Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 30, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 215
- −3 vs. Q4 2025
- Portfolio value
- $404.7M
- +$13.7M (+3.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 137,388 | $24.0M | 5.9% | +340+0.2% | Added | History |
| AAPLApple Inc. | Stock | 93,407 | $23.7M | 5.9% | +496+0.5% | Added | History |
| FIXComfort Systems USA Inc | COM | 16,370 | $22.6M | 5.6% | −77−0.5% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 49,675 | $21.7M | 5.4% | +771+1.6% | Added | – |
| TSLATesla, Inc. | Stock | 43,836 | $16.3M | 4.0% | +644+1.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 49,897 | $14.7M | 3.6% | +51+0.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 14,089 | $14.0M | 3.5% | +143+1.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 41,262 | $12.8M | 3.2% | +86+0.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 60,059 | $12.5M | 3.1% | +898+1.5% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 77,116 | $11.3M | 2.8% | +760+1.0% | Added | History |
| ASMLASML Holding NV | ADR | 7,349 | $9.71M | 2.4% | +13+0.2% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 192,389 | $9.38M | 2.3% | +2,488+1.3% | Added | History |
| RJFRaymond James Financial Inc | COM | 61,861 | $8.96M | 2.2% | +931+1.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 17,702 | $8.48M | 2.1% | +390+2.3% | Added | History |
| NFLXNetflix Inc | Stock | 84,412 | $8.12M | 2.0% | +78,662+1,368.0% | Added | History |
| VVisa Inc. | Stock | 22,104 | $6.68M | 1.7% | +339+1.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 17,284 | $6.40M | 1.6% | +778+4.7% | Added | History |
| PMPhilip Morris International Inc. | Stock | 34,732 | $5.74M | 1.4% | +1,375+4.1% | Added | History |
| HDHome Depot, Inc. | Stock | 16,686 | $5.49M | 1.4% | +705+4.4% | Added | History |
| UNPUnion Pacific Corp | Stock | 20,402 | $4.95M | 1.2% | +721+3.7% | Added | History |
| SYKStryker Corp | Stock | 14,206 | $4.67M | 1.2% | +378+2.7% | Added | History |
| LLYEli Lilly & Co | Stock | 4,902 | $4.51M | 1.1% | +298+6.5% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 18,430 | $4.50M | 1.1% | −487−2.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 7,674 | $4.39M | 1.1% | +422+5.8% | Added | History |
| WMTWalmart Inc. | Stock | 35,067 | $4.36M | 1.1% | −689−1.9% | Reduced | History |
| GRMNGarmin Ltd | SHS | 18,322 | $4.25M | 1.1% | +275+1.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 24,664 | $4.18M | 1.0% | +90.0% | Added | History |
| ORCLOracle Corp | Stock | 26,813 | $3.94M | 1.0% | +562+2.1% | Added | History |
| MCDMcDonalds Corp | Stock | 12,478 | $3.88M | 1.0% | +699+5.9% | Added | History |
| CBChubb Ltd | Stock | 11,665 | $3.80M | 0.9% | +417+3.7% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 8,510 | $3.69M | 0.9% | +401+4.9% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 18,692 | $3.65M | 0.9% | +639+3.5% | Added | History |
| EMEEMCOR Group, Inc. | Stock | 4,778 | $3.53M | 0.9% | +4,778 | New | History |
| JNJJohnson & Johnson | Stock | 14,055 | $3.44M | 0.8% | −104−0.7% | Reduced | History |
| ETNEaton Corp plc | Stock | 9,510 | $3.40M | 0.8% | +217+2.3% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 12,198 | $3.39M | 0.8% | +309+2.6% | Added | History |
| VSTVistra Corp. | Stock | 21,926 | $3.30M | 0.8% | +21,926 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,741 | $3.08M | 0.8% | +35+0.7% | Added | History |
| CMECME Group Inc. | COM | 10,044 | $2.97M | 0.7% | +376+3.9% | Added | History |
| ABBVAbbVie Inc. | Stock | 13,570 | $2.95M | 0.7% | +1,469+12.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 9,024 | $2.87M | 0.7% | −115−1.3% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 8,804 | $2.56M | 0.6% | +483+5.8% | Added | History |
| JCIJohnson Controls International plc | Stock | 18,099 | $2.37M | 0.6% | −965−5.1% | Reduced | History |
| DRIDarden Restaurants Inc | COM | 11,287 | $2.21M | 0.5% | +433+4.0% | Added | History |
| ORealty Income Corp | REIT | 35,791 | $2.19M | 0.5% | +2,465+7.4% | Added | History |
| LULUlululemon athletica inc. | Stock | 13,718 | $2.10M | 0.5% | +1,668+13.8% | Added | History |
| AEISAdvanced Energy Industries Inc | COM | 6,316 | $2.04M | 0.5% | −83−1.3% | Reduced | History |
| STRLSterling Infrastructure, Inc. | COM | 4,855 | $1.98M | 0.5% | −54−1.1% | Reduced | History |
| POWLPowell Industries Inc | Stock | 3,519 | $1.90M | 0.5% | −16−0.5% | Reduced | History |
| CMICummins Inc | Stock | 3,535 | $1.90M | 0.5% | +105+3.1% | Added | History |
| ZTSZoetis Inc. | Stock | 16,057 | $1.90M | 0.5% | +16,020+43,297.3% | Added | History |
| IESCIES Holdings, Inc. | COM | 3,657 | $1.74M | 0.4% | +364+11.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,903 | $1.73M | 0.4% | +430+17.4% | Added | – |
| PACSPACS Group, Inc. | COM SHS | 53,672 | $1.72M | 0.4% | +854+1.6% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 6,754 | $1.69M | 0.4% | −30−0.4% | Reduced | History |
| VZVerizon Communications Inc | Stock | 33,163 | $1.66M | 0.4% | +1,857+5.9% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,985 | $1.63M | 0.4% | +2,494+16.1% | Added | – |
| FANGDiamondback Energy, Inc. | Stock | 7,856 | $1.55M | 0.4% | −16,117−67.2% | Reduced | History |
| ENSGEnsign Group, Inc | COM | 7,099 | $1.43M | 0.4% | −4−0.1% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,223 | $1.34M | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 4,578 | $1.24M | 0.3% | +187+4.3% | Added | History |
| ETREntergy Corp | COM | 10,960 | $1.23M | 0.3% | +1,506+15.9% | Added | History |
| CMCSAComcast Corp | Stock | 42,820 | $1.23M | 0.3% | +4,672+12.2% | Added | History |
| NEENextera Energy Inc | Stock | 12,165 | $1.13M | 0.3% | +973+8.7% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 23,693 | $1.11M | 0.3% | +3,474+17.2% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,769 | $1.09M | 0.3% | +254+16.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,727 | $1.07M | 0.3% | −259−6.5% | Reduced | History |
| BCBrunswick Corp | COM | 14,438 | $1.05M | 0.3% | +931+6.9% | Added | History |
| ALABAstera Labs, Inc. | Stock | 9,261 | $1.02M | 0.3% | +91+1.0% | Added | History |
| RSReliance, Inc. | COM | 3,313 | $1.01M | 0.2% | +106+3.3% | Added | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 21,587 | $968.0K | 0.2% | +552+2.6% | Added | History |
| AGCOAGCO Corp | COM | 7,943 | $920.4K | 0.2% | +261+3.4% | Added | History |
| COPConocoPhillips | Stock | 6,621 | $874.0K | 0.2% | −38,799−85.4% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 5,018 | $861.1K | 0.2% | +152+3.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 4,051 | $824.1K | 0.2% | +314+8.4% | Added | History |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 15,575 | $780.6K | 0.2% | −41,481−72.7% | Reduced | – |
| ACLSAxcelis Technologies Inc | Stock | 7,889 | $734.3K | 0.2% | +486+6.6% | Added | History |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,651 | $733.7K | 0.2% | +1,383+16.7% | Added | – |
| TTTrane Technologies plc | SHS | 1,710 | $712.6K | 0.2% | −178−9.4% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 363 | $684.6K | 0.2% | +23+6.8% | Added | History |
| IRENIREN Ltd | ORDINARY SHARES | 19,936 | $683.4K | 0.2% | +2,519+14.5% | Added | History |
| IDCCInterDigital, Inc. | COM | 2,252 | $680.0K | 0.2% | +138+6.5% | Added | History |
| AMATApplied Materials Inc | Stock | 1,916 | $654.9K | 0.2% | +790+70.2% | Added | History |
| HQYHealthequity, Inc. | COM | 7,723 | $645.4K | 0.2% | +506+7.0% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 1,833 | $626.2K | 0.2% | +101+5.8% | Added | History |
| UFPTUfp Technologies Inc | COM | 3,219 | $623.2K | 0.2% | +168+5.5% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,204 | $615.8K | 0.2% | +257+4.3% | Added | – |
| AAONAaon, Inc. | COM PAR $0.004 | 7,186 | $594.6K | 0.1% | +494+7.4% | Added | History |
| DXCMDexcom Inc | COM | 9,347 | $587.0K | 0.1% | +3,808+68.7% | Added | History |
| TJXTJX Companies Inc | Stock | 3,644 | $581.9K | 0.1% | −443−10.8% | Reduced | History |
| EXRExtra Space Storage Inc. | COM | 4,234 | $555.2K | 0.1% | +369+9.5% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 2,749 | $541.2K | 0.1% | +131+5.0% | Added | History |
| CELHCelsius Holdings, Inc. | COM NEW | 15,154 | $537.7K | 0.1% | +1,080+7.7% | Added | History |
| LNTHLantheus Holdings, Inc. | Stock | 6,684 | $507.0K | 0.1% | +6,479+3,160.5% | Added | History |
| GEVGE Vernova Inc. | Stock | 576 | $502.8K | 0.1% | −345−37.5% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,620 | $490.2K | 0.1% | +1+0.1% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 7,965 | $482.8K | 0.1% | +397+5.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,645 | $471.8K | 0.1% | +1+0.1% | Added | History |
| SMCISuper Micro Computer, Inc. | Stock | 17,128 | $390.0K | 0.1% | +15,854+1,244.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 912 | $388.0K | 0.1% | +152+20.0% | Added | History |
Sold out since Q4 2025 (8)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| MTDRMatador Resources Co | COM | 51,356 | $2.18M | 0.6% | History |
| BBarrick Mining Corp | Stock | 1,183 | $51.5K | <0.1% | History |
| TXNTexas Instruments Inc | Stock | 150 | $26.0K | <0.1% | History |
| GLDGGoldMining Inc. | COM | 6,891 | $8.61K | <0.1% | History |
| iShares S&P 100 ETF464287101 | ETF | 21 | $7.20K | <0.1% | – |
| AWKAmerican Water Works Company, Inc. | Stock | 43 | $5.61K | <0.1% | History |
| GISGeneral Mills Inc | Stock | 20 | $930 | <0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 6 | $444 | <0.1% | – |