy Industries$2,585,388$230,425 â–²9.8%6,9340.6%Computer and TechnologyCMICummins$2,531,697$10,697 â–²0.4%3,5500.6%Auto/Tires/TrucksDRIDarden Restaurants$2,423,443$98,264 â–²4.2%11,7640.5%Retail/WholesaleVRTVertiv$2,345,622$84,370 â–²3.7%7,0060.5%Computer and TechnologyORealty Income$2,320,618$102,979 â–²4.6%37,4530.5%FinanceCMECME Group$2,315,205$97,166 â–²4.4%10,4840.5%FinanceAMDAdvanced Micro Devices$2,295,175$58,091 â–¼-2.5%3,9510.5%Computer and TechnologyPACS GROUP INCORPORATED COM SHS$2,174,811$113,764 â–¼-5.0%51,0040.5%COM SHSIEFAiShares Core MSCI EAFE ETF$2,151,023$414,037 â–²23.8%22,2720.5%ETFUNHUnitedHealth Group$2,066,835$164,166 â–²8.6%4,9730.5%MedicalVOOVanguard S&P 500 ETF$2,016,821$23,348 â–²1.2%2,9370.4%ETFMPWRMonolithic Power Systems$1,802,230$111,948 â–²6.6%1,3040.4%Computer and TechnologyACLSAxcelis Technologies$1,741,235$246,664 â–²16.5%9,1910.4%Computer and TechnologyFANGDiamondback Energy$1,486,734$105,819 â–²7.7%8,4580.3%EnergyVZVerizon Communications$1,472,202$68,083 â–²4.8%34,7710.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,463,758$219,458 â–²17.6%2,0810.3%ETFAMATApplied Materials$1,378,657$6,507 â–¼-0.5%1,9070.3%Computer and TechnologyETREntergy$1,349,033$90,165 â–²7.2%11,7450.3%UtilitiesRSReliance$1,300,832$63,136 â–²5.1%3,4820.3%Basic MaterialsGOOGLAlphabet$1,279,609$52,171 â–¼-3.9%3,5810.3%Computer and TechnologyZTSZoetis$1,264,648$110,807 â–²9.6%17,5990.3%MedicalBCBrunswick$1,244,325$28,052 â–²2.3%14,7710.3%Consumer DiscretionaryENSGThe Ensign Group$1,175,152$37,189 â–²3.3%7,3310.3%MedicalSCIService Corporation International$1,169,145$1,169,145 â–²New Holding15,3920.3%Consumer StaplesNEENextEra Energy$1,132,053$64,335 â–²6.0%12,8980.2%UtilitiesZWSZurn Elkay Water Solutions Cor$1,122,114$31,328 â–²2.9%22,2070.2%Business ServicesSSDSimpson Manufacturing$1,112,347$61,762 â–²5.9%5,3130.2%ConstructionIRENIREN$1,058,284$146,610 â–²16.1%23,1420.2%FinanceFISFidelity National Information Services$1,057,244$136,044 â–²14.8%27,1920.2%Business ServicesXSMOInvesco S&P SmallCap Momentum ETF$1,038,395$134,739 â–²14.9%11,0900.2%ETFLNTHLantheus$1,029,967$288,444 â–²38.9%9,2840.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$1,014,283$400,190 â–²65.2%10,2470.2%FinanceAAONAAON$997,745$86,137 â–²9.4%7,8650.2%ConstructionAGCOAGCO$979,257$28,488 â–²3.0%8,1810.2%IndustrialsCLMBClimb Global Solutions$964,913$882,076 â–²1,064.8%41,5730.2%Business ServicesAROCArchrock$951,922$951,922 â–²New Holding23,3830.2%EnergyUFPTUFP Technologies$945,984$92,530 â–²10.8%3,5680.2%IndustrialsTTTrane Technologies$824,910$14,731 â–¼-1.8%1,6800.2%ConstructionNXPINXP Semiconductors$772,044$562 â–¼-0.1%2,7470.2%Computer and TechnologyFCNCAFirst Citizens BancShares$770,849$14,584 â–²1.9%3700.2%FinanceLAM RESEARCH CORPORATION COM NEW$761,600$9,531 â–¼-1.2%1,7580.2%COM NEWIEMGiShares Core MSCI Emerging Markets ETF$755,202$740,042 â–²4,881.4%9,1160.2%ETFHQYHealthEquity$730,598$33,057 â–²4.7%8,0890.2%MedicalSUPER MICRO COMPUTER INCORPORATED COM NEW$729,378$227,014 â–²45.2%24,8680.2%COM NEWKNSLKinsale Capital Group$693,180$88,709 â–²14.7%2,1020.2%FinanceCOPConocoPhillips$678,743$9,564 â–¼-1.4%6,5290.1%EnergyIDCCInterDigital$672,493$34,828 â–²5.5%2,3750.1%Computer and TechnologyEXRExtra Space Storage$639,957$24,703 â–²4.0%4,4040.1%FinanceDXCMDexCom$629,116$404 â–¼-0.1%9,3410.1%MedicalGE VERNOVA INCORPORATED$617,207$59,957 â–¼-8.9%5250.1%COMGOOGAlphabet$581,3050.0%1,6450.1%Computer and TechnologyAXPAmerican Express$554,607$6,764 â–²1.2%1,6400.1%FinanceTJXTJX Companies$530,906$21,212 â–¼-3.8%3,5040.1%Retail/WholesaleHPEHewlett Packard Enterprise$530,713$3,519 â–¼-0.7%11,7650.1%Computer and TechnologyShowing largest 100 holdings. 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