Peterson Wealth Services
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Peterson Wealth Services reported 221 stock positions worth $365.0 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 7.2% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Apple (AAPL, 5.5%). Compared with Q1 2025, it opened 26 new positions, sold out of 5, added to 96 and reduced 49. The biggest buy was a new position in ASML Holding NV-NY Reg SHS (ASML) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH OGDEN, UT
- CIK
- 0001906799
- Portfolio Value
- $365.0M (Q2 2025)
- SEC Filing
- 0001729869-25-000005 ↗ filed Jul 31, 2025
Holdings Value
Holdings 221 stocks · $365.0M
| VUG Vanguard Mrngstar GR ETF-Sui | 7.24% | 60,310 | $26.4M | Reduce -2.4% |
| NVDA Nvidia Corp. | 6.40% | 147,944 | $23.4M | Add +0.4% |
| AAPL Apple Inc. | 5.47% | 97,388 | $20.0M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 4.06% | 51,137 | $14.8M | Add +0.7% |
| TSLA Tesla Inc. | 3.92% | 45,024 | $14.3M | Add +23.0% |
| COST Costco Wholesale Corp. | 3.69% | 13,616 | $13.5M | Add +0.5% |
| AMZN Amazon.com Inc. | 3.57% | 59,418 | $13.0M | Add +1.1% |
| AVGO Broadcom Inc. | 3.28% | 43,397 | $12.0M | Add +0.9% |
| PLTR Palantir Technologies Inc. Class A | 3.20% | 85,560 | $11.7M | Reduce -0.3% |
| FIX Comfort Systems USA Inc. | 2.82% | 19,202 | $10.3M | Add +0.5% |
| RJF Raymond James Financial Inc. | 2.58% | 61,333 | $9.4M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.32% | 17,420 | $8.5M | Add +0.3% |
| MSFT Microsoft Corp. | 2.28% | 16,746 | $8.3M | Add +1.6% |
| V Visa Inc. Class A | 2.16% | 22,219 | $7.9M | Add +0.5% |
| ASML ASML Holding NV-NY Reg SHS | 1.66% | 7,557 | $6.1M | New |
| PM Philip Morris International | 1.66% | 33,233 | $6.1M | Add +3.5% |
| CNQ Canadian Natural Resources | 1.60% | 185,794 | $5.8M | Add +2.8% |
| ORCL Oracle Corp. | 1.59% | 26,476 | $5.8M | Add +1.6% |
| HD Home Depot Inc. | 1.57% | 15,631 | $5.7M | Add +1.8% |
| COP Conocophillips | 1.51% | 61,457 | $5.5M | Add +2.1% |
| SYK Stryker Corp. | 1.45% | 13,417 | $5.3M | Add +1.3% |
| META Meta Platforms Inc. Class A | 1.39% | 6,884 | $5.1M | Add +1.4% |
| UNP Union Pacific Corp. | 1.19% | 18,821 | $4.3M | Add +2.4% |
| FANG Diamondback Energy Inc. | 1.06% | 28,261 | $3.9M | Add +11.9% |
| GRMN Garmin Ltd. | 1.03% | 17,987 | $3.8M | Add +0.9% |
| WMT Walmart Inc. | 1.00% | 37,169 | $3.6M | Add +1.6% |
| CDNS Cadence Design SYS Inc. | 0.99% | 11,685 | $3.6M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.98% | 4,600 | $3.6M | Add +1.9% |
| ETN Eaton Corp. PLC | 0.93% | 9,556 | $3.4M | Add +2.4% |
| MSI Motorola Solutions Inc. | 0.93% | 8,077 | $3.4M | Add +2.3% |
| MCD McDonald's Corp. | 0.92% | 11,546 | $3.4M | New |
| CB Chubb Ltd. | 0.90% | 11,291 | $3.3M | Add +2.2% |
| MPC Marathon Petroleum Corp. | 0.88% | 19,417 | $3.2M | Add +2.3% |
| MTDR Matador Resources Co. | 0.81% | 62,154 | $3.0M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 4,399 | $2.7M | Reduce -10.3% |
| CME Cme Group Inc. | 0.74% | 9,846 | $2.7M | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.73% | 24,791 | $2.7M | Add +2.9% |
| ODFL Old Dominion Freight Line | 0.68% | 15,405 | $2.5M | Add +2.7% |
| LULU Lululemon Athletica Inc. | 0.67% | 10,230 | $2.4M | Add +6.0% |
| APD Air Products & Chemicals Inc. | 0.65% | 8,425 | $2.4M | Add +2.9% |
| DRI Darden Restaurants Inc. | 0.65% | 10,897 | $2.4M | Add +2.0% |
| JNJ Johnson & Johnson | 0.64% | 15,292 | $2.3M | Add +2.1% |
| ADI Analog Devices Inc. | 0.61% | 9,417 | $2.2M | Add +2.7% |
| ABBV Abbvie Inc. | 0.59% | 11,668 | $2.2M | Add +5085.8% |
| JCI Johnson Controls Internation | 0.59% | 20,497 | $2.2M | Add +1.4% |
| O Realty Income Corp. | 0.53% | 33,489 | $1.9M | Add +3.4% |
| FIS Fidelity National Info Serv | 0.52% | 23,402 | $1.9M | Add +2.3% |
| MDT Medtronic PLC | 0.51% | 21,335 | $1.9M | Add +3.1% |
| CMCSA Comcast Corp. Class A | 0.42% | 42,942 | $1.5M | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.38% | 4,418 | $1.4M | Add +2.0% |
| VZ Verizon Communications Inc. | 0.36% | 30,506 | $1.3M | Add +3.3% |
| VOO Vanguard S&P 500 ETF | 0.35% | 2,266 | $1.3M | Add +1.2% |
| STRL Sterling Infrastructure Inc. | 0.32% | 5,051 | $1.2M | Reduce -0.1% |
| CMI Cummins Inc. | 0.31% | 3,403 | $1.1M | Add +4.3% |
| ENSG The Ensign Group Inc. | 0.31% | 7,225 | $1.1M | Reduce -0.0% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.30% | 3,698 | $1.1M | Add +4.0% |
| ELF Elf Beauty Inc. | 0.30% | 8,748 | $1.1M | Add +0.2% |
| RS Reliance Inc. | 0.27% | 3,197 | $1.0M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 11,973 | $1000K | Add +0.1% |
| KNSL Kinsale Capital Group Inc. | 0.25% | 1,875 | $907K | Reduce -0.1% |
| MPWR Monolithic Power Systems Inc. | 0.25% | 1,239 | $906K | Add +0.1% |
| PEG Public Service Enterprise GP | 0.25% | 10,705 | $901K | Add +4.5% |
| VRT Vertiv Holdings Co. Class A | 0.24% | 6,890 | $885K | Reduce -0.0% |
| SMCI Super Micro Computer Inc. | 0.24% | 17,774 | $871K | Add +2.7% |
| AEIS Advanced Energy Industries | 0.24% | 6,492 | $860K | Reduce -0.0% |
| LNTH Lantheus Holdings Inc. | 0.23% | 10,229 | $837K | Reduce -0.1% |
| PAYC Paycom Software Inc. | 0.23% | 3,594 | $832K | Add +0.1% |
| ALAB Astera Labs Inc. | 0.22% | 8,938 | $808K | Reduce -0.1% |
| TT Trane Technologies PLC | 0.22% | 1,844 | $807K | Add +0.3% |
| AGCO Agco Corp. | 0.22% | 7,695 | $794K | Add +0.1% |
| UFPT Ufp Technologies Inc. | 0.21% | 3,199 | $781K | Reduce -0.1% |
| ZWS Zurn Elkay Water Solutions C | 0.21% | 21,229 | $776K | Add +0.1% |
| SSD Simpson Manufacturing Co. Inc. | 0.21% | 4,918 | $764K | Add +0.0% |
| NEE Nextera Energy Inc. | 0.21% | 10,863 | $754K | Add +4.1% |
| POWL Powell Industries Inc. | 0.21% | 3,570 | $751K | No change |
| NFLX Netflix Inc. | 0.20% | 555 | $743K | No change |
| BC Brunswick Corp. | 0.20% | 13,366 | $738K | Reduce -1.7% |
| HQY Healthequity Inc. | 0.20% | 6,938 | $727K | No change |
| CELH Celsius Holdings Inc. | 0.20% | 15,566 | $722K | Add +741.0% |
| MDY State Street SPDR S&P Midcap | 0.20% | 1,258 | $713K | Add +0.9% |
| PACS Pacs Group Inc. | 0.19% | 53,327 | $689K | Add +4.2% |
| PCTY Paylocity Holding Corp. | 0.19% | 3,774 | $684K | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.19% | 3,859 | $680K | Add +0.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.18% | 8,985 | $647K | Reduce -0.1% |
| FCNCA First Citizens Bcshs Class A | 0.18% | 331 | $647K | Add +0.9% |
| ACLS Axcelis Technologies Inc. | 0.17% | 9,154 | $638K | Add +0.3% |
| CRM Salesforce Inc. | 0.16% | 2,135 | $582K | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 0.15% | 5,688 | $564K | Add +2.7% |
| ATKR Atkore Inc. | 0.15% | 7,902 | $558K | Add +0.5% |
| EXR Extra Space Storage Inc. | 0.14% | 3,554 | $524K | New |
| HUBS HubSpot Inc. | 0.14% | 939 | $523K | No change |
| AMD Advanced Micro Devices | 0.14% | 3,664 | $520K | Add +0.4% |
| AXP American Express Co. | 0.14% | 1,615 | $515K | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 4,098 | $506K | Add +0.1% |
| GEV GE Vernova Inc. | 0.14% | 949 | $502K | Add +31533.3% |
| AAON Aaon Inc. | 0.14% | 6,777 | $500K | No change |
| DXCM Dexcom Inc. | 0.13% | 5,527 | $482K | Add +56.8% |
| XSMO Invesco S&P Smallcap Momentu | 0.13% | 6,824 | $464K | Add +2.0% |
| IDCC Interdigital Inc. | 0.12% | 2,002 | $449K | New |
| STE Steris PLC | 0.11% | 1,724 | $414K | Add +0.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.6% | 5.47% | −1.51 |
| TMO Thermo Fisher Scientific Inc. | Reduce -95.9% | 0.04% | −1.37 |
| ZTS Zoetis Inc. | Reduce -93.5% | 0.05% | −0.94 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.72 |
| WLK Westlake Corp. | Reduce -99.7% | 0.00% | −0.21 |
| MUSA Murphy USA Inc. | Reduce -99.8% | 0.00% | −0.18 |
| ONTO Onto Innovation Inc. | Reduce -99.6% | 0.00% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.3% | 0.74% | −0.12 |
| GSY Invesco Ultra Short Duration | Reduce -59.8% | 0.06% | −0.11 |
| LHX L3HARRIS Technologies Inc. | Reduce -89.2% | 0.01% | −0.10 |
| LNTH Lantheus Holdings Inc. | Reduce -0.1% | 0.23% | −0.09 |
| EW Edwards Lifesciences Corp. | Reduce -39.8% | 0.06% | −0.05 |
| KNSL Kinsale Capital Group Inc. | Reduce -0.1% | 0.25% | −0.04 |
| PCTY Paylocity Holding Corp. | Reduce -0.1% | 0.19% | −0.04 |
| EL Estee Lauder Companies Class A | Reduce -99.2% | 0.00% | −0.03 |
| BC Brunswick Corp. | Reduce -1.7% | 0.20% | −0.03 |
| CVX Chevron Corp. | Reduce -7.6% | 0.06% | −0.03 |
| VLO Valero Energy Corp. | Reduce -28.1% | 0.04% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -21.0% | 0.06% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -10.0% | 0.05% | −0.02 |
| EOG EOG Resources Inc. | Reduce -10.1% | 0.04% | −0.02 |
| PSX Phillips 66 | Reduce -9.6% | 0.05% | −0.01 |
| ABT Abbott Laboratories | Reduce -9.7% | 0.06% | −0.01 |
| LSTR Landstar System Inc. | Reduce -10.6% | 0.03% | −0.01 |
| UPS United Parcel Service Class B | Reduce -11.6% | 0.03% | −0.01 |
| LEN Lennar Corp. Class A | Reduce -10.4% | 0.04% | −0.01 |
| CSX CSX Corp. | Sold out | 0.00% | −0.01 |
| PHM Pultegroup Inc. | Reduce -10.6% | 0.04% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -10.9% | 0.04% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -7.2% | 0.11% | −0.01 |
| JNPR Juniper Networks Inc. | Reduce -9.5% | 0.05% | −0.01 |
| CGNX Cognex Corp. | Reduce -10.9% | 0.03% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -9.2% | 0.08% | −0.01 |
| ZION Zions Bancorp NA | Reduce -11.2% | 0.03% | −0.01 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.00 |
| F Ford Motor Co. | Reduce -33.3% | 0.01% | −0.00 |
| NEM Newmont Corp. | Reduce -10.9% | 0.06% | −0.00 |
| OSK Oshkosh Corp. | Reduce -10.7% | 0.05% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -14.3% | 0.01% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -27.2% | 0.00% | −0.00 |
| MRP Millrose Properties | Reduce -10.2% | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.00 |
| INTC Intel Corp. | Reduce -50.0% | 0.00% | 0.00 |
| HPE Hewlett Packard Enterprise | Reduce -8.7% | 0.05% | +0.00 |
| UFPT Ufp Technologies Inc. | Reduce -0.1% | 0.21% | +0.01 |
| ENSG The Ensign Group Inc. | Reduce -0.0% | 0.31% | +0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -0.1% | 0.18% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.4% | 7.24% | +0.03 |
| AEIS Advanced Energy Industries | Reduce -0.0% | 0.24% | +0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| ASML ASML Holding NV-NY Reg SHS | New | 1.66% | +1.66 |
| NVDA Nvidia Corp. | Add +0.4% | 6.40% | +1.38 |
| AVGO Broadcom Inc. | Add +0.9% | 3.28% | +1.01 |
| TSLA Tesla Inc. | Add +23.0% | 3.92% | +0.93 |
| MCD McDonald's Corp. | New | 0.92% | +0.92 |
| FIX Comfort Systems USA Inc. | Add +0.5% | 2.82% | +0.88 |
| ABBV Abbvie Inc. | Add +5085.8% | 0.59% | +0.58 |
| ORCL Oracle Corp. | Add +1.6% | 1.59% | +0.44 |
| MSFT Microsoft Corp. | Add +1.6% | 2.28% | +0.34 |
| CELH Celsius Holdings Inc. | Add +741.0% | 0.20% | +0.18 |
| META Meta Platforms Inc. Class A | Add +1.4% | 1.39% | +0.16 |
| EXR Extra Space Storage Inc. | New | 0.14% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 4.06% | +0.14 |
| GEV GE Vernova Inc. | Add +31533.3% | 0.14% | +0.14 |
| ETN Eaton Corp. PLC | Add +2.4% | 0.93% | +0.14 |
| ELF Elf Beauty Inc. | Add +0.2% | 0.30% | +0.13 |
| IDCC Interdigital Inc. | New | 0.12% | +0.12 |
| IESC Ies Holdings Inc. | Add +4.0% | 0.30% | +0.12 |
| JCI Johnson Controls Internation | Add +1.4% | 0.59% | +0.08 |
| CDNS Cadence Design SYS Inc. | Add +1.8% | 0.99% | +0.07 |
| DXCM Dexcom Inc. | Add +56.8% | 0.13% | +0.06 |
| PM Philip Morris International | Add +3.5% | 1.66% | +0.05 |
| SMCI Super Micro Computer Inc. | Add +2.7% | 0.24% | +0.05 |
| AMZN Amazon.com Inc. | Add +1.1% | 3.57% | +0.05 |
| ADI Analog Devices Inc. | Add +2.7% | 0.61% | +0.03 |
| ACLS Axcelis Technologies Inc. | Add +0.3% | 0.17% | +0.03 |
| TT Trane Technologies PLC | Add +0.3% | 0.22% | +0.03 |
| AMD Advanced Micro Devices | Add +0.4% | 0.14% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.02% | +0.02 |
| MPWR Monolithic Power Systems Inc. | Add +0.1% | 0.25% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +2.3% | 0.88% | +0.01 |
| APH Amphenol Corp. Class A | Add +0.1% | 0.05% | +0.01 |
| PACS Pacs Group Inc. | Add +4.2% | 0.19% | +0.01 |
| AXP American Express Co. | Add +0.1% | 0.14% | +0.00 |
| ATKR Atkore Inc. | Add +0.5% | 0.15% | +0.00 |
| GRFS Grifols SA-ADR | New | 0.00% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.00% | +0.00 |
| SWKS Skyworks Solutions Inc. | Add +11.8% | 0.03% | +0.00 |
| ARM Arm Holdings PLC-ADR | New | 0.00% | +0.00 |
| HSY The Hershey Co. | New | 0.00% | +0.00 |
| NUE Nucor Corp. | New | 0.00% | +0.00 |
| RIVN Rivian Automotive Inc. Class A | New | 0.00% | +0.00 |
| BABA Alibaba Group Holding-SP ADR | New | 0.00% | +0.00 |
| ELV Elevance Health Inc. | New | 0.00% | +0.00 |
| CRNC Cerence Inc. | New | 0.00% | +0.00 |
| FCX Freeport-McMoran Inc. | New | 0.00% | +0.00 |
| IBOC International Bancshares CRP | New | 0.00% | +0.00 |
| LMT Lockheed Martin Corp. | New | 0.00% | +0.00 |
| PYPL PayPal Holdings Inc. | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| ASML ASML Holding NV-NY Reg SHS | N Y REGISTRY SHS · principal | Sold out | 7,540 | $5.0Mbefore exit |
| TSM Taiwan Semiconductor-SP ADR | SPONSORED ADS · principal | Sold out | 364 | $60Kbefore exit |
| NVO Novo-Nordisk A/S-Spons ADR | ADR · principal | Sold out | 197 | $14Kbefore exit |
| GRFS Grifols SA-ADR | SP ADR REP B NVT · principal | Sold out | 1,500 | $11Kbefore exit |
| ARM Arm Holdings PLC-ADR | SPONSORED ADS · principal | Sold out | 22 | $2Kbefore exit |
| STM Stmicroelectronics NV-NY SHS | NY REGISTRY · principal | Sold out | 37 | $813before exit |
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 |