Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 217
- −1 vs. Q3 2024
- Portfolio value
- $333.1M
- +$20.0M (+6.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98,047 | $24.6M | 7.4% | −747−0.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 158,711 | $21.3M | 6.4% | −2,010−1.3% | Reduced | History |
| TSLATesla, Inc. | Stock | 52,092 | $21.0M | 6.3% | +10,370+24.9% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 33,414 | $13.7M | 4.1% | −1,165−3.4% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 14,282 | $13.1M | 3.9% | −261−1.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 56,087 | $13.0M | 3.9% | +315+0.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 56,729 | $12.4M | 3.7% | −87−0.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 49,640 | $11.9M | 3.6% | +4,469+9.9% | Added | History |
| RJFRaymond James Financial Inc | COM | 65,741 | $10.2M | 3.1% | −231−0.4% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 19,057 | $8.08M | 2.4% | −260−1.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 16,740 | $7.59M | 2.3% | +1,959+13.3% | Added | History |
| VVisa Inc. | Stock | 21,867 | $6.91M | 2.1% | +396+1.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 15,571 | $6.56M | 2.0% | −165−1.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 14,596 | $5.68M | 1.7% | +419+3.0% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 167,004 | $5.16M | 1.5% | +4,825+3.0% | Added | History |
| SYKStryker Corp | Stock | 12,828 | $4.62M | 1.4% | +68+0.5% | Added | History |
| GRMNGarmin Ltd | SHS | 19,837 | $4.09M | 1.2% | +18+0.1% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 52,767 | $3.99M | 1.2% | +52,753+376,807.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 16,773 | $3.82M | 1.1% | +439+2.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,129 | $3.71M | 1.1% | −125−1.7% | Reduced | History |
| ASMLASML Holding NV | ADR | – | $3.67M | 1.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,347 | $3.62M | 1.1% | +6,347 | New | History |
| COPConocoPhillips | Stock | 35,808 | $3.55M | 1.1% | −4,258−10.6% | Reduced | History |
| NVONovo Nordisk A S | ADR | – | $3.55M | 1.1% | – | – | History |
| FANGDiamondback Energy, Inc. | Stock | 21,507 | $3.52M | 1.1% | +104+0.5% | Added | History |
| LLYEli Lilly & Co | Stock | 4,378 | $3.38M | 1.0% | −239−5.2% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 7,295 | $3.37M | 1.0% | −598−7.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 5,648 | $3.31M | 1.0% | +194+3.6% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 10,663 | $3.20M | 1.0% | +136+1.3% | Added | History |
| WMTWalmart Inc. | Stock | 35,147 | $3.18M | 1.0% | +985+2.9% | Added | History |
| LULUlululemon athletica inc. | Stock | 8,044 | $3.08M | 0.9% | +149+1.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,192 | $3.04M | 0.9% | +20.0% | Added | History |
| ETNEaton Corp plc | Stock | 8,624 | $2.86M | 0.9% | +230+2.7% | Added | History |
| CBChubb Ltd | Stock | 10,079 | $2.78M | 0.8% | +544+5.7% | Added | History |
| ZTSZoetis Inc. | Stock | 16,791 | $2.74M | 0.8% | −52−0.3% | Reduced | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 14,464 | $2.55M | 0.8% | +130+0.9% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,603 | $2.47M | 0.7% | −171−1.2% | Reduced | – |
| MPCMarathon Petroleum Corp | Stock | 17,517 | $2.44M | 0.7% | +887+5.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 22,105 | $2.38M | 0.7% | +1,097+5.2% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 7,607 | $2.21M | 0.7% | +362+5.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 21,479 | $2.14M | 0.6% | +113+0.5% | Added | History |
| MTDRMatador Resources Co | COM | 37,236 | $2.09M | 0.6% | −5,608−13.1% | Reduced | History |
| CMECME Group Inc. | COM | 8,687 | $2.02M | 0.6% | +540+6.6% | Added | History |
| JNJJohnson & Johnson | Stock | 13,111 | $1.90M | 0.6% | +669+5.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,733 | $1.89M | 0.6% | +63+1.7% | Added | History |
| DRIDarden Restaurants Inc | COM | 9,873 | $1.84M | 0.6% | +638+6.9% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,274 | $1.76M | 0.5% | −25−0.8% | Reduced | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 34,713 | $1.74M | 0.5% | +33,036+1,969.9% | Added | – |
| ADIAnalog Devices Inc | Stock | 8,135 | $1.73M | 0.5% | +313+4.0% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 20,937 | $1.69M | 0.5% | +776+3.8% | Added | History |
| IESCIES Holdings, Inc. | COM | 8,110 | $1.63M | 0.5% | +100+1.2% | Added | History |
| JCIJohnson Controls International plc | Stock | 19,449 | $1.54M | 0.5% | +258+1.3% | Added | History |
| ORCLOracle Corp | Stock | 8,828 | $1.47M | 0.4% | +8,828 | New | History |
| ORealty Income Corp | REIT | 27,411 | $1.46M | 0.4% | +27,411 | New | History |
| MDTMedtronic plc | Stock | 18,254 | $1.46M | 0.4% | +686+3.9% | Added | History |
| CMCSAComcast Corp | Stock | 37,908 | $1.42M | 0.4% | +1,553+4.3% | Added | History |
| AAONAaon, Inc. | COM PAR $0.004 | 11,109 | $1.31M | 0.4% | +377+3.5% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 580 | $1.23M | 0.4% | +26+4.7% | Added | History |
| ALABAstera Labs, Inc. | Stock | 9,121 | $1.21M | 0.4% | +9,121 | New | History |
| LNTHLantheus Holdings, Inc. | Stock | 12,746 | $1.14M | 0.3% | +596+4.9% | Added | History |
| HUBSHubSpot Inc | COM | 1,577 | $1.10M | 0.3% | +90+6.1% | Added | History |
| TTDTrade Desk, Inc. | Stock | 8,802 | $1.03M | 0.3% | −671−7.1% | Reduced | History |
| VZVerizon Communications Inc | Stock | 25,694 | $1.03M | 0.3% | +2,064+8.7% | Added | History |
| ENSGEnsign Group, Inc | COM | 7,665 | $1.02M | 0.3% | +382+5.2% | Added | History |
| HQYHealthequity, Inc. | COM | 10,507 | $1.01M | 0.3% | +509+5.1% | Added | History |
| UFPTUfp Technologies Inc | COM | 4,099 | $1.00M | 0.3% | +163+4.1% | Added | History |
| PCTYPaylocity Holding Corp | COM | 4,999 | $997.2K | 0.3% | +261+5.5% | Added | History |
| AEISAdvanced Energy Industries Inc | COM | 8,617 | $996.4K | 0.3% | +528+6.5% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,344 | $937.8K | 0.3% | −10−0.1% | Reduced | – |
| RSReliance, Inc. | COM | 3,329 | $896.3K | 0.3% | +194+6.2% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 1,910 | $888.5K | 0.3% | +1,910 | New | History |
| BCBrunswick Corp | COM | 13,268 | $858.2K | 0.3% | +847+6.8% | Added | History |
| STRLSterling Infrastructure, Inc. | COM | 4,951 | $834.0K | 0.3% | +4,951 | New | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,953 | $821.3K | 0.2% | +308+6.6% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,320 | $781.2K | 0.2% | +84+6.8% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 6,788 | $771.2K | 0.2% | +6,788 | New | History |
| ONTOOnto Innovation Inc. | COM | 4,487 | $747.8K | 0.2% | −261−5.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,897 | $737.6K | 0.2% | +475+13.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,205 | $737.2K | 0.2% | +89+4.2% | Added | History |
| WLKWestlake Corp | COM | 6,400 | $733.8K | 0.2% | +484+8.2% | Added | History |
| PEGPublic Service Enterprise Group Inc | COM | 8,246 | $696.7K | 0.2% | +1,044+14.5% | Added | History |
| TTTrane Technologies plc | SHS | 1,857 | $685.9K | 0.2% | +118+6.8% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,075 | $682.8K | 0.2% | −178−1.3% | Reduced | – |
| NEENextera Energy Inc | Stock | 8,622 | $618.1K | 0.2% | +841+10.8% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 4,907 | $616.1K | 0.2% | −431−8.1% | Reduced | History |
| ATKRAtkore Inc. | COM | 6,847 | $571.4K | 0.2% | +757+12.4% | Added | History |
| ACLSAxcelis Technologies Inc | Stock | 7,693 | $537.5K | 0.2% | +868+12.7% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 3,322 | $495.0K | 0.1% | +94+2.9% | Added | History |
| NFLXNetflix Inc | Stock | 555 | $494.7K | 0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 4,080 | $492.9K | 0.1% | +269+7.1% | Added | History |
| PACSPACS Group, Inc. | COM SHS | 37,248 | $488.3K | 0.1% | +37,248 | New | History |
| MUSAMurphy USA Inc. | COM | 956 | $479.7K | 0.1% | +956 | New | History |
| AXPAmerican Express Co | Stock | 1,612 | $478.3K | 0.1% | +2+0.1% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,317 | $455.9K | 0.1% | −37−0.5% | Reduced | – |
| FISVFiserv Inc | Stock | 2,158 | $443.3K | 0.1% | −353−14.1% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,547 | $428.4K | 0.1% | +344+10.7% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 1,998 | $415.3K | 0.1% | +230+13.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 736 | $366.5K | 0.1% | +67+10.0% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 1,860 | $365.5K | 0.1% | +305+19.6% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,709 | $359.4K | 0.1% | +153+9.8% | Added | History |
Sold out since Q3 2024 (19)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | Stock | 5,320 | $2.07M | 0.7% | History |
| APAAPA Corp | Stock | 79,014 | $1.93M | 0.6% | History |
| CROXCrocs, Inc. | COM | 6,953 | $1.01M | 0.3% | History |
| MGPIMGP Ingredients Inc | COM | 10,640 | $885.8K | 0.3% | History |
| INSWInternational Seaways, Inc. | COM | 16,761 | $864.2K | 0.3% | History |
| SMCISuper Micro Computer, Inc. | COM | 1,834 | $763.7K | 0.2% | History |
| HDSNHudson Technologies Inc | COM | 81,554 | $680.2K | 0.2% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 15,978 | $501.1K | 0.2% | History |
| MROMarathon Oil Corp | COM | 7,038 | $187.4K | 0.1% | History |
| NKENIKE, Inc. | Stock | 2,069 | $182.9K | 0.1% | History |
| GSGoldman Sachs Group Inc | Stock | 150 | $74.3K | <0.1% | History |
| MARMarriott International Inc | Stock | 205 | $51.0K | <0.1% | History |
| SAMBoston Beer Co Inc | CL A | 167 | $48.3K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 500 | $41.9K | <0.1% | History |
| LRCXLam Research Corp | COM | 43 | $35.1K | <0.1% | History |
| HUMHumana Inc | Stock | 35 | $11.1K | <0.1% | History |
| SYFSynchrony Financial | COM | 183 | $9.12K | <0.1% | History |
| AGNTAGNT, Inc. | COM | 307 | $4.33K | <0.1% | History |
| RGRSturm Ruger & Co Inc | Stock | 30 | $1.25K | <0.1% | History |