Peterson Wealth Services

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Peterson Wealth Services reported 112 stock positions worth $274.6 million. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Nvidia (NVDA, 5.5%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.1%). Compared with Q4 2023, it opened 12 new positions, sold out of 5, added to 70 and reduced 28. The biggest buy was a new position in Eli Lilly (LLY) and the biggest sale Tesla (TSLA, shares −14%).

Most Recent 13F
Q2 2026
Location
SOUTH OGDEN, UT
CIK
0001906799
Portfolio Value
$274.6M (Q1 2024)
SEC Filing
0001906799-24-000002 ↗ filed May 1, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $274.6M $274.6M Q1 2024 Q2 2024: $286.1M Q2 2024 Q3 2024: $313.1M Q3 2024 Q4 2024: $325.8M Q4 2024 Q1 2025: $317.7M Q1 2025 Q2 2025: $365.0M Q2 2025 Q3 2025: $404.2M Q3 2025 Q4 2025: $391.1M Q4 2025 Q1 2026: $404.7M Q1 2026 Q2 2026: $458.7M Q2 2026

Holdings 112 stocks · $274.6M
AAPL Apple Inc. 6.01% 96,257 $16.5M Add +1.8%
NVDA Nvidia Corp. 5.51% 16,732 $15.1M Reduce -13.3%
VUG Vanguard Mrngstar GR ETF-Sui 5.09% 40,590 $14.0M Reduce -7.5%
COST Costco Wholesale Corp. 3.80% 14,228 $10.4M Reduce -6.2%
AMZN Amazon.com Inc. 3.64% 55,362 $10.0M Add +0.5%
AVGO Broadcom Inc. 3.23% 6,695 $8.9M Reduce -10.2%
JPM JPMorgan Chase & Co. 3.15% 43,230 $8.7M Reduce -3.3%
RJF Raymond James Financial Inc. 2.96% 63,284 $8.1M Add +4.9%
TSLA Tesla Inc. 2.58% 40,376 $7.1M Reduce -14.3%
MSFT Microsoft Corp. 2.48% 16,195 $6.8M Add +3.9%
BRK.B Berkshire Hathaway Inc. Class B 2.17% 14,169 $6.0M Reduce -0.7%
CNQ Canadian Natural Resources 2.12% 76,380 $5.8M Add +2.3%
V Visa Inc. Class A 2.03% 19,941 $5.6M Add +0.2%
NVO Novo-Nordisk A/S-Spons ADR 1.85% 39,632 $5.1M Reduce -2.4%
HD Home Depot Inc. 1.84% 13,163 $5.0M Add +1.7%
COP Conocophillips 1.72% 37,029 $4.7M Add +4.3%
OXY Occidental Petroleum Corp. 1.64% 69,154 $4.5M Add +71.5%
FIX Comfort Systems USA Inc. 1.61% 13,938 $4.4M Reduce -13.5%
INTC Intel Corp. 1.59% 98,936 $4.4M Reduce -3.4%
SYK Stryker Corp. 1.59% 12,165 $4.4M Add +0.6%
TMO Thermo Fisher Scientific Inc. 1.45% 6,832 $4.0M Add +3.3%
FANG Diamondback Energy Inc. 1.39% 19,273 $3.8M Add +56.3%
ETN Eaton Corp. PLC 1.38% 12,128 $3.8M Add +1.1%
UNP Union Pacific Corp. 1.37% 15,265 $3.8M Reduce -2.3%
LLY Eli Lilly & Co. 1.27% 4,487 $3.5M New
CDNS Cadence Design SYS Inc. 1.13% 9,963 $3.1M Add +1.4%
MPC Marathon Petroleum Corp. 1.08% 14,669 $3.0M Add +4.8%
ODFL Old Dominion Freight Line 1.08% 13,461 $3.0M Reduce -0.5%
ASML ASML Holding NV-NY Reg SHS 1.04% 2,940 $2.9M Add +25.1%
GRMN Garmin Ltd. 1.03% 19,085 $2.8M Add +3.7%
MSI Motorola Solutions Inc. 1.00% 7,758 $2.8M Add +5.4%
VTV Vanguard Mrngstr Val ETF-Aui 1.00% 16,903 $2.8M Reduce -0.5%
ACHC Acadia Healthcare Co. Inc. 1.00% 34,570 $2.7M New
SPY SS SPDR S&P 500 ETF Trust-US 0.99% 5,186 $2.7M Add +0.7%
ZTS Zoetis Inc. 0.99% 15,992 $2.7M Add +1.0%
MGRC McGrath Rentcorp 0.98% 21,925 $2.7M Add +25.4%
MTDR Matador Resources Co. 0.96% 39,557 $2.6M Add +50.1%
ULTA Ulta Beauty Inc. 0.93% 4,862 $2.5M Add +32.7%
LULU Lululemon Athletica Inc. 0.92% 6,496 $2.5M Add +2.5%
MRK Merck & Co. Inc. 0.92% 19,121 $2.5M Add +3.8%
APA Apa Corp. 0.90% 72,243 $2.5M Add +131.0%
SWKS Skyworks Solutions Inc. 0.86% 21,796 $2.4M Add +17.0%
CB Chubb Ltd. 0.82% 8,703 $2.3M Add +5.2%
XOM Exxon Mobil Corp. 0.70% 16,451 $1.9M New
WMT Walmart Inc. 0.69% 31,567 $1.9M Add +7.2%
VOO Vanguard S&P 500 ETF 0.66% 3,798 $1.8M Reduce -17.3%
CSCO Cisco Systems Inc. 0.61% 33,517 $1.7M Add +11.8%
JNJ Johnson & Johnson 0.60% 10,350 $1.6M Reduce -59.8%
DVN Devon Energy Corp. 0.59% 32,382 $1.6M Add +16.2%
CME Cme Group Inc. 0.55% 7,071 $1.5M Add +9.4%
SMCI Super Micro Computer Inc. 0.55% 1,507 $1.5M Add +114.1%
APD Air Products & Chemicals Inc. 0.55% 6,275 $1.5M Add +35.4%
CMCSA Comcast Corp. Class A 0.53% 33,817 $1.5M Add +7.5%
DRI Darden Restaurants Inc. 0.50% 8,162 $1.4M Add +4.2%
MDT Medtronic PLC 0.50% 15,626 $1.4M Add +4.9%
JCI Johnson Controls Internation 0.44% 18,534 $1.2M Add +1.8%
IEFA iShares Core MSCI Eafe ETF 0.40% 14,976 $1.1M Reduce -10.5%
CELH Celsius Holdings Inc. 0.35% 11,502 $954K New
VZ Verizon Communications Inc. 0.32% 21,069 $884K Reduce -15.1%
BC Brunswick Corp. 0.31% 8,876 $857K Add +131.1%
SWAV Shockwave Medical Inc. 0.31% 2,601 $847K New
UFPT Ufp Technologies Inc. 0.31% 3,356 $846K Add +182.5%
IESC Ies Holdings Inc. filed as IES HLDGS INC 0.31% 6,937 $844K Add +151.8%
CROX Crocs Inc. 0.30% 5,761 $828K New
ATKR Atkore Inc. 0.30% 4,275 $814K Add +217.4%
ELF Elf Beauty Inc. 0.29% 4,118 $807K Add +136.9%
IEMG iShares Core MSCI Emerging 0.27% 14,621 $754K Reduce -5.3%
FCNCA First Citizens Bcshs Class A 0.27% 458 $749K Add +184.5%
AAON Aaon Inc. 0.27% 8,442 $744K Add +157.5%
SSD Simpson Manufacturing Co. Inc. 0.26% 3,453 $708K Add +175.6%
ONTO Onto Innovation Inc. 0.26% 3,900 $706K Add +165.3%
WLK Westlake Corp. 0.26% 4,599 $703K Add +203.4%
NET Cloudflare Inc. Class A 0.25% 7,228 $700K Add +148.1%
HUBS HubSpot Inc. 0.25% 1,104 $692K Add +186.8%
INSW International Seaways Inc. 0.25% 12,859 $684K Add +188.8%
MPWR Monolithic Power Systems Inc. 0.25% 1,009 $683K Add +152.3%
HQY Healthequity Inc. 0.24% 8,224 $671K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.24% 7,613 $666K New
LNTH Lantheus Holdings Inc. 0.24% 10,433 $649K New
AEIS Advanced Energy Industries 0.23% 6,248 $637K Add +229.2%
MGPI MGP Ingredients Inc. 0.23% 7,237 $623K Add +223.2%
PCTY Paylocity Holding Corp. 0.23% 3,621 $622K New
CRM Salesforce Inc. 0.22% 1,983 $597K Reduce -0.5%
GOOG Alphabet Inc. Class C 0.22% 3,912 $596K No change
ACLS Axcelis Technologies Inc. 0.21% 5,180 $578K New
AMD Advanced Micro Devices 0.19% 2,905 $524K Add +0.1%
IJH iShares Core S&P Midcap ETF 0.19% 8,555 $520K Reduce -8.6%
HDSN Hudson Technologies Inc. 0.18% 45,577 $502K Add +196.7%
TT Trane Technologies PLC 0.18% 1,650 $495K Add +2.8%
META Meta Platforms Inc. Class A 0.18% 1,004 $487K Add +4.6%
NFLX Netflix Inc. 0.18% 795 $483K No change
UNH Unitedhealth Group Inc. 0.16% 888 $439K Add +1.1%
AGG iShares Core U.S. Aggregate 0.16% 4,417 $433K Reduce -11.3%
GOOGL Alphabet Inc. Class A 0.15% 2,797 $422K Reduce -2.1%
ICE Intercontinental Exchange Inc. 0.15% 2,965 $407K Reduce -0.2%
FISV Fiserv Inc. 0.14% 2,412 $385K Reduce -0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 3,756 $381K Add +2.7%
NXPI NXP Semiconductors NV 0.14% 1,520 $377K Add +3.1%
AXP American Express Co. 0.13% 1,606 $366K Add +0.1%
IJR iShares Core S&P Small-Cap E 0.13% 3,305 $365K Reduce -10.3%

Show all 112 holdings

Portfolio Sells Q4 2023 → Q1 2024
TSLA Tesla Inc. Reduce -14.3% 2.58% −2.44
SBUX Starbucks Corp. Sold out 0.00% −1.16
JNJ Johnson & Johnson Reduce -59.8% 0.60% −1.14
CE Celanese Corp. Sold out 0.00% −1.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -7.5% 5.09% −0.76
INTC Intel Corp. Reduce -3.4% 1.59% −0.62
COST Costco Wholesale Corp. Reduce -6.2% 3.80% −0.50
AVGO Broadcom Inc. Reduce -10.2% 3.23% −0.34
UNP Union Pacific Corp. Reduce -2.3% 1.37% −0.28
SCHW Schwab (charles) Corp. Sold out 0.00% −0.20
VOO Vanguard S&P 500 ETF Reduce -17.3% 0.66% −0.20
XLE SS Energy Select Sector Reduce -62.8% 0.09% −0.16
ZION Zions Bancorp NA Sold out 0.00% −0.13
JPM JPMorgan Chase & Co. Reduce -3.3% 3.15% −0.11
ODFL Old Dominion Freight Line Reduce -0.5% 1.08% −0.10
IEFA iShares Core MSCI Eafe ETF Reduce -10.5% 0.40% −0.10
IHI iShares U.S. Medical Devices Sold out 0.00% −0.09
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.5% 1.00% −0.09
VZ Verizon Communications Inc. Reduce -15.1% 0.32% −0.08
IEMG iShares Core MSCI Emerging Reduce -5.3% 0.27% −0.06
PXD Pioneer Natural Resources Co. Reduce -37.1% 0.10% −0.06
AGG iShares Core U.S. Aggregate Reduce -11.3% 0.16% −0.05
IJR iShares Core S&P Small-Cap E Reduce -10.3% 0.13% −0.04
IJH iShares Core S&P Midcap ETF Reduce -8.6% 0.19% −0.03
GOOGL Alphabet Inc. Class A Reduce -2.1% 0.15% −0.02
ICE Intercontinental Exchange Inc. Reduce -0.2% 0.15% −0.02
ISTB iShares Core 1-5 Year Usd Bo Reduce -0.3% 0.08% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 2.17% −0.01
CRM Salesforce Inc. Reduce -0.5% 0.22% −0.01
FISV Fiserv Inc. Reduce -0.3% 0.14% +0.00
NVO Novo-Nordisk A/S-Spons ADR Reduce -2.4% 1.85% +0.05
FIX Comfort Systems USA Inc. Reduce -13.5% 1.61% +0.19
NVDA Nvidia Corp. Reduce -13.3% 5.51% +1.41

Portfolio Buys Q4 2023 → Q1 2024
LLY Eli Lilly & Co. New 1.27% +1.27
ACHC Acadia Healthcare Co. Inc. New 1.00% +1.00
XOM Exxon Mobil Corp. New 0.70% +0.70
OXY Occidental Petroleum Corp. Add +71.5% 1.64% +0.60
FANG Diamondback Energy Inc. Add +56.3% 1.39% +0.57
SMCI Super Micro Computer Inc. Add +114.1% 0.55% +0.47
APA Apa Corp. Add +131.0% 0.90% +0.42
CELH Celsius Holdings Inc. New 0.35% +0.35
MTDR Matador Resources Co. Add +50.1% 0.96% +0.32
SWAV Shockwave Medical Inc. New 0.31% +0.31
CROX Crocs Inc. New 0.30% +0.30
ASML ASML Holding NV-NY Reg SHS Add +25.1% 1.04% +0.28
HQY Healthequity Inc. New 0.24% +0.24
TTD Trade Desk Inc./the Class A New 0.24% +0.24
LNTH Lantheus Holdings Inc. New 0.24% +0.24
PCTY Paylocity Holding Corp. New 0.23% +0.23
UFPT Ufp Technologies Inc. Add +182.5% 0.31% +0.22
IESC Ies Holdings Inc. Add +151.8% 0.31% +0.21
ACLS Axcelis Technologies Inc. New 0.21% +0.21
ATKR Atkore Inc. Add +217.4% 0.30% +0.20
ELF Elf Beauty Inc. Add +136.9% 0.29% +0.19
MPC Marathon Petroleum Corp. Add +4.8% 1.08% +0.19
FCNCA First Citizens Bcshs Class A Add +184.5% 0.27% +0.17
AAON Aaon Inc. Add +157.5% 0.27% +0.17
WLK Westlake Corp. Add +203.4% 0.26% +0.16
INSW International Seaways Inc. Add +188.8% 0.25% +0.16
ONTO Onto Innovation Inc. Add +165.3% 0.26% +0.16
ULTA Ulta Beauty Inc. Add +32.7% 0.93% +0.16
HUBS HubSpot Inc. Add +186.8% 0.25% +0.16
BC Brunswick Corp. Add +131.1% 0.31% +0.15
SSD Simpson Manufacturing Co. Inc. Add +175.6% 0.26% +0.15
NET Cloudflare Inc. Class A Add +148.1% 0.25% +0.15
AEIS Advanced Energy Industries Add +229.2% 0.23% +0.14
ETN Eaton Corp. PLC Add +1.1% 1.38% +0.14
MPWR Monolithic Power Systems Inc. Add +152.3% 0.25% +0.14
MGPI MGP Ingredients Inc. Add +223.2% 0.23% +0.13
HDSN Hudson Technologies Inc. Add +196.7% 0.18% +0.09
MGRC McGrath Rentcorp Add +25.4% 0.98% +0.09
DXCM Dexcom Inc. New 0.08% +0.08
RJF Raymond James Financial Inc. Add +4.9% 2.96% +0.08
MRK Merck & Co. Inc. Add +3.8% 0.92% +0.06
DVN Devon Energy Corp. Add +16.2% 0.59% +0.05
AMZN Amazon.com Inc. Add +0.5% 3.64% +0.05
SYK Stryker Corp. Add +0.6% 1.59% +0.03
META Meta Platforms Inc. Class A Add +4.6% 0.18% +0.03
WMT Walmart Inc. Add +7.2% 0.69% +0.03
CNQ Canadian Natural Resources Add +2.3% 2.12% +0.03
EW Edwards Lifesciences Corp. Add +14.3% 0.12% +0.02
GRMN Garmin Ltd. Add +3.7% 1.03% +0.02
CB Chubb Ltd. Add +5.2% 0.82% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 245$458.7MFIX, NVDA, AAPL, VUG, TSLA
Q1 2026 215$404.7MNVDA, AAPL, FIX, VUG, TSLA
Q4 2025 218$391.1MNVDA, AAPL, VUG, TSLA, JPM
Q3 2025 215$404.2MVUG, NVDA, AAPL, TSLA, JPM
Q2 2025 221$365.0MVUG, NVDA, AAPL, JPM, TSLA
Q1 2025 200$317.7MVUG, AAPL, NVDA, COST, JPM
Q4 2024 211$325.8MAAPL, NVDA, TSLA, VUG, COST
Q3 2024 218$313.1MAAPL, NVDA, VUG, COST, TSLA
Q2 2024 111$286.1MAAPL, NVDA, VUG, COST, AVGO
Q1 2024 112$274.6MAAPL, NVDA, VUG, COST, AMZN