The Analysis of Peterson Wealth Services's Holdings
Currently, Peterson Wealth Services holds 216 types of securities in its portfolio with a total value $405.2M. In the most recent quarter, they have increased their positions in FIX (+41.1K shares, valued at $10.5M), CDNS (+175.4K shares, valued at $3.8M), V (+14.8K shares, valued at $3.0M); decreased their positions in CNQ (-185.8K shares, valued at $34.7B), MSI (-8.1K shares, valued at $9.9B), WMT (-37.1K shares, valued at $7.1B); initiated new positions in LRCX (+955 shares, valued at $215.8K), LRN (+13.4K shares, valued at $175.6K), GPN (+1.5K shares, valued at $166.7K); completely sold out of ZWS (previously valued at $776.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD GROWTH ETF2.3K shares-96.25%2025-09-302025-11-04
NVDA NVIDIA CORPORATION2.6K shares-98.24%2025-09-302025-11-04 AAPL APPLE INCORPORATED1.1K shares-98.84%2025-09-302025-11-04 TSLA TESLA INCORPORATED150 shares-99.67%2025-09-302025-11-04 JPM JPMORGAN CHASE & COMPANY.6.6K shares-87.00%2025-09-302025-11-04 FIX COMFORT SYSTEMS USA INCORPORATED60.3K shares214.19%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A3.6K shares-95.76%2025-09-302025-11-04 AVGO BROADCOM INCORPORATED13.7K shares-68.41%2025-09-302025-11-04 AMZN AMAZON COM INCORPORATED1.6K shares-97.28%2025-09-302025-11-04 COST COSTCO WHOLESALE CORPORATION NEW3.4K shares-74.98%2025-09-302025-11-04 RJF RAYMOND JAMES FINL INCORPORATED33.6K shares-45.19%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW25 shares-99.86%2025-09-302025-11-04 MSFT MICROSOFT CORPORATION1.2K shares-92.57%2025-09-302025-11-04 ORCL ORACLE CORPORATION1.7K shares-93.70%2025-09-302025-11-04 V VISA INCORPORATED COM CLASS A37.0K shares66.51%2025-09-302025-11-04 ASML ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)9.9K shares30.79%2025-09-302025-11-04 HD HOME DEPOT INCORPORATED1.0K shares-93.41%2025-09-302025-11-04 CNQ CANADIAN NAT RES LIMITED (CANADA)32 shares-99.98%2025-09-302025-11-04 COP CONOCOPHILLIPS160 shares-99.74%2025-09-302025-11-04 PM PHILIP MORRIS INTERNATIONAL INCORPORATED1.5K shares-95.47%2025-09-302025-11-04 META META PLATFORMS INCORPORATED CLASS A2.9K shares-58.54%2025-09-302025-11-04 SYK STRYKER CORPORATION21.1K shares57.07%2025-09-302025-11-04 UNP UNION PAC CORPORATION1.2K shares-93.45%2025-09-302025-11-04 GRMN GARMIN LIMITED SHS (SWITZERLAND)226 shares-98.74%2025-09-302025-11-04 FANG DIAMONDBACK ENERGY INCORPORATED8.7K shares-69.06%2025-09-302025-11-04 CDNS CADENCE DESIGN SYSTEM INCORPORATED187.1K shares1501.33%2025-09-302025-11-04 WMT WALMART INCORPORATED20 shares-99.95%2025-09-302025-11-04 MPC MARATHON PETE CORPORATION60.7K shares212.84%2025-09-302025-11-04 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW3 shares-99.96%2025-09-302025-11-04 MCD MCDONALDS CORPORATION347 shares-96.99%2025-09-302025-11-04 ETN EATON CORPORATION PLC SHS (IRELAND)3.1K shares-67.54%2025-09-302025-11-04 LLY ELI LILLY & COMPANY7.2K shares57.26%2025-09-302025-11-04 CB CHUBB LIMITED (SWITZERLAND)1.9K shares-82.87%2025-09-302025-11-04 SPY SPDR S&P 500 ETF1.3K shares-71.36%2025-09-302025-11-04 XOM EXXON MOBIL CORPORATION2.9K shares-88.28%2025-09-302025-11-04 MTDR MATADOR RES COMPANY11.8K shares-80.95%2025-09-302025-11-04 ABBV ABBVIE INCORPORATED418 shares-96.42%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON20.1K shares31.60%2025-09-302025-11-04 CME CME GROUP INCORPORATED2.0K shares-79.65%2025-09-302025-11-04 APD AIR PRODUCTS & CHEMICALS INCORPORATED1.4K shares-83.89%2025-09-302025-11-04 ADI ANALOG DEVICES INCORPORATED94.6K shares904.64%2025-09-302025-11-04 ODFL OLD DOMINION FREIGHT LINE INCORPORATED1.7K shares-89.24%2025-09-302025-11-04 JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)50.6K shares146.79%2025-09-302025-11-04 DRI DARDEN RESTAURANTS INCORPORATED1.0K shares-90.76%2025-09-302025-11-04 O REALTY INCOME CORPORATION REIT3.2K shares-90.35%2025-09-302025-11-04 MDT MEDTRONIC PLC SHS (IRELAND)6.9K shares-67.78%2025-09-302025-11-04 LULU LULULEMON ATHLETICA INCORPORATED82 shares-99.20%2025-09-302025-11-04 ALAB ASTERA LABS INCORPORATED8.6K shares-4.01%2025-09-302025-11-04 STRL STERLING INFRASTRUCTURE INCORPORATED37 shares-99.27%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INCORPORATED1.2K shares-72.93%2025-09-302025-11-04 FIS FIDELITY NATL INFORMATION SVCS122 shares-99.48%2025-09-302025-11-04 IESC IES HLDGS INCORPORATED33 shares-99.11%2025-09-302025-11-04 CMI CUMMINS INCORPORATED1.1K shares-67.65%2025-09-302025-11-04 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW135 shares-94.04%2025-09-302025-11-04 CMCSA COMCAST CORPORATION NEW CLASS A18.7K shares-56.42%2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INCORPORATED6.9K shares-77.37%2025-09-302025-11-04 ENSG ENSIGN GROUP INCORPORATED1.4K shares-81.01%2025-09-302025-11-04 ELF E L F BEAUTY INCORPORATED9.5K shares8.20%2025-09-302025-11-04 MPWR MONOLITHIC PWR SYSTEMS INCORPORATED8.1K shares551.74%2025-09-302025-11-04 AEIS ADVANCED ENERGY INDUSTRIES3.8K shares-42.19%2025-09-302025-11-04 POWL POWELL INDUSTRIES INCORPORATED1.1K shares-69.22%2025-09-302025-11-04 VRT VERTIV HOLDINGS COMPANY COM CLASS A21.6K shares214.02%2025-09-302025-11-04 IEFA ISHARES TR CORE MSCI EAFE260 shares-97.83%2025-09-302025-11-04 SMCI SUPER MICRO COMPUTER INCORPORATED COM NEW341 shares-98.08%2025-09-302025-11-04 ZWS ZURN ELKAY WATER SOLNS CORPORATIONN/A sharesSold allââ2025-09-302025-11-04 GOOGL ALPHABET INCORPORATED CAP STK CLASS A1.6K shares-57.40%2025-09-302025-11-04 CELH CELSIUS HLDGS INCORPORATED COM NEW100 shares-99.36%2025-09-302025-11-04 ACLS AXCELIS TECHNOLOGIES INCORPORATED COM NEW400 shares-95.63%2025-09-302025-11-04 RS RELIANCE INCORPORATED104 shares-96.75%2025-09-302025-11-04 PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED1.4K shares-86.47%2025-09-302025-11-04 BC BRUNSWICK CORPORATION11.7K shares-12.63%2025-09-302025-11-04 AGCO AGCO CORPORATION8.5K shares10.07%2025-09-302025-11-04 SSD SIMPSON MFG INCORPORATED1.4K shares-72.33%2025-09-302025-11-04 NEE NEXTERA ENERGY INCORPORATED123 shares-98.87%2025-09-302025-11-04 KNSL KINSALE CAP GROUP INCORPORATED11 shares-99.41%2025-09-302025-11-04 TT TRANE TECHNOLOGIES PLC SHS (IRELAND)3.4K shares82.21%2025-09-302025-11-04 PACS PACS GROUP INCORPORATED COM SHS84.0K shares57.57%2025-09-302025-11-04 PAYC PAYCOM SOFTWARE INCORPORATED3.9K shares8.63%2025-09-302025-11-04 MDY SPDR S&P MIDCAP 400 ETF TRUST525 shares-58.27%2025-09-302025-11-04 IDCC INTERDIGITAL INCORPORATED377 shares-81.17%2025-09-302025-11-04 HQY HEALTHEQUITY INCORPORATED20 shares-99.71%2025-09-302025-11-04 NFLX NETFLIX INCORPORATED2.7K shares394.59%2025-09-302025-11-04 AAON AAON INCORPORATED COM PAR $0.0041.6K shares-75.71%2025-09-302025-11-04 UFPT UFP TECHNOLOGIES INCORPORATED19.1K shares496.78%2025-09-302025-11-04 PCTY PAYLOCITY HLDG CORPORATION116 shares-96.93%2025-09-302025-11-04 FCNCA FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A1.6K shares387.92%2025-09-302025-11-04 AMD ADVANCED MICRO DEVICES INCORPORATED7.8K shares112.20%2025-09-302025-11-04 TJX TJX COMPANIES INCORPORATED NEW1.9K shares-53.88%2025-09-302025-11-04 NXPI NXP SEMICONDUCTORS N V (NETHERLANDS)1.0K shares-45.62%2025-09-302025-11-04 GEV GE VERNOVA INCORPORATED2.0K shares111.49%2025-09-302025-11-04 AGG ISHARES TR CORE US AGGBD ET960 shares-83.12%2025-09-302025-11-04 LNTH LANTHEUS HLDGS INCORPORATED13 shares-99.87%2025-09-302025-11-04 EXR EXTRA SPACE STORAGE INCORPORATED REIT24.9K shares599.89%2025-09-302025-11-04 ATKR ATKORE INCORPORATED788 shares-90.03%2025-09-302025-11-04 AXP AMERICAN EXPRESS COMPANY2.0K shares26.81%2025-09-302025-11-04 CRM SALESFORCE INCORPORATED3.5K shares61.87%2025-09-302025-11-04 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF1.4K shares-79.85%2025-09-302025-11-04 HUBS HUBSPOT INCORPORATED3.8K shares300.53%2025-09-302025-11-04 TTD THE TRADE DESK INCORPORATED COM CLASS A367 shares-95.92%2025-09-302025-11-04 STE STERIS PLC SHS USD (IRELAND)5.0K shares190.95%2025-09-302025-11-04 GOOG ALPHABET INCORPORATED CAP STK CLASS C342 shares-79.34%2025-09-302025-11-04 IQV IQVIA HLDGS INCORPORATED339 shares-81.89%2025-09-302025-11-04 DXCM DEXCOM INCORPORATED28.9K shares423.56%2025-09-302025-11-04 SPGI S&P GLOBAL INCORPORATED2.2K shares193.93%2025-09-302025-11-04 SCHW SCHWAB CHARLES CORPORATION1.8K shares-47.20%2025-09-302025-11-04 ALL ALLSTATE CORPORATION4.1K shares207.30%2025-09-302025-11-04 FI FISERV INCORPORATED2.6K shares22.53%2025-09-302025-11-04 APH AMPHENOL CORPORATION NEW CLASS A30 shares-98.51%2025-09-302025-11-04 VTV VANGUARD VALUE ETF30.6K shares1672.30%2025-09-302025-11-04 EW EDWARDS LIFESCIENCES CORPORATION4.6K shares56.09%2025-09-302025-11-04 CMG CHIPOTLE MEXICAN GRILL INCORPORATED11.3K shares93.04%2025-09-302025-11-04 HPE HEWLETT PACKARD ENTERPRISE COMPANY15.8K shares72.97%2025-09-302025-11-04 NEM NEWMONT CORPORATION10.9K shares198.98%2025-09-302025-11-04 ADP AUTOMATIC DATA PROCESSING INCORPORATED11 shares-98.60%2025-09-302025-11-04 AMAT APPLIED MATLS INCORPORATED10 shares-96.66%2025-09-302025-11-04 CSCO CISCO SYSTEMS INCORPORATED9.7K shares210.03%2025-09-302025-11-04 ABT ABBOTT LABS11.7K shares643.14%2025-09-302025-11-04 OSK OSHKOSH CORPORATION57.0K shares3459.50%2025-09-302025-11-04 LRCX LAM RESEARCH CORPORATION COM NEW955 sharesnew addition2025-09-302025-11-04 PSX PHILLIPS 663.6K shares148.86%2025-09-302025-11-04 VLO VALERO ENERGY CORPORATION2.7K shares137.27%2025-09-302025-11-04 VEA VANGUARD FTSE DEVELOPED MARKETS ETF2 shares-99.94%2025-09-302025-11-04 PHM PULTE GROUP INCORPORATED180 shares-87.01%2025-09-302025-11-04 DHI D R HORTON INCORPORATED10.9K shares941.42%2025-09-302025-11-04 CGNX COGNEX CORPORATION43.1K shares1004.49%2025-09-302025-11-04 MCHP MICROCHIP TECHNOLOGY INCORPORATED.16.6K shares22366.22%2025-09-302025-11-04 TMO THERMO FISHER SCIENTIFIC INCORPORATED4.2K shares1043.60%2025-09-302025-11-04 LRN STRIDE INCORPORATED13.4K sharesnew addition2025-09-302025-11-04 IHI ISHARES TR U.S. MED DVC ETF14.2K shares387.87%2025-09-302025-11-04 PG PROCTER AND GAMBLE COMPANY40 shares-96.19%2025-09-302025-11-04 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW4 shares-98.68%2025-09-302025-11-04 SNPS SYNOPSYS INCORPORATED37 shares1750.00%2025-09-302025-11-04 GPN GLOBAL PMTS INCORPORATED1.5K sharesnew addition2025-09-302025-11-04 QQQ INVESCO QQQ TR6.8K sharesnew addition2025-09-302025-11-04 LEN LENNAR CORPORATION CLASS A11.3K shares872.70%2025-09-302025-11-04 EOG EOG RES INCORPORATED3.9K shares193.60%2025-09-302025-11-04 HAP VANECK NATURAL RESOURCES ETF775 shares-71.22%2025-09-302025-11-04 FTCS FIRST TRUST CAPITAL STRENGTH ETF2.2K shares33.50%2025-09-302025-11-04 SEIC SEI INVTS COMPANY5.0K sharesnew addition2025-09-302025-11-04 XLK SPDR TECHNOLOGY SELECT SECTOR FUND797 shares52.10%2025-09-302025-11-04 FAST FASTENAL COMPANY23.4K shares709.13%2025-09-302025-11-04 KO COCA COLA COMPANY4.1K sharesnew addition2025-09-302025-11-04 XLE SPDR ENERGY SELECT SECTOR FUND58 shares-97.47%2025-09-302025-11-04 KEY KEYCORP1.9K shares-71.46%2025-09-302025-11-04 LSTR LANDSTAR SYSTEMS INCORPORATED11.0K shares1108.38%2025-09-302025-11-04 EFG ISHARES TR EAFE GRWTH ETF728 shares-24.17%2025-09-302025-11-04 SWKS SKYWORKS SOLUTIONS INCORPORATED1.4K shares6.25%2025-09-302025-11-04 ZION ZIONS BANCORPORATION N A192 shares-89.50%2025-09-302025-11-04 ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)460 shares10.84%2025-09-302025-11-04 UPS UNITED PARCEL SERVICE INCORPORATED CLASS B4.6K shares307.43%2025-09-302025-11-04 VFH VANGUARD FINANCIALS ETF60 shares-92.24%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS127 shares-64.82%2025-09-302025-11-04 VGT VANGUARD INFORMATION TECHNOLOGY ETF6 shares-95.56%2025-09-302025-11-04 SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF4.6K shares122.00%2025-09-302025-11-04 GSY INVESCO ULTRA SHORT DURATION ETF2.0K shares-54.74%2025-09-302025-11-04 CVX CHEVRON CORPORATION NEW6.0K shares304.56%2025-09-302025-11-04 GE GE AEROSPACE COM NEW951 shares320.80%2025-09-302025-11-04 SBUX STARBUCKS CORPORATION1.8K shares122.95%2025-09-302025-11-04 OXY OCCIDENTAL PETE CORPORATION16.0K shares1498.60%2025-09-302025-11-04 AZO AUTOZONE INCORPORATED9.5K sharesnew addition2025-09-302025-11-04 BMY BRISTOL-MYERS SQUIBB COMPANY42.8K shares4167.86%2025-09-302025-11-04 EEM ISHARES TR MSCI EMG MKT ETF431 shares-47.76%2025-09-302025-11-04 MGRC MCGRATH RENTCORP21.4K shares6091.01%2025-09-302025-11-04 NSC NORFOLK SOUTHN CORPORATION10 shares-91.80%2025-09-302025-11-04 ONB OLD NATL BANCORP IND17 shares-98.97%2025-09-302025-11-04 DVN DEVON ENERGY CORPORATION NEW5.7K shares465.34%2025-09-302025-11-04 DGX QUEST DIAGNOSTICS INCORPORATED61.0K shares33812.22%2025-09-302025-11-04 F FORD MTR COMPANY18.0K shares612.13%2025-09-302025-11-04 ZTS ZOETIS INCORPORATED CLASS A21.4K shares1615.41%2025-09-302025-11-04 TXN TEXAS INSTRS INCORPORATED9.8K shares6408.00%2025-09-302025-11-04 BOH BANK HAWAII CORPORATION17.5K shares4266.50%2025-09-302025-11-04 CIFR CIPHER MINING INCORPORATED3.3K sharesnew addition2025-09-302025-11-04 MO ALTRIA GROUP INCORPORATED59.4K sharesnew addition2025-09-302025-11-04 CRWV COREWEAVE INCORPORATED COM CLASS A13.7K sharesnew addition2025-09-302025-11-04 IGE ISHARES TR NORTH AMERN NAT2.9K shares575.17%2025-09-302025-11-04 BKR BAKER HUGHES COMPANY CLASS A400 shares0.00%2025-09-302025-11-04 IJH ISHARES TR CORE S&P MCP ETF140 shares-46.15%2025-09-302025-11-04 IJR ISHARES TR CORE S&P SCP ETF5.6K shares3915.71%2025-09-302025-11-04 PEP PEPSICO INCORPORATED33.5K shares28745.69%2025-09-302025-11-04 IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA)183 sharesnew addition2025-09-302025-11-04 CAT CATERPILLAR INCORPORATED16.1K shares94852.94%2025-09-302025-11-04 GRFS GRIFOLS S A SP ADR REP B NVT (SPAIN)7.3K shares385.80%2025-09-302025-11-04 IEMG ISHARES INCORPORATED CORE MSCI EMKT11.8K shares6364.48%2025-09-302025-11-04 TGT TARGET CORPORATION45.0K shares35359.06%2025-09-302025-11-04 ICLN ISHARES TR GL CLEAN ENE ETF825 shares13.32%2025-09-302025-11-04 RTX RTX CORPORATION760 shares955.56%2025-09-302025-11-04 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF3.4K shares9574.29%2025-09-302025-11-04 XLV SPDR HEALTH CARE SELECT2.1K shares3491.38%2025-09-302025-11-04 CF CF INDUSTRIES HLDGS INCORPORATED441 shares451.25%2025-09-302025-11-04 TIC ACUREN CORPORATION6.5K sharesnew addition2025-09-302025-11-04 NOC NORTHROP GRUMMAN CORPORATION101 shares910.00%2025-09-302025-11-04 NVO NOVO-NORDISK A S ADR (DENMARK)25 shares-87.31%2025-09-302025-11-04 ICE INTERCONTINENTAL EXCHANGE INCORPORATED2.1K shares332.19%2025-09-302025-11-04 WM WASTE MGMT INCORPORATED DEL23 shares15.00%2025-09-302025-11-04 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF10.8K shares26875.00%2025-09-302025-11-04 HSY HERSHEY COMPANY9.6K shares47785.00%2025-09-302025-11-04 NUE NUCOR CORPORATION146.8K shares587032.00%2025-09-302025-11-04 LHX L3HARRIS TECHNOLOGIES INCORPORATED1.6K shares780.87%2025-09-302025-11-04 SYY SYSCO CORPORATION361 shares875.68%2025-09-302025-11-04 HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A65 shares225.00%2025-09-302025-11-04 BA BOEING COMPANY979 shares7430.77%2025-09-302025-11-04 FDUS FIDUS INVT CORPORATION343 shares181.15%2025-09-302025-11-04 ONTO ONTO INNOVATION INCORPORATED26.4K shares155170.59%2025-09-302025-11-04 WLK WESTLAKE CORPORATION1.8K shares7878.26%2025-09-302025-11-04 RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A20 shares-80.77%2025-09-302025-11-04 M MACYS INCORPORATED19.3K shares23437.80%2025-09-302025-11-04 AMRZ AMRIZE LIMITED SHS (SWITZERLAND)9.3K sharesnew addition2025-09-302025-11-04 ARM ARM HOLDINGS PLC SPONSORED ADS7.5K shares34150.00%2025-09-302025-11-04 CRNC CERENCE INCORPORATED80 shares-20.00%2025-09-302025-11-04 MUSA MURPHY USA INCORPORATED575 shares19066.67%2025-09-302025-11-04 EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A1.2K shares9361.54%2025-09-302025-11-04 STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)1.2K shares3086.49%2025-09-302025-11-04 BND VANGUARD TOTAL BOND MARKET ETF1.3K shares21916.67%2025-09-302025-11-04 PKB INVESCO BUILDING & CONSTRUCTION ETF267 shares6575.00%2025-09-302025-11-04 VWO VANGUARD FTSE EMERGING MARKETS ETF59.0K sharesnew addition2025-09-302025-11-04 BYND BEYOND MEAT INCORPORATED13 shares-48.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available