Peterson Wealth Services

13F filer, CIK 1906799, SOUTH OGDEN, UT

Peterson Wealth Services reported $333,077,491 across 217 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-29. Its ten largest share positions make up 44.84% of the portfolio.

Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002012421-25-000004

Period: 2024-12-31
Reported value: $333M
Holdings: 217
Top 10 weight: 44.84%
New: 23
Sold out: 24

Largest buys vs the previous quarter

Security	Shares change	Approx. value
TSLAadded	+10,370	$4.19M
PLTRadded	+52,753	$3.99M
MDYnew	+6,347	$3.62M
GSYadded	+33,036	$1.66M
ORCLnew	+8,828	$1.47M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ASMLexited	-6,459	-$5.38M
NVOexited	-41,254	-$4.91M
OXYreduced	-73,231	-$3.62M
SWKSreduced	-23,519	-$2.09M
ULTAexited	-5,320	-$2.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002012421-25-000004, largest first. % of portfolio is the value over $333,077,491, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	98,047	$24.6M	7.37%	-747	Timeline
NVDANVIDIA CORPORATION	158,711	$21.3M	6.4%	-2,010	Timeline
TSLATESLA INC	52,092	$21M	6.32%	+10,370	Timeline
VUGVANGUARD INDEX FDS	33,414	$13.7M	4.12%	-1,165	Timeline
COSTCOSTCO WHOLESALE CORPORATION	14,282	$13.1M	3.93%	-261	Timeline
AVGOBROADCOM INC	56,087	$13M	3.9%	+315	Timeline
AMZNAMAZON COM INC	56,729	$12.4M	3.74%	-87	Timeline
JPMJPMORGAN CHASE & CO	49,640	$11.9M	3.57%	+4,469	Timeline
RJFRAYMOND JAMES FINL INC	65,741	$10.2M	3.07%	-231	Timeline
FIXCOMFORT SYS USA INC	19,057	$8.08M	2.43%	-260	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	16,740	$7.59M	2.28%	+1,959	Timeline
VVISA INC	21,867	$6.91M	2.07%	+396	Timeline
MSFTMICROSOFT CORP	15,571	$6.56M	1.97%	-165	Timeline
HDHOME DEPOT INC	14,596	$5.68M	1.7%	+419	Timeline
CNQCANADIAN NAT RES LTD MED TER	167,004	$5.16M	1.55%	+4,825	Timeline
SYKSTRYKER CORPORATION	12,828	$4.62M	1.39%	+68	Timeline
GRMNGARMIN LTD	19,837	$4.09M	1.23%	+18	Timeline
PLTRPALANTIR TECHNOLOGIES INC	52,767	$3.99M	1.2%	+52,753	Timeline
UNPUNION PAC CORP	16,773	$3.82M	1.15%	+439	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	7,129	$3.71M	1.11%	-125	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	6,347	$3.62M	1.09%	new	Timeline
COPCONOCOPHILLIPS	35,808	$3.55M	1.07%	-4,258	Timeline
FANGDIAMONDBACK ENERGY INC	21,507	$3.52M	1.06%	+104	Timeline
LLYELI LILLY & CO	4,378	$3.38M	1.01%	-239	Timeline
MSIMOTOROLA SOLUTIONS INC	7,295	$3.37M	1.01%	-598	Timeline
METAMETA PLATFORMS INC	5,648	$3.31M	0.99%	+194	Timeline
CDNSCADENCE DESIGN SYSTEM INC	10,663	$3.2M	0.96%	+136	Timeline
WMTWALMART INC	35,147	$3.18M	0.95%	+985	Timeline
LULULULULEMON ATHLETICA INC	8,044	$3.08M	0.92%	+149	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,192	$3.04M	0.91%	+2	Timeline
ETNEATON CORP PLC	8,624	$2.86M	0.86%	+230	Timeline
CBCHUBB LIMITED	10,079	$2.78M	0.84%	+544	Timeline
ZTSZOETIS INC	16,791	$2.74M	0.82%	-52	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	14,464	$2.55M	0.77%	+130	Timeline
VTVVANGUARD INDEX FDS	14,603	$2.47M	0.74%	-171	Timeline
MPCMARATHON PETE CORP	17,517	$2.44M	0.73%	+887	Timeline
XOMEXXON MOBIL CORP	22,105	$2.38M	0.71%	+1,097	Timeline
APDAIR PRODUCTS AND CHEMICALS I	7,607	$2.21M	0.66%	+362	Timeline
MRKMERCK & CO INC	21,479	$2.14M	0.64%	+113	Timeline
MTDRMATADOR RES CO	37,236	$2.09M	0.63%	-5,608	Timeline
CMECME GROUP INC	8,687	$2.02M	0.61%	+540	Timeline
JNJJOHNSON & JOHNSON	13,111	$1.9M	0.57%	+669	Timeline
UNHUNITEDHEALTH GROUP INC	3,733	$1.89M	0.57%	+63	Timeline
DRIDARDEN RESTAURANTS INC	9,873	$1.84M	0.55%	+638	Timeline
VOOVANGUARD INDEX FDS	3,274	$1.76M	0.53%	-25	Timeline
GSYINVESCO ACTIVELY MANAGED EXC	34,713	$1.74M	0.52%	+33,036	Timeline
ADIANALOG DEVICES INC	8,135	$1.73M	0.52%	+313	Timeline
FISFIDELITY NATL INFORMATION SV	20,937	$1.69M	0.51%	+776	Timeline
IESCIES HOLDINGS INC	8,110	$1.63M	0.49%	+100	Timeline
JCIJOHNSON CONTROLS INTERNATION	19,449	$1.54M	0.46%	+258	Timeline
ORCLORACLE CORP	8,828	$1.47M	0.44%	new	Timeline
OREALTY INCOME CORP	27,411	$1.46M	0.44%	new	Timeline
MDTMEDTRONIC PLC	18,254	$1.46M	0.44%	+686	Timeline
CMCSACOMCAST CORP NEW	37,908	$1.42M	0.43%	+1,553	Timeline
AAONAAON INC	11,109	$1.31M	0.39%	+377	Timeline
FCNCAFIRST CTZNS BANCSHARES INC D	580	$1.23M	0.37%	+26	Timeline
ALABASTERA LABS INC	9,121	$1.21M	0.36%	new	Timeline
LNTHLANTHEUS HLDGS INC	12,746	$1.14M	0.34%	+596	Timeline
HUBSHUBSPOT INC	1,577	$1.1M	0.33%	+90	Timeline
TTDTHE TRADE DESK INC	8,802	$1.03M	0.31%	-671	Timeline
VZVERIZON COMMUNICATIONS INC	25,694	$1.03M	0.31%	+2,064	Timeline
ENSGENSIGN GROUP INC	7,665	$1.02M	0.31%	+382	Timeline
HQYHEALTHEQUITY INC	10,507	$1.01M	0.3%	+509	Timeline
UFPTUFP TECHNOLOGIES INC	4,099	$1M	0.3%	+163	Timeline
PCTYPAYLOCITY HLDG CORP	4,999	$997K	0.3%	+261	Timeline
AEISADVANCED ENERGY INDS	8,617	$996K	0.3%	+528	Timeline
IEFAISHARES TR	13,344	$938K	0.28%	-10	Timeline
RSRELIANCE INC	3,329	$896K	0.27%	+194	Timeline
KNSLKINSALE CAP GROUP INC	1,910	$889K	0.27%	new	Timeline
BCBRUNSWICK CORP	13,268	$858K	0.26%	+847	Timeline
STRLSTERLING INFRASTRUCTURE INC	4,951	$834K	0.25%	new	Timeline
SSDSIMPSON MFG INC	4,953	$821K	0.25%	+308	Timeline
MPWRMONOLITHIC PWR SYS INC	1,320	$781K	0.23%	+84	Timeline
VRTVERTIV HOLDINGS CO	6,788	$771K	0.23%	new	Timeline
ONTOONTO INNOVATION INC	4,487	$748K	0.22%	-261	Timeline
GOOGLALPHABET INC	3,897	$738K	0.22%	+475	Timeline
CRMSALESFORCE INC	2,205	$737K	0.22%	+89	Timeline
WLKWESTLAKE CORPORATION	6,400	$734K	0.22%	+484	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	8,246	$697K	0.21%	+1,044	Timeline
TTTRANE TECHNOLOGIES PLC	1,857	$686K	0.21%	+118	Timeline
IEMGISHARES INC	13,075	$683K	0.2%	-178	Timeline
NEENEXTERA ENERGY INC	8,622	$618K	0.19%	+841	Timeline
ELFE L F BEAUTY INC	4,907	$616K	0.18%	-431	Timeline
ATKRATKORE INC	6,847	$571K	0.17%	+757	Timeline
ACLSAXCELIS TECHNOLOGIES INC	7,693	$538K	0.16%	+868	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	3,322	$495K	0.15%	+94	Timeline
NFLXNETFLIX INC.	555	$495K	0.15%	0	Timeline
TJXTJX COS INC NEW	4,080	$493K	0.15%	+269	Timeline
PACSPACS GROUP INC	37,248	$488K	0.15%	new	Timeline
MUSAMURPHY USA INC	956	$480K	0.14%	new	Timeline
AXPAMERICAN EXPRESS CO	1,612	$478K	0.14%	+2	Timeline
IJHISHARES TR	7,317	$456K	0.14%	-37	Timeline
FISVFISERV INC	2,158	$443K	0.13%	-353	Timeline
AMDADVANCED MICRO DEVICES INC	3,547	$428K	0.13%	+344	Timeline
NXPINXP SEMICONDUCTORS N V	1,998	$415K	0.12%	+230	Timeline
SPGIS&P GLOBAL INC	736	$367K	0.11%	+67	Timeline
IQVIQVIA HLDGS INC	1,860	$366K	0.11%	+305	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,709	$359K	0.11%	+153	Timeline
STESTERIS PLC	1,732	$356K	0.11%	+205	Timeline
EWEDWARDS LIFESCIENCES CORP	4,783	$354K	0.11%	+453	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,772	$348K	0.1%	+538	Timeline
GOOGALPHABET INC	1,820	$347K	0.1%	-2,106	Timeline
IJRISHARES TR	2,930	$338K	0.1%	-71	Timeline
AGGISHARES TR	2,986	$289K	0.09%	-159	Timeline
SCHWCHARLES SCHWAB CORP (THE)	3,790	$280K	0.08%	+19	Timeline
ALLALLSTATE CORP	1,379	$266K	0.08%	+108	Timeline
CSCOCISCO SYS INC	4,106	$243K	0.07%	-52	Timeline
DXCMDEXCOM INC	3,030	$236K	0.07%	+201	Timeline
CVXCHEVRON CORPORATION	1,611	$233K	0.07%	+14	Timeline
ADPAUTOMATIC DATA PROCESSING IN	788	$231K	0.07%	0	Timeline
XLESELECT SECTOR SPDR TR	2,627	$225K	0.07%	0	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	10,266	$219K	0.07%	+40	Timeline
JUNIPER NETWORKS INCJUNIPER NETWORKS INC	5,437	$204K	0.06%	-253
ABTABBOTT LABORATORIES	1,787	$202K	0.06%	+17	Timeline
PGPROCTER & GAMBLE CO	1,183	$198K	0.06%	+11	Timeline
VLOVALERO ENERGY CORP	1,579	$194K	0.06%	+21	Timeline
PSXPHILLIPS 66	1,634	$186K	0.06%	+16	Timeline
LENLENNAR CORP	1,330	$181K	0.05%	-21	Timeline
EOGEOG RES INC	1,475	$181K	0.05%	+18	Timeline
LSTRLANDSTAR SYS INC	1,016	$175K	0.05%	+10	Timeline
OSKOSHKOSH CORP	1,801	$171K	0.05%	+18	Timeline
IHIISHARES TR	2,910	$170K	0.05%	0	Timeline
PHMPULTE GROUP INC	1,557	$170K	0.05%	-407	Timeline
DHID R HORTON INC	1,169	$163K	0.05%	-222	Timeline
VEAVANGUARD TAX-MANAGED FDS	3,386	$162K	0.05%	0	Timeline
UPSUNITED PARCEL SVCS INC	1,262	$159K	0.05%	+11	Timeline
CGNXCOGNEX CORP	4,369	$157K	0.05%	+48	Timeline
NEMNEWMONT CORP	4,143	$154K	0.05%	-447	Timeline
ISTBISHARES TR	3,135	$150K	0.04%	-167	Timeline
ACNACCENTURE PLC IRELAND	412	$145K	0.04%	+2	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	1,615	$142K	0.04%	0	Timeline
HAPVANECK ETF TRUST	2,693	$123K	0.04%	-144	Timeline
ISRGINTUITIVE SURGICAL INC	222	$116K	0.03%	0	Timeline
KEYKEYCORP	6,646	$114K	0.03%	0	Timeline
ELLAUDER ESTEE COS INC	1,506	$113K	0.03%	+134	Timeline
BVBRIGHTVIEW HLDGS INC	7,040	$113K	0.03%	-581	Timeline
ZIONZIONS BANCORPORATION NATL AS	2,051	$111K	0.03%	+8	Timeline
FTRIFIRST TR EXCHANGE-TRADED FD	9,034	$109K	0.03%	-4,771	Timeline
FASTFASTENAL CO	1,430	$103K	0.03%	+6	Timeline
XLKSELECT SECTOR SPDR TR	430	$99.9K	0.03%	+1	Timeline
SWKSSKYWORKS SOLUTIONS INC	1,104	$97.9K	0.03%	-23,519	Timeline
EFGISHARES TR	960	$93K	0.03%	0	Timeline
VGTVANGUARD WORLD FD	135	$83.9K	0.03%	0	Timeline
SPYDSPDR SERIES TRUST	1,877	$81.2K	0.02%	-59	Timeline
VTEBVANGUARD MUN BD FDS	1,602	$80.3K	0.02%	new	Timeline
SBUXSTARBUCKS CORP	784	$71.6K	0.02%	+4	Timeline
VFHVANGUARD WORLD FD	552	$65.2K	0.02%	+6	Timeline
BMYBRISTOL-MYERS SQUIBB CO	979	$55.4K	0.02%	0	Timeline
OXYOCCIDENTAL PETE CORP	1,000	$49.4K	0.01%	-73,231	Timeline
AMATAPPLIED MATLS INC	299	$48.6K	0.01%	0	Timeline
ABBVABBVIE INC	225	$40K	0.01%	0	Timeline
MGRCMCGRATH RENTCORP	342	$38.3K	0.01%	+1	Timeline
GEGE AEROSPACE	226	$37.7K	0.01%	0	Timeline
FFORD MTR CO	3,717	$36.8K	0.01%	+32	Timeline
DVNDEVON ENERGY CORP NEW	1,113	$36.4K	0.01%	-39,202	Timeline
CSXCSX CORP	1,125	$36.3K	0.01%	0	Timeline
HONHONEYWELL INTL INC	158	$35.7K	0.01%	0	Timeline
ONBOLD NATL BANCORP IND	1,626	$35.3K	0.01%	+10	Timeline
IWFISHARES TR	87	$34.9K	0.01%	new	Timeline
EEMISHARES TR	825	$34.5K	0.01%	0	Timeline
LMTLOCKHEED MARTIN CORP	70	$34K	0.01%	0	Timeline
TXNTEXAS INSTRS INC	175	$32.8K	0.01%	0	Timeline
IWDISHARES TR	173	$32K	0.01%	new	Timeline
ICUIICU MED INC	200	$31K	0.01%	0	Timeline
GDGENERAL DYNAMICS CORP	114	$30K	0.01%	0	Timeline
BOHBANK OF HI CORP	400	$28.5K	0.01%	-100	Timeline
NSCNORFOLK SOUTHN CORP	121	$28.3K	0.01%	+1	Timeline
DGXQUEST DIAGNOSTICS INC	180	$27.2K	0.01%	0	Timeline
DEDEERE & CO	50	$21.2K	0.01%	0	Timeline
GEVGE VERNOVA INC	56	$18.4K	0.01%	0	Timeline
IGEISHARES TR	431	$18.4K	0.01%	0	Timeline
PEPPEPSICO INC	116	$17.6K	0.01%	0	Timeline
TGTTARGET CORP	127	$17.2K	0.01%	0	Timeline
BKRBAKER HUGHES COMPANY	400	$16.4K	<0.01%	new	Timeline
PFEPFIZER INC	525	$13.9K	<0.01%	0	Timeline
VOVANGUARD INDEX FDS	44	$11.6K	<0.01%	new	Timeline
ICLNISHARES TR	1,000	$11.4K	<0.01%	0	Timeline
HYMBSPDR SERIES TRUST	401	$10.3K	<0.01%	new	Timeline
HALHALLIBURTON CO	377	$10.2K	<0.01%	+3	Timeline
BABOEING CO	50	$8.85K	<0.01%	0	Timeline
XLVSELECT SECTOR SPDR TR	58	$7.98K	<0.01%	0	Timeline
DISDISNEY WALT CO	70	$7.79K	<0.01%	0	Timeline
IWMISHARES TR	35	$7.73K	<0.01%	new	Timeline
NV5 HOLDINGS, INCNV5 HOLDINGS, INC	400	$7.54K	<0.01%	+300
RTXRTX CORPORATION	64	$7.37K	<0.01%	-399	Timeline
FDUSFIDUS INVT CORP	327	$6.87K	<0.01%	+73	Timeline
CFCF INDUSTRIES HOLD	80	$6.83K	<0.01%	0	Timeline
TPRTAPESTRY INC	99	$6.47K	<0.01%	+29	Timeline
CATCATERPILLAR INC	17	$6.17K	<0.01%	0	Timeline
FHNFIRST HORIZON CORPORATION	278	$5.59K	<0.01%	+89	Timeline
NOCNORTHROP GRUMMAN CORP	10	$4.69K	<0.01%	0	Timeline
TSCOTRACTOR SUPPLY CO	86	$4.54K	<0.01%	+74	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	74	$4.24K	<0.01%	0	Timeline
WMWASTE MGMT INC DEL	20	$4.07K	<0.01%	0	Timeline
VSSVANGUARD INTL EQUITY INDEX F	35	$4.01K	<0.01%	0	Timeline
NOBLPROSHARES TR	40	$3.98K	<0.01%	0	Timeline
CCICROWN CASTLE INC	35	$3.17K	<0.01%	+12	Timeline
VIGVANGUARD SPECIALIZED FUNDS	15	$2.94K	<0.01%	-129	Timeline
XIFRXPLR INFRASTRUCTURE LP	163	$2.91K	<0.01%	+57	Timeline
SYYSYSCO CORP	37	$2.83K	<0.01%	0	Timeline
IVVISHARES TR	3	$1.77K	<0.01%	0	Timeline
DALDELTA AIR LINES INC	28	$1.69K	<0.01%	0	Timeline
MMACYS INC	82	$1.39K	<0.01%	0	Timeline
FTITECHNIPFMC PLC	30	$868	<0.01%	0	Timeline
SOFISOFI TECHNOLOGIES INC	54	$832	<0.01%	new	Timeline
BNDVANGUARD BD INDEX FDS	6	$431	<0.01%	0	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	4	$313	<0.01%	0	Timeline
PKBINVESCO EXCHANGE TRADED FD T	4	$303	<0.01%	0	Timeline
BYNDBEYOND MEAT INC	25	$94	<0.01%	0	Timeline
MOOVANECK ETF TRUST	1	$65	<0.01%	0	Timeline
FPEFIRST TR EXCH TRADED FD III	3	$45	<0.01%	0	Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

Security	Type	Amount	Value	Change
ASMLASML HLDG NV STOK	principal	5,296	$3.67M	new
NVONOVO-NORDISK A S ADR	principal	41,266	$3.55M	new
TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS	principal	350	$69.1K	new
GRFSGRIFOLS S A SP ADR REP B NVT	principal	1,500	$11.2K	new
ARMARM HOLDINGS PLC SPONSORED ADS	principal	22	$2.71K	new
STMSTMICROELECTRONICS N V ADR	principal	37	$924	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ASMLASML HLDG NV	6,459	$5.38M	shares
NVONOVO-NORDISK A S	41,254	$4.91M	shares
ULTAULTA BEAUTY INC	5,320	$2.07M	shares
APAAPA CORPORATION	79,014	$1.93M	shares
CROXCROCS INC	6,953	$1.01M	shares
MGPIMGP INGREDIENTS INC NEW	10,640	$886K	shares
INSWINTERNATIONAL SEAWAYS INC	16,761	$864K	shares
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	1,834	$764K	shares
HDSNHUDSON TECHNOLOGIES INC	81,554	$680K	shares
CELHCELSIUS HLDGS INC	15,978	$501K	shares
MARATHON OIL CORPMARATHON OIL CORP	7,038	$187K	shares
NKENIKE INC	2,069	$183K	shares
GSGOLDMAN SACHS GROUP INC	150	$74.3K	shares
TSMTAIWAN SEMICONDUCTOR MANUFAC	350	$60.8K	shares
MARMARRIOTT INTL INC NEW	205	$51K	shares
SAMBOSTON BEER INC	167	$48.3K	shares
BSXBOSTON SCIENTIFIC CORP	500	$41.9K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	43	$35.1K	shares
GRFSGRIFOLS S A	1,500	$13.3K	shares
HUMHUMANA INC	35	$11.1K	shares
SYFSYNCHRONY FINANCIAL	183	$9.12K	shares
AGNTAGNT INC	307	$4.33K	shares
ARMARM HOLDINGS PLC	22	$3.15K	shares
RGRSTURM RUGER & CO INC	30	$1.25K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002012421-25-000004	base		2025-01-29	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC