Peterson Wealth Services

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Peterson Wealth Services reported 111 stock positions worth $286.1 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Nvidia (NVDA, 6.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.9%). Compared with Q1 2024, it opened 3 new positions, sold out of 4, added to 90 and reduced 16. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Eaton (ETN, shares −31%).

Most Recent 13F
Q2 2026
Location
SOUTH OGDEN, UT
CIK
0001906799
Portfolio Value
$286.1M (Q2 2024)
SEC Filing
0001906799-24-000003 ↗ filed Jul 30, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $274.6M Q1 2024 Q2 2024: $286.1M $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 111 stocks · $286.1M
AAPL Apple Inc. 7.17% 97,383 $20.5M Add +1.2%
NVDA Nvidia Corp. 6.94% 160,812 $19.9M Reduce -3.9%
VUG Vanguard Mrngstar GR ETF-Sui 4.95% 37,865 $14.2M Reduce -6.7%
COST Costco Wholesale Corp. 4.22% 14,195 $12.1M Reduce -0.2%
AVGO Broadcom Inc. 3.79% 6,748 $10.8M Add +0.8%
AMZN Amazon.com Inc. 3.76% 55,643 $10.8M Add +0.5%
JPM JPMorgan Chase & Co. 3.08% 43,638 $8.8M Add +0.9%
TSLA Tesla Inc. 2.84% 41,035 $8.1M Add +1.6%
RJF Raymond James Financial Inc. 2.76% 63,948 $7.9M Add +1.1%
MSFT Microsoft Corp. 2.57% 16,463 $7.4M Add +1.6%
BRK.B Berkshire Hathaway Inc. Class B 2.03% 14,297 $5.8M Add +0.9%
NVO Novo-Nordisk A/S-Spons ADR 1.99% 39,946 $5.7M Add +0.8%
CNQ Canadian Natural Resources 1.93% 154,820 $5.5M Add +1.4%
V Visa Inc. Class A 1.85% 20,218 $5.3M Add +1.4%
HD Home Depot Inc. 1.62% 13,499 $4.6M Add +2.5%
OXY Occidental Petroleum Corp. 1.55% 70,238 $4.4M Add +1.6%
COP Conocophillips 1.52% 37,916 $4.3M Add +2.4%
SYK Stryker Corp. 1.47% 12,346 $4.2M Add +1.5%
FIX Comfort Systems USA Inc. 1.47% 13,789 $4.2M Reduce -1.1%
LLY Eli Lilly & Co. 1.43% 4,517 $4.1M Add +0.7%
FANG Diamondback Energy Inc. 1.40% 19,983 $4.0M Add +3.7%
TMO Thermo Fisher Scientific Inc. 1.34% 6,914 $3.8M Add +1.2%
UNP Union Pacific Corp. 1.24% 15,636 $3.5M Add +2.4%
INTC Intel Corp. 1.09% 101,011 $3.1M Add +2.1%
GRMN Garmin Ltd. 1.09% 19,193 $3.1M Add +0.6%
CDNS Cadence Design SYS Inc. 1.09% 10,104 $3.1M Add +1.4%
MSI Motorola Solutions Inc. 1.07% 7,955 $3.1M Add +2.5%
ASML ASML Holding NV-NY Reg SHS 1.06% 2,962 $3.0M Add +0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.99% 5,188 $2.8M Add +0.0%
ZTS Zoetis Inc. 0.99% 16,262 $2.8M Add +1.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.94% 16,699 $2.7M Reduce -1.2%
ETN Eaton Corp. PLC 0.92% 8,389 $2.6M Reduce -30.8%
MPC Marathon Petroleum Corp. 0.91% 15,016 $2.6M Add +2.4%
SWKS Skyworks Solutions Inc. 0.85% 22,913 $2.4M Add +5.1%
MRK Merck & Co. Inc. 0.85% 19,660 $2.4M Add +2.8%
ODFL Old Dominion Freight Line 0.85% 13,708 $2.4M Add +1.8%
MTDR Matador Resources Co. 0.84% 40,152 $2.4M Add +1.5%
MGRC McGrath Rentcorp 0.83% 22,380 $2.4M Add +2.1%
ACHC Acadia Healthcare Co. Inc. 0.83% 34,962 $2.4M Add +1.1%
CB Chubb Ltd. 0.80% 8,954 $2.3M Add +2.9%
XOM Exxon Mobil Corp. 0.80% 19,784 $2.3M Add +20.3%
WMT Walmart Inc. 0.78% 32,770 $2.2M Add +3.8%
APA Apa Corp. 0.76% 73,727 $2.2M Add +2.0%
LULU Lululemon Athletica Inc. 0.73% 6,980 $2.1M Add +7.5%
ULTA Ulta Beauty Inc. 0.67% 4,968 $1.9M Add +2.2%
CSCO Cisco Systems Inc. 0.66% 39,622 $1.9M Add +18.2%
APD Air Products & Chemicals Inc. 0.61% 6,795 $1.8M Add +8.3%
VOO Vanguard S&P 500 ETF 0.57% 3,274 $1.6M Reduce -13.8%
JNJ Johnson & Johnson 0.57% 11,133 $1.6M Add +7.6%
DVN Devon Energy Corp. 0.55% 33,323 $1.6M Add +2.9%
CME Cme Group Inc. 0.51% 7,374 $1.4M Add +4.3%
CMCSA Comcast Corp. Class A 0.47% 34,256 $1.3M Add +1.3%
DRI Darden Restaurants Inc. 0.45% 8,486 $1.3M Add +4.0%
MDT Medtronic PLC 0.45% 16,205 $1.3M Add +3.7%
JCI Johnson Controls Internation 0.43% 18,599 $1.2M Add +0.3%
SMCI Super Micro Computer Inc. 0.42% 1,465 $1.2M Reduce -2.8%
IESC Ies Holdings Inc. filed as IES HLDGS INC 0.36% 7,449 $1.0M Add +7.4%
IEFA iShares Core MSCI Eafe ETF 0.34% 13,289 $965K Reduce -11.3%
UFPT Ufp Technologies Inc. 0.34% 3,641 $961K Add +8.5%
ELF Elf Beauty Inc. 0.33% 4,545 $958K Add +10.4%
ONTO Onto Innovation Inc. 0.33% 4,257 $935K Add +9.2%
MPWR Monolithic Power Systems Inc. 0.32% 1,109 $911K Add +9.9%
CROX Crocs Inc. 0.32% 6,206 $906K Add +7.7%
LNTH Lantheus Holdings Inc. 0.32% 11,226 $901K Add +7.6%
VZ Verizon Communications Inc. 0.31% 21,735 $896K Add +3.2%
INSW International Seaways Inc. 0.30% 14,561 $861K Add +13.2%
AAON Aaon Inc. 0.29% 9,670 $844K Add +14.6%
FCNCA First Citizens Bcshs Class A 0.29% 500 $841K Add +9.2%
ACLS Axcelis Technologies Inc. 0.29% 5,878 $836K Add +13.5%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.29% 8,484 $829K Add +11.4%
ENSG The Ensign Group Inc. 0.29% 6,599 $816K New
HQY Healthequity Inc. 0.27% 9,056 $781K Add +10.1%
AEIS Advanced Energy Industries 0.27% 7,071 $769K Add +13.2%
IEMG iShares Core MSCI Emerging 0.27% 14,275 $764K Reduce -2.4%
WLK Westlake Corp. 0.26% 5,172 $749K Add +12.5%
BC Brunswick Corp. 0.26% 10,246 $746K Add +15.4%
CELH Celsius Holdings Inc. 0.26% 12,970 $740K Add +12.8%
HUBS HubSpot Inc. 0.26% 1,255 $740K Add +13.7%
GOOG Alphabet Inc. Class C 0.25% 3,923 $720K Add +0.3%
NET Cloudflare Inc. Class A 0.25% 8,633 $715K Add +19.4%
MGPI MGP Ingredients Inc. 0.24% 9,302 $692K Add +28.5%
SSD Simpson Manufacturing Co. Inc. 0.24% 4,049 $682K Add +17.3%
ATKR Atkore Inc. 0.24% 5,011 $676K Add +17.2%
HDSN Hudson Technologies Inc. 0.21% 68,266 $600K Add +49.8%
PCTY Paylocity Holding Corp. 0.19% 4,166 $549K Add +15.1%
TT Trane Technologies PLC 0.19% 1,643 $540K Reduce -0.4%
NFLX Netflix Inc. 0.19% 795 $537K No change
CRM Salesforce Inc. 0.18% 2,015 $518K Add +1.6%
GOOGL Alphabet Inc. Class A 0.18% 2,822 $514K Add +0.9%
META Meta Platforms Inc. Class A 0.18% 996 $502K Reduce -0.8%
PEG Public Service Enterprise GP 0.17% 6,674 $492K New
NEE Nextera Energy Inc. 0.17% 6,930 $491K New
AMD Advanced Micro Devices 0.17% 2,929 $475K Add +0.8%
UNH Unitedhealth Group Inc. 0.16% 897 $457K Add +1.0%
IJH iShares Core S&P Midcap ETF 0.15% 7,383 $432K Reduce -13.7%
NXPI NXP Semiconductors NV 0.15% 1,564 $421K Add +2.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.15% 3,816 $420K Add +1.6%
ICE Intercontinental Exchange Inc. 0.14% 3,003 $411K Add +1.3%
AXP American Express Co. 0.13% 1,608 $372K Add +0.1%
FISV Fiserv Inc. 0.13% 2,427 $362K Add +0.6%

Show all 111 holdings

Portfolio Sells Q1 2024 → Q2 2024
ETN Eaton Corp. PLC Reduce -30.8% 0.92% −0.46
SWAV Shockwave Medical Inc. Sold out 0.00% −0.31
FIX Comfort Systems USA Inc. Reduce -1.1% 1.47% −0.15
VUG Vanguard Mrngstar GR ETF-Sui Reduce -6.7% 4.95% −0.14
SMCI Super Micro Computer Inc. Reduce -2.8% 0.42% −0.13
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.10
VOO Vanguard S&P 500 ETF Reduce -13.8% 0.57% −0.09
ISTB iShares Core 1-5 Year Usd Bo Sold out 0.00% −0.08
DXCM Dexcom Inc. Sold out 0.00% −0.08
IEFA iShares Core MSCI Eafe ETF Reduce -11.3% 0.34% −0.07
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.2% 0.94% −0.07
AGG iShares Core U.S. Aggregate Reduce -23.0% 0.12% −0.04
IJH iShares Core S&P Midcap ETF Reduce -13.7% 0.15% −0.04
IJR iShares Core S&P Small-Cap E Reduce -9.6% 0.11% −0.02
ALL Allstate Corp. Reduce -5.8% 0.08% −0.02
IEMG iShares Core MSCI Emerging Reduce -2.4% 0.27% −0.01
META Meta Platforms Inc. Class A Reduce -0.8% 0.18% −0.00
TT Trane Technologies PLC Reduce -0.4% 0.19% +0.01
COST Costco Wholesale Corp. Reduce -0.2% 4.22% +0.42
NVDA Nvidia Corp. Reduce -3.9% 6.94% +1.44

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +1.2% 7.17% +1.16
AVGO Broadcom Inc. Add +0.8% 3.79% +0.56
ENSG The Ensign Group Inc. New 0.29% +0.29
TSLA Tesla Inc. Add +1.6% 2.84% +0.25
PEG Public Service Enterprise GP New 0.17% +0.17
NEE Nextera Energy Inc. New 0.17% +0.17
LLY Eli Lilly & Co. Add +0.7% 1.43% +0.16
NVO Novo-Nordisk A/S-Spons ADR Add +0.8% 1.99% +0.14
AMZN Amazon.com Inc. Add +0.5% 3.76% +0.12
XOM Exxon Mobil Corp. Add +20.3% 0.80% +0.10
MSFT Microsoft Corp. Add +1.6% 2.57% +0.09
WMT Walmart Inc. Add +3.8% 0.78% +0.08
ACLS Axcelis Technologies Inc. Add +13.5% 0.29% +0.08
LNTH Lantheus Holdings Inc. Add +7.6% 0.32% +0.08
MSI Motorola Solutions Inc. Add +2.5% 1.07% +0.07
MPWR Monolithic Power Systems Inc. Add +9.9% 0.32% +0.07
ONTO Onto Innovation Inc. Add +9.2% 0.33% +0.07
APD Air Products & Chemicals Inc. Add +8.3% 0.61% +0.06
GRMN Garmin Ltd. Add +0.6% 1.09% +0.06
IESC Ies Holdings Inc. Add +7.4% 0.36% +0.06
INSW International Seaways Inc. Add +13.2% 0.30% +0.05
CSCO Cisco Systems Inc. Add +18.2% 0.66% +0.05
TTD Trade Desk Inc./the Class A Add +11.4% 0.29% +0.05
ELF Elf Beauty Inc. Add +10.4% 0.33% +0.04
AEIS Advanced Energy Industries Add +13.2% 0.27% +0.04
GOOG Alphabet Inc. Class C Add +0.3% 0.25% +0.03
HQY Healthequity Inc. Add +10.1% 0.27% +0.03
UFPT Ufp Technologies Inc. Add +8.5% 0.34% +0.03
HDSN Hudson Technologies Inc. Add +49.8% 0.21% +0.03
GOOGL Alphabet Inc. Class A Add +0.9% 0.18% +0.03
AAON Aaon Inc. Add +14.6% 0.29% +0.02
FCNCA First Citizens Bcshs Class A Add +9.2% 0.29% +0.02
ASML ASML Holding NV-NY Reg SHS Add +0.8% 1.06% +0.02
MGPI MGP Ingredients Inc. Add +28.5% 0.24% +0.01
CROX Crocs Inc. Add +7.7% 0.32% +0.01
NXPI NXP Semiconductors NV Add +2.9% 0.15% +0.01
TJX TJX Companies Inc. Add +1.6% 0.15% +0.01
FANG Diamondback Energy Inc. Add +3.7% 1.40% +0.01
HUBS HubSpot Inc. Add +13.7% 0.26% +0.01
WLK Westlake Corp. Add +12.5% 0.26% +0.01
SPGI S&P Global Inc. Add +1.4% 0.09% +0.00
LHX L3HARRIS Technologies Inc. Add +0.3% 0.11% +0.00
ZTS Zoetis Inc. Add +1.7% 0.99% −0.00
UNH Unitedhealth Group Inc. Add +1.0% 0.16% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.99% −0.00
AXP American Express Co. Add +0.1% 0.13% −0.00
FTRI First Trust Indxx Global Nat Add +1.4% 0.06% −0.00
ICE Intercontinental Exchange Inc. Add +1.3% 0.14% −0.00
NET Cloudflare Inc. Class A Add +19.4% 0.25% −0.01
STE Steris PLC Add +1.7% 0.10% −0.01

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