Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 7, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 218
- +107 vs. Q2 2024
- Portfolio value
- $313.1M
- +$27.0M (+9.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98,794 | $23.0M | 7.4% | +1,411+1.4% | Added | History |
| NVDANVIDIA Corp | Stock | 160,721 | $19.5M | 6.2% | −91−0.1% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 34,579 | $13.3M | 4.2% | −3,286−8.7% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 14,543 | $12.9M | 4.1% | +348+2.5% | Added | History |
| TSLATesla, Inc. | Stock | 41,722 | $10.9M | 3.5% | +687+1.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 56,816 | $10.6M | 3.4% | +1,173+2.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 55,772 | $9.62M | 3.1% | −11,708−17.4% | ReducedConverted for a 10-for-1 split | History |
| JPMJPMorgan Chase & Co | Stock | 45,171 | $9.52M | 3.0% | +1,533+3.5% | Added | History |
| RJFRaymond James Financial Inc | COM | 65,972 | $8.08M | 2.6% | +2,024+3.2% | Added | History |
| FIXComfort Systems USA Inc | COM | 19,317 | $7.54M | 2.4% | +5,528+40.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,781 | $6.80M | 2.2% | +484+3.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 15,736 | $6.77M | 2.2% | −727−4.4% | Reduced | History |
| VVisa Inc. | Stock | 21,471 | $5.90M | 1.9% | +1,253+6.2% | Added | History |
| HDHome Depot, Inc. | Stock | 14,177 | $5.74M | 1.8% | +678+5.0% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 162,179 | $5.39M | 1.7% | +7,359+4.8% | Added | History |
| ASMLASML Holding NV | ADR | 6,459 | $5.38M | 1.7% | +3,497+118.1% | Added | History |
| NVONovo Nordisk A S | ADR | 41,254 | $4.91M | 1.6% | +1,308+3.3% | Added | History |
| SYKStryker Corp | Stock | 12,760 | $4.61M | 1.5% | +414+3.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,254 | $4.49M | 1.4% | +340+4.9% | Added | History |
| COPConocoPhillips | Stock | 40,066 | $4.22M | 1.3% | +2,150+5.7% | Added | History |
| LLYEli Lilly & Co | Stock | 4,617 | $4.09M | 1.3% | +100+2.2% | Added | History |
| UNPUnion Pacific Corp | Stock | 16,334 | $4.03M | 1.3% | +698+4.5% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 74,231 | $3.83M | 1.2% | +3,993+5.7% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 21,403 | $3.69M | 1.2% | +1,420+7.1% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 7,893 | $3.55M | 1.1% | −62−0.8% | Reduced | History |
| GRMNGarmin Ltd | SHS | 19,819 | $3.49M | 1.1% | +626+3.3% | Added | History |
| ZTSZoetis Inc. | Stock | 16,843 | $3.29M | 1.1% | +581+3.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,454 | $3.12M | 1.0% | +4,458+447.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,190 | $2.98M | 1.0% | +20.0% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 10,527 | $2.85M | 0.9% | +423+4.2% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 14,334 | $2.85M | 0.9% | +626+4.6% | Added | History |
| ETNEaton Corp plc | Stock | 8,394 | $2.78M | 0.9% | +5+0.1% | Added | History |
| WMTWalmart Inc. | Stock | 34,162 | $2.76M | 0.9% | +1,392+4.2% | Added | History |
| CBChubb Ltd | Stock | 9,535 | $2.75M | 0.9% | +581+6.5% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 16,630 | $2.71M | 0.9% | +1,614+10.7% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,774 | $2.58M | 0.8% | −1,925−11.5% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 21,008 | $2.46M | 0.8% | +1,224+6.2% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 24,623 | $2.43M | 0.8% | +1,710+7.5% | Added | History |
| MRKMerck & Co., Inc. | Stock | 21,366 | $2.43M | 0.8% | +1,706+8.7% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 7,245 | $2.16M | 0.7% | +450+6.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,670 | $2.15M | 0.7% | +2,773+309.1% | Added | History |
| LULUlululemon athletica inc. | Stock | 7,895 | $2.14M | 0.7% | +915+13.1% | Added | History |
| MTDRMatador Resources Co | COM | 42,844 | $2.12M | 0.7% | +2,692+6.7% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 5,320 | $2.07M | 0.7% | +352+7.1% | Added | History |
| JNJJohnson & Johnson | Stock | 12,442 | $2.02M | 0.6% | +1,309+11.8% | Added | History |
| APAAPA Corp | Stock | 79,014 | $1.93M | 0.6% | +5,287+7.2% | Added | History |
| ADIAnalog Devices Inc | Stock | 7,822 | $1.80M | 0.6% | +7,822 | New | History |
| CMECME Group Inc. | COM | 8,147 | $1.80M | 0.6% | +773+10.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,299 | $1.74M | 0.6% | +25+0.8% | Added | – |
| FISFidelity National Information Services, Inc. | Stock | 20,161 | $1.69M | 0.5% | +20,161 | New | History |
| IESCIES Holdings, Inc. | COM | 8,010 | $1.60M | 0.5% | +561+7.5% | Added | History |
| MDTMedtronic plc | Stock | 17,568 | $1.58M | 0.5% | +1,363+8.4% | Added | History |
| DVNDevon Energy Corp | Stock | 40,315 | $1.58M | 0.5% | +6,992+21.0% | Added | History |
| CMCSAComcast Corp | Stock | 36,355 | $1.52M | 0.5% | +2,099+6.1% | Added | History |
| DRIDarden Restaurants Inc | COM | 9,235 | $1.52M | 0.5% | +749+8.8% | Added | History |
| JCIJohnson Controls International plc | Stock | 19,191 | $1.49M | 0.5% | +592+3.2% | Added | History |
| LNTHLantheus Holdings, Inc. | Stock | 12,150 | $1.33M | 0.4% | +924+8.2% | Added | History |
| UFPTUfp Technologies Inc | COM | 3,936 | $1.25M | 0.4% | +295+8.1% | Added | History |
| AAONAaon, Inc. | COM PAR $0.004 | 10,732 | $1.16M | 0.4% | +1,062+11.0% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,236 | $1.14M | 0.4% | +127+11.5% | Added | History |
| VZVerizon Communications Inc | Stock | 23,630 | $1.06M | 0.3% | +1,895+8.7% | Added | History |
| ENSGEnsign Group, Inc | COM | 7,283 | $1.05M | 0.3% | +684+10.4% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,354 | $1.04M | 0.3% | +65+0.5% | Added | – |
| BCBrunswick Corp | COM | 12,421 | $1.04M | 0.3% | +2,175+21.2% | Added | History |
| TTDTrade Desk, Inc. | Stock | 9,473 | $1.04M | 0.3% | +989+11.7% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 554 | $1.02M | 0.3% | +54+10.8% | Added | History |
| CROXCrocs, Inc. | COM | 6,953 | $1.01M | 0.3% | +747+12.0% | Added | History |
| ONTOOnto Innovation Inc. | COM | 4,748 | $985.5K | 0.3% | +491+11.5% | Added | History |
| RSReliance, Inc. | COM | 3,135 | $906.7K | 0.3% | +3,135 | New | History |
| WLKWestlake Corp | COM | 5,916 | $889.1K | 0.3% | +744+14.4% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,645 | $888.4K | 0.3% | +596+14.7% | Added | History |
| MGPIMGP Ingredients Inc | COM | 10,640 | $885.8K | 0.3% | +1,338+14.4% | Added | History |
| INSWInternational Seaways, Inc. | COM | 16,761 | $864.2K | 0.3% | +2,200+15.1% | Added | History |
| AEISAdvanced Energy Industries Inc | COM | 8,089 | $851.3K | 0.3% | +1,018+14.4% | Added | History |
| HQYHealthequity, Inc. | COM | 9,998 | $818.3K | 0.3% | +942+10.4% | Added | History |
| HUBSHubSpot Inc | COM | 1,487 | $790.5K | 0.3% | +232+18.5% | Added | History |
| PCTYPaylocity Holding Corp | COM | 4,738 | $781.6K | 0.2% | +572+13.7% | Added | History |
| SMCISuper Micro Computer, Inc. | COM | 1,834 | $763.7K | 0.2% | +369+25.2% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,253 | $760.8K | 0.2% | −1,022−7.2% | Reduced | – |
| ACLSAxcelis Technologies Inc | Stock | 6,825 | $715.6K | 0.2% | +947+16.1% | Added | History |
| HDSNHudson Technologies Inc | COM | 81,554 | $680.2K | 0.2% | +13,288+19.5% | Added | History |
| TTTrane Technologies plc | SHS | 1,739 | $676.1K | 0.2% | +96+5.8% | Added | History |
| NEENextera Energy Inc | Stock | 7,781 | $657.7K | 0.2% | +851+12.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,926 | $656.4K | 0.2% | +3+0.1% | Added | History |
| PEGPublic Service Enterprise Group Inc | COM | 7,202 | $642.5K | 0.2% | +528+7.9% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 5,338 | $582.0K | 0.2% | +793+17.4% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,116 | $579.1K | 0.2% | +101+5.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,422 | $567.5K | 0.2% | +600+21.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,203 | $525.5K | 0.2% | +274+9.4% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 3,228 | $518.6K | 0.2% | +225+7.5% | Added | History |
| ATKRAtkore Inc. | COM | 6,090 | $516.1K | 0.2% | +1,079+21.5% | Added | History |
| CELHCelsius Holdings, Inc. | COM NEW | 15,978 | $501.1K | 0.2% | +3,008+23.2% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,354 | $458.3K | 0.1% | −29−0.4% | Reduced | – |
| FISVFiserv Inc | Stock | 2,511 | $451.1K | 0.1% | +84+3.5% | Added | History |
| TJXTJX Companies Inc | Stock | 3,811 | $448.0K | 0.1% | −5−0.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,610 | $436.6K | 0.1% | +2+0.1% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 1,768 | $424.2K | 0.1% | +204+13.0% | Added | History |
| NFLXNetflix Inc | Stock | 555 | $393.6K | 0.1% | −240−30.2% | Reduced | History |
| STESTERIS plc | SHS USD | 1,527 | $370.5K | 0.1% | +206+15.6% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,556 | $370.2K | 0.1% | +119+8.3% | Added | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.