Peterson Wealth Services Top Holdings and 13F Report (2024) About Peterson Wealth ServicesInvestment ActivityPeterson Wealth Services has $313.08 million in total holdings as of September 30, 2024.Peterson Wealth Services owns shares of 218 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 13.19% of the portfolio was purchased this quarter.About 4.12% of the portfolio was sold this quarter.This quarter, Peterson Wealth Services has purchased 111 new stocks and bought additional shares in 93 stocks.Peterson Wealth Services sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $23,018,929NVIDIA $19,517,976Vanguard Growth ETF $13,276,038Costco Wholesale $12,892,448Tesla $10,915,727 Largest New Holdings this Quarter Analog Devices $1,800,295 HoldingFidelity National Information Services $1,688,468 HoldingReliance $906,685 HoldingChipotle Mexican Grill $301,583 HoldingPulteGroup $281,860 Holding Largest Purchases this Quarter Broadcom 49,024 shares (about $8.46M)ASML 3,497 shares (about $2.91M)Meta Platforms 4,458 shares (about $2.55M)Comfort Systems USA 5,528 shares (about $2.16M)Analog Devices 7,822 shares (about $1.80M) Largest Sales this Quarter McGrath RentCorp 22,039 shares (about $2.32M)Cisco Systems 35,464 shares (about $1.89M)Vanguard Growth ETF 3,286 shares (about $1.26M)Vanguard Value ETF 1,925 shares (about $336.05K)Microsoft 727 shares (about $312.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeterson Wealth Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$23,018,929$328,762 ▲1.4%98,7947.4%Computer and TechnologyNVDANVIDIA$19,517,976$11,051 ▼-0.1%160,7216.2%Computer and TechnologyVUGVanguard Growth ETF$13,276,038$1,261,606 ▼-8.7%34,5794.2%ETFCOSTCostco Wholesale$12,892,448$308,504 ▲2.5%14,5434.1%Retail/WholesaleTSLATesla$10,915,727$179,740 ▲1.7%41,7223.5%Auto/Tires/TrucksAMZNAmazon.com$10,586,525$218,565 ▲2.1%56,8163.4%Retail/WholesaleAVGOBroadcom$9,620,667$8,456,637 ▲726.5%55,7723.1%Computer and TechnologyJPMJPMorgan Chase & Co.$9,524,828$323,251 ▲3.5%45,1713.0%FinanceRJFRaymond James$8,078,954$247,860 ▲3.2%65,9722.6%FinanceFIXComfort Systems USA$7,540,374$2,157,850 ▲40.1%19,3172.4%ConstructionBRK.BBerkshire Hathaway$6,803,103$222,766 ▲3.4%14,7812.2%FinanceMSFTMicrosoft$6,771,072$312,822 ▼-4.4%15,7362.2%Computer and TechnologyVVisa$5,903,399$344,509 ▲6.2%21,4711.9%Business ServicesHDHome Depot$5,744,583$274,729 ▲5.0%14,1771.8%Retail/WholesaleCNQCanadian Natural Resources$5,385,959$244,392 ▲4.8%162,1791.7%Oils/EnergyASMLASML$5,381,778$2,913,776 ▲118.1%6,4591.7%Computer and TechnologyNVONovo Nordisk A/S$4,912,108$155,743 ▲3.3%41,2541.6%MedicalSYKStryker$4,609,680$149,562 ▲3.4%12,7601.5%MedicalTMOThermo Fisher Scientific$4,487,115$210,314 ▲4.9%7,2541.4%MedicalCOPConocoPhillips$4,218,107$226,350 ▲5.7%40,0661.3%Oils/EnergyLLYEli Lilly and Company$4,090,796$88,603 ▲2.2%4,6171.3%MedicalUNPUnion Pacific$4,025,884$172,038 ▲4.5%16,3341.3%TransportationOXYOccidental Petroleum$3,825,853$205,799 ▲5.7%74,2311.2%Oils/EnergyFANGDiamondback Energy$3,689,918$244,811 ▲7.1%21,4031.2%Oils/EnergyMSIMotorola Solutions$3,548,779$27,876 ▼-0.8%7,8931.1%Computer and TechnologyGRMNGarmin$3,488,705$110,194 ▲3.3%19,8191.1%Computer and TechnologyZTSZoetis$3,290,852$113,518 ▲3.6%16,8431.1%MedicalMETAMeta Platforms$3,122,173$2,552,007 ▲447.6%5,4541.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,977,999$1,148 ▲0.0%5,1901.0%FinanceCDNSCadence Design Systems$2,853,133$114,646 ▲4.2%10,5270.9%Computer and TechnologyODFLOld Dominion Freight Line$2,847,388$124,352 ▲4.6%14,3340.9%TransportationETNEaton$2,782,034$1,657 ▲0.1%8,3940.9%Industrial ProductsWMTWalmart$2,758,595$112,405 ▲4.2%34,1620.9%Retail/WholesaleCBChubb$2,749,874$167,559 ▲6.5%9,5350.9%FinanceMPCMarathon Petroleum$2,709,210$262,938 ▲10.7%16,6300.9%Oils/EnergyVTVVanguard Value ETF$2,579,097$336,047 ▼-11.5%14,7740.8%ETFXOMExxon Mobil$2,462,587$143,479 ▲6.2%21,0080.8%Oils/EnergySWKSSkyworks Solutions$2,432,011$168,897 ▲7.5%24,6230.8%Computer and TechnologyMRKMerck & Co., Inc.$2,426,280$193,730 ▲8.7%21,3660.8%MedicalAPDAir Products and Chemicals$2,157,180$133,986 ▲6.6%7,2450.7%Basic MaterialsUNHUnitedHealth Group$2,145,592$1,621,179 ▲309.1%3,6700.7%MedicalLULULululemon Athletica$2,142,308$248,285 ▲13.1%7,8950.7%Consumer DiscretionaryMTDRMatador Resources$2,117,336$133,038 ▲6.7%42,8440.7%Oils/EnergyULTAUlta Beauty$2,070,118$136,970 ▲7.1%5,3200.7%Retail/WholesaleJNJJohnson & Johnson$2,016,296$212,131 ▲11.8%12,4420.6%MedicalAPAAPA$1,932,673$129,319 ▲7.2%79,0140.6%Oils/EnergyADIAnalog Devices$1,800,295$1,800,295 ▲New Holding7,8220.6%Computer and TechnologyCMECME Group$1,797,709$170,569 ▲10.5%8,1470.6%FinanceVOOVanguard S&P 500 ETF$1,740,931$13,193 ▲0.8%3,2990.6%ETFFISFidelity National Information Services$1,688,468$1,688,468 ▲New Holding20,1610.5%Business ServicesIESCIES$1,598,956$111,987 ▲7.5%8,0100.5%Computer and TechnologyMDTMedtronic$1,581,619$122,709 ▲8.4%17,5680.5%MedicalDVNDevon Energy$1,577,112$273,525 ▲21.0%40,3150.5%Oils/EnergyCMCSAComcast$1,518,528$87,674 ▲6.1%36,3550.5%Consumer DiscretionaryDRIDarden Restaurants$1,515,800$122,938 ▲8.8%9,2350.5%Retail/WholesaleJCIJohnson Controls International$1,489,379$45,944 ▲3.2%19,1910.5%ConstructionLNTHLantheus$1,333,463$101,409 ▲8.2%12,1500.4%MedicalUFPTUFP Technologies$1,246,531$93,426 ▲8.1%3,9360.4%Industrial ProductsAAONAAON$1,157,385$114,531 ▲11.0%10,7320.4%ConstructionMPWRMonolithic Power Systems$1,143,077$117,452 ▲11.5%1,2360.4%Computer and TechnologyVZVerizon Communications$1,061,220$85,104 ▲8.7%23,6300.3%Computer and TechnologyENSGThe Ensign Group$1,047,500$98,378 ▲10.4%7,2830.3%MedicalIEFAiShares Core MSCI EAFE ETF$1,042,299$5,073 ▲0.5%13,3540.3%ETFBCBrunswick$1,041,164$182,315 ▲21.2%12,4210.3%Consumer DiscretionaryTTDTrade Desk$1,038,714$108,444 ▲11.7%9,4730.3%Computer and TechnologyFCNCAFirst Citizens BancShares$1,019,685$99,392 ▲10.8%5540.3%FinanceCROXCrocs$1,006,864$108,173 ▲12.0%6,9530.3%Consumer DiscretionaryONTOOnto Innovation$985,495$101,912 ▲11.5%4,7480.3%Computer and TechnologyRSReliance$906,685$906,685 ▲New Holding3,1350.3%Basic MaterialsWLKWestlake$889,126$111,817 ▲14.4%5,9160.3%Basic MaterialsSSDSimpson Manufacturing$888,445$113,996 ▲14.7%4,6450.3%ConstructionMGPIMGP Ingredients$885,785$111,389 ▲14.4%10,6400.3%Consumer StaplesINSWInternational Seaways$864,198$113,432 ▲15.1%16,7610.3%TransportationAEISAdvanced Energy Industries$851,257$107,131 ▲14.4%8,0890.3%Computer and TechnologyHQYHealthEquity$818,336$77,103 ▲10.4%9,9980.3%MedicalHUBSHubSpot$790,489$123,331 ▲18.5%1,4870.3%Computer and TechnologyPCTYPaylocity$781,628$94,363 ▲13.7%4,7380.2%Computer and TechnologySMCISuper Micro Computer$763,678$153,652 ▲25.2%1,8340.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$760,846$58,672 ▼-7.2%13,2530.2%ETFACLSAxcelis Technologies$715,601$99,293 ▲16.1%6,8250.2%Computer and TechnologyHDSNHudson Technologies$680,160$110,822 ▲19.5%81,5540.2%Industrial ProductsTTTrane Technologies$676,054$37,321 ▲5.8%1,7390.2%ConstructionNEENextEra Energy$657,743$71,937 ▲12.3%7,7810.2%UtilitiesGOOGAlphabet$656,431$502 ▲0.1%3,9260.2%Computer and TechnologyPEGPublic Service Enterprise Group$642,462$47,101 ▲7.9%7,2020.2%UtilitiesELFe.l.f. Beauty$582,002$86,461 ▲17.4%5,3380.2%Consumer StaplesCRMSalesforce$579,077$27,640 ▲5.0%2,1160.2%Computer and TechnologyGOOGLAlphabet$567,483$99,500 ▲21.3%3,4220.2%Computer and TechnologyAMDAdvanced Micro Devices$525,548$44,958 ▲9.4%3,2030.2%Computer and TechnologyICEIntercontinental Exchange$518,586$36,147 ▲7.5%3,2280.2%FinanceATKRAtkore$516,064$91,434 ▲21.5%6,0900.2%Industrial ProductsCELHCelsius$501,070$94,331 ▲23.2%15,9780.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$458,297$1,807 ▼-0.4%7,3540.1%ETFFIFiserv$451,101$15,091 ▲3.5%2,5110.1%Business ServicesTJXTJX Companies$447,967$588 ▼-0.1%3,8110.1%Retail/WholesaleAXPAmerican Express$436,586$542 ▲0.1%1,6100.1%FinanceNXPINXP Semiconductors$424,224$48,949 ▲13.0%1,7680.1%Computer and TechnologyNFLXNetflix$393,645$170,225 ▼-30.2%5550.1%Consumer DiscretionarySTESTERIS$370,473$49,979 ▲15.6%1,5270.1%MedicalLHXL3Harris Technologies$370,226$28,314 ▲8.3%1,5560.1%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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