Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 218
- +2 vs. Q3 2025
- Portfolio value
- $391.1M
- −$14.2M (−3.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 137,048 | $25.6M | 6.5% | +134,443+5,161.0% | Added | History |
| AAPLApple Inc. | Stock | 92,911 | $25.3M | 6.5% | +91,786+8,158.8% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 48,904 | $23.9M | 6.1% | +46,641+2,061.0% | Added | – |
| TSLATesla, Inc. | Stock | 43,192 | $19.4M | 5.0% | +43,042+28,694.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 49,846 | $16.1M | 4.1% | +43,200+650.0% | Added | History |
| FIXComfort Systems USA Inc | COM | 16,447 | $15.3M | 3.9% | −43,884−72.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 41,176 | $14.3M | 3.6% | +27,467+200.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 59,161 | $13.7M | 3.5% | +57,544+3,558.7% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 76,356 | $13.6M | 3.5% | +72,727+2,004.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 13,946 | $12.0M | 3.1% | +10,539+309.3% | Added | History |
| RJFRaymond James Financial Inc | COM | 60,930 | $9.78M | 2.5% | +27,313+81.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 17,312 | $8.70M | 2.2% | +17,287+69,148.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 16,506 | $7.98M | 2.0% | +15,261+1,225.8% | Added | History |
| ASMLASML Holding NV | ADR | 7,336 | $7.85M | 2.0% | −2,548−25.8% | Reduced | History |
| VVisa Inc. | Stock | 21,765 | $7.63M | 2.0% | −15,232−41.2% | Reduced | History |
| CNQCanadian Natural Resources Ltd | COM | 189,901 | $6.43M | 1.6% | +189,869+593,340.6% | Added | History |
| HDHome Depot, Inc. | Stock | 15,981 | $5.50M | 1.4% | +14,951+1,451.6% | Added | History |
| PMPhilip Morris International Inc. | Stock | 33,357 | $5.35M | 1.4% | +31,851+2,114.9% | Added | History |
| ORCLOracle Corp | Stock | 26,251 | $5.12M | 1.3% | +24,584+1,474.7% | Added | History |
| LLYEli Lilly & Co | Stock | 4,604 | $4.95M | 1.3% | −2,630−36.4% | Reduced | History |
| SYKStryker Corp | Stock | 13,828 | $4.86M | 1.2% | −7,246−34.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 7,252 | $4.79M | 1.2% | +4,398+154.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 19,681 | $4.55M | 1.2% | +18,449+1,497.5% | Added | History |
| COPConocoPhillips | Stock | 45,420 | $4.25M | 1.1% | +45,260+28,287.5% | Added | History |
| WMTWalmart Inc. | Stock | 35,756 | $3.98M | 1.0% | +35,736+178,680.0% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 11,889 | $3.72M | 1.0% | −175,226−93.6% | Reduced | History |
| GRMNGarmin Ltd | SHS | 18,047 | $3.66M | 0.9% | +17,821+7,885.4% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 23,973 | $3.60M | 0.9% | +15,229+174.2% | Added | History |
| MCDMcDonalds Corp | Stock | 11,779 | $3.60M | 0.9% | +11,432+3,294.5% | Added | History |
| CBChubb Ltd | Stock | 11,248 | $3.51M | 0.9% | +9,314+481.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,706 | $3.21M | 0.8% | +3,446+273.5% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 8,109 | $3.11M | 0.8% | +8,106+270,200.0% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 18,917 | $3.08M | 0.8% | −41,827−68.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 24,655 | $2.97M | 0.8% | +21,750+748.7% | Added | History |
| ETNEaton Corp plc | Stock | 9,293 | $2.96M | 0.8% | +6,191+199.6% | Added | History |
| JNJJohnson & Johnson | Stock | 14,159 | $2.93M | 0.7% | −5,965−29.6% | Reduced | History |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 57,056 | $2.87M | 0.7% | +55,034+2,721.8% | Added | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 18,053 | $2.83M | 0.7% | +16,395+988.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 12,101 | $2.76M | 0.7% | +11,683+2,795.0% | Added | History |
| CMECME Group Inc. | COM | 9,668 | $2.64M | 0.7% | +7,664+382.4% | Added | History |
| LULUlululemon athletica inc. | Stock | 12,050 | $2.50M | 0.6% | +11,968+14,595.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 9,139 | $2.48M | 0.6% | −85,468−90.3% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 19,064 | $2.28M | 0.6% | −31,520−62.3% | Reduced | History |
| MTDRMatador Resources Co | COM | 51,356 | $2.18M | 0.6% | +39,516+333.8% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 8,321 | $2.06M | 0.5% | +6,964+513.2% | Added | History |
| PACSPACS Group, Inc. | COM SHS | 52,818 | $2.03M | 0.5% | −31,210−37.1% | Reduced | History |
| DRIDarden Restaurants Inc | COM | 10,854 | $2.00M | 0.5% | +9,847+977.9% | Added | History |
| MDTMedtronic plc | Stock | 20,006 | $1.92M | 0.5% | +13,132+191.0% | Added | History |
| ORealty Income Corp | REIT | 33,326 | $1.88M | 0.5% | +30,093+930.8% | Added | History |
| CMICummins Inc | Stock | 3,430 | $1.75M | 0.4% | +2,329+211.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,473 | $1.55M | 0.4% | +2,338+1,731.9% | Added | – |
| ALABAstera Labs, Inc. | Stock | 9,170 | $1.53M | 0.4% | +590+6.9% | Added | History |
| STRLSterling Infrastructure, Inc. | COM | 4,909 | $1.50M | 0.4% | +4,872+13,167.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,391 | $1.45M | 0.4% | +3,195+267.1% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,491 | $1.39M | 0.4% | +15,231+5,858.1% | Added | – |
| FISFidelity National Information Services, Inc. | Stock | 20,219 | $1.34M | 0.3% | +20,097+16,473.0% | Added | History |
| AEISAdvanced Energy Industries Inc | COM | 6,399 | $1.34M | 0.3% | +2,646+70.5% | Added | History |
| IESCIES Holdings, Inc. | COM | 3,293 | $1.28M | 0.3% | +3,260+9,878.8% | Added | History |
| VZVerizon Communications Inc | Stock | 31,306 | $1.28M | 0.3% | +24,403+353.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,986 | $1.25M | 0.3% | +2,342+142.5% | Added | History |
| ENSGEnsign Group, Inc | COM | 7,103 | $1.24M | 0.3% | +5,731+417.7% | Added | History |
| CMCSAComcast Corp | Stock | 38,148 | $1.14M | 0.3% | +19,436+103.9% | Added | History |
| POWLPowell Industries Inc | Stock | 3,535 | $1.13M | 0.3% | +2,436+221.7% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,223 | $1.11M | 0.3% | −6,852−84.9% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 6,784 | $1.10M | 0.3% | −14,852−68.6% | Reduced | History |
| BCBrunswick Corp | COM | 13,507 | $1.00M | 0.3% | +1,829+15.7% | Added | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 21,035 | $977.9K | 0.3% | +21,035 | Added | History |
| RSReliance, Inc. | COM | 3,207 | $926.3K | 0.2% | +3,103+2,983.7% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,515 | $914.1K | 0.2% | +990+188.6% | Added | History |
| NEENextera Energy Inc | Stock | 11,192 | $898.4K | 0.2% | +11,069+8,999.2% | Added | History |
| ETREntergy Corp | COM | 9,454 | $873.9K | 0.2% | +9,454 | New | History |
| AGCOAGCO Corp | COM | 7,682 | $801.4K | 0.2% | −788−9.3% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,737 | $800.3K | 0.2% | −4,038−51.9% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,866 | $785.7K | 0.2% | +3,505+257.5% | Added | History |
| TTTrane Technologies plc | SHS | 1,888 | $735.0K | 0.2% | −1,472−43.8% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 340 | $729.6K | 0.2% | −1,275−78.9% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 1,732 | $677.4K | 0.2% | +1,721+15,645.5% | Added | History |
| UFPTUfp Technologies Inc | COM | 3,051 | $677.4K | 0.2% | −16,040−84.0% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 2,114 | $673.1K | 0.2% | +1,737+460.7% | Added | History |
| HQYHealthequity, Inc. | COM | 7,217 | $661.1K | 0.2% | +7,197+35,985.0% | Added | History |
| IRENIREN Ltd | ORDINARY SHARES | 17,417 | $657.8K | 0.2% | +17,234+9,417.5% | Added | History |
| CELHCelsius Holdings, Inc. | COM NEW | 14,074 | $643.7K | 0.2% | +13,974+13,974.0% | Added | History |
| TJXTJX Companies Inc | Stock | 4,087 | $627.8K | 0.2% | +2,197+116.2% | Added | History |
| GEVGE Vernova Inc. | Stock | 921 | $601.7K | 0.2% | −1,086−54.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,619 | $598.9K | 0.2% | −429−20.9% | Reduced | History |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 8,268 | $595.4K | 0.2% | +6,893+501.3% | Added | – |
| ACLSAxcelis Technologies Inc | Stock | 7,403 | $594.8K | 0.2% | +7,003+1,750.8% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,947 | $594.0K | 0.2% | +4,987+519.5% | Added | – |
| CRMSalesforce, Inc. | Stock | 2,181 | $577.8K | 0.1% | −1,275−36.9% | Reduced | History |
| ELFe.l.f. Beauty, Inc. | COM | 7,568 | $575.5K | 0.1% | −1,897−20.0% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 2,618 | $568.2K | 0.1% | +1,618+161.8% | Added | History |
| NFLXNetflix Inc | Stock | 5,750 | $539.1K | 0.1% | −21,700−79.1% | ReducedConverted for a 10-for-1 split | History |
| GOOGAlphabet Inc. | Stock | 1,644 | $516.0K | 0.1% | +1,302+380.7% | Added | History |
| AAONAaon, Inc. | COM PAR $0.004 | 6,692 | $510.2K | 0.1% | +5,046+306.6% | Added | History |
| EXRExtra Space Storage Inc. | COM | 3,865 | $503.3K | 0.1% | −21,009−84.5% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 1,997 | $450.1K | 0.1% | +1,658+489.1% | Added | History |
| STESTERIS plc | SHS USD | 1,769 | $448.6K | 0.1% | −3,247−64.7% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 760 | $397.2K | 0.1% | −1,418−65.1% | Reduced | History |
| DXCMDexcom Inc | COM | 5,539 | $367.6K | 0.1% | −23,398−80.9% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 3,457 | $345.4K | 0.1% | +1,704+97.2% | Added | History |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| PEGPublic Service Enterprise Group Inc | COM | 1,448 | $900.5K | 0.2% | History |
| SWKSSkyworks Solutions, Inc. | Stock | 1,446 | $104.8K | <0.1% | History |
| TICTIC Solutions, Inc. | COM | 6,517 | $6.12K | <0.1% | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 59,001 | $108 | <0.1% | – |
| NVONovo Nordisk A S | ADR | 25 | – | – | History |