Peterson Wealth Services Top Holdings and 13F Report (2025) About Peterson Wealth ServicesInvestment ActivityPeterson Wealth Services has $474.23 million in total holdings as of December 31, 2024.Peterson Wealth Services owns shares of 223 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 7.13% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Peterson Wealth Services has purchased 245 new stocks and bought additional shares in 128 stocks.Peterson Wealth Services sold shares of 24 stocks and completely divested from 28 stocks this quarter.Largest Holdings Apple $31,471,836NVIDIA $31,324,274Comfort Systems USA $26,765,034Vanguard Growth ETF $24,836,445JPMorgan Chase & Co. $16,614,936 Largest New Holdings this Quarter 29444U700 - Equinix $1,231,371 Holding482480100 - KLA $404,255 Holding11133T103 - Broadridge Financial Solutions $305,123 Holding142339100 - Carlisle Companies $274,550 HoldingN3168P101 - FERROVIAL NV ORD SHS (NETHERLANDS) $5,031 Holding Largest Purchases this Quarter Advanced Micro Devices 17,393 shares (about $10.64M)Garmin 10,365 shares (about $2.97M)Union Pacific 5,143 shares (about $1.40M)IES 4,108 shares (about $1.32M)Equinix 1,217 shares (about $1.23M) Largest Sales this Quarter Berkshire Hathaway 9,968 shares (about $4.96M)Stryker 14,232 shares (about $3.90M)McDonald's 12,088 shares (about $2.79M)Zoetis 17,532 shares (about $1.22M)Invesco Ultra Short Duration ETF 6,040 shares (about $301.52K) 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 PortfolioSectorAAPLApple$31,471,836$382,641 ▲1.2%94,5046.6%TechnologyNVDANVIDIA$31,324,274$294,609 ▲0.9%137,1596.6%TechnologyFIXComfort Systems USA$26,765,034$143,907 ▲0.5%16,1815.6%IndustrialsVUGVanguard Growth ETF$24,836,445$39,919 ▲0.2%275,6245.2%ETFJPMJPMorgan Chase & Co.$16,614,936$168,392 ▲1.0%50,2223.5%FinanceTSLATesla$16,021,091$643,625 ▲4.2%45,1543.4%Consumer DiscretionaryAMZNAmazon.com$15,339,667$547,632 ▲3.7%61,5683.2%Consumer DiscretionaryPALANTIR TECHNOLOGIES INCORPORATED CLASS A$14,705,497$372,791 ▲2.6%78,6183.1%CL AAVGOBroadcom$14,550,797$192,451 ▲1.3%41,4333.1%TechnologyASMLASML$13,159,124$86,955 ▲0.7%7,2642.8%TechnologyCOSTCostco Wholesale$13,105,275$484,302 ▲3.8%14,3962.8%Consumer StaplesAMDAdvanced Micro Devices$13,057,405$10,640,341 ▲440.2%21,3442.8%TechnologyMSFTMicrosoft$9,996,225$814,982 ▲8.9%19,4902.1%TechnologyRJFRaymond James Financial$9,992,052$192,784 ▲2.0%63,2332.1%FinanceCNQCanadian Natural Resources$9,336,775$214,357 ▲2.3%198,3592.0%EnergyPMPhilip Morris International$8,552,292$104,569 ▲1.2%44,8191.8%Consumer StaplesVVisa$8,233,516$245,058 ▲3.1%22,9141.7%FinanceGRMNGarmin$8,213,615$2,973,079 ▲56.7%28,6351.7%Consumer DiscretionaryMPCMarathon Petroleum$7,191,727$107,947 ▼-1.5%18,1881.5%EnergyUNPUnion Pacific$7,032,061$1,399,555 ▲24.8%25,8411.5%IndustrialsNFLXNetflix$6,231,933$306,500 ▲5.2%89,5651.3%Communication ServicesLLYEli Lilly and Company$5,793,749$107,613 ▲1.9%5,0071.2%HealthcareMETAMeta Platforms$5,775,791$186,363 ▲3.3%7,9651.2%Communication ServicesHDHome Depot$5,504,496$501,262 ▲10.0%19,3491.2%Consumer DiscretionaryETNEaton$4,363,184$162,857 ▲3.9%10,1540.9%IndustrialsMSIMotorola Solutions$4,234,338$200,234 ▲5.0%9,4950.9%TechnologyCDNSCadence Design Systems$4,178,491$147,923 ▲3.7%12,6550.9%TechnologyCBChubb$4,094,836$166,525 ▲4.2%12,5900.9%FinanceABBVAbbVie$3,998,482$190,441 ▲5.0%15,2850.8%HealthcareEMEEMCOR Group$3,887,084$247,470 ▲6.8%5,1520.8%IndustrialsJNJJohnson & Johnson$3,881,633$73,863 ▲1.9%14,6620.8%HealthcareWALMART INCORPORATED$3,863,143$157,647 ▲4.3%37,1740.8%COMBRK.BBerkshire Hathaway$3,831,227$4,963,565 ▼-56.4%7,6940.8%FinanceORCLOracle$3,798,521$193,317 ▲5.4%27,6660.8%TechnologyADIAnalog Devices$3,639,051$59,110 ▲1.7%9,1730.8%TechnologySPYSPDR S&P 500 ETF Trust$3,626,353$9,152 ▲0.3%4,7550.8%ETFODFLOld Dominion Freight Line$3,561,449$250,850 ▲7.6%20,4870.8%IndustrialsASTERA LABS INCORPORATED$3,363,561$35,597 ▲1.1%9,4490.7%COMVSTVistra$3,257,740$196,458 ▲6.4%23,5470.7%UtilitiesCMECME Group$2,884,612$138,061 ▲5.0%11,0110.6%FinanceAPDAir Products and Chemicals$2,733,236$129,929 ▲5.0%9,8240.6%MaterialsJCIJohnson Controls International$2,684,385$34,042 ▲1.3%18,0580.6%IndustrialsSTRLSterling Infrastructure$2,535,126$236,546 ▲10.3%5,1550.5%IndustrialsIESCIES$2,510,203$1,318,996 ▲110.7%7,8180.5%IndustrialsVOOVanguard S&P 500 ETF$2,469,880$411,413 ▲20.0%3,5240.5%ETFDRIDarden Restaurants$2,365,056$91,603 ▲4.0%12,2380.5%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$2,349,915$192,209 ▲8.9%24,2560.5%ETFPOWLPowell Industries$2,221,707$240,544 ▲12.1%12,0440.5%IndustrialsPACS GROUP INCORPORATED COM SHS$2,182,081$62,865 ▲3.0%52,5170.5%COM SHSAEISAdvanced Energy Industries$2,163,108$209,097 ▲10.7%7,6760.5%TechnologyORealty Income$2,148,501$114,791 ▲5.6%39,5670.5%Real EstateMPWRMonolithic Power Systems$1,958,645$202,061 ▲11.5%1,4540.4%TechnologyUNHUnitedHealth Group$1,941,082$115,628 ▲6.3%5,2880.4%HealthcareCMICummins$1,880,274$46,490 ▲2.5%3,6400.4%IndustrialsVRTVertiv$1,869,865$179,289 ▲10.6%7,7490.4%IndustrialsVZVerizon Communications$1,683,694$88,758 ▲5.6%36,7060.4%Communication ServicesFANGDiamondback Energy$1,616,128$61,395 ▲3.9%8,7920.3%EnergyMDYSPDR S&P MidCap 400 ETF Trust$1,498,880$132,022 ▲9.7%2,2820.3%ETFRSReliance$1,450,749$111,182 ▲8.3%3,7710.3%IndustrialsENSGThe Ensign Group$1,372,648$111,793 ▲8.9%7,9810.3%HealthcareCLMBClimb Global Solutions$1,372,481$36,944 ▲2.8%42,7230.3%TechnologySCIService Corporation International$1,295,407$123,289 ▲10.5%17,0110.3%Consumer DiscretionaryACLSAxcelis Technologies$1,279,136$73,461 ▲6.1%9,7510.3%TechnologyETREntergy$1,248,596$82,783 ▲7.1%12,5790.3%UtilitiesGOOGLAlphabet$1,232,568$344 ▲0.0%3,5820.3%Communication ServicesEQIXEquinix$1,231,371$1,231,371 ▲New Holding1,2170.3%Real EstateSUPER MICRO COMPUTER INCORPORATED COM NEW$1,144,374$123,046 ▲12.0%27,8640.2%COM NEWZWSZurn Elkay Water Solutions Cor$1,115,701$83,739 ▲8.1%24,0090.2%IndustrialsUFPTUFP Technologies$1,096,453$37,399 ▲3.5%3,6940.2%HealthcareBCBrunswick$1,056,424$107,537 ▲11.3%16,4450.2%Consumer DiscretionaryLNTHLantheus$1,049,942$125,905 ▲13.6%10,5490.2%HealthcareIRENIREN$1,046,814$100,769 ▲10.7%25,6070.2%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,046,745$77,995 ▲8.1%11,0720.2%ETFAMATApplied Materials$1,042,132$66,987 ▲6.9%2,0380.2%TechnologyNEENextEra Energy$1,037,595$60,670 ▲6.2%13,6990.2%UtilitiesFISFidelity National Information Services$1,026,434$131,829 ▲14.7%31,1990.2%FinanceAGCOAGCO$1,003,878$69,339 ▲7.4%8,7880.2%IndustrialsXSMOInvesco S&P SmallCap Momentum ETF$993,210$88,512 ▲9.8%12,1750.2%ETFSSDSimpson Manufacturing$990,123$82,197 ▲9.1%5,7940.2%IndustrialsIDCCInterDigital$869,931$95,536 ▲12.3%2,6680.2%TechnologyHPEHewlett Packard Enterprise$837,651$85,995 ▲11.4%13,1110.2%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$818,369$78,485 ▲10.6%10,0830.2%ETFCOPConocoPhillips$816,404$751 ▼-0.1%6,5230.2%EnergyHQYHealthEquity$799,678$84,125 ▲11.8%9,0400.2%HealthcareDXCMDexCom$793,695$12,339 ▼-1.5%9,1980.2%HealthcareTTTrane Technologies$789,322$29,837 ▲3.9%1,7460.2%IndustrialsFCNCAFirst Citizens BancShares$782,227$20,585 ▲2.7%3800.2%FinanceAROCArchrock$764,628$56,369 ▲8.0%25,2440.2%EnergyAAONAAON$755,679$104,774 ▲16.1%9,1310.2%IndustrialsNXPINXP Semiconductors$724,097$71,507 ▲11.0%3,0480.2%TechnologyKNSLKinsale Capital Group$719,963$41,629 ▲6.1%2,2310.2%FinanceLAM RESEARCH CORPORATION COM NEW$646,520$68,988 ▲11.9%1,9680.1%COM NEWEXRExtra Space Storage$639,815$60,628 ▲10.5%4,8650.1%Real EstateVLOValero Energy$609,637$67,436 ▲12.4%1,5730.1%EnergyGE VERNOVA INCORPORATED$570,783$72,179 ▲14.5%6010.1%COMGOOGAlphabet$560,725$341 ▲0.1%1,6460.1%Communication ServicesPSXPhillips 66$530,679$71,472 ▲15.6%2,0790.1%EnergySCHWCharles Schwab$523,219$116,314 ▲28.6%5,3530.1%FinanceCELHCelsius$518,775$77,209 ▲17.5%18,9680.1%Consumer StaplesIQVIQVIA$501,943$2,420 ▼-0.5%1,8670.1%HealthcareShowing largest 100 holdings. 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