Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 1, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 112
- +7 vs. Q4 2023
- Portfolio value
- $274.6M
- +$41.3M (+17.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 96,257 | $16.5M | 6.0% | +1,688+1.8% | Added | History |
| NVDANVIDIA Corp | Stock | 16,732 | $15.1M | 5.5% | −2,566−13.3% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 40,590 | $14.0M | 5.1% | −3,301−7.5% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 14,228 | $10.4M | 3.8% | −934−6.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 55,362 | $9.99M | 3.6% | +254+0.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 6,695 | $8.87M | 3.2% | −759−10.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 43,230 | $8.66M | 3.2% | −1,491−3.3% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 63,284 | $8.13M | 3.0% | +2,963+4.9% | Added | History |
| TSLATesla, Inc. | Stock | 40,376 | $7.10M | 2.6% | −6,730−14.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 16,195 | $6.81M | 2.5% | +613+3.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,169 | $5.96M | 2.2% | −104−0.7% | Reduced | History |
| CNQCanadian Natural Resources Ltd | COM | 76,380 | $5.83M | 2.1% | +1,701+2.3% | Added | History |
| VVisa Inc. | Stock | 19,941 | $5.57M | 2.0% | +32+0.2% | Added | History |
| NVONovo Nordisk A S | ADR | 39,632 | $5.09M | 1.9% | −972−2.4% | Reduced | History |
| HDHome Depot, Inc. | Stock | 13,163 | $5.05M | 1.8% | +217+1.7% | Added | History |
| COPConocoPhillips | Stock | 37,029 | $4.71M | 1.7% | +1,533+4.3% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 69,154 | $4.49M | 1.6% | +28,843+71.6% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,938 | $4.43M | 1.6% | −2,176−13.5% | Reduced | History |
| INTCIntel Corp | Stock | 98,936 | $4.37M | 1.6% | −3,474−3.4% | Reduced | History |
| SYKStryker Corp | Stock | 12,165 | $4.35M | 1.6% | +67+0.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 6,832 | $3.97M | 1.4% | +216+3.3% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 19,273 | $3.82M | 1.4% | +6,941+56.3% | Added | History |
| ETNEaton Corp plc | Stock | 12,128 | $3.79M | 1.4% | +131+1.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 15,265 | $3.75M | 1.4% | −366−2.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 4,487 | $3.49M | 1.3% | +4,487 | New | History |
| CDNSCadence Design Systems Inc | Stock | 9,963 | $3.10M | 1.1% | +134+1.4% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 14,669 | $2.96M | 1.1% | +674+4.8% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 13,461 | $2.95M | 1.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| ASMLASML Holding NV | ADR | 2,940 | $2.85M | 1.0% | +589+25.1% | Added | History |
| GRMNGarmin Ltd | SHS | 19,085 | $2.84M | 1.0% | +684+3.7% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 7,758 | $2.75M | 1.0% | +400+5.4% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,903 | $2.75M | 1.0% | −84−0.5% | Reduced | – |
| ACHCAcadia Healthcare Company, Inc. | COM | 34,570 | $2.74M | 1.0% | +34,570 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,186 | $2.71M | 1.0% | +34+0.7% | Added | History |
| ZTSZoetis Inc. | Stock | 15,992 | $2.71M | 1.0% | +161+1.0% | Added | History |
| MGRCMcGrath Rentcorp | COM | 21,925 | $2.70M | 1.0% | +4,442+25.4% | Added | History |
| MTDRMatador Resources Co | COM | 39,557 | $2.64M | 1.0% | +13,211+50.1% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 4,862 | $2.54M | 0.9% | +1,199+32.7% | Added | History |
| LULUlululemon athletica inc. | Stock | 6,496 | $2.54M | 0.9% | +158+2.5% | Added | History |
| MRKMerck & Co., Inc. | Stock | 19,121 | $2.52M | 0.9% | +706+3.8% | Added | History |
| APAAPA Corp | Stock | 72,243 | $2.48M | 0.9% | +40,969+131.0% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 21,796 | $2.36M | 0.9% | +3,164+17.0% | Added | History |
| CBChubb Ltd | Stock | 8,703 | $2.26M | 0.8% | +428+5.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 16,451 | $1.91M | 0.7% | +16,451 | New | History |
| WMTWalmart Inc. | Stock | 31,567 | $1.90M | 0.7% | +2,128+7.2% | AddedConverted for a 3-for-1 split | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,798 | $1.83M | 0.7% | −796−17.3% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 33,517 | $1.67M | 0.6% | +3,523+11.7% | Added | History |
| JNJJohnson & Johnson | Stock | 10,350 | $1.64M | 0.6% | −15,423−59.8% | Reduced | History |
| DVNDevon Energy Corp | Stock | 32,382 | $1.62M | 0.6% | +4,512+16.2% | Added | History |
| CMECME Group Inc. | COM | 7,071 | $1.52M | 0.6% | +607+9.4% | Added | History |
| SMCISuper Micro Computer, Inc. | COM | 1,507 | $1.52M | 0.6% | +803+114.1% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 6,275 | $1.52M | 0.6% | +1,641+35.4% | Added | History |
| CMCSAComcast Corp | Stock | 33,817 | $1.47M | 0.5% | +2,344+7.4% | Added | History |
| DRIDarden Restaurants Inc | COM | 8,162 | $1.36M | 0.5% | +329+4.2% | Added | History |
| MDTMedtronic plc | Stock | 15,626 | $1.36M | 0.5% | +728+4.9% | Added | History |
| JCIJohnson Controls International plc | Stock | 18,534 | $1.21M | 0.4% | +335+1.8% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,976 | $1.11M | 0.4% | −1,757−10.5% | Reduced | – |
| CELHCelsius Holdings, Inc. | COM NEW | 11,502 | $953.7K | 0.3% | +11,502 | New | History |
| VZVerizon Communications Inc | Stock | 21,069 | $884.0K | 0.3% | −3,760−15.1% | Reduced | History |
| BCBrunswick Corp | COM | 8,876 | $856.7K | 0.3% | +5,035+131.1% | Added | History |
| SWAVShockwave Medical, Inc. | COM | 2,601 | $847.0K | 0.3% | +2,601 | New | History |
| UFPTUfp Technologies Inc | COM | 3,356 | $846.4K | 0.3% | +2,168+182.5% | Added | History |
| IESCIES Holdings, Inc. | COM | 6,937 | $843.8K | 0.3% | +4,182+151.8% | Added | History |
| CROXCrocs, Inc. | COM | 5,761 | $828.4K | 0.3% | +5,761 | New | History |
| ATKRAtkore Inc. | COM | 4,275 | $813.8K | 0.3% | +2,928+217.4% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 4,118 | $807.3K | 0.3% | +2,380+136.9% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,621 | $754.5K | 0.3% | −811−5.3% | Reduced | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 458 | $749.5K | 0.3% | +297+184.5% | Added | History |
| AAONAaon, Inc. | COM PAR $0.004 | 8,442 | $743.8K | 0.3% | +5,164+157.5% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 3,453 | $708.5K | 0.3% | +2,200+175.6% | Added | History |
| ONTOOnto Innovation Inc. | COM | 3,900 | $706.2K | 0.3% | +2,430+165.3% | Added | History |
| WLKWestlake Corp | COM | 4,599 | $702.8K | 0.3% | +3,083+203.4% | Added | History |
| NETCloudflare, Inc. | CL A COM | 7,228 | $699.9K | 0.3% | +4,315+148.1% | Added | History |
| HUBSHubSpot Inc | COM | 1,104 | $691.7K | 0.3% | +719+186.8% | Added | History |
| INSWInternational Seaways, Inc. | COM | 12,859 | $684.1K | 0.2% | +8,406+188.8% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,009 | $683.2K | 0.2% | +609+152.3% | Added | History |
| HQYHealthequity, Inc. | COM | 8,224 | $671.3K | 0.2% | +8,224 | New | History |
| TTDTrade Desk, Inc. | Stock | 7,613 | $665.5K | 0.2% | +7,613 | New | History |
| LNTHLantheus Holdings, Inc. | Stock | 10,433 | $649.4K | 0.2% | +10,433 | New | History |
| AEISAdvanced Energy Industries Inc | COM | 6,248 | $637.1K | 0.2% | +4,350+229.2% | Added | History |
| MGPIMGP Ingredients Inc | COM | 7,237 | $623.3K | 0.2% | +4,998+223.2% | Added | History |
| PCTYPaylocity Holding Corp | COM | 3,621 | $622.3K | 0.2% | +3,621 | New | History |
| CRMSalesforce, Inc. | Stock | 1,983 | $597.2K | 0.2% | −9−0.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 3,912 | $595.6K | 0.2% | 00.0% | Unchanged | History |
| ACLSAxcelis Technologies Inc | Stock | 5,180 | $577.7K | 0.2% | +5,180 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,905 | $524.3K | 0.2% | +3+0.1% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,555 | $519.6K | 0.2% | −800−8.6% | ReducedConverted for a 5-for-1 split | – |
| HDSNHudson Technologies Inc | COM | 45,577 | $501.8K | 0.2% | +30,213+196.6% | Added | History |
| TTTrane Technologies plc | SHS | 1,650 | $495.4K | 0.2% | +45+2.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,004 | $487.3K | 0.2% | +44+4.6% | Added | History |
| NFLXNetflix Inc | Stock | 795 | $482.8K | 0.2% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 888 | $439.1K | 0.2% | +10+1.1% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,417 | $432.6K | 0.2% | −563−11.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 2,797 | $422.2K | 0.2% | −59−2.1% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,965 | $407.4K | 0.1% | −5−0.2% | Reduced | History |
| FISVFiserv Inc | Stock | 2,412 | $385.5K | 0.1% | −6−0.2% | Reduced | History |
| TJXTJX Companies Inc | Stock | 3,756 | $380.9K | 0.1% | +98+2.7% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 1,520 | $376.6K | 0.1% | +46+3.1% | Added | History |
| AXPAmerican Express Co | Stock | 1,606 | $365.6K | 0.1% | +2+0.1% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,305 | $365.2K | 0.1% | −381−10.3% | Reduced | – |
Sold out since Q4 2023 (5)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| SBUXStarbucks Corp | Stock | 28,154 | $2.70M | 1.2% | History |
| CECelanese Corp | Stock | 14,983 | $2.33M | 1.0% | History |
| SCHWSchwab Charles Corp | Stock | 6,880 | $476.7K | 0.2% | History |
| ZIONZions Bancorporation, National Association | COM | 7,070 | $313.5K | 0.1% | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,766 | $203.3K | 0.1% | – |