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

About Peterson Wealth Services

Investment Activity

Peterson Wealth Services has $404.72 million in total holdings as of December 31, 2024.
Peterson Wealth Services owns shares of 215 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 6.93% of the portfolio was purchased this quarter.
About 3.97% of the portfolio was sold this quarter.
This quarter, Peterson Wealth Services has purchased 218 new stocks and bought additional shares in 118 stocks.
Peterson Wealth Services sold shares of 30 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

NVIDIA: $23,960,413
Apple: $23,705,817
Comfort Systems USA: $22,573,495
Vanguard Growth ETF: $21,697,405
Tesla: $16,296,033

Largest New Holdings this Quarter

29084Q100 - EMCOR Group: $3,527,645 Holding
92840M102 - Vistra: $3,296,183 Holding
21037T109 - Constellation Energy: $242,246 Holding
925283103 - VERSANT MEDIA GROUP INCORPORATED COM CLASS A: $48,994 Holding
254687106 - Walt Disney: $964 Holding

Largest Purchases this Quarter

Netflix: 78,662 shares (about $7.56M)
EMCOR Group: 4,778 shares (about $3.53M)
Vistra: 21,926 shares (about $3.30M)
Zoetis: 16,020 shares (about $1.89M)
Lantheus: 6,479 shares (about $491.43K)

Largest Sales this Quarter

ConocoPhillips: 38,799 shares (about $5.12M)
Diamondback Energy: 16,117 shares (about $3.19M)
Invesco Ultra Short Duration ETF: 41,481 shares (about $2.08M)
Medtronic: 19,951 shares (about $1.73M)
GE VERNOVA INCORPORATED: 345 shares (about $301.17K)

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
NVDA NVIDIA	$23,960,413	$59,296 â–²	0.2%	137,388	5.9%	Computer and Technology
AAPL Apple	$23,705,817	$125,880 â–²	0.5%	93,407	5.9%	Computer and Technology
FIX Comfort Systems USA	$22,573,495	$106,180 â–¼	-0.5%	16,370	5.6%	Construction
VUG Vanguard Growth ETF	$21,697,405	$336,763 â–²	1.6%	49,675	5.4%	ETF
TSLA Tesla	$16,296,033	$239,407 â–²	1.5%	43,836	4.0%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$14,677,742	$15,002 â–²	0.1%	49,897	3.6%	Finance
COST Costco Wholesale	$14,038,954	$142,492 â–²	1.0%	14,089	3.5%	Retail/Wholesale
AVGO Broadcom	$12,770,955	$26,618 â–²	0.2%	41,262	3.2%	Computer and Technology
AMZN Amazon.com	$12,508,488	$187,026 â–²	1.5%	60,059	3.1%	Retail/Wholesale
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	$11,280,528	$111,173 â–²	1.0%	77,116	2.8%	CL A
ASML ASML	$9,707,299	$17,172 â–²	0.2%	7,349	2.4%	Computer and Technology
CNQ Canadian Natural Resources	$9,375,112	$121,240 â–²	1.3%	192,389	2.3%	Energy
RJF Raymond James Financial	$8,956,784	$134,798 â–²	1.5%	61,861	2.2%	Finance
BRK.B Berkshire Hathaway	$8,482,798	$186,888 â–²	2.3%	17,702	2.1%	Finance
NFLX Netflix	$8,116,214	$7,563,351 â–²	1,368.0%	84,412	2.0%	Consumer Discretionary
V Visa	$6,680,602	$102,458 â–²	1.6%	22,104	1.7%	Business Services
MSFT Microsoft	$6,398,037	$287,993 â–²	4.7%	17,284	1.6%	Computer and Technology
PM Philip Morris International	$5,742,530	$227,340 â–²	4.1%	34,732	1.4%	Consumer Staples
HD Home Depot	$5,487,892	$231,869 â–²	4.4%	16,686	1.4%	Retail/Wholesale
UNP Union Pacific	$4,950,007	$174,932 â–²	3.7%	20,402	1.2%	Transportation
SYK Stryker	$4,667,899	$124,206 â–²	2.7%	14,206	1.2%	Medical
LLY Eli Lilly and Company	$4,508,231	$274,062 â–²	6.5%	4,902	1.1%	Medical
MPC Marathon Petroleum	$4,500,171	$118,914 â–¼	-2.6%	18,430	1.1%	Energy
META Meta Platforms	$4,390,523	$241,439 â–²	5.8%	7,674	1.1%	Computer and Technology
WALMART INCORPORATED	$4,358,091	$85,628 â–¼	-1.9%	35,067	1.1%	COM
GRMN Garmin	$4,250,900	$63,803 â–²	1.5%	18,322	1.1%	Computer and Technology
XOM ExxonMobil	$4,184,440	$1,527 â–²	0.0%	24,664	1.0%	Energy
ORCL Oracle	$3,944,516	$82,677 â–²	2.1%	26,813	1.0%	Computer and Technology
MCD McDonald's	$3,878,182	$217,250 â–²	5.9%	12,478	1.0%	Retail/Wholesale
CB Chubb	$3,802,031	$135,915 â–²	3.7%	11,665	0.9%	Finance
MSI Motorola Solutions	$3,693,051	$174,020 â–²	4.9%	8,510	0.9%	Computer and Technology
ODFL Old Dominion Freight Line	$3,652,345	$124,858 â–²	3.5%	18,692	0.9%	Transportation
EME EMCOR Group	$3,527,645	$3,527,645 â–²	New Holding	4,778	0.9%	Construction
JNJ Johnson & Johnson	$3,435,686	$25,422 â–¼	-0.7%	14,055	0.8%	Medical
ETN Eaton	$3,401,313	$77,611 â–²	2.3%	9,510	0.8%	Industrials
CDNS Cadence Design Systems	$3,389,458	$85,862 â–²	2.6%	12,198	0.8%	Computer and Technology
VST Vistra	$3,296,183	$3,296,183 â–²	New Holding	21,926	0.8%	Utilities
SPY SPDR S&P 500 ETF Trust	$3,083,206	$22,761 â–²	0.7%	4,741	0.8%	Finance
CME CME Group	$2,966,398	$111,048 â–²	3.9%	10,044	0.7%	Finance
ABBV AbbVie	$2,951,372	$319,496 â–²	12.1%	13,570	0.7%	Medical
ADI Analog Devices	$2,870,888	$36,586 â–¼	-1.3%	9,024	0.7%	Computer and Technology
APD Air Products and Chemicals	$2,557,502	$140,308 â–²	5.8%	8,804	0.6%	Basic Materials
JCI Johnson Controls International	$2,369,995	$126,363 â–¼	-5.1%	18,099	0.6%	Construction
DRI Darden Restaurants	$2,212,754	$84,887 â–²	4.0%	11,287	0.5%	Retail/Wholesale
O Realty Income	$2,189,681	$150,808 â–²	7.4%	35,791	0.5%	Finance
LULU lululemon athletica	$2,100,226	$255,371 â–²	13.8%	13,718	0.5%	Consumer Discretionary
AEIS Advanced Energy Industries	$2,038,399	$26,787 â–¼	-1.3%	6,316	0.5%	Computer and Technology
STRL Sterling Infrastructure	$1,977,296	$21,993 â–¼	-1.1%	4,855	0.5%	Construction
POWL Powell Industries	$1,904,301	$8,658 â–¼	-0.5%	3,519	0.5%	Industrials
CMI Cummins	$1,902,123	$56,499 â–²	3.1%	3,535	0.5%	Auto/Tires/Trucks
ZTS Zoetis	$1,898,077	$1,893,703 â–²	43,297.3%	16,057	0.5%	Medical
IESC IES	$1,742,451	$173,435 â–²	11.1%	3,657	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,734,715	$256,951 â–²	17.4%	2,903	0.4%	ETF
PACS GROUP INCORPORATED COM SHS	$1,723,945	$27,430 â–²	1.6%	53,672	0.4%	COM SHS
VRT Vertiv	$1,692,378	$7,517 â–¼	-0.4%	6,754	0.4%	Computer and Technology
VZ Verizon Communications	$1,664,778	$93,221 â–²	5.9%	33,163	0.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,628,176	$225,781 â–²	16.1%	17,985	0.4%	ETF
FANG Diamondback Energy	$1,553,888	$3,187,884 â–¼	-67.2%	7,856	0.4%	Energy
ENSG The Ensign Group	$1,430,548	$806 â–¼	-0.1%	7,099	0.4%	Medical
MPWR Monolithic Power Systems	$1,336,831		0.0%	1,223	0.3%	Computer and Technology
UNH UnitedHealth Group	$1,238,668	$50,597 â–²	4.3%	4,578	0.3%	Medical
ETR Entergy	$1,231,471	$169,215 â–²	15.9%	10,960	0.3%	Utilities
CMCSA Comcast	$1,229,369	$134,134 â–²	12.2%	42,820	0.3%	Consumer Discretionary
NEE NextEra Energy	$1,129,869	$90,371 â–²	8.7%	12,165	0.3%	Utilities
FIS Fidelity National Information Services	$1,111,433	$162,965 â–²	17.2%	23,693	0.3%	Business Services
MDY SPDR S&P MidCap 400 ETF Trust	$1,091,360	$156,702 â–²	16.8%	1,769	0.3%	ETF
GOOGL Alphabet	$1,071,774	$74,481 â–¼	-6.5%	3,727	0.3%	Computer and Technology
BC Brunswick	$1,050,503	$67,739 â–²	6.9%	14,438	0.3%	Consumer Discretionary
ASTERA LABS INCORPORATED	$1,015,006	$9,974 â–²	1.0%	9,261	0.3%	COM
RS Reliance	$1,006,914	$32,216 â–²	3.3%	3,313	0.2%	Basic Materials
ZWS Zurn Elkay Water Solutions Cor	$967,972	$24,752 â–²	2.6%	21,587	0.2%	Business Services
AGCO AGCO	$920,407	$30,244 â–²	3.4%	7,943	0.2%	Industrials
COP ConocoPhillips	$873,981	$5,121,521 â–¼	-85.4%	6,621	0.2%	Energy
SSD Simpson Manufacturing	$861,127	$26,084 â–²	3.1%	5,018	0.2%	Construction
AMD Advanced Micro Devices	$824,095	$63,877 â–²	8.4%	4,051	0.2%	Computer and Technology
GSY Invesco Ultra Short Duration ETF	$780,614	$2,079,014 â–¼	-72.7%	15,575	0.2%	ETF
ACLS Axcelis Technologies	$734,308	$45,237 â–²	6.6%	7,889	0.2%	Computer and Technology
XSMO Invesco S&P SmallCap Momentum ETF	$733,667	$105,135 â–²	16.7%	9,651	0.2%	ETF
TT Trane Technologies	$712,566	$74,174 â–¼	-9.4%	1,710	0.2%	Construction
FCNCA First Citizens BancShares	$684,584	$43,376 â–²	6.8%	363	0.2%	Finance
IREN IREN	$683,406	$86,351 â–²	14.5%	19,936	0.2%	Finance
IDCC InterDigital	$680,032	$41,672 â–²	6.5%	2,252	0.2%	Computer and Technology
AMAT Applied Materials	$654,893	$270,024 â–²	70.2%	1,916	0.2%	Computer and Technology
HQY HealthEquity	$645,411	$42,286 â–²	7.0%	7,723	0.2%	Medical
KNSL Kinsale Capital Group	$626,195	$34,504 â–²	5.8%	1,833	0.2%	Finance
UFPT UFP Technologies	$623,198	$32,525 â–²	5.5%	3,219	0.2%	Industrials
AGG iShares Core U.S. Aggregate Bond ETF	$615,825	$25,510 â–²	4.3%	6,204	0.2%	Finance
AAON AAON	$594,604	$40,876 â–²	7.4%	7,186	0.1%	Construction
DXCM DexCom	$586,992	$239,143 â–²	68.7%	9,347	0.1%	Medical
TJX TJX Companies	$581,908	$70,742 â–¼	-10.8%	3,644	0.1%	Retail/Wholesale
EXR Extra Space Storage	$555,188	$48,386 â–²	9.5%	4,234	0.1%	Finance
NXPI NXP Semiconductors	$541,211	$25,791 â–²	5.0%	2,749	0.1%	Computer and Technology
CELH Celsius	$537,664	$38,318 â–²	7.7%	15,154	0.1%	Consumer Staples
LNTH Lantheus	$506,981	$491,432 â–²	3,160.5%	6,684	0.1%	Medical
GE VERNOVA INCORPORATED	$502,821	$301,169 â–¼	-37.5%	576	0.1%	COM
AXP American Express	$490,163	$303 â–²	0.1%	1,620	0.1%	Finance
ELF e.l.f. Beauty	$482,759	$24,062 â–²	5.2%	7,965	0.1%	Consumer Staples
GOOG Alphabet	$471,841	$287 â–²	0.1%	1,645	0.1%	Computer and Technology
SUPER MICRO COMPUTER INCORPORATED COM NEW	$390,005	$360,996 â–²	1,244.4%	17,128	0.1%	COM NEW
SPGI S&P Global	$388,018	$64,670 â–²	20.0%	912	0.1%	Finance

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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Terms & Info

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