Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 31, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 221
- +15 vs. Q1 2025
- Portfolio value
- $365.0M
- +$42.2M (+13.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 60,310 | $26.4M | 7.2% | −1,464−2.4% | Reduced | – |
| NVDANVIDIA Corp | Stock | 147,944 | $23.4M | 6.4% | +611+0.4% | Added | History |
| AAPLApple Inc. | Stock | 97,388 | $20.0M | 5.5% | −2,555−2.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 51,137 | $14.8M | 4.1% | +344+0.7% | Added | History |
| TSLATesla, Inc. | Stock | 45,024 | $14.3M | 3.9% | +8,410+23.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 13,616 | $13.5M | 3.7% | +72+0.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 59,418 | $13.0M | 3.6% | +634+1.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 43,397 | $12.0M | 3.3% | +402+0.9% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 85,560 | $11.7M | 3.2% | −245−0.3% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 19,202 | $10.3M | 2.8% | +93+0.5% | Added | History |
| RJFRaymond James Financial Inc | COM | 61,333 | $9.41M | 2.6% | +735+1.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 17,420 | $8.46M | 2.3% | +59+0.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 16,746 | $8.33M | 2.3% | +271+1.6% | Added | History |
| VVisa Inc. | Stock | 22,219 | $7.89M | 2.2% | +100+0.5% | Added | History |
| ASMLASML Holding NV | ADR | 7,557 | $6.06M | 1.7% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 33,233 | $6.05M | 1.7% | +1,135+3.5% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 185,794 | $5.83M | 1.6% | +5,079+2.8% | Added | History |
| ORCLOracle Corp | Stock | 26,476 | $5.79M | 1.6% | +418+1.6% | Added | History |
| HDHome Depot, Inc. | Stock | 15,631 | $5.73M | 1.6% | +271+1.8% | Added | History |
| COPConocoPhillips | Stock | 61,457 | $5.52M | 1.5% | +1,268+2.1% | Added | History |
| SYKStryker Corp | Stock | 13,417 | $5.31M | 1.5% | +168+1.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,884 | $5.08M | 1.4% | +98+1.4% | Added | History |
| UNPUnion Pacific Corp | Stock | 18,821 | $4.33M | 1.2% | +444+2.4% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 28,261 | $3.88M | 1.1% | +2,999+11.9% | Added | History |
| GRMNGarmin Ltd | SHS | 17,987 | $3.75M | 1.0% | +155+0.9% | Added | History |
| WMTWalmart Inc. | Stock | 37,169 | $3.63M | 1.0% | +597+1.6% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 11,685 | $3.60M | 1.0% | +207+1.8% | Added | History |
| LLYEli Lilly & Co | Stock | 4,600 | $3.59M | 1.0% | +84+1.9% | Added | History |
| ETNEaton Corp plc | Stock | 9,556 | $3.41M | 0.9% | +225+2.4% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 8,077 | $3.40M | 0.9% | +183+2.3% | Added | History |
| MCDMcDonalds Corp | Stock | 11,546 | $3.37M | 0.9% | +11,546 | New | History |
| CBChubb Ltd | Stock | 11,291 | $3.27M | 0.9% | +247+2.2% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 19,417 | $3.23M | 0.9% | +442+2.3% | Added | History |
| MTDRMatador Resources Co | COM | 62,154 | $2.97M | 0.8% | +2,029+3.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,399 | $2.72M | 0.7% | −505−10.3% | Reduced | History |
| CMECME Group Inc. | COM | 9,846 | $2.71M | 0.7% | +176+1.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 24,791 | $2.67M | 0.7% | +689+2.9% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 15,405 | $2.50M | 0.7% | +407+2.7% | Added | History |
| LULUlululemon athletica inc. | Stock | 10,230 | $2.43M | 0.7% | +582+6.0% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 8,425 | $2.38M | 0.7% | +236+2.9% | Added | History |
| DRIDarden Restaurants Inc | COM | 10,897 | $2.38M | 0.7% | +215+2.0% | Added | History |
| JNJJohnson & Johnson | Stock | 15,292 | $2.34M | 0.6% | +310+2.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 9,417 | $2.24M | 0.6% | +250+2.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 11,668 | $2.17M | 0.6% | +11,443+5,085.8% | Added | History |
| JCIJohnson Controls International plc | Stock | 20,497 | $2.16M | 0.6% | +293+1.5% | Added | History |
| ORealty Income Corp | REIT | 33,489 | $1.93M | 0.5% | +1,084+3.3% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 23,402 | $1.91M | 0.5% | +516+2.3% | Added | History |
| MDTMedtronic plc | Stock | 21,335 | $1.86M | 0.5% | +640+3.1% | Added | History |
| CMCSAComcast Corp | Stock | 42,942 | $1.53M | 0.4% | +1,224+2.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,418 | $1.38M | 0.4% | +87+2.0% | Added | History |
| VZVerizon Communications Inc | Stock | 30,506 | $1.32M | 0.4% | +959+3.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,266 | $1.29M | 0.4% | +27+1.2% | Added | – |
| STRLSterling Infrastructure, Inc. | COM | 5,051 | $1.17M | 0.3% | −3−0.1% | Reduced | History |
| CMICummins Inc | Stock | 3,403 | $1.11M | 0.3% | +141+4.3% | Added | History |
| ENSGEnsign Group, Inc | COM | 7,225 | $1.11M | 0.3% | −30.0% | Reduced | History |
| IESCIES Holdings, Inc. | COM | 3,698 | $1.10M | 0.3% | +143+4.0% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 8,748 | $1.09M | 0.3% | +19+0.2% | Added | History |
| RSReliance, Inc. | COM | 3,197 | $1.00M | 0.3% | +4+0.1% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,973 | $999.5K | 0.3% | +15+0.1% | Added | – |
| KNSLKinsale Capital Group, Inc. | Stock | 1,875 | $907.4K | 0.2% | −1−0.1% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,239 | $906.1K | 0.2% | +1+0.1% | Added | History |
| PEGPublic Service Enterprise Group Inc | COM | 10,705 | $901.2K | 0.2% | +462+4.5% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 6,890 | $884.8K | 0.2% | −10.0% | Reduced | History |
| SMCISuper Micro Computer, Inc. | Stock | 17,774 | $871.1K | 0.2% | +471+2.7% | Added | History |
| AEISAdvanced Energy Industries Inc | COM | 6,492 | $860.2K | 0.2% | −20.0% | Reduced | History |
| LNTHLantheus Holdings, Inc. | Stock | 10,229 | $837.3K | 0.2% | −8−0.1% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 3,594 | $831.5K | 0.2% | +2+0.1% | Added | History |
| ALABAstera Labs, Inc. | Stock | 8,938 | $808.2K | 0.2% | −7−0.1% | Reduced | History |
| TTTrane Technologies plc | SHS | 1,844 | $806.6K | 0.2% | +5+0.3% | Added | History |
| AGCOAGCO Corp | COM | 7,695 | $793.8K | 0.2% | +6+0.1% | Added | History |
| UFPTUfp Technologies Inc | COM | 3,199 | $781.1K | 0.2% | −3−0.1% | Reduced | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 21,229 | $776.4K | 0.2% | +14+0.1% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,918 | $763.8K | 0.2% | +20.0% | Added | History |
| NEENextera Energy Inc | Stock | 10,863 | $754.1K | 0.2% | +430+4.1% | Added | History |
| POWLPowell Industries Inc | Stock | 3,570 | $751.3K | 0.2% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 555 | $743.2K | 0.2% | 00.0% | Unchanged | History |
| BCBrunswick Corp | COM | 13,366 | $738.4K | 0.2% | −233−1.7% | Reduced | History |
| HQYHealthequity, Inc. | COM | 6,938 | $726.8K | 0.2% | 00.0% | Unchanged | History |
| CELHCelsius Holdings, Inc. | COM NEW | 15,566 | $722.1K | 0.2% | +13,715+741.0% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,258 | $712.8K | 0.2% | +11+0.9% | Added | History |
| PACSPACS Group, Inc. | COM SHS | 53,327 | $689.0K | 0.2% | +2,167+4.2% | Added | History |
| PCTYPaylocity Holding Corp | COM | 3,774 | $683.8K | 0.2% | −3−0.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,859 | $680.1K | 0.2% | +7+0.2% | Added | History |
| TTDTrade Desk, Inc. | Stock | 8,985 | $646.8K | 0.2% | −7−0.1% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 331 | $646.8K | 0.2% | +3+0.9% | Added | History |
| ACLSAxcelis Technologies Inc | Stock | 9,154 | $637.9K | 0.2% | +23+0.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,135 | $582.2K | 0.2% | +4+0.2% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,688 | $564.2K | 0.2% | +149+2.7% | Added | – |
| ATKRAtkore Inc. | COM | 7,902 | $557.5K | 0.2% | +38+0.5% | Added | History |
| EXRExtra Space Storage Inc. | COM | 3,554 | $523.9K | 0.1% | +3,554 | New | History |
| HUBSHubSpot Inc | COM | 939 | $522.7K | 0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,664 | $519.9K | 0.1% | +14+0.4% | Added | History |
| AXPAmerican Express Co | Stock | 1,615 | $515.2K | 0.1% | +2+0.1% | Added | History |
| TJXTJX Companies Inc | Stock | 4,098 | $506.0K | 0.1% | +20.0% | Added | History |
| GEVGE Vernova Inc. | Stock | 949 | $502.2K | 0.1% | +946+31,533.3% | Added | History |
| AAONAaon, Inc. | COM PAR $0.004 | 6,777 | $499.8K | 0.1% | 00.0% | Unchanged | History |
| DXCMDexcom Inc | COM | 5,527 | $482.5K | 0.1% | +2,003+56.8% | Added | History |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 6,824 | $464.1K | 0.1% | +134+2.0% | Added | – |
| IDCCInterDigital, Inc. | COM | 2,002 | $448.9K | 0.1% | +2,002 | New | History |
| STESTERIS plc | SHS USD | 1,724 | $414.1K | 0.1% | +4+0.2% | Added | History |
Sold out since Q1 2025 (5)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 25,384 | $2.28M | 0.7% | History |
| CSXCSX Corp | Stock | 1,125 | $33.1K | <0.1% | History |
| GDGeneral Dynamics Corp | Stock | 54 | $14.7K | <0.1% | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15 | $2.91K | <0.1% | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 4 | $323 | <0.1% | History |