Peterson Wealth Services Top Holdings and 13F Report (2024) → Trump’s Former Wingman Bets Big on AI (From Banyan Hill Publishing) (Ad) About Peterson Wealth ServicesInvestment ActivityPeterson Wealth Services has $274.59 million in total holdings as of March 31, 2024.Peterson Wealth Services owns shares of 112 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 13.56% of the portfolio was purchased this quarter.About 6.41% of the portfolio was sold this quarter.This quarter, Peterson Wealth Services has purchased 105 new stocks and bought additional shares in 72 stocks.Peterson Wealth Services sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $16,506,081NVIDIA $15,118,426Vanguard Growth ETF $13,971,010Costco Wholesale $10,424,087Amazon.com $9,986,198 Largest New Holdings this Quarter Eli Lilly and Company $3,490,477 HoldingAcadia Healthcare $2,738,635 HoldingExxon Mobil $1,912,216 HoldingCelsius $953,746 HoldingShockwave Medical $846,964 Holding Largest Purchases this Quarter Eli Lilly and Company 4,487 shares (about $3.49M)Acadia Healthcare 34,570 shares (about $2.74M)Exxon Mobil 16,451 shares (about $1.91M)Occidental Petroleum 28,843 shares (about $1.87M)Old Dominion Freight Line 6,697 shares (about $1.47M) Largest Sales this Quarter Johnson & Johnson 15,423 shares (about $2.44M)NVIDIA 2,566 shares (about $2.32M)Tesla 6,730 shares (about $1.18M)Vanguard Growth ETF 3,301 shares (about $1.14M)Broadcom 759 shares (about $1.01M) 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$16,506,081$289,457 ▲1.8%96,2576.0%Computer and TechnologyNVDANVIDIA$15,118,426$2,318,544 ▼-13.3%16,7325.5%Computer and TechnologyVUGVanguard Growth ETF$13,971,010$1,136,199 ▼-7.5%40,5905.1%ETFCOSTCostco Wholesale$10,424,087$684,291 ▼-6.2%14,2283.8%Retail/WholesaleAMZNAmazon.com$9,986,198$45,817 ▲0.5%55,3623.6%Retail/WholesaleAVGOBroadcom$8,872,917$1,005,906 ▼-10.2%6,6953.2%Computer and TechnologyJPMJPMorgan Chase & Co.$8,659,042$298,650 ▼-3.3%43,2303.2%FinanceRJFRaymond James$8,126,916$380,508 ▲4.9%63,2843.0%FinanceTSLATesla$7,097,697$1,183,067 ▼-14.3%40,3762.6%Auto/Tires/TrucksMSFTMicrosoft$6,813,638$257,904 ▲3.9%16,1952.5%Computer and TechnologyBRK.BBerkshire Hathaway$5,958,348$43,734 ▼-0.7%14,1692.2%FinanceCNQCanadian Natural Resources$5,829,294$129,820 ▲2.3%76,3802.1%Oils/EnergyVVisa$5,565,167$8,931 ▲0.2%19,9412.0%Business ServicesNVONovo Nordisk A/S$5,088,804$124,806 ▼-2.4%39,6321.9%MedicalHDHome Depot$5,049,150$83,238 ▲1.7%13,1631.8%Retail/WholesaleCOPConocoPhillips$4,713,023$195,119 ▲4.3%37,0291.7%Oils/EnergyOXYOccidental Petroleum$4,494,340$1,874,516 ▲71.6%69,1541.6%Oils/EnergyFIXComfort Systems USA$4,428,225$691,334 ▼-13.5%13,9381.6%ConstructionINTCIntel$4,370,012$153,447 ▼-3.4%98,9361.6%Computer and TechnologySYKStryker$4,353,459$23,977 ▲0.6%12,1651.6%MedicalTMOThermo Fisher Scientific$3,970,680$125,537 ▲3.3%6,8321.4%MedicalFANGDiamondback Energy$3,819,266$1,375,475 ▲56.3%19,2731.4%Oils/EnergyETNEaton$3,792,222$40,962 ▲1.1%12,1281.4%Industrial ProductsUNPUnion Pacific$3,754,105$90,010 ▼-2.3%15,2651.4%TransportationLLYEli Lilly and Company$3,490,477$3,490,477 ▲New Holding4,4871.3%MedicalCDNSCadence Design Systems$3,101,283$41,712 ▲1.4%9,9631.1%Computer and TechnologyMPCMarathon Petroleum$2,955,748$135,808 ▲4.8%14,6691.1%Oils/EnergyODFLOld Dominion Freight Line$2,952,189$1,468,747 ▲99.0%13,4611.1%TransportationASMLASML$2,852,725$571,515 ▲25.1%2,9401.0%Computer and TechnologyGRMNGarmin$2,841,156$101,826 ▲3.7%19,0851.0%Computer and TechnologyMSIMotorola Solutions$2,753,856$141,988 ▲5.4%7,7581.0%Computer and TechnologyVTVVanguard Value ETF$2,752,823$13,680 ▼-0.5%16,9031.0%ETFACHCAcadia Healthcare$2,738,635$2,738,635 ▲New Holding34,5701.0%MedicalSPYSPDR S&P 500 ETF Trust$2,712,689$17,785 ▲0.7%5,1861.0%FinanceZTSZoetis$2,706,070$27,243 ▲1.0%15,9921.0%MedicalMGRCMcGrath RentCorp$2,704,848$548,002 ▲25.4%21,9251.0%FinanceMTDRMatador Resources$2,641,228$882,101 ▲50.1%39,5571.0%Oils/EnergyULTAUlta Beauty$2,542,243$626,933 ▲32.7%4,8620.9%Retail/WholesaleLULULululemon Athletica$2,537,662$61,723 ▲2.5%6,4960.9%Consumer DiscretionaryMRKMerck & Co., Inc.$2,523,023$93,157 ▲3.8%19,1210.9%MedicalAPAAPA$2,483,719$1,408,517 ▲131.0%72,2430.9%Oils/EnergySWKSSkyworks Solutions$2,360,940$342,724 ▲17.0%21,7960.9%Computer and TechnologyCBChubb$2,255,202$110,907 ▲5.2%8,7030.8%FinanceXOMExxon Mobil$1,912,216$1,912,216 ▲New Holding16,4510.7%Oils/EnergyWMTWalmart$1,899,379$1,308,933 ▲221.7%31,5670.7%Retail/WholesaleVOOVanguard S&P 500 ETF$1,825,831$382,665 ▼-17.3%3,7980.7%ETFCSCOCisco Systems$1,672,814$175,831 ▲11.7%33,5170.6%Computer and TechnologyJNJJohnson & Johnson$1,637,252$2,439,743 ▼-59.8%10,3500.6%MedicalDVNDevon Energy$1,624,927$226,412 ▲16.2%32,3820.6%Oils/EnergyCMECME Group$1,522,230$130,674 ▲9.4%7,0710.6%FinanceSMCISuper Micro Computer$1,522,115$811,054 ▲114.1%1,5070.6%Computer and TechnologyAPDAir Products and Chemicals$1,520,271$397,572 ▲35.4%6,2750.6%Basic MaterialsCMCSAComcast$1,465,961$101,612 ▲7.4%33,8170.5%Consumer DiscretionaryDRIDarden Restaurants$1,364,364$54,996 ▲4.2%8,1620.5%Retail/WholesaleMDTMedtronic$1,361,762$63,443 ▲4.9%15,6260.5%MedicalJCIJohnson Controls International$1,210,635$21,882 ▲1.8%18,5340.4%Industrial ProductsIEFAiShares Core MSCI EAFE ETF$1,111,514$130,404 ▼-10.5%14,9760.4%ETFCELHCelsius$953,746$953,746 ▲New Holding11,5020.3%Consumer StaplesVZVerizon Communications$884,048$157,768 ▼-15.1%21,0690.3%Computer and TechnologyBCBrunswick$856,748$485,999 ▲131.1%8,8760.3%Consumer DiscretionarySWAVShockwave Medical$846,964$846,964 ▲New Holding2,6010.3%MedicalUFPTUFP Technologies$846,383$546,769 ▲182.5%3,3560.3%Industrial ProductsIESCIES$843,817$508,699 ▲151.8%6,9370.3%Computer and TechnologyCROXCrocs$828,432$828,432 ▲New Holding5,7610.3%Consumer DiscretionaryATKRAtkore$813,789$557,374 ▲217.4%4,2750.3%Industrial ProductsELFe.l.f. Beauty$807,252$466,552 ▲136.9%4,1180.3%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$754,465$41,849 ▼-5.3%14,6210.3%ETFFCNCAFirst Citizens BancShares$749,466$486,007 ▲184.5%4580.3%FinanceAAONAAON$743,756$454,958 ▲157.5%8,4420.3%ConstructionSSDSimpson Manufacturing$708,450$451,373 ▲175.6%3,4530.3%ConstructionONTOOnto Innovation$706,212$440,024 ▲165.3%3,9000.3%Computer and TechnologyWLKWestlake$702,796$471,129 ▲203.4%4,5990.3%Basic MaterialsNETCloudflare$699,887$417,821 ▲148.1%7,2280.3%Computer and TechnologyHUBSHubSpot$691,722$450,496 ▲186.8%1,1040.3%Computer and TechnologyINSWInternational Seaways$684,107$447,205 ▲188.8%12,8590.2%TransportationMPWRMonolithic Power Systems$683,215$412,367 ▲152.3%1,0090.2%Computer and TechnologyHQYHealthEquity$671,325$671,325 ▲New Holding8,2240.2%MedicalTTDTrade Desk$665,528$665,528 ▲New Holding7,6130.2%Computer and TechnologyLNTHLantheus$649,350$649,350 ▲New Holding10,4330.2%MedicalAEISAdvanced Energy Industries$637,146$443,596 ▲229.2%6,2480.2%Computer and TechnologyMGPIMGP Ingredients$623,323$430,478 ▲223.2%7,2370.2%Consumer StaplesPCTYPaylocity$622,305$622,305 ▲New Holding3,6210.2%Computer and TechnologyCRMSalesforce$597,240$2,711 ▼-0.5%1,9830.2%Computer and TechnologyGOOGAlphabet$595,6030.0%3,9120.2%Computer and TechnologyACLSAxcelis Technologies$577,674$577,674 ▲New Holding5,1800.2%Computer and TechnologyAMDAdvanced Micro Devices$524,323$541 ▲0.1%2,9050.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$519,621$405,979 ▲357.2%8,5550.2%ETFHDSNHudson Technologies$501,803$332,645 ▲196.6%45,5770.2%Industrial ProductsTTTrane Technologies$495,352$13,510 ▲2.8%1,6500.2%Business ServicesMETAMeta Platforms$487,325$21,357 ▲4.6%1,0040.2%Computer and TechnologyNFLXNetflix$482,8270.0%7950.2%Consumer DiscretionaryUNHUnitedHealth Group$439,085$4,945 ▲1.1%8880.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$432,557$55,135 ▼-11.3%4,4170.2%FinanceGOOGLAlphabet$422,151$8,905 ▼-2.1%2,7970.2%Computer and TechnologyICEIntercontinental Exchange$407,410$687 ▼-0.2%2,9650.1%FinanceFIFiserv$385,486$959 ▼-0.2%2,4120.1%Business ServicesTJXTJX Companies$380,887$9,938 ▲2.7%3,7560.1%Retail/WholesaleNXPINXP Semiconductors$376,621$11,398 ▲3.1%1,5200.1%Computer and TechnologyAXPAmerican Express$365,581$455 ▲0.1%1,6060.1%FinanceIJRiShares Core S&P Small-Cap ETF$365,233$42,104 ▼-10.3%3,3050.1%ETFEWEdwards Lifesciences$341,723$42,811 ▲14.3%3,5760.1%MedicalHALHalliburton$335,262$7,253 ▲2.2%8,5050.1%Oils/EnergyIQVIQVIA$322,941$9,357 ▲3.0%1,2770.1%MedicalLHXL3Harris Technologies$305,248$16,840 ▲5.8%1,4320.1%AerospaceSTESTERIS$292,150$3,823 ▲1.3%1,2990.1%MedicalALLAllstate$276,790$2,595 ▲0.9%1,6000.1%FinancePXDPioneer Natural Resources$261,011$154,138 ▼-37.1%9940.1%Oils/EnergySPGIS&P Global$250,208$4,681 ▲1.9%5880.1%Business ServicesXLEEnergy Select Sector SPDR Fund$248,015$418,331 ▼-62.8%2,6270.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$214,797$759 ▼-0.4%4,5280.1%ManufacturingDXCMDexCom$214,014$214,014 ▲New Holding1,5430.1%MedicalFTRIFirst Trust Indxx Global Natural Resources Income ETF$178,516$836 ▲0.5%13,4480.1%ETFSBUXStarbucks$0$2,702,933 ▼-100.0%00.0%Retail/WholesaleCECelanese$0$2,329,207 ▼-100.0%00.0%Basic MaterialsSCHWCharles Schwab$0$476,654 ▼-100.0%00.0%FinanceZIONZions Bancorporation, National Association$0$313,540 ▼-100.0%00.0%FinanceIHIiShares U.S. Medical Devices ETF$0$203,251 ▼-100.0%00.0%ETF 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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