Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 30, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 111
- −1 vs. Q1 2024
- Portfolio value
- $286.1M
- +$11.5M (+4.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 97,383 | $20.5M | 7.2% | +1,126+1.2% | Added | History |
| NVDANVIDIA Corp | Stock | 160,812 | $19.9M | 6.9% | −6,508−3.9% | ReducedConverted for a 10-for-1 split | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37,865 | $14.2M | 4.9% | −2,725−6.7% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 14,195 | $12.1M | 4.2% | −33−0.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 6,748 | $10.8M | 3.8% | +53+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 55,643 | $10.8M | 3.8% | +281+0.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 43,638 | $8.83M | 3.1% | +408+0.9% | Added | History |
| TSLATesla, Inc. | Stock | 41,035 | $8.12M | 2.8% | +659+1.6% | Added | History |
| RJFRaymond James Financial Inc | COM | 63,948 | $7.90M | 2.8% | +664+1.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 16,463 | $7.36M | 2.6% | +268+1.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,297 | $5.82M | 2.0% | +128+0.9% | Added | History |
| NVONovo Nordisk A S | ADR | 39,946 | $5.70M | 2.0% | +314+0.8% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 154,820 | $5.51M | 1.9% | +2,060+1.3% | AddedConverted for a 2-for-1 split | History |
| VVisa Inc. | Stock | 20,218 | $5.31M | 1.9% | +277+1.4% | Added | History |
| HDHome Depot, Inc. | Stock | 13,499 | $4.65M | 1.6% | +336+2.6% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 70,238 | $4.43M | 1.5% | +1,084+1.6% | Added | History |
| COPConocoPhillips | Stock | 37,916 | $4.34M | 1.5% | +887+2.4% | Added | History |
| SYKStryker Corp | Stock | 12,346 | $4.20M | 1.5% | +181+1.5% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,789 | $4.19M | 1.5% | −149−1.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 4,517 | $4.09M | 1.4% | +30+0.7% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 19,983 | $4.00M | 1.4% | +710+3.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 6,914 | $3.82M | 1.3% | +82+1.2% | Added | History |
| UNPUnion Pacific Corp | Stock | 15,636 | $3.54M | 1.2% | +371+2.4% | Added | History |
| INTCIntel Corp | Stock | 101,011 | $3.13M | 1.1% | +2,075+2.1% | Added | History |
| GRMNGarmin Ltd | SHS | 19,193 | $3.13M | 1.1% | +108+0.6% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 10,104 | $3.11M | 1.1% | +141+1.4% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 7,955 | $3.07M | 1.1% | +197+2.5% | Added | History |
| ASMLASML Holding NV | ADR | 2,962 | $3.03M | 1.1% | +22+0.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,188 | $2.82M | 1.0% | +20.0% | Added | History |
| ZTSZoetis Inc. | Stock | 16,262 | $2.82M | 1.0% | +270+1.7% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,699 | $2.68M | 0.9% | −204−1.2% | Reduced | – |
| ETNEaton Corp plc | Stock | 8,389 | $2.63M | 0.9% | −3,739−30.8% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 15,016 | $2.60M | 0.9% | +347+2.4% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 22,913 | $2.44M | 0.9% | +1,117+5.1% | Added | History |
| MRKMerck & Co., Inc. | Stock | 19,660 | $2.43M | 0.9% | +539+2.8% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 13,708 | $2.42M | 0.8% | +247+1.8% | Added | History |
| MTDRMatador Resources Co | COM | 40,152 | $2.39M | 0.8% | +595+1.5% | Added | History |
| MGRCMcGrath Rentcorp | COM | 22,380 | $2.38M | 0.8% | +455+2.1% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 34,962 | $2.36M | 0.8% | +392+1.1% | Added | History |
| CBChubb Ltd | Stock | 8,954 | $2.28M | 0.8% | +251+2.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 19,784 | $2.28M | 0.8% | +3,333+20.3% | Added | History |
| WMTWalmart Inc. | Stock | 32,770 | $2.22M | 0.8% | +1,203+3.8% | Added | History |
| APAAPA Corp | Stock | 73,727 | $2.17M | 0.8% | +1,484+2.1% | Added | History |
| LULUlululemon athletica inc. | Stock | 6,980 | $2.08M | 0.7% | +484+7.5% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 4,968 | $1.92M | 0.7% | +106+2.2% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 39,622 | $1.88M | 0.7% | +6,105+18.2% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 6,795 | $1.75M | 0.6% | +520+8.3% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,274 | $1.64M | 0.6% | −524−13.8% | Reduced | – |
| JNJJohnson & Johnson | Stock | 11,133 | $1.63M | 0.6% | +783+7.6% | Added | History |
| DVNDevon Energy Corp | Stock | 33,323 | $1.58M | 0.6% | +941+2.9% | Added | History |
| CMECME Group Inc. | COM | 7,374 | $1.45M | 0.5% | +303+4.3% | Added | History |
| CMCSAComcast Corp | Stock | 34,256 | $1.34M | 0.5% | +439+1.3% | Added | History |
| DRIDarden Restaurants Inc | COM | 8,486 | $1.28M | 0.4% | +324+4.0% | Added | History |
| MDTMedtronic plc | Stock | 16,205 | $1.28M | 0.4% | +579+3.7% | Added | History |
| JCIJohnson Controls International plc | Stock | 18,599 | $1.24M | 0.4% | +65+0.4% | Added | History |
| SMCISuper Micro Computer, Inc. | COM | 1,465 | $1.20M | 0.4% | −42−2.8% | Reduced | History |
| IESCIES Holdings, Inc. | COM | 7,449 | $1.04M | 0.4% | +512+7.4% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,289 | $965.3K | 0.3% | −1,687−11.3% | Reduced | – |
| UFPTUfp Technologies Inc | COM | 3,641 | $960.8K | 0.3% | +285+8.5% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 4,545 | $957.7K | 0.3% | +427+10.4% | Added | History |
| ONTOOnto Innovation Inc. | COM | 4,257 | $934.7K | 0.3% | +357+9.2% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,109 | $910.9K | 0.3% | +100+9.9% | Added | History |
| CROXCrocs, Inc. | COM | 6,206 | $905.7K | 0.3% | +445+7.7% | Added | History |
| LNTHLantheus Holdings, Inc. | Stock | 11,226 | $901.3K | 0.3% | +793+7.6% | Added | History |
| VZVerizon Communications Inc | Stock | 21,735 | $896.4K | 0.3% | +666+3.2% | Added | History |
| INSWInternational Seaways, Inc. | COM | 14,561 | $861.0K | 0.3% | +1,702+13.2% | Added | History |
| AAONAaon, Inc. | COM PAR $0.004 | 9,670 | $843.7K | 0.3% | +1,228+14.5% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 500 | $841.2K | 0.3% | +42+9.2% | Added | History |
| ACLSAxcelis Technologies Inc | Stock | 5,878 | $835.8K | 0.3% | +698+13.5% | Added | History |
| TTDTrade Desk, Inc. | Stock | 8,484 | $828.6K | 0.3% | +871+11.4% | Added | History |
| ENSGEnsign Group, Inc | COM | 6,599 | $816.2K | 0.3% | +6,599 | New | History |
| HQYHealthequity, Inc. | COM | 9,056 | $780.6K | 0.3% | +832+10.1% | Added | History |
| AEISAdvanced Energy Industries Inc | COM | 7,071 | $769.0K | 0.3% | +823+13.2% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,275 | $764.1K | 0.3% | −346−2.4% | Reduced | – |
| WLKWestlake Corp | COM | 5,172 | $749.1K | 0.3% | +573+12.5% | Added | History |
| BCBrunswick Corp | COM | 10,246 | $745.6K | 0.3% | +1,370+15.4% | Added | History |
| CELHCelsius Holdings, Inc. | COM NEW | 12,970 | $740.5K | 0.3% | +1,468+12.8% | Added | History |
| HUBSHubSpot Inc | COM | 1,255 | $740.2K | 0.3% | +151+13.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,923 | $719.6K | 0.3% | +11+0.3% | Added | History |
| NETCloudflare, Inc. | CL A COM | 8,633 | $715.1K | 0.2% | +1,405+19.4% | Added | History |
| MGPIMGP Ingredients Inc | COM | 9,302 | $692.1K | 0.2% | +2,065+28.5% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,049 | $682.4K | 0.2% | +596+17.3% | Added | History |
| ATKRAtkore Inc. | COM | 5,011 | $676.1K | 0.2% | +736+17.2% | Added | History |
| HDSNHudson Technologies Inc | COM | 68,266 | $600.1K | 0.2% | +22,689+49.8% | Added | History |
| PCTYPaylocity Holding Corp | COM | 4,166 | $549.3K | 0.2% | +545+15.1% | Added | History |
| TTTrane Technologies plc | SHS | 1,643 | $540.5K | 0.2% | −7−0.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 795 | $536.5K | 0.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 2,015 | $518.1K | 0.2% | +32+1.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,822 | $514.0K | 0.2% | +25+0.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 996 | $502.3K | 0.2% | −8−0.8% | Reduced | History |
| PEGPublic Service Enterprise Group Inc | COM | 6,674 | $491.9K | 0.2% | +6,674 | New | History |
| NEENextera Energy Inc | Stock | 6,930 | $490.7K | 0.2% | +6,930 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,929 | $475.1K | 0.2% | +24+0.8% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 897 | $456.8K | 0.2% | +9+1.0% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,383 | $432.1K | 0.2% | −1,172−13.7% | Reduced | – |
| NXPINXP Semiconductors N.V. | COM | 1,564 | $420.9K | 0.1% | +44+2.9% | Added | History |
| TJXTJX Companies Inc | Stock | 3,816 | $420.1K | 0.1% | +60+1.6% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 3,003 | $411.1K | 0.1% | +38+1.3% | Added | History |
| AXPAmerican Express Co | Stock | 1,608 | $372.3K | 0.1% | +2+0.1% | Added | History |
| FISVFiserv Inc | Stock | 2,427 | $361.7K | 0.1% | +15+0.6% | Added | History |
Sold out since Q1 2024 (4)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| SWAVShockwave Medical, Inc. | COM | 2,601 | $847.0K | 0.3% | History |
| PXDPioneer Natural Resources Co | COM | 994 | $261.0K | 0.1% | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,528 | $214.8K | 0.1% | – |
| DXCMDexcom Inc | COM | 1,543 | $214.0K | 0.1% | History |