Peterson Wealth Services 13F Holdings

CIK 0001906799 · SOUTH OGDEN, UT

As of Sep 30, 2025, Peterson Wealth Services reported 216 positions worth $405.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD GROWTH INDEX FUNDVUG—2,263$28.3M6.98%
NVIDIA CORPNVDATechnology2,605$27.4M6.76%
APPLE INCAAPLTechnology1,125$24.1M5.94%
TESLA INCTSLAConsumer Cyclical150$20.0M4.94%
JPMORGAN CHASE & COJPMFinancial Services6,646 6.0M3.94%
COMFORT SYSTEMS USA INCFIXIndustrials60,331 5.4M3.81%
PALANTIR TECHNOLOGIES INCPLTRTechnology3,629 5.3M3.78%
BROADCOM INCAVGOTechnology13,709 4.1M3.48%
AMAZON.COM INCAMZNEquity1,617 3.0M3.22%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,407 2.6M3.12%
RAYMOND JAMES FINANCIAL INCRJFFinancial Services33,617 0.5M2.60%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services25$8.8M2.17%
MICROSOFT CORPMSFTTechnology1,245$8.6M2.12%
ORACLE CORPORCLTechnology1,667$7.4M1.83%
VISA INC-CLASS A SHARESVFinancial Services36,997$7.4M1.82%
ASML HOLDING NVASMLTechnology9,884$7.3M1.80%
HOME DEPOT INCHDConsumer Cyclical1,030$6.4M1.58%
CANADIAN NATURAL RESOURCES LTDCNQEnergy32$6.0M1.48%
CONOCOPHILLIPSCOPEnergy160$5.7M1.41%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive1,506$5.4M1.34%
META PLATFORMS INCMETACommunication Services2,854$5.0M1.25%
STRYKER CORPSYKHealthcare21,074$5.0M1.23%
UNION PACIFIC CORPUNPIndustrials1,232$4.5M1.11%
GARMIN LTDGRMNTechnology226$4.4M1.09%
DIAMONDBACK ENERGY INCFANGEnergy8,744$4.1M1.02%