Peterson Wealth Services Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$365.0B
Holdings
221
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (221 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD GROWTH ETF | 60,310 | $26.4B | 7.24% | |
| 2 | NVDANVIDIA CORPORATION | 147,944 | $23.4B | 6.40% | |
| 3 | AAPLAPPLE INCORPORATED | 97,388 | $20.0B | 5.47% | |
| 4 | JPMJPMORGAN CHASE & COMPANY. | 51,137 | $14.8B | 4.06% | |
| 5 | TSLATESLA INCORPORATED | 45,024 | $14.3B | 3.92% | |
| 6 | COSTCOSTCO WHOLESALE CORPORATION NEW | 13,616 | $13.5B | 3.69% | |
| 7 | AMZNAMAZON COM INCORPORATED | 59,418 | $13.0B | 3.57% | |
| 8 | AVGOBROADCOM INCORPORATED | 43,397 | $12.0B | 3.28% | |
| 9 | PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | 85,560 | $11.7B | 3.20% | |
| 10 | FIXCOMFORT SYSTEMS USA INCORPORATED | 19,202 | $10.3B | 2.82% | |
| 11 | RJFRAYMOND JAMES FINL INCORPORATED | 61,333 | $9.4B | 2.58% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 17,420 | $8.5B | 2.32% | |
| 13 | MSFTMICROSOFT CORPORATION | 16,746 | $8.3B | 2.28% | |
| 14 | VVISA INCORPORATED COM CLASS A | 22,219 | $7.9B | 2.16% | |
| 15 | ASMLASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) | 7,557 | $6.1B | 1.66% | |
| 16 | 4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | 33,233 | $6.1B | 1.66% | |
| 17 | CRCCANADIAN NAT RES LIMITED (CANADA) | 185,794 | $5.8B | 1.60% | |
| 18 | ORCLORACLE CORPORATION | 26,476 | $5.8B | 1.59% | |
| 19 | HDHOME DEPOT INCORPORATED | 15,631 | $5.7B | 1.57% | |
| 20 | COPCONOCOPHILLIPS | 61,457 | $5.5B | 1.51% | |
| 21 | SYKSTRYKER CORPORATION | 13,417 | $5.3B | 1.45% | |
| 22 | METAMETA PLATFORMS INCORPORATED CLASS A | 6,884 | $5.1B | 1.39% | |
| 23 | UNPUNION PAC CORPORATION | 18,821 | $4.3B | 1.19% | |
| 24 | FANGDIAMONDBACK ENERGY INCORPORATED | 28,261 | $3.9B | 1.06% | |
| 25 | GRMNGARMIN LIMITED SHS (SWITZERLAND) | 17,987 | $3.8B | 1.03% | |
| 26 | WMTWALMART INCORPORATED | 37,169 | $3.6B | 1.00% | |
| 27 | CDNSCADENCE DESIGN SYSTEM INCORPORATED | 11,685 | $3.6B | 0.99% | |
| 28 | LLYELI LILLY & COMPANY | 4,600 | $3.6B | 0.98% | |
| 29 | ETNEATON CORPORATION PLC SHS (IRELAND) | 9,556 | $3.4B | 0.93% | |
| 30 | MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | 8,077 | $3.4B | 0.93% | |
| 31 | MCDMCDONALDS CORPORATION | 11,546 | $3.4B | 0.92% | |
| 32 | CBCHUBB LIMITED (SWITZERLAND) | 11,291 | $3.3B | 0.90% | |
| 33 | MPCMARATHON PETE CORPORATION | 19,417 | $3.2B | 0.88% | |
| 34 | MTDRMATADOR RES COMPANY | 62,154 | $3.0B | 0.81% | |
| 35 | SPYSPDR S&P 500 ETF | 4,399 | $2.7B | 0.74% | |
| 36 | CMECME GROUP INCORPORATED | 9,846 | $2.7B | 0.74% | |
| 37 | XOMEXXON MOBIL CORPORATION | 24,791 | $2.7B | 0.73% | |
| 38 | ODFLOLD DOMINION FREIGHT LINE INCORPORATED | 15,405 | $2.5B | 0.68% | |
| 39 | LULULULULEMON ATHLETICA INCORPORATED | 10,230 | $2.4B | 0.67% | |
| 40 | APDAIR PRODUCTS & CHEMICALS INCORPORATED | 8,425 | $2.4B | 0.65% | |
| 41 | DRIDARDEN RESTAURANTS INCORPORATED | 10,897 | $2.4B | 0.65% | |
| 42 | JNJJOHNSON & JOHNSON | 15,292 | $2.3B | 0.64% | |
| 43 | ADIANALOG DEVICES INCORPORATED | 9,417 | $2.2B | 0.61% | |
| 44 | ABBVABBVIE INCORPORATED | 11,668 | $2.2B | 0.59% | |
| 45 | JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) | 20,497 | $2.2B | 0.59% | |
| 46 | OREALTY INCOME CORPORATION REIT | 33,489 | $1.9B | 0.53% | |
| 47 | FISFIDELITY NATL INFORMATION SVCS | 23,402 | $1.9B | 0.52% | |
| 48 | MDTMEDTRONIC PLC SHS (IRELAND) | 21,335 | $1.9B | 0.51% | |
| 49 | CMCSACOMCAST CORPORATION NEW CLASS A | 42,942 | $1.5B | 0.42% | |
| 50 | UNHUNITEDHEALTH GROUP INCORPORATED | 4,418 | $1.4B | 0.38% | |
| 51 | BACVERIZON COMMUNICATIONS INCORPORATED | 30,506 | $1.3B | 0.36% | |
| 52 | VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 2,266 | $1.3B | 0.35% | |
| 53 | STRLSTERLING INFRASTRUCTURE INCORPORATED | 5,051 | $1.2B | 0.32% | |
| 54 | CMICUMMINS INCORPORATED | 3,403 | $1.1B | 0.31% | |
| 55 | ENSGENSIGN GROUP INCORPORATED | 7,225 | $1.1B | 0.31% | |
| 56 | IESCIES HLDGS INCORPORATED | 3,698 | $1.1B | 0.30% | |
| 57 | ELFE L F BEAUTY INCORPORATED | 8,748 | $1.1B | 0.30% | |
| 58 | RSRELIANCE INCORPORATED | 3,197 | $1.0B | 0.27% | |
| 59 | AQLTISHARES TR CORE MSCI EAFE | 11,973 | $999.5M | 0.27% | |
| 60 | KNSLKINSALE CAP GROUP INCORPORATED | 1,875 | $907.4M | 0.25% | |
| 61 | MPWRMONOLITHIC PWR SYSTEMS INCORPORATED | 1,239 | $906.1M | 0.25% | |
| 62 | PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED | 10,705 | $901.2M | 0.25% | |
| 63 | VRTVERTIV HOLDINGS COMPANY COM CLASS A | 6,890 | $884.8M | 0.24% | |
| 64 | SMCISUPER MICRO COMPUTER INCORPORATED COM NEW | 17,774 | $871.1M | 0.24% | |
| 65 | AEISADVANCED ENERGY INDUSTRIES | 6,492 | $860.2M | 0.24% | |
| 66 | LNTHLANTHEUS HLDGS INCORPORATED | 10,229 | $837.3M | 0.23% | |
| 67 | PAYCPAYCOM SOFTWARE INCORPORATED | 3,594 | $831.5M | 0.23% | |
| 68 | ALABASTERA LABS INCORPORATED | 8,938 | $808.2M | 0.22% | |
| 69 | TTTRANE TECHNOLOGIES PLC SHS (IRELAND) | 1,844 | $806.6M | 0.22% | |
| 70 | AGCOAGCO CORPORATION | 7,695 | $793.8M | 0.22% | |
| 71 | UFPTUFP TECHNOLOGIES INCORPORATED | 3,199 | $781.1M | 0.21% | |
| 72 | ZWSZURN ELKAY WATER SOLNS CORPORATION | 21,229 | $776.4M | 0.21% | |
| 73 | SSDSIMPSON MFG INCORPORATED | 4,918 | $763.8M | 0.21% | |
| 74 | NEENEXTERA ENERGY INCORPORATED | 10,863 | $754.1M | 0.21% | |
| 75 | POWLPOWELL INDUSTRIES INCORPORATED | 3,570 | $751.3M | 0.21% | |
| 76 | NFLXNETFLIX INCORPORATED | 555 | $743.2M | 0.20% | |
| 77 | BCBRUNSWICK CORPORATION | 13,366 | $738.4M | 0.20% | |
| 78 | HQYHEALTHEQUITY INCORPORATED | 6,938 | $726.8M | 0.20% | |
| 79 | CELHCELSIUS HLDGS INCORPORATED COM NEW | 15,566 | $722.1M | 0.20% | |
| 80 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,258 | $712.8M | 0.20% | |
| 81 | PACSPACS GROUP INCORPORATED COM SHS | 53,327 | $689.0M | 0.19% | |
| 82 | PCTYPAYLOCITY HLDG CORPORATION | 3,774 | $683.8M | 0.19% | |
| 83 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 3,859 | $680.1M | 0.19% | |
| 84 | TTDTHE TRADE DESK INCORPORATED COM CLASS A | 8,985 | $646.8M | 0.18% | |
| 85 | FCNCAFIRST CTZNS BANCSHARES INCORPORATED N C CLASS A | 331 | $646.8M | 0.18% | |
| 86 | ACLSAXCELIS TECHNOLOGIES INCORPORATED COM NEW | 9,154 | $637.9M | 0.17% | |
| 87 | CRMSALESFORCE INCORPORATED | 2,135 | $582.2M | 0.16% | |
| 88 | AGGISHARES TR CORE US AGGBD ET | 5,688 | $564.2M | 0.15% | |
| 89 | ATKRATKORE INCORPORATED | 7,902 | $557.5M | 0.15% | |
| 90 | EXREXTRA SPACE STORAGE INCORPORATED REIT | 3,554 | $523.9M | 0.14% | |
| 91 | HUBSHUBSPOT INCORPORATED | 939 | $522.7M | 0.14% | |
| 92 | AMDADVANCED MICRO DEVICES INCORPORATED | 3,664 | $519.9M | 0.14% | |
| 93 | AXPAMERICAN EXPRESS COMPANY | 1,615 | $515.2M | 0.14% | |
| 94 | TJXTJX COMPANIES INCORPORATED NEW | 4,098 | $506.0M | 0.14% | |
| 95 | GEVGE VERNOVA INCORPORATED | 949 | $502.2M | 0.14% | |
| 96 | AAONAAON INCORPORATED COM PAR $0.004 | 6,777 | $499.8M | 0.14% | |
| 97 | DC4DEXCOM INCORPORATED | 5,527 | $482.5M | 0.13% | |
| 98 | XSMOINVESCO S&P SMALLCAP MOMENTUM ETF | 6,824 | $464.1M | 0.13% | |
| 99 | IDIINTERDIGITAL INCORPORATED | 2,002 | $448.9M | 0.12% | |
| 100 | STESTERIS PLC SHS USD (IRELAND) | 1,724 | $414.1M | 0.11% |
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