Peterson Wealth Services
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Peterson Wealth Services reported 211 stock positions worth $325.8 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Nvidia (NVDA, 6.5%) and Tesla (TSLA, 6.5%). Compared with Q3 2024, it opened 17 new positions, sold out of 24, added to 100 and reduced 43. The biggest buy was Tesla (TSLA, shares +25%) and the biggest sale an exit from ASML Holding NV-NY Reg SHS (ASML).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH OGDEN, UT
- CIK
- 0001906799
- Portfolio Value
- $325.8M (Q4 2024)
- SEC Filing
- 0002012421-25-000004 ↗ filed Jan 29, 2025
Holdings Value
Holdings 211 stocks · $325.8M
| AAPL Apple Inc. | 7.54% | 98,047 | $24.6M | Reduce -0.8% |
| NVDA Nvidia Corp. | 6.54% | 158,711 | $21.3M | Reduce -1.3% |
| TSLA Tesla Inc. | 6.46% | 52,092 | $21.0M | Add +24.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.21% | 33,414 | $13.7M | Reduce -3.4% |
| COST Costco Wholesale Corp. | 4.02% | 14,282 | $13.1M | Reduce -1.8% |
| AVGO Broadcom Inc. | 3.99% | 56,087 | $13.0M | Add +0.6% |
| AMZN Amazon.com Inc. | 3.82% | 56,729 | $12.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 3.65% | 49,640 | $11.9M | Add +9.9% |
| RJF Raymond James Financial Inc. | 3.13% | 65,741 | $10.2M | Reduce -0.3% |
| FIX Comfort Systems USA Inc. | 2.48% | 19,057 | $8.1M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.33% | 16,740 | $7.6M | Add +13.3% |
| V Visa Inc. Class A | 2.12% | 21,867 | $6.9M | Add +1.8% |
| MSFT Microsoft Corp. | 2.01% | 15,571 | $6.6M | Reduce -1.1% |
| HD Home Depot Inc. | 1.74% | 14,596 | $5.7M | Add +3.0% |
| CNQ Canadian Natural Resources | 1.58% | 167,004 | $5.2M | Add +3.0% |
| SYK Stryker Corp. | 1.42% | 12,828 | $4.6M | Add +0.5% |
| GRMN Garmin Ltd. | 1.26% | 19,837 | $4.1M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 1.23% | 52,767 | $4.0M | Add +376807.1% |
| UNP Union Pacific Corp. | 1.17% | 16,773 | $3.8M | Add +2.7% |
| TMO Thermo Fisher Scientific Inc. | 1.14% | 7,129 | $3.7M | Reduce -1.7% |
| MDY State Street SPDR S&P Midcap | 1.11% | 6,347 | $3.6M | New |
| COP Conocophillips | 1.09% | 35,808 | $3.6M | Reduce -10.6% |
| FANG Diamondback Energy Inc. | 1.08% | 21,507 | $3.5M | Add +0.5% |
| LLY Eli Lilly & Co. | 1.04% | 4,378 | $3.4M | Reduce -5.2% |
| MSI Motorola Solutions Inc. | 1.03% | 7,295 | $3.4M | Reduce -7.6% |
| META Meta Platforms Inc. Class A | 1.02% | 5,648 | $3.3M | Add +3.6% |
| CDNS Cadence Design SYS Inc. | 0.98% | 10,663 | $3.2M | Add +1.3% |
| WMT Walmart Inc. | 0.97% | 35,147 | $3.2M | Add +2.9% |
| LULU Lululemon Athletica Inc. | 0.94% | 8,044 | $3.1M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 5,192 | $3.0M | Add +0.0% |
| ETN Eaton Corp. PLC | 0.88% | 8,624 | $2.9M | Add +2.7% |
| CB Chubb Ltd. | 0.85% | 10,079 | $2.8M | Add +5.7% |
| ZTS Zoetis Inc. | 0.84% | 16,791 | $2.7M | Reduce -0.3% |
| ODFL Old Dominion Freight Line | 0.78% | 14,464 | $2.6M | Add +0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.76% | 14,603 | $2.5M | Reduce -1.2% |
| MPC Marathon Petroleum Corp. | 0.75% | 17,517 | $2.4M | Add +5.3% |
| XOM Exxon Mobil Corp. | 0.73% | 22,105 | $2.4M | Add +5.2% |
| APD Air Products & Chemicals Inc. | 0.68% | 7,607 | $2.2M | Add +5.0% |
| MRK Merck & Co. Inc. | 0.66% | 21,479 | $2.1M | Add +0.5% |
| MTDR Matador Resources Co. | 0.64% | 37,236 | $2.1M | Reduce -13.1% |
| CME Cme Group Inc. | 0.62% | 8,687 | $2.0M | Add +6.6% |
| JNJ Johnson & Johnson | 0.58% | 13,111 | $1.9M | Add +5.4% |
| UNH Unitedhealth Group Inc. | 0.58% | 3,733 | $1.9M | Add +1.7% |
| DRI Darden Restaurants Inc. | 0.57% | 9,873 | $1.8M | Add +6.9% |
| VOO Vanguard S&P 500 ETF | 0.54% | 3,274 | $1.8M | Reduce -0.8% |
| GSY Invesco Ultra Short Duration | 0.53% | 34,713 | $1.7M | Add +1970.0% |
| ADI Analog Devices Inc. | 0.53% | 8,135 | $1.7M | Add +4.0% |
| FIS Fidelity National Info Serv | 0.52% | 20,937 | $1.7M | Add +3.9% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.50% | 8,110 | $1.6M | Add +1.3% |
| JCI Johnson Controls Internation | 0.47% | 19,449 | $1.5M | Add +1.3% |
| ORCL Oracle Corp. | 0.45% | 8,828 | $1.5M | New |
| O Realty Income Corp. | 0.45% | 27,411 | $1.5M | New |
| MDT Medtronic PLC | 0.45% | 18,254 | $1.5M | Add +3.9% |
| CMCSA Comcast Corp. Class A | 0.44% | 37,908 | $1.4M | Add +4.3% |
| AAON Aaon Inc. | 0.40% | 11,109 | $1.3M | Add +3.5% |
| FCNCA First Citizens Bcshs Class A | 0.38% | 580 | $1.2M | Add +4.7% |
| ALAB Astera Labs Inc. | 0.37% | 9,121 | $1.2M | New |
| LNTH Lantheus Holdings Inc. | 0.35% | 12,746 | $1.1M | Add +4.9% |
| HUBS HubSpot Inc. | 0.34% | 1,577 | $1.1M | Add +6.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.32% | 8,802 | $1.0M | Reduce -7.1% |
| VZ Verizon Communications Inc. | 0.32% | 25,694 | $1.0M | Add +8.7% |
| ENSG The Ensign Group Inc. | 0.31% | 7,665 | $1.0M | Add +5.3% |
| HQY Healthequity Inc. | 0.31% | 10,507 | $1.0M | Add +5.1% |
| UFPT Ufp Technologies Inc. | 0.31% | 4,099 | $1.0M | Add +4.1% |
| PCTY Paylocity Holding Corp. | 0.31% | 4,999 | $997K | Add +5.5% |
| AEIS Advanced Energy Industries | 0.31% | 8,617 | $996K | Add +6.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 13,344 | $938K | Reduce -0.1% |
| RS Reliance Inc. | 0.28% | 3,329 | $896K | Add +6.2% |
| KNSL Kinsale Capital Group Inc. | 0.27% | 1,910 | $889K | New |
| BC Brunswick Corp. | 0.26% | 13,268 | $858K | Add +6.8% |
| STRL Sterling Infrastructure Inc. | 0.26% | 4,951 | $834K | New |
| SSD Simpson Manufacturing Co. Inc. | 0.25% | 4,953 | $821K | Add +6.6% |
| MPWR Monolithic Power Systems Inc. | 0.24% | 1,320 | $781K | Add +6.8% |
| VRT Vertiv Holdings Co. Class A | 0.24% | 6,788 | $771K | New |
| ONTO Onto Innovation Inc. | 0.23% | 4,487 | $748K | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 0.23% | 3,897 | $738K | Add +13.9% |
| CRM Salesforce Inc. | 0.23% | 2,205 | $737K | Add +4.2% |
| WLK Westlake Corp. | 0.23% | 6,400 | $734K | Add +8.2% |
| PEG Public Service Enterprise GP | 0.21% | 8,246 | $697K | Add +14.5% |
| TT Trane Technologies PLC | 0.21% | 1,857 | $686K | Add +6.8% |
| IEMG iShares Core MSCI Emerging | 0.21% | 13,075 | $683K | Reduce -1.3% |
| NEE Nextera Energy Inc. | 0.19% | 8,622 | $618K | Add +10.8% |
| ELF Elf Beauty Inc. | 0.19% | 4,907 | $616K | Reduce -8.1% |
| ATKR Atkore Inc. | 0.18% | 6,847 | $571K | Add +12.4% |
| ACLS Axcelis Technologies Inc. | 0.17% | 7,693 | $538K | Add +12.7% |
| ICE Intercontinental Exchange Inc. | 0.15% | 3,322 | $495K | Add +2.9% |
| NFLX Netflix Inc. | 0.15% | 555 | $495K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 4,080 | $493K | Add +7.1% |
| PACS Pacs Group Inc. | 0.15% | 37,248 | $488K | New |
| MUSA Murphy USA Inc. | 0.15% | 956 | $480K | New |
| AXP American Express Co. | 0.15% | 1,612 | $478K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 7,317 | $456K | Reduce -0.5% |
| FISV Fiserv Inc. | 0.14% | 2,158 | $443K | Reduce -14.1% |
| AMD Advanced Micro Devices | 0.13% | 3,547 | $428K | Add +10.7% |
| NXPI NXP Semiconductors NV | 0.13% | 1,998 | $415K | Add +13.0% |
| SPGI S&P Global Inc. | 0.11% | 736 | $367K | Add +10.0% |
| IQV Iqvia Holdings Inc. | 0.11% | 1,860 | $366K | Add +19.6% |
| LHX L3HARRIS Technologies Inc. | 0.11% | 1,709 | $359K | Add +9.8% |
| STE Steris PLC | 0.11% | 1,732 | $356K | Add +13.4% |
| EW Edwards Lifesciences Corp. | 0.11% | 4,783 | $354K | Add +10.5% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $7.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ASML ASML Holding NV-NY Reg SHS | N Y REGISTRY SHS · principal | 5,296 | $3.7M | New |
| NVO Novo-Nordisk A/S-Spons ADR | ADR · principal | 41,266 | $3.5M | New |
| TSM Taiwan Semiconductor-SP ADR | SPONSORED ADS · principal | 350 | $69K | New |
| GRFS Grifols SA-ADR | SP ADR REP B NVT · principal | 1,500 | $11K | New |
| ARM Arm Holdings PLC-ADR | SPONSORED ADS · principal | 22 | $3K | New |
| STM Stmicroelectronics NV-NY SHS | NY REGISTRY · principal | 37 | $924 | New |
Total filed on the 13F, all lines: $333.1M.
Portfolio Sells Q3 2024 → Q4 2024
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −1.72 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −1.57 |
| OXY Occidental Petroleum Corp. | Reduce -98.7% | 0.02% | −1.21 |
| SWKS Skyworks Solutions Inc. | Reduce -95.5% | 0.03% | −0.75 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.66 |
| APA Apa Corp. | Sold out | 0.00% | −0.62 |
| DVN Devon Energy Corp. | Reduce -97.2% | 0.01% | −0.49 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.32 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 1.14% | −0.29 |
| MGPI MGP Ingredients Inc. | Sold out | 0.00% | −0.28 |
| INSW International Seaways Inc. | Sold out | 0.00% | −0.28 |
| LLY Eli Lilly & Co. | Reduce -5.2% | 1.04% | −0.27 |
| COP Conocophillips | Reduce -10.6% | 1.09% | −0.26 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.24 |
| HDSN Hudson Technologies Inc. | Sold out | 0.00% | −0.22 |
| ZTS Zoetis Inc. | Reduce -0.3% | 0.84% | −0.21 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.16 |
| MSFT Microsoft Corp. | Reduce -1.1% | 2.01% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -53.6% | 0.11% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 4.02% | −0.10 |
| MSI Motorola Solutions Inc. | Reduce -7.6% | 1.03% | −0.10 |
| ONTO Onto Innovation Inc. | Reduce -5.5% | 0.23% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.2% | 0.76% | −0.06 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.06 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 0.29% | −0.04 |
| PHM Pultegroup Inc. | Reduce -20.7% | 0.05% | −0.04 |
| DHI D.R. Horton Inc. | Reduce -16.0% | 0.05% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -1.3% | 0.21% | −0.03 |
| MTDR Matador Resources Co. | Reduce -13.1% | 0.64% | −0.03 |
| NEM Newmont Corp. | Reduce -9.7% | 0.05% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.4% | 4.21% | −0.03 |
| FTRI First Trust Indxx Global Nat | Reduce -34.6% | 0.03% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -1.6% | 0.06% | −0.03 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.02 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.02 |
| RTX RTX Corp. | Reduce -86.2% | 0.00% | −0.02 |
| SAM Boston Beer Company Inc. Class A | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 0.54% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -7.1% | 0.32% | −0.01 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -5.1% | 0.09% | −0.01 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.01 |
| HAP Vaneck Natural Resources ETF | Reduce -5.1% | 0.04% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.4% | 0.10% | −0.01 |
| JNPR Juniper Networks Inc. | Reduce -4.5% | 0.06% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -89.6% | 0.00% | −0.01 |
| FISV Fiserv Inc. | Reduce -14.1% | 0.14% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.14% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +24.9% | 6.46% | +2.97 |
| PLTR Palantir Technologies Inc. Class A | Add +376807.1% | 1.23% | +1.22 |
| MDY State Street SPDR S&P Midcap | New | 1.11% | +1.11 |
| AVGO Broadcom Inc. | Add +0.6% | 3.99% | +0.92 |
| JPM JPMorgan Chase & Co. | Add +9.9% | 3.65% | +0.61 |
| GSY Invesco Ultra Short Duration | Add +1970.0% | 0.53% | +0.51 |
| ORCL Oracle Corp. | New | 0.45% | +0.45 |
| O Realty Income Corp. | New | 0.45% | +0.45 |
| ALAB Astera Labs Inc. | New | 0.37% | +0.37 |
| KNSL Kinsale Capital Group Inc. | New | 0.27% | +0.27 |
| LULU Lululemon Athletica Inc. | Add +1.9% | 0.94% | +0.26 |
| STRL Sterling Infrastructure Inc. | New | 0.26% | +0.26 |
| VRT Vertiv Holdings Co. Class A | New | 0.24% | +0.24 |
| V Visa Inc. Class A | Add +1.8% | 2.12% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.3% | 2.33% | +0.16 |
| PACS Pacs Group Inc. | New | 0.15% | +0.15 |
| MUSA Murphy USA Inc. | New | 0.15% | +0.15 |
| GRMN Garmin Ltd. | Add +0.1% | 1.26% | +0.14 |
| WMT Walmart Inc. | Add +2.9% | 0.97% | +0.09 |
| HUBS HubSpot Inc. | Add +6.0% | 0.34% | +0.08 |
| DRI Darden Restaurants Inc. | Add +6.9% | 0.57% | +0.08 |
| CDNS Cadence Design SYS Inc. | Add +1.3% | 0.98% | +0.07 |
| PCTY Paylocity Holding Corp. | Add +5.5% | 0.31% | +0.06 |
| FCNCA First Citizens Bcshs Class A | Add +4.7% | 0.38% | +0.05 |
| HQY Healthequity Inc. | Add +5.1% | 0.31% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +13.9% | 0.23% | +0.05 |
| CME Cme Group Inc. | Add +6.6% | 0.62% | +0.05 |
| CRM Salesforce Inc. | Add +4.2% | 0.23% | +0.04 |
| AEIS Advanced Energy Industries | Add +6.5% | 0.31% | +0.03 |
| AAON Aaon Inc. | Add +3.5% | 0.40% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +3.6% | 1.02% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +10.5% | 0.11% | +0.02 |
| DXCM Dexcom Inc. | Add +7.1% | 0.07% | +0.01 |
| IWF iShares Russell 1000 Growth | New | 0.01% | +0.01 |
| ATKR Atkore Inc. | Add +12.4% | 0.18% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +10.3% | 0.11% | +0.01 |
| IWD iShares Russell 1000 Value E | New | 0.01% | +0.01 |
| PEG Public Service Enterprise GP | Add +14.5% | 0.21% | +0.01 |
| TJX TJX Companies Inc. | Add +7.1% | 0.15% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +0.5% | 0.09% | +0.01 |
| AXP American Express Co. | Add +0.1% | 0.15% | +0.01 |
| BKR Baker Hughes Co. | New | 0.01% | +0.01 |
| ALL Allstate Corp. | Add +8.5% | 0.08% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.00% | +0.00 |
| ZION Zions Bancorp NA | Add +0.4% | 0.03% | +0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.00% | +0.00 |
| IWM iShares Russell 2000 ETF | New | 0.00% | +0.00 |
| SPGI S&P Global Inc. | Add +10.0% | 0.11% | +0.00 |
| ONB Old National Bancorp | Add +0.6% | 0.01% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| ASML ASML Holding NV-NY Reg SHS | N Y REGISTRY SHS · principal | New | 5,296 | $3.7M |
| NVO Novo-Nordisk A/S-Spons ADR | ADR · principal | New | 41,266 | $3.5M |
| TSM Taiwan Semiconductor-SP ADR | SPONSORED ADS · principal | New | 350 | $69K |
| GRFS Grifols SA-ADR | SP ADR REP B NVT · principal | New | 1,500 | $11K |
| ARM Arm Holdings PLC-ADR | SPONSORED ADS · principal | New | 22 | $3K |
| STM Stmicroelectronics NV-NY SHS | NY REGISTRY · principal | New | 37 | $924 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 245 | $458.7M | FIX, NVDA, AAPL, VUG, TSLA |
| Q1 2026 | 215 | $404.7M | NVDA, AAPL, FIX, VUG, TSLA |
| Q4 2025 | 218 | $391.1M | NVDA, AAPL, VUG, TSLA, JPM |
| Q3 2025 | 215 | $404.2M | VUG, NVDA, AAPL, TSLA, JPM |
| Q2 2025 | 221 | $365.0M | VUG, NVDA, AAPL, JPM, TSLA |
| Q1 2025 | 200 | $317.7M | VUG, AAPL, NVDA, COST, JPM |
| Q4 2024 | 211 | $325.8M | AAPL, NVDA, TSLA, VUG, COST |
| Q3 2024 | 218 | $313.1M | AAPL, NVDA, VUG, COST, TSLA |
| Q2 2024 | 111 | $286.1M | AAPL, NVDA, VUG, COST, AVGO |
| Q1 2024 | 112 | $274.6M | AAPL, NVDA, VUG, COST, AMZN |