Peterson Wealth Services
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Peterson Wealth Services reported 200 stock positions worth $317.7 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 7.2% of the portfolio, followed by Apple (AAPL, 7.0%) and Nvidia (NVDA, 5.0%). Compared with Q4 2024, it opened 13 new positions, sold out of 25, added to 82 and reduced 61. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +85%) and the biggest sale Tesla (TSLA, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH OGDEN, UT
- CIK
- 0001906799
- Portfolio Value
- $317.7M (Q1 2025)
- SEC Filing
- 0001906799-25-000001 ↗ filed May 5, 2025
Holdings Value
Holdings 200 stocks · $317.7M
| VUG Vanguard Mrngstar GR ETF-Sui | 7.21% | 61,774 | $22.9M | Add +84.9% |
| AAPL Apple Inc. | 6.99% | 99,943 | $22.2M | Add +1.9% |
| NVDA Nvidia Corp. | 5.03% | 147,333 | $16.0M | Reduce -7.2% |
| COST Costco Wholesale Corp. | 4.03% | 13,544 | $12.8M | Reduce -5.2% |
| JPM JPMorgan Chase & Co. | 3.92% | 50,793 | $12.5M | Add +2.3% |
| AMZN Amazon.com Inc. | 3.52% | 58,784 | $11.2M | Add +3.6% |
| TSLA Tesla Inc. | 2.99% | 36,614 | $9.5M | Reduce -29.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.91% | 17,361 | $9.2M | Add +3.7% |
| RJF Raymond James Financial Inc. | 2.65% | 60,598 | $8.4M | Reduce -7.8% |
| V Visa Inc. Class A | 2.44% | 22,119 | $7.8M | Add +1.1% |
| PLTR Palantir Technologies Inc. Class A | 2.28% | 85,805 | $7.2M | Add +62.6% |
| AVGO Broadcom Inc. | 2.27% | 42,995 | $7.2M | Reduce -23.3% |
| COP Conocophillips | 1.99% | 60,189 | $6.3M | Add +68.1% |
| MSFT Microsoft Corp. | 1.95% | 16,475 | $6.2M | Add +5.8% |
| FIX Comfort Systems USA Inc. | 1.94% | 19,109 | $6.2M | Add +0.3% |
| HD Home Depot Inc. | 1.77% | 15,360 | $5.6M | Add +5.2% |
| CNQ Canadian Natural Resources | 1.75% | 180,715 | $5.6M | Add +8.2% |
| PM Philip Morris International | 1.60% | 32,098 | $5.1M | New |
| SYK Stryker Corp. | 1.55% | 13,249 | $4.9M | Add +3.3% |
| TMO Thermo Fisher Scientific Inc. | 1.41% | 8,993 | $4.5M | Add +26.1% |
| UNP Union Pacific Corp. | 1.37% | 18,377 | $4.3M | Add +9.6% |
| FANG Diamondback Energy Inc. | 1.27% | 25,262 | $4.0M | Add +17.5% |
| META Meta Platforms Inc. Class A | 1.23% | 6,786 | $3.9M | Add +20.1% |
| GRMN Garmin Ltd. | 1.22% | 17,832 | $3.9M | Reduce -10.1% |
| LLY Eli Lilly & Co. | 1.17% | 4,516 | $3.7M | Add +3.1% |
| ORCL Oracle Corp. | 1.15% | 26,058 | $3.6M | Add +195.2% |
| MSI Motorola Solutions Inc. | 1.09% | 7,894 | $3.5M | Add +8.2% |
| CB Chubb Ltd. | 1.05% | 11,044 | $3.3M | Add +9.6% |
| WMT Walmart Inc. | 1.01% | 36,572 | $3.2M | Add +4.0% |
| ZTS Zoetis Inc. | 0.99% | 19,093 | $3.1M | Add +13.7% |
| MTDR Matador Resources Co. | 0.97% | 60,125 | $3.1M | Add +61.5% |
| CDNS Cadence Design SYS Inc. | 0.92% | 11,478 | $2.9M | Add +7.6% |
| XOM Exxon Mobil Corp. | 0.90% | 24,102 | $2.9M | Add +9.0% |
| MPC Marathon Petroleum Corp. | 0.87% | 18,975 | $2.8M | Add +8.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 4,904 | $2.7M | Reduce -5.5% |
| LULU Lululemon Athletica Inc. | 0.86% | 9,648 | $2.7M | Add +19.9% |
| CME Cme Group Inc. | 0.81% | 9,670 | $2.6M | Add +11.3% |
| ETN Eaton Corp. PLC | 0.80% | 9,331 | $2.5M | Add +8.2% |
| JNJ Johnson & Johnson | 0.78% | 14,982 | $2.5M | Add +14.3% |
| ODFL Old Dominion Freight Line | 0.78% | 14,998 | $2.5M | Add +3.7% |
| APD Air Products & Chemicals Inc. | 0.76% | 8,189 | $2.4M | Add +7.7% |
| MRK Merck & Co. Inc. | 0.72% | 25,384 | $2.3M | Add +18.2% |
| UNH Unitedhealth Group Inc. | 0.71% | 4,331 | $2.3M | Add +16.0% |
| DRI Darden Restaurants Inc. | 0.70% | 10,682 | $2.2M | Add +8.2% |
| O Realty Income Corp. | 0.59% | 32,405 | $1.9M | Add +18.2% |
| MDT Medtronic PLC | 0.59% | 20,695 | $1.9M | Add +13.4% |
| ADI Analog Devices Inc. | 0.58% | 9,167 | $1.8M | Add +12.7% |
| FIS Fidelity National Info Serv | 0.54% | 22,886 | $1.7M | Add +9.3% |
| JCI Johnson Controls Internation | 0.51% | 20,204 | $1.6M | Add +3.9% |
| CMCSA Comcast Corp. Class A | 0.48% | 41,718 | $1.5M | Add +10.1% |
| VZ Verizon Communications Inc. | 0.42% | 29,547 | $1.3M | Add +15.0% |
| VOO Vanguard S&P 500 ETF | 0.36% | 2,239 | $1.2M | Reduce -31.6% |
| CMI Cummins Inc. | 0.32% | 3,262 | $1.0M | New |
| LNTH Lantheus Holdings Inc. | 0.31% | 10,237 | $999K | Reduce -19.7% |
| ENSG The Ensign Group Inc. | 0.29% | 7,228 | $935K | Reduce -5.7% |
| RS Reliance Inc. | 0.29% | 3,193 | $922K | Reduce -4.1% |
| KNSL Kinsale Capital Group Inc. | 0.29% | 1,876 | $913K | Reduce -1.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 11,958 | $905K | Reduce -10.4% |
| PEG Public Service Enterprise GP | 0.27% | 10,243 | $843K | Add +24.2% |
| PAYC Paycom Software Inc. | 0.25% | 3,592 | $785K | New |
| SSD Simpson Manufacturing Co. Inc. | 0.24% | 4,916 | $772K | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.23% | 10,433 | $740K | Add +21.0% |
| BC Brunswick Corp. | 0.23% | 13,599 | $732K | Add +2.5% |
| MPWR Monolithic Power Systems Inc. | 0.23% | 1,238 | $718K | Reduce -6.2% |
| AGCO Agco Corp. | 0.22% | 7,689 | $712K | New |
| PCTY Paylocity Holding Corp. | 0.22% | 3,777 | $708K | Reduce -24.4% |
| ZWS Zurn Elkay Water Solutions C | 0.22% | 21,215 | $700K | New |
| MDY State Street SPDR S&P Midcap | 0.21% | 1,247 | $665K | Reduce -80.3% |
| WLK Westlake Corp. | 0.21% | 6,578 | $658K | Add +2.8% |
| UFPT Ufp Technologies Inc. | 0.20% | 3,202 | $646K | Reduce -21.9% |
| TT Trane Technologies PLC | 0.20% | 1,839 | $620K | Reduce -1.0% |
| AEIS Advanced Energy Industries | 0.19% | 6,494 | $619K | Reduce -24.6% |
| HQY Healthequity Inc. | 0.19% | 6,938 | $613K | Reduce -34.0% |
| FCNCA First Citizens Bcshs Class A | 0.19% | 328 | $609K | Reduce -43.5% |
| POWL Powell Industries Inc. | 0.19% | 3,570 | $608K | New |
| GOOGL Alphabet Inc. Class A | 0.19% | 3,852 | $596K | Reduce -1.1% |
| SMCI Super Micro Computer Inc. | 0.19% | 17,303 | $592K | New |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.18% | 3,555 | $587K | Reduce -56.2% |
| PACS Pacs Group Inc. | 0.18% | 51,160 | $575K | Add +37.4% |
| STRL Sterling Infrastructure Inc. | 0.18% | 5,054 | $572K | Add +2.1% |
| CRM Salesforce Inc. | 0.18% | 2,131 | $572K | Reduce -3.4% |
| MUSA Murphy USA Inc. | 0.18% | 1,197 | $562K | Add +25.2% |
| GSY Invesco Ultra Short Duration | 0.18% | 11,109 | $557K | Reduce -68.0% |
| ONTO Onto Innovation Inc. | 0.18% | 4,585 | $556K | Add +2.2% |
| ELF Elf Beauty Inc. | 0.17% | 8,729 | $548K | Add +77.9% |
| AGG iShares Core U.S. Aggregate | 0.17% | 5,539 | $548K | Add +85.5% |
| HUBS HubSpot Inc. | 0.17% | 939 | $536K | Reduce -40.5% |
| ALAB Astera Labs Inc. | 0.17% | 8,945 | $534K | Reduce -1.9% |
| AAON Aaon Inc. | 0.17% | 6,777 | $529K | Reduce -39.0% |
| NFLX Netflix Inc. | 0.16% | 555 | $518K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 4,096 | $499K | Add +0.4% |
| VRT Vertiv Holdings Co. Class A | 0.16% | 6,891 | $498K | Add +1.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.15% | 8,992 | $492K | Add +2.2% |
| ATKR Atkore Inc. | 0.15% | 7,864 | $472K | Add +14.8% |
| FISV Fiserv Inc. | 0.15% | 2,089 | $461K | Reduce -3.2% |
| ACLS Axcelis Technologies Inc. | 0.14% | 9,131 | $454K | Add +18.7% |
| AXP American Express Co. | 0.14% | 1,613 | $434K | Add +0.1% |
| XSMO Invesco S&P Smallcap Momentu | 0.13% | 6,690 | $420K | New |
| STE Steris PLC | 0.12% | 1,720 | $390K | Reduce -0.7% |
| NXPI NXP Semiconductors NV | 0.12% | 1,982 | $377K | Reduce -0.8% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $5.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ASML ASML Holding NV-NY Reg SHS | N Y REGISTRY SHS · principal | 7,540 | $5.0M | Add +42.4% |
| TSM Taiwan Semiconductor-SP ADR | SPONSORED ADS · principal | 364 | $60K | Add +4.0% |
| NVO Novo-Nordisk A/S-Spons ADR | ADR · principal | 197 | $14K | Reduce -99.5% |
| GRFS Grifols SA-ADR | SP ADR REP B NVT · principal | 1,500 | $11K | No change |
| ARM Arm Holdings PLC-ADR | SPONSORED ADS · principal | 22 | $2K | No change |
| STM Stmicroelectronics NV-NY SHS | NY REGISTRY · principal | 37 | $813 | No change |
Total filed on the 13F, all lines: $322.8M.
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -29.7% | 2.99% | −3.47 |
| AVGO Broadcom Inc. | Reduce -23.3% | 2.27% | −1.73 |
| NVDA Nvidia Corp. | Reduce -7.2% | 5.03% | −1.52 |
| MDY State Street SPDR S&P Midcap | Reduce -80.3% | 0.21% | −0.90 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -88.2% | 0.09% | −0.66 |
| RJF Raymond James Financial Inc. | Reduce -7.8% | 2.65% | −0.49 |
| GSY Invesco Ultra Short Duration | Reduce -68.0% | 0.18% | −0.36 |
| IESC Ies Holdings Inc. | Reduce -56.2% | 0.18% | −0.32 |
| AAON Aaon Inc. | Reduce -39.0% | 0.17% | −0.23 |
| IEMG iShares Core MSCI Emerging | Reduce -98.6% | 0.00% | −0.21 |
| ALAB Astera Labs Inc. | Reduce -1.9% | 0.17% | −0.20 |
| FCNCA First Citizens Bcshs Class A | Reduce -43.5% | 0.19% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -31.6% | 0.36% | −0.18 |
| HUBS HubSpot Inc. | Reduce -40.5% | 0.17% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -96.5% | 0.00% | −0.14 |
| ICE Intercontinental Exchange Inc. | Reduce -85.2% | 0.03% | −0.13 |
| HQY Healthequity Inc. | Reduce -34.0% | 0.19% | −0.12 |
| AEIS Advanced Energy Industries | Reduce -24.6% | 0.19% | −0.11 |
| UFPT Ufp Technologies Inc. | Reduce -21.9% | 0.20% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -95.2% | 0.00% | −0.10 |
| PCTY Paylocity Holding Corp. | Reduce -24.4% | 0.22% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.5% | 0.86% | −0.07 |
| CRM Salesforce Inc. | Reduce -3.4% | 0.18% | −0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 0.19% | −0.04 |
| GRMN Garmin Ltd. | Reduce -10.1% | 1.22% | −0.04 |
| LNTH Lantheus Holdings Inc. | Reduce -19.7% | 0.31% | −0.04 |
| FTRI First Trust Indxx Global Nat | Sold out | 0.00% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -9.2% | 0.08% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.02 |
| HPE Hewlett Packard Enterprise | Reduce -2.7% | 0.05% | −0.02 |
| ENSG The Ensign Group Inc. | Reduce -5.7% | 0.29% | −0.02 |
| TT Trane Technologies PLC | Reduce -1.0% | 0.20% | −0.02 |
| MPWR Monolithic Power Systems Inc. | Reduce -6.2% | 0.23% | −0.01 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.01 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.01 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.01 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.01 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -0.8% | 0.24% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -0.8% | 0.12% | −0.01 |
| LEN Lennar Corp. Class A | Reduce -2.2% | 0.05% | −0.01 |
| DE Deere & Co. | Sold out | 0.00% | −0.01 |
| LSTR Landstar System Inc. | Reduce -0.2% | 0.05% | −0.01 |
| GEV GE Vernova Inc. | Reduce -94.6% | 0.00% | −0.01 |
| GD General Dynamics Corp. | Reduce -52.6% | 0.00% | −0.00 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.00 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.4% | 0.28% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +84.9% | 7.21% | +3.00 |
| PM Philip Morris International | New | 1.60% | +1.60 |
| PLTR Palantir Technologies Inc. Class A | Add +62.6% | 2.28% | +1.05 |
| COP Conocophillips | Add +68.1% | 1.99% | +0.90 |
| ORCL Oracle Corp. | Add +195.2% | 1.15% | +0.70 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.7% | 2.91% | +0.58 |
| MTDR Matador Resources Co. | Add +61.5% | 0.97% | +0.32 |
| CMI Cummins Inc. | New | 0.32% | +0.32 |
| V Visa Inc. Class A | Add +1.1% | 2.44% | +0.32 |
| TMO Thermo Fisher Scientific Inc. | Add +26.1% | 1.41% | +0.27 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 3.92% | +0.27 |
| PAYC Paycom Software Inc. | New | 0.25% | +0.25 |
| AGCO Agco Corp. | New | 0.22% | +0.22 |
| ZWS Zurn Elkay Water Solutions C | New | 0.22% | +0.22 |
| META Meta Platforms Inc. Class A | Add +20.1% | 1.23% | +0.22 |
| JNJ Johnson & Johnson | Add +14.3% | 0.78% | +0.20 |
| CB Chubb Ltd. | Add +9.6% | 1.05% | +0.19 |
| UNP Union Pacific Corp. | Add +9.6% | 1.37% | +0.19 |
| POWL Powell Industries Inc. | New | 0.19% | +0.19 |
| FANG Diamondback Energy Inc. | Add +17.5% | 1.27% | +0.19 |
| CME Cme Group Inc. | Add +11.3% | 0.81% | +0.19 |
| SMCI Super Micro Computer Inc. | New | 0.19% | +0.19 |
| XOM Exxon Mobil Corp. | Add +9.0% | 0.90% | +0.17 |
| CNQ Canadian Natural Resources | Add +8.2% | 1.75% | +0.17 |
| ZTS Zoetis Inc. | Add +13.7% | 0.99% | +0.15 |
| O Realty Income Corp. | Add +18.2% | 0.59% | +0.14 |
| MDT Medtronic PLC | Add +13.4% | 0.59% | +0.14 |
| LLY Eli Lilly & Co. | Add +3.1% | 1.17% | +0.14 |
| SYK Stryker Corp. | Add +3.3% | 1.55% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +16.0% | 0.71% | +0.13 |
| DRI Darden Restaurants Inc. | Add +8.2% | 0.70% | +0.13 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.13% | +0.13 |
| MPC Marathon Petroleum Corp. | Add +8.3% | 0.87% | +0.12 |
| VZ Verizon Communications Inc. | Add +15.0% | 0.42% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +85.5% | 0.17% | +0.08 |
| APD Air Products & Chemicals Inc. | Add +7.7% | 0.76% | +0.08 |
| MRK Merck & Co. Inc. | Add +18.2% | 0.72% | +0.06 |
| MSI Motorola Solutions Inc. | Add +8.2% | 1.09% | +0.05 |
| PEG Public Service Enterprise GP | Add +24.2% | 0.27% | +0.05 |
| ADI Analog Devices Inc. | Add +12.7% | 0.58% | +0.05 |
| CMCSA Comcast Corp. Class A | Add +10.1% | 0.48% | +0.05 |
| NEE Nextera Energy Inc. | Add +21.0% | 0.23% | +0.04 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| JCI Johnson Controls Internation | Add +3.9% | 0.51% | +0.04 |
| WMT Walmart Inc. | Add +4.0% | 1.01% | +0.04 |
| PACS Pacs Group Inc. | Add +37.4% | 0.18% | +0.03 |
| MUSA Murphy USA Inc. | Add +25.2% | 0.18% | +0.03 |
| HD Home Depot Inc. | Add +5.2% | 1.77% | +0.03 |
| CELH Celsius Holdings Inc. | New | 0.02% | +0.02 |
| FIS Fidelity National Info Serv | Add +9.3% | 0.54% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| ASML ASML Holding NV-NY Reg SHS | N Y REGISTRY SHS · principal | Add +42.4% | 7,540 | $5.0M |
| TSM Taiwan Semiconductor-SP ADR | SPONSORED ADS · principal | Add +4.0% | 364 | $60K |
| NVO Novo-Nordisk A/S-Spons ADR | ADR · principal | Reduce -99.5% | 197 | $14K |
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 |