Peterson Wealth Services

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Peterson Wealth Services reported 218 stock positions worth $313.1 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Nvidia (NVDA, 6.2%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.2%). Compared with Q2 2024, it opened 110 new positions, sold out of 3, added to 92 and reduced 15. The biggest buy was Comfort Systems USA (FIX, shares +40%) and the biggest sale an exit from Intel (INTC).

Most Recent 13F
Q2 2026
Location
SOUTH OGDEN, UT
CIK
0001906799
Portfolio Value
$313.1M (Q3 2024)
SEC Filing
0001906799-24-000005 ↗ filed Nov 7, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $274.6M Q1 2024 Q2 2024: $286.1M Q2 2024 Q3 2024: $313.1M $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 218 stocks · $313.1M
AAPL Apple Inc. 7.35% 98,794 $23.0M Add +1.4%
NVDA Nvidia Corp. 6.23% 160,721 $19.5M Reduce -0.1%
VUG Vanguard Mrngstar GR ETF-Sui 4.24% 34,579 $13.3M Reduce -8.7%
COST Costco Wholesale Corp. 4.12% 14,543 $12.9M Add +2.5%
TSLA Tesla Inc. 3.49% 41,722 $10.9M Add +1.7%
AMZN Amazon.com Inc. 3.38% 56,816 $10.6M Add +2.1%
AVGO Broadcom Inc. 3.07% 55,772 $9.6M Reduce -17.4%
JPM JPMorgan Chase & Co. 3.04% 45,171 $9.5M Add +3.5%
RJF Raymond James Financial Inc. 2.58% 65,972 $8.1M Add +3.2%
FIX Comfort Systems USA Inc. 2.41% 19,317 $7.5M Add +40.1%
BRK.B Berkshire Hathaway Inc. Class B 2.17% 14,781 $6.8M Add +3.4%
MSFT Microsoft Corp. 2.16% 15,736 $6.8M Reduce -4.4%
V Visa Inc. Class A 1.89% 21,471 $5.9M Add +6.2%
HD Home Depot Inc. 1.83% 14,177 $5.7M Add +5.0%
CNQ Canadian Natural Resources 1.72% 162,179 $5.4M Add +4.8%
ASML ASML Holding NV-NY Reg SHS 1.72% 6,459 $5.4M Add +118.1%
NVO Novo-Nordisk A/S-Spons ADR 1.57% 41,254 $4.9M Add +3.3%
SYK Stryker Corp. 1.47% 12,760 $4.6M Add +3.4%
TMO Thermo Fisher Scientific Inc. 1.43% 7,254 $4.5M Add +4.9%
COP Conocophillips 1.35% 40,066 $4.2M Add +5.7%
LLY Eli Lilly & Co. 1.31% 4,617 $4.1M Add +2.2%
UNP Union Pacific Corp. 1.29% 16,334 $4.0M Add +4.5%
OXY Occidental Petroleum Corp. 1.22% 74,231 $3.8M Add +5.7%
FANG Diamondback Energy Inc. 1.18% 21,403 $3.7M Add +7.1%
MSI Motorola Solutions Inc. 1.13% 7,893 $3.5M Reduce -0.8%
GRMN Garmin Ltd. 1.11% 19,819 $3.5M Add +3.3%
ZTS Zoetis Inc. 1.05% 16,843 $3.3M Add +3.6%
META Meta Platforms Inc. Class A 1.00% 5,454 $3.1M Add +447.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.95% 5,190 $3.0M Add +0.0%
CDNS Cadence Design SYS Inc. 0.91% 10,527 $2.9M Add +4.2%
ODFL Old Dominion Freight Line 0.91% 14,334 $2.8M Add +4.6%
ETN Eaton Corp. PLC 0.89% 8,394 $2.8M Add +0.1%
WMT Walmart Inc. 0.88% 34,162 $2.8M Add +4.3%
CB Chubb Ltd. 0.88% 9,535 $2.7M Add +6.5%
MPC Marathon Petroleum Corp. 0.87% 16,630 $2.7M Add +10.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.82% 14,774 $2.6M Reduce -11.5%
XOM Exxon Mobil Corp. 0.79% 21,008 $2.5M Add +6.2%
SWKS Skyworks Solutions Inc. 0.78% 24,623 $2.4M Add +7.5%
MRK Merck & Co. Inc. 0.78% 21,366 $2.4M Add +8.7%
APD Air Products & Chemicals Inc. 0.69% 7,245 $2.2M Add +6.6%
UNH Unitedhealth Group Inc. 0.69% 3,670 $2.1M Add +309.1%
LULU Lululemon Athletica Inc. 0.68% 7,895 $2.1M Add +13.1%
MTDR Matador Resources Co. 0.68% 42,844 $2.1M Add +6.7%
ULTA Ulta Beauty Inc. 0.66% 5,320 $2.1M Add +7.1%
JNJ Johnson & Johnson 0.64% 12,442 $2.0M Add +11.8%
APA Apa Corp. 0.62% 79,014 $1.9M Add +7.2%
ADI Analog Devices Inc. 0.57% 7,822 $1.8M New
CME Cme Group Inc. 0.57% 8,147 $1.8M Add +10.5%
VOO Vanguard S&P 500 ETF 0.56% 3,299 $1.7M Add +0.8%
FIS Fidelity National Info Serv 0.54% 20,161 $1.7M New
IESC Ies Holdings Inc. filed as IES HLDGS INC 0.51% 8,010 $1.6M Add +7.5%
MDT Medtronic PLC 0.51% 17,568 $1.6M Add +8.4%
DVN Devon Energy Corp. 0.50% 40,315 $1.6M Add +21.0%
CMCSA Comcast Corp. Class A 0.48% 36,355 $1.5M Add +6.1%
DRI Darden Restaurants Inc. 0.48% 9,235 $1.5M Add +8.8%
JCI Johnson Controls Internation 0.48% 19,191 $1.5M Add +3.2%
LNTH Lantheus Holdings Inc. 0.43% 12,150 $1.3M Add +8.2%
UFPT Ufp Technologies Inc. 0.40% 3,936 $1.2M Add +8.1%
AAON Aaon Inc. 0.37% 10,732 $1.2M Add +11.0%
MPWR Monolithic Power Systems Inc. 0.37% 1,236 $1.1M Add +11.4%
VZ Verizon Communications Inc. 0.34% 23,630 $1.1M Add +8.7%
ENSG The Ensign Group Inc. 0.33% 7,283 $1.0M Add +10.4%
IEFA iShares Core MSCI Eafe ETF 0.33% 13,354 $1.0M Add +0.5%
BC Brunswick Corp. 0.33% 12,421 $1.0M Add +21.2%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.33% 9,473 $1.0M Add +11.7%
FCNCA First Citizens Bcshs Class A 0.33% 554 $1.0M Add +10.8%
CROX Crocs Inc. 0.32% 6,953 $1.0M Add +12.0%
ONTO Onto Innovation Inc. 0.31% 4,748 $985K Add +11.5%
RS Reliance Inc. 0.29% 3,135 $907K New
WLK Westlake Corp. 0.28% 5,916 $889K Add +14.4%
SSD Simpson Manufacturing Co. Inc. 0.28% 4,645 $888K Add +14.7%
MGPI MGP Ingredients Inc. 0.28% 10,640 $886K Add +14.4%
INSW International Seaways Inc. 0.28% 16,761 $864K Add +15.1%
AEIS Advanced Energy Industries 0.27% 8,089 $851K Add +14.4%
HQY Healthequity Inc. 0.26% 9,998 $818K Add +10.4%
HUBS HubSpot Inc. 0.25% 1,487 $790K Add +18.5%
PCTY Paylocity Holding Corp. 0.25% 4,738 $782K Add +13.7%
SMCI Super Micro Computer Inc. 0.24% 1,834 $764K Add +25.2%
IEMG iShares Core MSCI Emerging 0.24% 13,253 $761K Reduce -7.2%
ACLS Axcelis Technologies Inc. 0.23% 6,825 $716K Add +16.1%
HDSN Hudson Technologies Inc. 0.22% 81,554 $680K Add +19.5%
TT Trane Technologies PLC 0.22% 1,739 $676K Add +5.8%
NEE Nextera Energy Inc. 0.21% 7,781 $658K Add +12.3%
GOOG Alphabet Inc. Class C 0.21% 3,926 $656K Add +0.1%
PEG Public Service Enterprise GP 0.21% 7,202 $642K Add +7.9%
ELF Elf Beauty Inc. 0.19% 5,338 $582K Add +17.4%
CRM Salesforce Inc. 0.18% 2,116 $579K Add +5.0%
GOOGL Alphabet Inc. Class A 0.18% 3,422 $567K Add +21.3%
AMD Advanced Micro Devices 0.17% 3,203 $526K Add +9.3%
ICE Intercontinental Exchange Inc. 0.17% 3,228 $519K Add +7.5%
ATKR Atkore Inc. 0.16% 6,090 $516K Add +21.5%
CELH Celsius Holdings Inc. 0.16% 15,978 $501K Add +23.2%
IJH iShares Core S&P Midcap ETF 0.15% 7,354 $458K Reduce -0.4%
FISV Fiserv Inc. 0.14% 2,511 $451K Add +3.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 3,811 $448K Reduce -0.1%
AXP American Express Co. 0.14% 1,610 $437K Add +0.1%
NXPI NXP Semiconductors NV 0.14% 1,768 $424K Add +13.0%
NFLX Netflix Inc. 0.13% 555 $394K Reduce -30.2%
STE Steris PLC 0.12% 1,527 $370K Add +15.6%
LHX L3HARRIS Technologies Inc. 0.12% 1,556 $370K Add +8.3%

Show all 218 holdings

Portfolio Sells Q2 2024 → Q3 2024
INTC Intel Corp. Sold out 0.00% −1.09
ACHC Acadia Healthcare Co. Inc. Sold out 0.00% −0.83
MGRC McGrath Rentcorp Reduce -98.5% 0.01% −0.82
AVGO Broadcom Inc. Reduce -17.4% 3.07% −0.71
NVDA Nvidia Corp. Reduce -0.1% 6.23% −0.71
VUG Vanguard Mrngstar GR ETF-Sui Reduce -8.7% 4.24% −0.71
CSCO Cisco Systems Inc. Reduce -89.5% 0.07% −0.59
MSFT Microsoft Corp. Reduce -4.4% 2.16% −0.41
NET Cloudflare Inc. Class A Sold out 0.00% −0.25
VTV Vanguard Mrngstr Val ETF-Aui Reduce -11.5% 0.82% −0.11
HAL Halliburton Co. Reduce -95.8% 0.00% −0.10
NFLX Netflix Inc. Reduce -30.2% 0.13% −0.06
IEMG iShares Core MSCI Emerging Reduce -7.2% 0.24% −0.02
AGG iShares Core U.S. Aggregate Reduce -7.5% 0.10% −0.01
ALL Allstate Corp. Reduce -15.7% 0.08% −0.01
IJH iShares Core S&P Midcap ETF Reduce -0.4% 0.15% −0.00
TJX TJX Companies Inc. Reduce -0.1% 0.14% −0.00
MSI Motorola Solutions Inc. Reduce -0.8% 1.13% +0.06

Portfolio Buys Q2 2024 → Q3 2024
FIX Comfort Systems USA Inc. Add +40.1% 2.41% +0.94
META Meta Platforms Inc. Class A Add +447.6% 1.00% +0.82
ASML ASML Holding NV-NY Reg SHS Add +118.1% 1.72% +0.66
TSLA Tesla Inc. Add +1.7% 3.49% +0.65
ADI Analog Devices Inc. New 0.57% +0.57
FIS Fidelity National Info Serv New 0.54% +0.54
UNH Unitedhealth Group Inc. Add +309.1% 0.69% +0.53
RS Reliance Inc. New 0.29% +0.29
HD Home Depot Inc. Add +5.0% 1.83% +0.21
AAPL Apple Inc. Add +1.4% 7.35% +0.18
IESC Ies Holdings Inc. Add +7.5% 0.51% +0.15
BRK.B Berkshire Hathaway Inc. Class B Add +3.4% 2.17% +0.14
LNTH Lantheus Holdings Inc. Add +8.2% 0.43% +0.11
WMT Walmart Inc. Add +4.3% 0.88% +0.11
TMO Thermo Fisher Scientific Inc. Add +4.9% 1.43% +0.10
CMG Chipotle Mexican Grill Inc. New 0.10% +0.10
PHM Pultegroup Inc. New 0.09% +0.09
DHI D.R. Horton Inc. New 0.08% +0.08
LEN Lennar Corp. Class A New 0.08% +0.08
CB Chubb Ltd. Add +6.5% 0.88% +0.08
NEM Newmont Corp. New 0.08% +0.08
SCHW Schwab (charles) Corp. New 0.08% +0.08
APD Air Products & Chemicals Inc. Add +6.6% 0.69% +0.08
JNJ Johnson & Johnson Add +11.8% 0.64% +0.08
CVX Chevron Corp. New 0.08% +0.08
AAON Aaon Inc. Add +11.0% 0.37% +0.07
BC Brunswick Corp. Add +21.2% 0.33% +0.07
JNPR Juniper Networks Inc. New 0.07% +0.07
ADP Automatic Data Processing New 0.07% +0.07
PSX Phillips 66 New 0.07% +0.07
CME Cme Group Inc. Add +10.5% 0.57% +0.07
VLO Valero Energy Corp. New 0.07% +0.07
HPE Hewlett Packard Enterprise New 0.07% +0.07
ZTS Zoetis Inc. Add +3.6% 1.05% +0.07
PG The Procter & Gamble Co. New 0.06% +0.06
ABT Abbott Laboratories New 0.06% +0.06
ODFL Old Dominion Freight Line Add +4.6% 0.91% +0.06
UFPT Ufp Technologies Inc. Add +8.1% 0.40% +0.06
LSTR Landstar System Inc. New 0.06% +0.06
DXCM Dexcom Inc. New 0.06% +0.06
MRO Marathon Oil Corp. New 0.06% +0.06
MDT Medtronic PLC Add +8.4% 0.51% +0.06
NKE Nike Inc. Class B New 0.06% +0.06
PCTY Paylocity Holding Corp. Add +13.7% 0.25% +0.06
EOG EOG Resources Inc. New 0.06% +0.06
OSK Oshkosh Corp. New 0.06% +0.06
VEA Vanguard Ftse Developed ETF New 0.06% +0.06
CGNX Cognex Corp. New 0.06% +0.06
IHI iShares U.S. Medical Devices New 0.06% +0.06
UPS United Parcel Service Class B New 0.05% +0.05

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