Peterson Wealth Services Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$365.0B
Holdings
221
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (221 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NXPINXP SEMICONDUCTORS N V (NETHERLANDS) | 1,839 | $401.8M | 0.11% | |
| 102 | SPGIS&P GLOBAL INCORPORATED | 741 | $390.7M | 0.11% | |
| 103 | FISVFISERV INCORPORATED | 2,091 | $360.5M | 0.10% | |
| 104 | CMGCHIPOTLE MEXICAN GRILL INCORPORATED | 5,845 | $328.2M | 0.09% | |
| 105 | VTVVANGUARD VALUE ETF | 1,729 | $305.6M | 0.08% | |
| 106 | SCHWSCHWAB CHARLES CORPORATION | 3,320 | $302.9M | 0.08% | |
| 107 | IQVIQVIA HLDGS INCORPORATED | 1,872 | $295.0M | 0.08% | |
| 108 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 1,655 | $293.5M | 0.08% | |
| 109 | ALSALLSTATE CORPORATION | 1,329 | $267.5M | 0.07% | |
| 110 | ADPAUTOMATIC DATA PROCESSING INCORPORATED | 788 | $243.1M | 0.07% | |
| 111 | EWEDWARDS LIFESCIENCES CORPORATION | 2,947 | $230.5M | 0.06% | |
| 112 | GSYINVESCO ULTRA SHORT DURATION ETF | 4,468 | $224.0M | 0.06% | |
| 113 | CSCOCISCO SYSTEMS INCORPORATED | 3,140 | $217.8M | 0.06% | |
| 114 | ABTABBOTT LABS | 1,581 | $215.0M | 0.06% | |
| 115 | CVXCHEVRON CORPORATION NEW | 1,492 | $213.6M | 0.06% | |
| 116 | NEMNEWMONT CORPORATION | 3,643 | $212.2M | 0.06% | |
| 117 | APHAMPHENOL CORPORATION NEW CLASS A | 2,010 | $198.5M | 0.05% | |
| 118 | XLESPDR ENERGY SELECT SECTOR FUND | 2,296 | $194.7M | 0.05% | |
| 119 | ZTSZOETIS INCORPORATED CLASS A | 1,246 | $194.2M | 0.05% | |
| 120 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 3,386 | $193.0M | 0.05% | |
| 121 | JNPJUNIPER NETWORKS INCORPORATED | 4,758 | $190.0M | 0.05% | |
| 122 | HPEHEWLETT PACKARD ENTERPRISE COMPANY | 9,116 | $186.4M | 0.05% | |
| 123 | IHIISHARES TR U.S. MED DVC ETF | 2,910 | $182.3M | 0.05% | |
| 124 | OSKOSHKOSH CORPORATION | 1,600 | $181.7M | 0.05% | |
| 125 | PSXPHILLIPS 66 | 1,447 | $172.7M | 0.05% | |
| 126 | PGPROCTER AND GAMBLE COMPANY | 1,050 | $167.2M | 0.05% | |
| 127 | ISRGINTUITIVE SURGICAL INCORPORATED COM NEW | 303 | $164.7M | 0.05% | |
| 128 | EOGEOG RES INCORPORATED | 1,313 | $157.0M | 0.04% | |
| 129 | VLOVALERO ENERGY CORPORATION | 1,135 | $152.6M | 0.04% | |
| 130 | TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 367 | $148.7M | 0.04% | |
| 131 | FTCSFIRST TRUST CAPITAL STRENGTH ETF | 1,615 | $146.8M | 0.04% | |
| 132 | PHMPULTE GROUP INCORPORATED | 1,386 | $146.2M | 0.04% | |
| 133 | HAPVANECK NATURAL RESOURCES ETF | 2,693 | $139.9M | 0.04% | |
| 134 | DHID R HORTON INCORPORATED | 1,043 | $134.4M | 0.04% | |
| 135 | XLKSPDR TECHNOLOGY SELECT SECTOR FUND | 524 | $132.8M | 0.04% | |
| 136 | LENLENNAR CORPORATION CLASS A | 1,165 | $128.8M | 0.04% | |
| 137 | LSTRLANDSTAR SYSTEMS INCORPORATED | 907 | $126.1M | 0.03% | |
| 138 | ACNACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | 415 | $124.1M | 0.03% | |
| 139 | CGNXCOGNEX CORPORATION | 3,900 | $123.7M | 0.03% | |
| 140 | FASTFASTENAL COMPANY | 2,893 | $121.5M | 0.03% | |
| 141 | BVBRIGHTVIEW HLDGS INCORPORATED | 7,040 | $117.2M | 0.03% | |
| 142 | KEYKEYCORP | 6,646 | $115.8M | 0.03% | |
| 143 | UPSUNITED PARCEL SERVICE INCORPORATED CLASS B | 1,131 | $114.2M | 0.03% | |
| 144 | EFGISHARES TR EAFE GRWTH ETF | 960 | $107.5M | 0.03% | |
| 145 | AWMSKYWORKS SOLUTIONS INCORPORATED | 1,361 | $101.4M | 0.03% | |
| 146 | VFHVANGUARD FINANCIALS ETF | 773 | $98.4M | 0.03% | |
| 147 | ZIONZIONS BANCORPORATION N A | 1,828 | $95.0M | 0.03% | |
| 148 | ICEINTERCONTINENTAL EXCHANGE INCORPORATED | 494 | $90.6M | 0.02% | |
| 149 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 135 | $89.5M | 0.02% | |
| 150 | SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 2,068 | $87.7M | 0.02% | |
| 151 | TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 361 | $81.8M | 0.02% | |
| 152 | SBUXSTARBUCKS CORPORATION | 793 | $72.6M | 0.02% | |
| 153 | GEGE AEROSPACE COM NEW | 226 | $58.2M | 0.02% | |
| 154 | AMATAPPLIED MATLS INCORPORATED | 299 | $54.7M | 0.01% | |
| 155 | BMYBRISTOL-MYERS SQUIBB COMPANY | 1,002 | $46.4M | 0.01% | |
| 156 | LHXL3HARRIS TECHNOLOGIES INCORPORATED | 183 | $45.9M | 0.01% | |
| 157 | OXYOCCIDENTAL PETE CORPORATION | 1,000 | $42.0M | 0.01% | |
| 158 | MGRCMCGRATH RENTCORP | 345 | $40.0M | 0.01% | |
| 159 | EEMISHARES TR MSCI EMG MKT ETF | 825 | $39.8M | 0.01% | |
| 160 | ON1OLD NATL BANCORP IND | 1,648 | $35.2M | 0.01% | |
| 161 | DGXQUEST DIAGNOSTICS INCORPORATED | 180 | $32.3M | 0.01% | |
| 162 | DVNDEVON ENERGY CORPORATION NEW | 1,007 | $32.0M | 0.01% | |
| 163 | NSCNORFOLK SOUTHN CORPORATION | 122 | $31.2M | 0.01% | |
| 164 | TXNTEXAS INSTRS INCORPORATED | 150 | $31.1M | 0.01% | |
| 165 | FFORD MTR COMPANY | 2,530 | $27.5M | 0.01% | |
| 166 | BOHBANK HAWAII CORPORATION | 400 | $27.0M | 0.01% | |
| 167 | ICUIICU MED INCORPORATED | 200 | $26.4M | 0.01% | |
| 168 | IGEISHARES TR NORTH AMERN NAT | 431 | $19.1M | 0.01% | |
| 169 | MRPMILLROSE PPTYS INCORPORATED COM CLASS A REIT | 580 | $16.5M | 0.00% | |
| 170 | IJHISHARES TR CORE S&P MCP ETF | 260 | $16.1M | 0.00% | |
| 171 | BKRBAKER HUGHES COMPANY CLASS A | 400 | $15.3M | 0.00% | |
| 172 | IJRISHARES TR CORE S&P SCP ETF | 140 | $15.3M | 0.00% | |
| 173 | PEPPEPSICO INCORPORATED | 116 | $15.3M | 0.00% | |
| 174 | NVONOVO-NORDISK A S SH (DENMARK) | 197 | $13.6M | 0.00% | |
| 175 | GRFSGRIFOLS S A SP SH REP B NVT (SPAIN) | 1,500 | $13.6M | 0.00% | |
| 176 | DYHTARGET CORPORATION | 127 | $12.5M | 0.00% | |
| 177 | IEMGISHARES INCORPORATED CORE MSCI EMKT | 183 | $11.0M | 0.00% | |
| 178 | RTXRTX CORPORATION | 72 | $10.6M | 0.00% | |
| 179 | ICLNISHARES TR GL CLEAN ENE ETF | 728 | $9.5M | 0.00% | |
| 180 | NVEEUSDNV5 GLOBAL INCORPORATED | 400 | $9.2M | 0.00% | |
| 181 | SWSMURFIT WESTROCK PLC SHS (IRELAND) | 213 | $9.2M | 0.00% | |
| 182 | XLVSPDR HEALTH CARE SELECT | 58 | $7.8M | 0.00% | |
| 183 | CFCF INDUSTRIES HLDGS INCORPORATED | 80 | $7.4M | 0.00% | |
| 184 | CATCATERPILLAR INCORPORATED | 17 | $6.6M | 0.00% | |
| 185 | MCHPMICROCHIP TECHNOLOGY INCORPORATED. | 74 | $5.2M | 0.00% | |
| 186 | NOCNORTHROP GRUMMAN CORPORATION | 10 | $5.0M | 0.00% | |
| 187 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 35 | $4.7M | 0.00% | |
| 188 | WMWASTE MGMT INCORPORATED DEL | 20 | $4.6M | 0.00% | |
| 189 | NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 40 | $4.0M | 0.00% | |
| 190 | ARMARM HOLDINGS PLC SPONSORED ADS | 22 | $3.6M | 0.00% | |
| 191 | HSYHERSHEY COMPANY | 20 | $3.3M | 0.00% | |
| 192 | NUENUCOR CORPORATION | 25 | $3.2M | 0.00% | |
| 193 | SYYSYSCO CORPORATION | 37 | $2.8M | 0.00% | |
| 194 | BABOEING COMPANY | 13 | $2.7M | 0.00% | |
| 195 | FDUSFIDUS INVT CORPORATION | 122 | $2.5M | 0.00% | |
| 196 | HOODROBINHOOD MKTS INCORPORATED COM CLASS A | 20 | $1.9M | 0.00% | |
| 197 | UEOWESTLAKE CORPORATION | 23 | $1.7M | 0.00% | |
| 198 | ONTOONTO INNOVATION INCORPORATED | 17 | $1.7M | 0.00% | |
| 199 | RIVNRIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | 104 | $1.4M | 0.00% | |
| 200 | MUSAMURPHY USA INCORPORATED | 3 | $1.2M | 0.00% |