Peterson Wealth Services Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$322.8B
Holdings
206
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (206 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD GROWTH ETF | 61,774 | $22.9B | 7.10% | |
| 2 | AAPLAPPLE INCORPORATED | 99,943 | $22.2B | 6.88% | |
| 3 | NVDANVIDIA CORPORATION | 147,333 | $16.0B | 4.95% | |
| 4 | COSTCOSTCO WHOLESALE CORPORATION NEW | 13,544 | $12.8B | 3.97% | |
| 5 | JPMJPMORGAN CHASE & COMPANY. | 50,793 | $12.5B | 3.86% | |
| 6 | AMZNAMAZON COM INCORPORATED | 58,784 | $11.2B | 3.46% | |
| 7 | TSLATESLA INCORPORATED | 36,614 | $9.5B | 2.94% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 17,361 | $9.2B | 2.86% | |
| 9 | RJFRAYMOND JAMES FINL INCORPORATED | 60,598 | $8.4B | 2.61% | |
| 10 | VVISA INCORPORATED COM CLASS A | 22,119 | $7.8B | 2.40% | |
| 11 | PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | 85,805 | $7.2B | 2.24% | |
| 12 | AVGOBROADCOM INCORPORATED | 42,995 | $7.2B | 2.23% | |
| 13 | COPCONOCOPHILLIPS | 60,189 | $6.3B | 1.96% | |
| 14 | MSFTMICROSOFT CORPORATION | 16,475 | $6.2B | 1.92% | |
| 15 | FIXCOMFORT SYSTEMS USA INCORPORATED | 19,109 | $6.2B | 1.91% | |
| 16 | HDHOME DEPOT INCORPORATED | 15,360 | $5.6B | 1.74% | |
| 17 | CRCCANADIAN NAT RES LIMITED (CANADA) | 180,715 | $5.6B | 1.72% | |
| 18 | 4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | 32,098 | $5.1B | 1.58% | |
| 19 | ASMLASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) | 7,540 | $5.0B | 1.55% | |
| 20 | SYKSTRYKER CORPORATION | 13,249 | $4.9B | 1.53% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 8,993 | $4.5B | 1.39% | |
| 22 | UNPUNION PAC CORPORATION | 18,377 | $4.3B | 1.34% | |
| 23 | FANGDIAMONDBACK ENERGY INCORPORATED | 25,262 | $4.0B | 1.25% | |
| 24 | METAMETA PLATFORMS INCORPORATED CLASS A | 6,786 | $3.9B | 1.21% | |
| 25 | GRMNGARMIN LIMITED SHS (SWITZERLAND) | 17,832 | $3.9B | 1.20% | |
| 26 | LLYELI LILLY & COMPANY | 4,516 | $3.7B | 1.16% | |
| 27 | ORCLORACLE CORPORATION | 26,058 | $3.6B | 1.13% | |
| 28 | MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | 7,894 | $3.5B | 1.07% | |
| 29 | CBCHUBB LIMITED (SWITZERLAND) | 11,044 | $3.3B | 1.03% | |
| 30 | WMTWALMART INCORPORATED | 36,572 | $3.2B | 0.99% | |
| 31 | ZTSZOETIS INCORPORATED CLASS A | 19,093 | $3.1B | 0.97% | |
| 32 | MTDRMATADOR RES COMPANY | 60,125 | $3.1B | 0.95% | |
| 33 | CDNSCADENCE DESIGN SYSTEM INCORPORATED | 11,478 | $2.9B | 0.90% | |
| 34 | XOMEXXON MOBIL CORPORATION | 24,102 | $2.9B | 0.89% | |
| 35 | MPCMARATHON PETE CORPORATION | 18,975 | $2.8B | 0.86% | |
| 36 | SPYSPDR S&P 500 ETF | 4,904 | $2.7B | 0.85% | |
| 37 | LULULULULEMON ATHLETICA INCORPORATED | 9,648 | $2.7B | 0.85% | |
| 38 | CMECME GROUP INCORPORATED | 9,670 | $2.6B | 0.79% | |
| 39 | ETNEATON CORPORATION PLC SHS (IRELAND) | 9,331 | $2.5B | 0.79% | |
| 40 | JNJJOHNSON & JOHNSON | 14,982 | $2.5B | 0.77% | |
| 41 | ODFLOLD DOMINION FREIGHT LINE INCORPORATED | 14,998 | $2.5B | 0.77% | |
| 42 | APDAIR PRODUCTS & CHEMICALS INCORPORATED | 8,189 | $2.4B | 0.75% | |
| 43 | MRKMERCK & COMPANY INCORPORATED | 25,384 | $2.3B | 0.71% | |
| 44 | UNHUNITEDHEALTH GROUP INCORPORATED | 4,331 | $2.3B | 0.70% | |
| 45 | DRIDARDEN RESTAURANTS INCORPORATED | 10,682 | $2.2B | 0.69% | |
| 46 | OREALTY INCOME CORPORATION REIT | 32,405 | $1.9B | 0.58% | |
| 47 | MDTMEDTRONIC PLC SHS (IRELAND) | 20,695 | $1.9B | 0.58% | |
| 48 | ADIANALOG DEVICES INCORPORATED | 9,167 | $1.8B | 0.57% | |
| 49 | FISFIDELITY NATL INFORMATION SVCS | 22,886 | $1.7B | 0.53% | |
| 50 | JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) | 20,204 | $1.6B | 0.50% | |
| 51 | CMCSACOMCAST CORPORATION NEW CLASS A | 41,718 | $1.5B | 0.48% | |
| 52 | BACVERIZON COMMUNICATIONS INCORPORATED | 29,547 | $1.3B | 0.42% | |
| 53 | VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 2,239 | $1.2B | 0.36% | |
| 54 | CMICUMMINS INCORPORATED | 3,262 | $1.0B | 0.32% | |
| 55 | LNTHLANTHEUS HLDGS INCORPORATED | 10,237 | $999.1M | 0.31% | |
| 56 | ENSGENSIGN GROUP INCORPORATED | 7,228 | $935.3M | 0.29% | |
| 57 | RSRELIANCE INCORPORATED | 3,193 | $921.9M | 0.29% | |
| 58 | KNSLKINSALE CAP GROUP INCORPORATED | 1,876 | $912.9M | 0.28% | |
| 59 | AQLTISHARES TR CORE MSCI EAFE | 11,958 | $904.6M | 0.28% | |
| 60 | PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED | 10,243 | $843.0M | 0.26% | |
| 61 | PAYCPAYCOM SOFTWARE INCORPORATED | 3,592 | $784.7M | 0.24% | |
| 62 | SSDSIMPSON MFG INCORPORATED | 4,916 | $772.2M | 0.24% | |
| 63 | NEENEXTERA ENERGY INCORPORATED | 10,433 | $739.6M | 0.23% | |
| 64 | BCBRUNSWICK CORPORATION | 13,599 | $732.3M | 0.23% | |
| 65 | MPWRMONOLITHIC PWR SYSTEMS INCORPORATED | 1,238 | $718.0M | 0.22% | |
| 66 | AGCOAGCO CORPORATION | 7,689 | $711.8M | 0.22% | |
| 67 | PCTYPAYLOCITY HLDG CORPORATION | 3,777 | $707.6M | 0.22% | |
| 68 | ZWSZURN ELKAY WATER SOLNS CORPORATION | 21,215 | $699.7M | 0.22% | |
| 69 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,247 | $665.3M | 0.21% | |
| 70 | UEOWESTLAKE CORPORATION | 6,578 | $658.0M | 0.20% | |
| 71 | UFPTUFP TECHNOLOGIES INCORPORATED | 3,202 | $645.9M | 0.20% | |
| 72 | TTTRANE TECHNOLOGIES PLC SHS (IRELAND) | 1,839 | $619.7M | 0.19% | |
| 73 | AEISADVANCED ENERGY INDUSTRIES | 6,494 | $619.0M | 0.19% | |
| 74 | HQYHEALTHEQUITY INCORPORATED | 6,938 | $613.1M | 0.19% | |
| 75 | FCNCAFIRST CTZNS BANCSHARES INCORPORATED N C CLASS A | 328 | $608.9M | 0.19% | |
| 76 | POWLPOWELL INDUSTRIES INCORPORATED | 3,570 | $608.1M | 0.19% | |
| 77 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 3,852 | $595.6M | 0.18% | |
| 78 | SMCISUPER MICRO COMPUTER INCORPORATED COM NEW | 17,303 | $592.5M | 0.18% | |
| 79 | IESCIES HLDGS INCORPORATED | 3,555 | $587.0M | 0.18% | |
| 80 | PACSPACS GROUP INCORPORATED COM SHS | 51,160 | $575.0M | 0.18% | |
| 81 | STRLSTERLING INFRASTRUCTURE INCORPORATED | 5,054 | $572.2M | 0.18% | |
| 82 | CRMSALESFORCE INCORPORATED | 2,131 | $571.8M | 0.18% | |
| 83 | MUSAMURPHY USA INCORPORATED | 1,197 | $562.2M | 0.17% | |
| 84 | GSYINVESCO ULTRA SHORT DURATION ETF | 11,109 | $556.8M | 0.17% | |
| 85 | ONTOONTO INNOVATION INCORPORATED | 4,585 | $556.3M | 0.17% | |
| 86 | ELFE L F BEAUTY INCORPORATED | 8,729 | $548.1M | 0.17% | |
| 87 | AGGISHARES TR CORE US AGGBD ET | 5,539 | $547.9M | 0.17% | |
| 88 | HUBSHUBSPOT INCORPORATED | 939 | $536.4M | 0.17% | |
| 89 | ALABASTERA LABS INCORPORATED | 8,945 | $533.7M | 0.17% | |
| 90 | AAONAAON INCORPORATED COM PAR $0.004 | 6,777 | $529.5M | 0.16% | |
| 91 | NFLXNETFLIX INCORPORATED | 555 | $517.6M | 0.16% | |
| 92 | TJXTJX COMPANIES INCORPORATED NEW | 4,096 | $498.9M | 0.15% | |
| 93 | VRTVERTIV HOLDINGS COMPANY COM CLASS A | 6,891 | $497.5M | 0.15% | |
| 94 | TTDTHE TRADE DESK INCORPORATED COM CLASS A | 8,992 | $492.0M | 0.15% | |
| 95 | ATKRATKORE INCORPORATED | 7,864 | $471.8M | 0.15% | |
| 96 | FISVFISERV INCORPORATED | 2,089 | $461.3M | 0.14% | |
| 97 | ACLSAXCELIS TECHNOLOGIES INCORPORATED COM NEW | 9,131 | $453.5M | 0.14% | |
| 98 | AXPAMERICAN EXPRESS COMPANY | 1,613 | $434.0M | 0.13% | |
| 99 | XSMOINVESCO S&P SMALLCAP MOMENTUM ETF | 6,690 | $419.8M | 0.13% | |
| 100 | STESTERIS PLC SHS USD (IRELAND) | 1,720 | $389.8M | 0.12% |
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