Peterson Wealth Services Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$322.8B
Holdings
206
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (206 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NXPINXP SEMICONDUCTORS N V (NETHERLANDS) | 1,982 | $376.6M | 0.12% | |
| 102 | SPGIS&P GLOBAL INCORPORATED | 739 | $375.5M | 0.12% | |
| 103 | AMDADVANCED MICRO DEVICES INCORPORATED | 3,650 | $375.0M | 0.12% | |
| 104 | LHXL3HARRIS TECHNOLOGIES INCORPORATED | 1,700 | $355.8M | 0.11% | |
| 105 | EWEDWARDS LIFESCIENCES CORPORATION | 4,894 | $354.7M | 0.11% | |
| 106 | IQVIQVIA HLDGS INCORPORATED | 1,862 | $328.3M | 0.10% | |
| 107 | VTVVANGUARD VALUE ETF | 1,729 | $298.7M | 0.09% | |
| 108 | CMGCHIPOTLE MEXICAN GRILL INCORPORATED | 5,836 | $293.0M | 0.09% | |
| 109 | SCHWSCHWAB CHARLES CORPORATION | 3,656 | $286.2M | 0.09% | |
| 110 | ALSALLSTATE CORPORATION | 1,323 | $274.0M | 0.08% | |
| 111 | CVXCHEVRON CORPORATION NEW | 1,615 | $270.2M | 0.08% | |
| 112 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 1,652 | $258.1M | 0.08% | |
| 113 | CSCOCISCO SYSTEMS INCORPORATED | 3,975 | $245.3M | 0.08% | |
| 114 | ADPAUTOMATIC DATA PROCESSING INCORPORATED | 788 | $240.8M | 0.07% | |
| 115 | DC4DEXCOM INCORPORATED | 3,524 | $240.7M | 0.07% | |
| 116 | ABTABBOTT LABS | 1,750 | $232.1M | 0.07% | |
| 117 | XLESPDR ENERGY SELECT SECTOR FUND | 2,296 | $214.6M | 0.07% | |
| 118 | VLOVALERO ENERGY CORPORATION | 1,578 | $208.4M | 0.06% | |
| 119 | PGPROCTER AND GAMBLE COMPANY | 1,167 | $198.8M | 0.06% | |
| 120 | PSXPHILLIPS 66 | 1,600 | $197.6M | 0.06% | |
| 121 | NEMNEWMONT CORPORATION | 4,089 | $197.4M | 0.06% | |
| 122 | JNPJUNIPER NETWORKS INCORPORATED | 5,258 | $190.3M | 0.06% | |
| 123 | EOGEOG RES INCORPORATED | 1,460 | $187.2M | 0.06% | |
| 124 | IHIISHARES TR U.S. MED DVC ETF | 2,910 | $175.2M | 0.05% | |
| 125 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 3,386 | $172.1M | 0.05% | |
| 126 | OSKOSHKOSH CORPORATION | 1,792 | $168.6M | 0.05% | |
| 127 | PHMPULTE GROUP INCORPORATED | 1,550 | $159.3M | 0.05% | |
| 128 | HPEHEWLETT PACKARD ENTERPRISE COMPANY | 9,985 | $154.1M | 0.05% | |
| 129 | LSTRLANDSTAR SYSTEMS INCORPORATED | 1,014 | $152.3M | 0.05% | |
| 130 | ISRGINTUITIVE SURGICAL INCORPORATED COM NEW | 303 | $150.1M | 0.05% | |
| 131 | LENLENNAR CORPORATION CLASS A | 1,301 | $149.3M | 0.05% | |
| 132 | DHID R HORTON INCORPORATED | 1,171 | $148.9M | 0.05% | |
| 133 | FTCSFIRST TRUST CAPITAL STRENGTH ETF | 1,615 | $144.8M | 0.04% | |
| 134 | UPSUNITED PARCEL SERVICE INCORPORATED CLASS B | 1,280 | $140.8M | 0.04% | |
| 135 | HAPVANECK NATURAL RESOURCES ETF | 2,693 | $134.2M | 0.04% | |
| 136 | APHAMPHENOL CORPORATION NEW CLASS A | 2,008 | $131.7M | 0.04% | |
| 137 | CGNXCOGNEX CORPORATION | 4,378 | $130.6M | 0.04% | |
| 138 | ACNACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | 413 | $128.9M | 0.04% | |
| 139 | FASTFASTENAL COMPANY | 1,439 | $111.6M | 0.03% | |
| 140 | ELLAUDER ESTEE COMPANIES INCORPORATED CLASS A | 1,661 | $109.6M | 0.03% | |
| 141 | XLKSPDR TECHNOLOGY SELECT SECTOR FUND | 524 | $108.1M | 0.03% | |
| 142 | KEYKEYCORP | 6,646 | $106.3M | 0.03% | |
| 143 | ZIONZIONS BANCORPORATION N A | 2,059 | $102.7M | 0.03% | |
| 144 | EFGISHARES TR EAFE GRWTH ETF | 960 | $96.0M | 0.03% | |
| 145 | SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 2,052 | $90.8M | 0.03% | |
| 146 | BVBRIGHTVIEW HLDGS INCORPORATED | 7,040 | $90.4M | 0.03% | |
| 147 | VFHVANGUARD FINANCIALS ETF | 723 | $86.4M | 0.03% | |
| 148 | ICEINTERCONTINENTAL EXCHANGE INCORPORATED | 493 | $85.0M | 0.03% | |
| 149 | AWMSKYWORKS SOLUTIONS INCORPORATED | 1,217 | $78.7M | 0.02% | |
| 150 | SBUXSTARBUCKS CORPORATION | 788 | $77.3M | 0.02% | |
| 151 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 135 | $73.2M | 0.02% | |
| 152 | CELHCELSIUS HLDGS INCORPORATED COM NEW | 1,851 | $65.9M | 0.02% | |
| 153 | TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 364 | $60.4M | 0.02% | |
| 154 | BMYBRISTOL-MYERS SQUIBB COMPANY | 979 | $59.7M | 0.02% | |
| 155 | OXYOCCIDENTAL PETE CORPORATION | 1,000 | $49.4M | 0.02% | |
| 156 | ABBVABBVIE INCORPORATED | 225 | $47.1M | 0.01% | |
| 157 | GEGE AEROSPACE COM NEW | 226 | $45.2M | 0.01% | |
| 158 | AMATAPPLIED MATLS INCORPORATED | 299 | $43.4M | 0.01% | |
| 159 | MGRCMCGRATH RENTCORP | 344 | $38.3M | 0.01% | |
| 160 | FFORD MTR COMPANY | 3,794 | $38.1M | 0.01% | |
| 161 | DVNDEVON ENERGY CORPORATION NEW | 1,007 | $37.7M | 0.01% | |
| 162 | EEMISHARES TR MSCI EMG MKT ETF | 825 | $36.1M | 0.01% | |
| 163 | ON1OLD NATL BANCORP IND | 1,637 | $34.7M | 0.01% | |
| 164 | CSXCSX CORPORATION | 1,125 | $33.1M | 0.01% | |
| 165 | TXNTEXAS INSTRS INCORPORATED | 175 | $31.4M | 0.01% | |
| 166 | DGXQUEST DIAGNOSTICS INCORPORATED | 180 | $30.5M | 0.01% | |
| 167 | NSCNORFOLK SOUTHN CORPORATION | 121 | $28.7M | 0.01% | |
| 168 | ICUIICU MED INCORPORATED | 200 | $27.8M | 0.01% | |
| 169 | BOHBANK HAWAII CORPORATION | 400 | $27.6M | 0.01% | |
| 170 | IGEISHARES TR NORTH AMERN NAT | 431 | $19.6M | 0.01% | |
| 171 | BKRBAKER HUGHES COMPANY CLASS A | 400 | $17.6M | 0.01% | |
| 172 | PEPPEPSICO INCORPORATED | 116 | $17.4M | 0.01% | |
| 173 | MRPMILLROSE PPTYS INCORPORATED COM CLASS A REIT | 646 | $17.1M | 0.01% | |
| 174 | IJHISHARES TR CORE S&P MCP ETF | 260 | $15.2M | 0.00% | |
| 175 | GDGENERAL DYNAMICS CORPORATION | 54 | $14.7M | 0.00% | |
| 176 | IJRISHARES TR CORE S&P SCP ETF | 140 | $14.6M | 0.00% | |
| 177 | NVONOVO-NORDISK A S ADR (DENMARK) | 197 | $13.7M | 0.00% | |
| 178 | DYHTARGET CORPORATION | 127 | $13.3M | 0.00% | |
| 179 | ICLNISHARES TR GL CLEAN ENE ETF | 1,000 | $11.4M | 0.00% | |
| 180 | GRFSGRIFOLS S A SP ADR REP B NVT (SPAIN) | 1,500 | $10.7M | 0.00% | |
| 181 | IEMGISHARES INCORPORATED CORE MSCI EMKT | 183 | $9.9M | 0.00% | |
| 182 | SWSMURFIT WESTROCK PLC SHS (IRELAND) | 213 | $9.6M | 0.00% | |
| 183 | RTXRTX CORPORATION | 64 | $8.5M | 0.00% | |
| 184 | XLVSPDR HEALTH CARE SELECT | 58 | $8.5M | 0.00% | |
| 185 | NVEEUSDNV5 GLOBAL INCORPORATED | 400 | $7.7M | 0.00% | |
| 186 | CFCF INDUSTRIES HLDGS INCORPORATED | 80 | $6.3M | 0.00% | |
| 187 | CATCATERPILLAR INCORPORATED | 17 | $5.6M | 0.00% | |
| 188 | NOCNORTHROP GRUMMAN CORPORATION | 10 | $5.1M | 0.00% | |
| 189 | WMWASTE MGMT INCORPORATED DEL | 20 | $4.7M | 0.00% | |
| 190 | NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 40 | $4.1M | 0.00% | |
| 191 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 35 | $4.0M | 0.00% | |
| 192 | MCHPMICROCHIP TECHNOLOGY INCORPORATED. | 74 | $3.6M | 0.00% | |
| 193 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 15 | $2.9M | 0.00% | |
| 194 | SYYSYSCO CORPORATION | 37 | $2.8M | 0.00% | |
| 195 | FDUSFIDUS INVT CORPORATION | 121 | $2.5M | 0.00% | |
| 196 | ARMARM HOLDINGS PLC SPONSORED ADS | 22 | $2.3M | 0.00% | |
| 197 | BABOEING COMPANY | 13 | $2.2M | 0.00% | |
| 198 | FDO.FMACYS INCORPORATED | 82 | $1.0M | 0.00% | |
| 199 | GEVGE VERNOVA INCORPORATED | 3 | $916K | 0.00% | |
| 200 | HOODROBINHOOD MKTS INCORPORATED COM CLASS A | 20 | $832K | 0.00% |