The Analysis of Peterson Wealth Services's Holdings
Currently, Peterson Wealth Services holds 218 types of securities in its portfolio with a total value $391.1M. In the most recent quarter, they have increased their positions in NVDA (+134.4K shares, valued at $25.1M), AAPL (+91.8K shares, valued at $25.0M), VUG (+46.6K shares, valued at $22.8M); decreased their positions in CDNS (-175.2K shares, valued at $54.8M), FIX (-43.9K shares, valued at $41.0M), AZO (-9.4K shares, valued at $32.0M); initiated new positions in ZWS (+21.0K shares, valued at $977.9K), ETR (+9.5K shares, valued at $873.9K), N/A (+1.2K shares, valued at $51.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION137.0K shares5160.96%2025-12-312026-02-12
AAPL APPLE INCORPORATED92.9K shares8158.76%2025-12-312026-02-12 VUG VANGUARD GROWTH ETF48.9K shares2061.03%2025-12-312026-02-12 TSLA TESLA INCORPORATED43.2K shares28694.67%2025-12-312026-02-12 JPM JPMORGAN CHASE & COMPANY.49.8K shares650.02%2025-12-312026-02-12 FIX COMFORT SYSTEMS USA INCORPORATED16.4K shares-72.74%2025-12-312026-02-12 AMZN AMAZON COM INCORPORATED59.2K shares3558.69%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A76.4K shares2004.05%2025-12-312026-02-12 COST COSTCO WHOLESALE CORPORATION NEW13.9K shares309.33%2025-12-312026-02-12 RJF RAYMOND JAMES FINL INCORPORATED60.9K shares81.25%2025-12-312026-02-12 MSFT MICROSOFT CORPORATION16.5K shares1225.78%2025-12-312026-02-12 ASML ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)7.3K shares-25.78%2025-12-312026-02-12 V VISA INCORPORATED COM CLASS A21.8K shares-41.17%2025-12-312026-02-12 CNQ CANADIAN NAT RES LIMITED (CANADA)189.9K shares593340.63%2025-12-312026-02-12 HD HOME DEPOT INCORPORATED16.0K shares1451.55%2025-12-312026-02-12 PM PHILIP MORRIS INTERNATIONAL INCORPORATED33.4K shares2114.94%2025-12-312026-02-12 ORCL ORACLE CORPORATION26.3K shares1474.75%2025-12-312026-02-12 LLY ELI LILLY & COMPANY4.6K shares-36.36%2025-12-312026-02-12 SYK STRYKER CORPORATION13.8K shares-34.38%2025-12-312026-02-12 META META PLATFORMS INCORPORATED CLASS A7.3K shares154.10%2025-12-312026-02-12 UNP UNION PAC CORPORATION19.7K shares1497.48%2025-12-312026-02-12 COP CONOCOPHILLIPS45.4K shares28287.50%2025-12-312026-02-12 WMT WALMART INCORPORATED35.8K shares178680.00%2025-12-312026-02-12 CDNS CADENCE DESIGN SYSTEM INCORPORATED11.9K shares-93.65%2025-12-312026-02-12 GRMN GARMIN LIMITED SHS (SWITZERLAND)18.0K shares7885.40%2025-12-312026-02-12 FANG DIAMONDBACK ENERGY INCORPORATED24.0K shares174.17%2025-12-312026-02-12 MCD MCDONALDS CORPORATION11.8K shares3294.52%2025-12-312026-02-12 CB CHUBB LIMITED (SWITZERLAND)11.2K shares481.59%2025-12-312026-02-12 SPY SPDR S&P 500 ETF4.7K shares273.49%2025-12-312026-02-12 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW8.1K shares270200.00%2025-12-312026-02-12 MPC MARATHON PETE CORPORATION18.9K shares-68.86%2025-12-312026-02-12 XOM EXXON MOBIL CORPORATION24.7K shares748.71%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON14.2K shares-29.64%2025-12-312026-02-12 GSY INVESCO ULTRA SHORT DURATION ETF57.1K shares2721.76%2025-12-312026-02-12 ODFL OLD DOMINION FREIGHT LINE INCORPORATED18.1K shares988.84%2025-12-312026-02-12 ABBV ABBVIE INCORPORATED12.1K shares2794.98%2025-12-312026-02-12 CME CME GROUP INCORPORATED9.7K shares382.44%2025-12-312026-02-12 LULU LULULEMON ATHLETICA INCORPORATED12.1K shares14595.12%2025-12-312026-02-12 ADI ANALOG DEVICES INCORPORATED9.1K shares-90.34%2025-12-312026-02-12 JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)19.1K shares-62.31%2025-12-312026-02-12 MTDR MATADOR RES COMPANY51.4K shares333.75%2025-12-312026-02-12 APD AIR PRODUCTS & CHEMICALS INCORPORATED8.3K shares513.19%2025-12-312026-02-12 PACS PACS GROUP INCORPORATED COM SHS52.8K shares-37.14%2025-12-312026-02-12 DRI DARDEN RESTAURANTS INCORPORATED10.9K shares977.86%2025-12-312026-02-12 O REALTY INCOME CORPORATION REIT33.3K shares930.81%2025-12-312026-02-12 CMI CUMMINS INCORPORATED3.4K shares211.53%2025-12-312026-02-12 ALAB ASTERA LABS INCORPORATED9.2K shares6.88%2025-12-312026-02-12 STRL STERLING INFRASTRUCTURE INCORPORATED4.9K shares13167.57%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INCORPORATED4.4K shares267.14%2025-12-312026-02-12 IEFA ISHARES TR CORE MSCI EAFE15.5K shares5858.08%2025-12-312026-02-12 FIS FIDELITY NATL INFORMATION SVCS20.2K shares16472.95%2025-12-312026-02-12 AEIS ADVANCED ENERGY INDUSTRIES6.4K shares70.50%2025-12-312026-02-12 IESC IES HLDGS INCORPORATED3.3K shares9878.79%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INCORPORATED31.3K shares353.51%2025-12-312026-02-12 ENSG ENSIGN GROUP INCORPORATED7.1K shares417.71%2025-12-312026-02-12 CMCSA COMCAST CORP NEW CLASS A38.1K shares103.87%2025-12-312026-02-12 POWL POWELL INDUSTRIES INCORPORATED3.5K shares221.66%2025-12-312026-02-12 MPWR MONOLITHIC PWR SYSTEMS INCORPORATED1.2K shares-84.85%2025-12-312026-02-12 VRT VERTIV HOLDINGS COMPANY COM CLASS A6.8K shares-68.64%2025-12-312026-02-12 BC BRUNSWICK CORPORATION13.5K shares15.66%2025-12-312026-02-12 ZWS ZURN ELKAY WATER SOLNS CORPORATION21.0K sharesnew addition2025-12-312026-02-12 RS RELIANCE INCORPORATED3.2K shares2983.65%2025-12-312026-02-12 MDY SPDR S&P MIDCAP 400 ETF TRUST1.5K shares188.57%2025-12-312026-02-12 NEE NEXTERA ENERGY INCORPORATED11.2K shares8999.19%2025-12-312026-02-12 ETR ENTERGY CORPORATION NEW9.5K sharesnew addition2025-12-312026-02-12 AGCO AGCO CORPORATION7.7K shares-9.30%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INCORPORATED3.7K shares-51.94%2025-12-312026-02-12 SSD SIMPSON MFG INCORPORATED4.9K shares257.53%2025-12-312026-02-12 TT TRANE TECHNOLOGIES PLC SHS (IRELAND)1.9K shares-43.81%2025-12-312026-02-12 KNSL KINSALE CAP GROUP INCORPORATED1.7K shares15645.45%2025-12-312026-02-12 UFPT UFP TECHNOLOGIES INCORPORATED3.1K shares-84.02%2025-12-312026-02-12 IDCC INTERDIGITAL INCORPORATED2.1K shares460.74%2025-12-312026-02-12 HQY HEALTHEQUITY INCORPORATED7.2K shares35985.00%2025-12-312026-02-12 IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA)17.4K shares9417.49%2025-12-312026-02-12 CELH CELSIUS HLDGS INCORPORATED COM NEW14.1K shares13974.00%2025-12-312026-02-12 TJX TJX COMPANIES INCORPORATED NEW4.1K shares116.24%2025-12-312026-02-12 GEV GE VERNOVA INCORPORATED921 shares-54.11%2025-12-312026-02-12 AXP AMERICAN EXPRESS COMPANY1.6K shares-20.95%2025-12-312026-02-12 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF8.3K shares501.31%2025-12-312026-02-12 ACLS AXCELIS TECHNOLOGIES INCORPORATED COM NEW7.4K shares1750.75%2025-12-312026-02-12 AGG ISHARES TR CORE US AGGBD ET5.9K shares519.48%2025-12-312026-02-12 CRM SALESFORCE INCORPORATED2.2K shares-36.89%2025-12-312026-02-12 ELF E L F BEAUTY INCORPORATED7.6K shares-20.04%2025-12-312026-02-12 NXPI NXP SEMICONDUCTORS N V (NETHERLANDS)2.6K shares161.80%2025-12-312026-02-12 NFLX NETFLIX INCORPORATED5.8K shares109.47%2025-12-312026-02-12 AAON AAON INCORPORATED COM PAR $0.0046.7K shares306.56%2025-12-312026-02-12 EXR EXTRA SPACE STORAGE INCORPORATED REIT3.9K shares-84.46%2025-12-312026-02-12 IQV IQVIA HLDGS INCORPORATED2.0K shares489.09%2025-12-312026-02-12 SPGI S&P GLOBAL INCORPORATED760 shares-65.11%2025-12-312026-02-12 DXCM DEXCOM INCORPORATED5.5K shares-80.86%2025-12-312026-02-12 SCHW SCHWAB CHARLES CORPORATION3.5K shares97.20%2025-12-312026-02-12 AMAT APPLIED MATLS INCORPORATED1.1K shares11160.00%2025-12-312026-02-12 ALL ALLSTATE CORPORATION1.4K shares-66.70%2025-12-312026-02-12 NEM NEWMONT CORPORATION2.7K shares-74.99%2025-12-312026-02-12 APH AMPHENOL CORPORATION NEW CLASS A2.0K shares6540.00%2025-12-312026-02-12 EW EDWARDS LIFESCIENCES CORPORATION3.1K shares-32.83%2025-12-312026-02-12 CSCO CISCO SYSTEMS INCORPORATED3.3K shares-66.17%2025-12-312026-02-12 VTV VANGUARD VALUE ETF1.3K shares-95.69%2025-12-312026-02-12 HPE HEWLETT PACKARD ENTERPRISE COMPANY9.6K shares-39.19%2025-12-312026-02-12 CMG CHIPOTLE MEXICAN GRILL INCORPORATED6.0K shares-46.95%2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW377 shares9325.00%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INCORPORATED367 shares-91.26%2025-12-312026-02-12 VEA VANGUARD FTSE DEVELOPED MARKETS ETF3.4K shares169200.00%2025-12-312026-02-12 OSK OSHKOSH CORPORATION1.7K shares-97.07%2025-12-312026-02-12 ABT ABBOTT LABS1.6K shares-85.98%2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING INCORPORATED788 shares7063.64%2025-12-312026-02-12 VLO VALERO ENERGY CORPORATION1.2K shares-55.55%2025-12-312026-02-12 PSX PHILLIPS 661.5K shares-58.12%2025-12-312026-02-12 MCHP MICROCHIP TECHNOLOGY INCORPORATED.2.9K shares-82.82%2025-12-312026-02-12 IHI ISHARES TR U.S. MED DVC ETF2.9K shares-79.62%2025-12-312026-02-12 PHM PULTE GROUP INCORPORATED1.4K shares704.44%2025-12-312026-02-12 HAP VANECK NATURAL RESOURCES ETF2.7K shares253.81%2025-12-312026-02-12 DHI D R HORTON INCORPORATED1.1K shares-89.85%2025-12-312026-02-12 SNPS SYNOPSYS INCORPORATED337 shares810.81%2025-12-312026-02-12 PG PROCTER AND GAMBLE COMPANY1.1K shares2652.50%2025-12-312026-02-12 GPN GLOBAL PMTS INCORPORATED2.0K shares32.02%2025-12-312026-02-12 FTCS FIRST TRUST CAPITAL STRENGTH ETF1.6K shares-25.09%2025-12-312026-02-12 FI FISERV INCORPORATED2.2K shares-13.43%2025-12-312026-02-12 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.0K shares29.61%2025-12-312026-02-12 CGNX COGNEX CORPORATION4.1K shares-90.50%2025-12-312026-02-12 EOG EOG RES INCORPORATED1.4K shares-64.33%2025-12-312026-02-12 SEIC SEI INVTS COMPANY1.8K shares-64.73%2025-12-312026-02-12 LSTR LANDSTAR SYSTEMS INCORPORATED955 shares-91.29%2025-12-312026-02-12 KEY KEYCORP6.6K shares250.34%2025-12-312026-02-12 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF2.9K shares4886.21%2025-12-312026-02-12 LEN LENNAR CORPORATION CLASS A1.2K shares-89.14%2025-12-312026-02-12 FAST FASTENAL COMPANY2.9K shares-87.52%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS361 shares184.25%2025-12-312026-02-12 EFG ISHARES TR EAFE GRWTH ETF960 shares31.87%2025-12-312026-02-12 ZION ZIONS BANCORPORATION N A1.8K shares859.90%2025-12-312026-02-12 VFH VANGUARD FINANCIALS ETF779 shares1198.33%2025-12-312026-02-12 VGT VANGUARD INFORMATION TECHNOLOGY ETF135 shares2150.00%2025-12-312026-02-12 UPS UNITED PARCEL SERVICE INCORPORATED CLASS B924 shares-79.95%2025-12-312026-02-12 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF2.1K shares-54.26%2025-12-312026-02-12 KO COCA COLA COMPANY1.0K shares-75.51%2025-12-312026-02-12 SBUX STARBUCKS CORPORATION802 shares-54.64%2025-12-312026-02-12 CVX CHEVRON CORPORATION NEW441 shares-92.69%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB COMPANY979 shares-97.71%2025-12-312026-02-12 LRN STRIDE INCORPORATED813 shares-93.95%2025-12-312026-02-12 OXY OCCIDENTAL PETE CORPORATION1.0K shares-93.74%2025-12-312026-02-12 EEM ISHARES TR MSCI EMG MKT ETF745 shares72.85%2025-12-312026-02-12 AZO AUTOZONE INCORPORATED11 shares-99.88%2025-12-312026-02-12 ONB OLD NATL BANCORP IND1.7K shares9711.76%2025-12-312026-02-12 DVN DEVON ENERGY CORPORATION NEW1.0K shares-82.31%2025-12-312026-02-12 MGRC MCGRATH RENTCORP348 shares-98.37%2025-12-312026-02-12 NSC NORFOLK SOUTHN CORPORATION123 shares1130.00%2025-12-312026-02-12 F FORD MTR COMPANY2.6K shares-85.62%2025-12-312026-02-12 CIFR CIPHER MINING INCORPORATED1.9K shares-40.71%2025-12-312026-02-12 BOH BANK HAWAII CORPORATION400 shares-97.71%2025-12-312026-02-12 DGX QUEST DIAGNOSTICS INCORPORATED150 shares-99.75%2025-12-312026-02-12 TXN TEXAS INSTRS INCORPORATED150 shares-98.46%2025-12-312026-02-12 IGE ISHARES TR NORTH AMERN NAT431 shares-85.19%2025-12-312026-02-12 MO ALTRIA GROUP INCORPORATED342 shares-99.42%2025-12-312026-02-12 CAT CATERPILLAR INCORPORATED32 shares-99.80%2025-12-312026-02-12 BKR BAKER HUGHES COMPANY CLASS A400 shares0.00%2025-12-312026-02-12 IJH ISHARES TR CORE S&P MCP ETF260 shares85.71%2025-12-312026-02-12 IJR ISHARES TR CORE S&P SCP ETF140 shares-97.51%2025-12-312026-02-12 PEP PEPSICO INCORPORATED116 shares-99.65%2025-12-312026-02-12 HUBS HUBSPOT INCORPORATED41 shares-98.91%2025-12-312026-02-12 GRFS GRIFOLS S A SP ADR REP B NVT (SPAIN)1.5K shares-79.13%2025-12-312026-02-12 LNTH LANTHEUS HLDGS INCORPORATED205 shares1476.92%2025-12-312026-02-12 TGT TARGET CORPORATION127 shares-99.72%2025-12-312026-02-12 IEMG ISHARES INCORPORATED CORE MSCI EMKT183 shares-98.45%2025-12-312026-02-12 ICLN ISHARES TR GL CLEAN ENE ETF728 shares-11.76%2025-12-312026-02-12 RTX RTX CORPORATION65 shares-91.45%2025-12-312026-02-12 CRWV COREWEAVE INCORPORATED COM CLASS A160 shares-98.83%2025-12-312026-02-12 CLMB CLIMB GLOBAL SOLUTIONS INCORPORATED106 sharesnew addition2025-12-312026-02-12 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF58 shares-97.22%2025-12-312026-02-12 PCTY PAYLOCITY HLDG CORPORATION58 shares-50.00%2025-12-312026-02-12 GLDG GOLDMINING INCORPORATED (CANADA)6.9K sharesnew addition2025-12-312026-02-12 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF60 shares-98.23%2025-12-312026-02-12 OEF ISHARES TR S&P 100 ETF21 sharesnew addition2025-12-312026-02-12 CF CF INDUSTRIES HLDGS INCORPORATED80 shares-81.86%2025-12-312026-02-12 PAYC PAYCOM SOFTWARE INCORPORATED37 shares-99.05%2025-12-312026-02-12 NOC NORTHROP GRUMMAN CORPORATION10 shares-90.10%2025-12-312026-02-12 AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW43 sharesnew addition2025-12-312026-02-12 ICE INTERCONTINENTAL EXCHANGE INCORPORATED33 shares-98.45%2025-12-312026-02-12 ZTS ZOETIS INCORPORATED CLASS A37 shares-99.83%2025-12-312026-02-12 WM WASTE MGMT INCORPORATED DEL20 shares-13.04%2025-12-312026-02-12 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF40 shares-99.63%2025-12-312026-02-12 NUE NUCOR CORPORATION25 shares-99.98%2025-12-312026-02-12 HSY HERSHEY COMPANY20 shares-99.79%2025-12-312026-02-12 LHX L3HARRIS TECHNOLOGIES INCORPORATED11 shares-99.32%2025-12-312026-02-12 BA BOEING COMPANY13 shares-98.67%2025-12-312026-02-12 SYY SYSCO CORPORATION37 shares-89.75%2025-12-312026-02-12 ONTO ONTO INNOVATION INCORPORATED17 shares-99.94%2025-12-312026-02-12 FDUS FIDUS INVT CORPORATION122 shares-64.43%2025-12-312026-02-12 HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A20 shares-69.23%2025-12-312026-02-12 RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A104 shares420.00%2025-12-312026-02-12 M MACYS INCORPORATED82 shares-99.58%2025-12-312026-02-12 WLK WESTLAKE CORPORATION23 shares-98.75%2025-12-312026-02-12 AMRZ AMRIZE LIMITED SHS (SWITZERLAND)30 shares-99.68%2025-12-312026-02-12 TTD THE TRADE DESK INCORPORATED COM CLASS A37 shares-89.92%2025-12-312026-02-12 EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A13 shares-98.94%2025-12-312026-02-12 MUSA MURPHY USA INCORPORATED3 shares-99.48%2025-12-312026-02-12 ATKR ATKORE INCORPORATED19 shares-97.59%2025-12-312026-02-12 ARM ARM HOLDINGS PLC SPONSORED ADS10 shares-99.87%2025-12-312026-02-12 CRNC CERENCE INCORPORATED100 shares25.00%2025-12-312026-02-12 STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)37 shares-96.86%2025-12-312026-02-12 GIS GENERAL MLS INCORPORATED20 sharesnew addition2025-12-312026-02-12 BND VANGUARD TOTAL BOND MARKET ETF6 shares-99.55%2025-12-312026-02-12 PKB INVESCO BUILDING & CONSTRUCTION ETF4 shares-98.50%2025-12-312026-02-12 BYND BEYOND MEAT INCORPORATED25 shares92.31%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available