Peterson Wealth Services Top Holdings and 13F Report (2025) About Peterson Wealth ServicesInvestment ActivityPeterson Wealth Services has $333.08 million in total holdings as of December 31, 2024.Peterson Wealth Services owns shares of 217 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 8.15% of the portfolio was purchased this quarter.About 6.25% of the portfolio was sold this quarter.This quarter, Peterson Wealth Services has purchased 218 new stocks and bought additional shares in 102 stocks.Peterson Wealth Services sold shares of 44 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $24,552,880NVIDIA $21,313,344Tesla $21,036,833Vanguard Growth ETF $13,714,564Costco Wholesale $13,086,135 Largest New Holdings this Quarter SPDR S&P MidCap 400 ETF Trust $3,615,124 HoldingOracle $1,471,098 HoldingRealty Income $1,464,020 HoldingASTERA LABS INCORPORATED $1,208,076 HoldingKinsale Capital Group $888,547 Holding Largest Purchases this Quarter Tesla 10,370 shares (about $4.19M)PALANTIR TECHNOLOGIES INCORPORATED CLASS A 52,753 shares (about $3.99M)SPDR S&P MidCap 400 ETF Trust 6,347 shares (about $3.62M)Invesco Ultra Short Duration ETF 33,036 shares (about $1.66M)Oracle 8,828 shares (about $1.47M) Largest Sales this Quarter Occidental Petroleum 73,231 shares (about $3.62M)Skyworks Solutions 23,519 shares (about $2.09M)Devon Energy 39,202 shares (about $1.28M)ASML 1,163 shares (about $806.05K)Vanguard Growth ETF 1,165 shares (about $478.17K) 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$24,552,880$187,063 ▼-0.8%98,0477.4%Computer and TechnologyNVDANVIDIA$21,313,344$269,923 ▼-1.3%158,7116.4%Computer and TechnologyTSLATesla$21,036,833$4,187,821 ▲24.9%52,0926.3%Auto/Tires/TrucksVUGVanguard Growth ETF$13,714,564$478,167 ▼-3.4%33,4144.1%ETFCOSTCostco Wholesale$13,086,135$239,146 ▼-1.8%14,2823.9%Retail/WholesaleAVGOBroadcom$13,003,146$73,029 ▲0.6%56,0873.9%Computer and TechnologyAMZNAmazon.com$12,445,775$19,087 ▼-0.2%56,7293.7%Retail/WholesaleJPMJPMorgan Chase & Co.$11,899,308$1,071,273 ▲9.9%49,6403.6%FinanceRJFRaymond James$10,211,598$35,881 ▼-0.4%65,7413.1%FinanceFIXComfort Systems USA$8,081,479$110,258 ▼-1.3%19,0572.4%ConstructionBRK.BBerkshire Hathaway$7,587,907$887,975 ▲13.3%16,7402.3%FinanceVVisa$6,910,825$125,151 ▲1.8%21,8672.1%Business ServicesMSFTMicrosoft$6,563,042$69,546 ▼-1.0%15,5712.0%Computer and TechnologyHDHome Depot$5,677,520$162,982 ▲3.0%14,5961.7%Retail/WholesaleCNQCanadian Natural Resources$5,155,416$148,948 ▲3.0%167,0041.5%Oils/EnergySYKStryker$4,618,702$24,483 ▲0.5%12,8281.4%MedicalGRMNGarmin$4,091,537$3,713 ▲0.1%19,8371.2%Computer and TechnologyPALANTIR TECHNOLOGIES INCORPORATED CLASS A$3,990,768$3,989,709 ▲376,807.1%52,7671.2%CL AUNPUnion Pacific$3,824,914$100,110 ▲2.7%16,7731.1%TransportationTMOThermo Fisher Scientific$3,708,782$65,030 ▼-1.7%7,1291.1%MedicalASMLASML$3,670,534$806,048 ▼-18.0%5,2961.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$3,615,124$3,615,124 ▲New Holding6,3471.1%ETFCOPConocoPhillips$3,551,125$422,271 ▼-10.6%35,8081.1%Oils/EnergyNVONovo Nordisk A/S$3,549,723$1,032 ▲0.0%41,2661.1%MedicalFANGDiamondback Energy$3,523,542$17,039 ▲0.5%21,5071.1%Oils/EnergyLLYEli Lilly and Company$3,379,875$184,511 ▼-5.2%4,3781.0%MedicalMSIMotorola Solutions$3,371,829$276,402 ▼-7.6%7,2951.0%Computer and TechnologyMETAMeta Platforms$3,307,036$113,592 ▲3.6%5,6481.0%Computer and TechnologyCDNSCadence Design Systems$3,203,805$40,863 ▲1.3%10,6631.0%Computer and TechnologyWMTWalmart$3,175,546$88,995 ▲2.9%35,1471.0%Retail/WholesaleLULULululemon Athletica$3,076,106$56,979 ▲1.9%8,0440.9%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$3,042,838$1,172 ▲0.0%5,1920.9%FinanceETNEaton$2,862,033$76,330 ▲2.7%8,6240.9%Industrial ProductsCBChubb$2,784,758$150,303 ▲5.7%10,0790.8%FinanceZTSZoetis$2,735,755$8,472 ▼-0.3%16,7910.8%MedicalODFLOld Dominion Freight Line$2,551,359$22,931 ▲0.9%14,4640.8%TransportationVTVVanguard Value ETF$2,472,288$28,950 ▼-1.2%14,6030.7%ETFMPCMarathon Petroleum$2,443,613$123,736 ▲5.3%17,5170.7%Oils/EnergyXOMExxon Mobil$2,377,799$118,003 ▲5.2%22,1050.7%Oils/EnergyAPDAir Products and Chemicals$2,206,331$104,994 ▲5.0%7,6070.7%Basic MaterialsMRKMerck & Co., Inc.$2,136,773$11,241 ▲0.5%21,4790.6%MedicalMTDRMatador Resources$2,094,892$315,505 ▼-13.1%37,2360.6%Oils/EnergyCMECME Group$2,017,431$125,407 ▲6.6%8,6870.6%FinanceJNJJohnson & Johnson$1,896,168$96,754 ▲5.4%13,1110.6%MedicalUNHUnitedHealth Group$1,888,223$31,867 ▲1.7%3,7330.6%MedicalDRIDarden Restaurants$1,843,279$119,114 ▲6.9%9,8730.6%Retail/WholesaleVOOVanguard S&P 500 ETF$1,763,897$13,469 ▼-0.8%3,2740.5%ETFGSYInvesco Ultra Short Duration ETF$1,739,466$1,655,432 ▲1,969.9%34,7130.5%ETFADIAnalog Devices$1,728,312$66,498 ▲4.0%8,1350.5%Computer and TechnologyFISFidelity National Information Services$1,691,104$62,678 ▲3.8%20,9370.5%Business ServicesIESCIES$1,629,786$20,096 ▲1.2%8,1100.5%Computer and TechnologyJCIJohnson Controls International$1,535,108$20,364 ▲1.3%19,4490.5%ConstructionORCLOracle$1,471,098$1,471,098 ▲New Holding8,8280.4%Computer and TechnologyORealty Income$1,464,020$1,464,020 ▲New Holding27,4110.4%FinanceMDTMedtronic$1,458,137$54,798 ▲3.9%18,2540.4%MedicalCMCSAComcast$1,422,689$58,284 ▲4.3%37,9080.4%Consumer DiscretionaryAAONAAON$1,307,335$44,366 ▲3.5%11,1090.4%ConstructionFCNCAFirst Citizens BancShares$1,225,961$54,957 ▲4.7%5800.4%FinanceASTERA LABS INCORPORATED$1,208,076$1,208,076 ▲New Holding9,1210.4%COMLNTHLantheus$1,140,257$53,318 ▲4.9%12,7460.3%MedicalHUBSHubSpot$1,098,806$62,709 ▲6.1%1,5770.3%Computer and TechnologyTTDTrade Desk$1,034,499$78,863 ▼-7.1%8,8020.3%Computer and TechnologyVZVerizon Communications$1,027,524$82,541 ▲8.7%25,6940.3%Computer and TechnologyENSGThe Ensign Group$1,018,358$50,752 ▲5.2%7,6650.3%MedicalHQYHealthEquity$1,008,147$48,839 ▲5.1%10,5070.3%MedicalUFPTUFP Technologies$1,002,246$39,855 ▲4.1%4,0990.3%Industrial ProductsPCTYPaylocity$997,151$52,062 ▲5.5%4,9990.3%Computer and TechnologyAEISAdvanced Energy Industries$996,360$61,051 ▲6.5%8,6170.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$937,798$703 ▼-0.1%13,3440.3%ETFRSReliance$896,340$52,235 ▲6.2%3,3290.3%Basic MaterialsKNSLKinsale Capital Group$888,547$888,547 ▲New Holding1,9100.3%FinanceBCBrunswick$858,195$54,785 ▲6.8%13,2680.3%Consumer DiscretionarySTRLSterling Infrastructure$833,996$833,996 ▲New Holding4,9510.3%ConstructionSSDSimpson Manufacturing$821,349$51,075 ▲6.6%4,9530.2%ConstructionMPWRMonolithic Power Systems$781,238$49,715 ▲6.8%1,3200.2%Computer and TechnologyVRTVertiv$771,208$771,208 ▲New Holding6,7880.2%Computer and TechnologyONTOOnto Innovation$747,848$43,501 ▼-5.5%4,4870.2%Computer and TechnologyGOOGLAlphabet$737,620$89,907 ▲13.9%3,8970.2%Computer and TechnologyCRMSalesforce$737,170$29,754 ▲4.2%2,2050.2%Computer and TechnologyWLKWestlake$733,792$55,493 ▲8.2%6,4000.2%Basic MaterialsPEGPublic Service Enterprise Group$696,731$88,211 ▲14.5%8,2460.2%UtilitiesTTTrane Technologies$685,947$43,587 ▲6.8%1,8570.2%ConstructionIEMGiShares Core MSCI Emerging Markets ETF$682,766$9,295 ▼-1.3%13,0750.2%ETFNEENextEra Energy$618,134$60,294 ▲10.8%8,6220.2%UtilitiesELFe.l.f. Beauty$616,074$54,112 ▼-8.1%4,9070.2%Consumer StaplesATKRAtkore$571,417$63,176 ▲12.4%6,8470.2%Industrial ProductsACLSAxcelis Technologies$537,510$60,647 ▲12.7%7,6930.2%Computer and TechnologyICEIntercontinental Exchange$494,972$14,006 ▲2.9%3,3220.1%FinanceNFLXNetflix$494,6830.0%5550.1%Consumer DiscretionaryTJXTJX Companies$492,884$32,497 ▲7.1%4,0800.1%Retail/WholesalePACS GROUP INCORPORATED COM SHS$488,321$488,321 ▲New Holding37,2480.1%COM SHSMUSAMurphy USA$479,673$479,673 ▲New Holding9560.1%Retail/WholesaleAXPAmerican Express$478,296$593 ▲0.1%1,6120.1%FinanceIJHiShares Core S&P Mid-Cap ETF$455,906$2,305 ▼-0.5%7,3170.1%ETFFIFiserv$443,296$72,513 ▼-14.1%2,1580.1%Business ServicesAMDAdvanced Micro Devices$428,442$41,552 ▲10.7%3,5470.1%Computer and TechnologyNXPINXP Semiconductors$415,297$47,807 ▲13.0%1,9980.1%Computer and TechnologySPGIS&P Global$366,547$33,368 ▲10.0%7360.1%Business ServicesIQVIQVIA$365,509$59,936 ▲19.6%1,8600.1%MedicalLHXL3Harris Technologies$359,415$32,177 ▲9.8%1,7090.1%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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