Peterson Wealth Services Portfolio Stock Holdings
Peterson Wealth Services disclosed 215 stock positions valued at approximately $404.7 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INCORPORATED, and COMFORT SYSTEMS USA INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 215
- Portfolio Value
- $404.7M
Holdings by Sector
Peterson Wealth Services Portfolio Holdings in Q1 2026
212 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.92% | 137,388 | +340 | +0.25% | $23,960,413 |
| APPLE INCORPORATED | AAPL | Technology | 5.86% | 93,407 | +496 | +0.53% | $23,705,817 |
| COMFORT SYSTEMS USA INCORPORATED | FIX | Industrials | 5.58% | 16,370 | -77 | -0.47% | $22,573,495 |
| VANGUARD GROWTH ETF | VUG | Other | 5.36% | 49,675 | +771 | +1.58% | $21,697,405 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 4.03% | 43,836 | +644 | +1.49% | $16,296,033 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 3.63% | 49,897 | +51 | +0.10% | $14,677,742 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.47% | 14,089 | +143 | +1.03% | $14,038,954 |
| BROADCOM INCORPORATED | AVGO | Technology | 3.16% | 41,262 | +86 | +0.21% | $12,770,955 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 3.09% | 60,059 | +898 | +1.52% | $12,508,488 |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | PLTR | Technology | 2.79% | 77,116 | +760 | +1.00% | $11,280,528 |
| ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | ASML | Other | 2.40% | 7,349 | +13 | +0.18% | $9,707,299 |
| CANADIAN NAT RES LIMITED MED TERM (CANADA) | CNQ | Energy | 2.32% | 192,389 | +2,488 | +1.31% | $9,375,112 |
| RAYMOND JAMES FINL INCORPORATED | RJF | Financial Services | 2.21% | 61,861 | +931 | +1.53% | $8,956,784 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 2.10% | 17,702 | +390 | +2.25% | $8,482,798 |
| NETFLIX INCORPORATED. | NFLX | Communication Services | 2.01% | 84,412 | +78,662 | +1368.03% | $8,116,214 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 1.65% | 22,104 | +339 | +1.56% | $6,680,602 |
| MICROSOFT CORPORATION | MSFT | Technology | 1.58% | 17,284 | +778 | +4.71% | $6,398,037 |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | PM | Consumer Defensive | 1.42% | 34,732 | +1,375 | +4.12% | $5,742,530 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 1.36% | 16,686 | +705 | +4.41% | $5,487,892 |
| UNION PAC CORPORATION | UNP | Industrials | 1.22% | 20,402 | +721 | +3.66% | $4,950,007 |
| STRYKER CORPORATION | SYK | Healthcare | 1.15% | 14,206 | +378 | +2.73% | $4,667,899 |
| ELI LILLY & COMPANY | LLY | Healthcare | 1.11% | 4,902 | +298 | +6.47% | $4,508,231 |
| MARATHON PETE CORPORATION | MPC | Energy | 1.11% | 18,430 | -487 | -2.57% | $4,500,171 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 1.08% | 7,674 | +422 | +5.82% | $4,390,523 |
| WALMART INCORPORATED | WMT | Consumer Defensive | 1.08% | 35,067 | -689 | -1.93% | $4,358,091 |
| GARMIN LIMITED SHS (SWITZERLAND) | GRMN | Other | 1.05% | 18,322 | +275 | +1.52% | $4,250,900 |
| EXXON MOBIL CORPORATION | XOM | Energy | 1.03% | 24,664 | +9 | +0.04% | $4,184,440 |
| ORACLE CORPORATION | ORCL | Technology | 0.97% | 26,813 | +562 | +2.14% | $3,944,516 |
| MCDONALDS CORPORATION | MCD | Consumer Cyclical | 0.96% | 12,478 | +699 | +5.93% | $3,878,182 |
| CHUBB LIMITED SWITZ (SWITZERLAND) | CB | Financial Services | 0.94% | 11,665 | +417 | +3.71% | $3,802,031 |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | MSI | Technology | 0.91% | 8,510 | +401 | +4.95% | $3,693,051 |
| OLD DOMINION FREIGHT LINE INCORPORATED | ODFL | Industrials | 0.90% | 18,692 | +639 | +3.54% | $3,652,345 |
| EMCOR GROUP INCORPORATED | EME | Industrials | 0.87% | 4,778 | +4,778 | +100.00% | $3,527,645 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.85% | 14,055 | -104 | -0.73% | $3,435,686 |
| EATON CORPORATION PLC SHS (IRELAND) | ETN | Other | 0.84% | 9,510 | +217 | +2.34% | $3,401,313 |
| CADENCE DESIGN SYSTEMS INCORPORATED | CDNS | Technology | 0.84% | 12,198 | +309 | +2.60% | $3,389,458 |
| VISTRA CORPORATION | VST | Utilities | 0.81% | 21,926 | +21,926 | +100.00% | $3,296,183 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 0.76% | 4,741 | +35 | +0.74% | $3,083,206 |
| CME GROUP INCORPORATED | CME | Financial Services | 0.73% | 10,044 | +376 | +3.89% | $2,966,398 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 0.73% | 13,570 | +1,469 | +12.14% | $2,951,372 |
| ANALOG DEVICES INCORPORATED | ADI | Technology | 0.71% | 9,024 | -115 | -1.26% | $2,870,888 |
| AIR PRODUCTS AND CHEMICALS INCORPORATED | APD | Basic Materials | 0.63% | 8,804 | +483 | +5.80% | $2,557,502 |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | JCI | Industrials | 0.59% | 18,099 | -965 | -5.06% | $2,369,995 |
| DARDEN RESTAURANTS INCORPORATED | DRI | Consumer Cyclical | 0.55% | 11,287 | +433 | +3.99% | $2,212,754 |
| REALTY INCOME CORPORATION REIT | O | Real Estate | 0.54% | 35,791 | +2,465 | +7.40% | $2,189,681 |
| LULULEMON ATHLETICA INCORPORATED | LULU | Consumer Cyclical | 0.52% | 13,718 | +1,668 | +13.84% | $2,100,226 |
| ADVANCED ENERGY INDUSTRIES | AEIS | Industrials | 0.50% | 6,316 | -83 | -1.30% | $2,038,399 |
| STERLING INFRASTRUCTURE INCORPORATED | STRL | Industrials | 0.49% | 4,855 | -54 | -1.10% | $1,977,296 |
| POWELL INDUSTRIES INCORPORATED | POWL | Industrials | 0.47% | 3,519 | -16 | -0.45% | $1,904,301 |
| CUMMINS INCORPORATED | CMI | Industrials | 0.47% | 3,535 | +105 | +3.06% | $1,902,123 |
| ZOETIS INCORPORATED CLASS A | ZTS | Healthcare | 0.47% | 16,057 | +16,020 | +43297.30% | $1,898,077 |
| IES HOLDINGS INCORPORATED | IESC | Industrials | 0.43% | 3,657 | +364 | +11.05% | $1,742,451 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | Other | 0.43% | 2,903 | +430 | +17.39% | $1,734,715 |
| PACS GROUP INCORPORATED COM SHS | PACS | Healthcare | 0.43% | 53,672 | +854 | +1.62% | $1,723,945 |
| VERTIV HOLDINGS COMPANY COM CLASS A | VRT | Industrials | 0.42% | 6,754 | -30 | -0.44% | $1,692,378 |
| VERIZON COMMUNICATIONS INCORPORATED | VZ | Communication Services | 0.41% | 33,163 | +1,857 | +5.93% | $1,664,778 |
| ISHARES TR CORE MSCI EAFE | IEFA | Other | 0.40% | 17,985 | +2,494 | +16.10% | $1,628,176 |
| DIAMONDBACK ENERGY INCORPORATED | FANG | Energy | 0.38% | 7,856 | -16,117 | -67.23% | $1,553,888 |
| ENSIGN GROUP INCORPORATED | ENSG | Healthcare | 0.35% | 7,099 | -4 | -0.06% | $1,430,548 |
| MONOLITHIC PWR SYSTEMS INCORPORATED | MPWR | Technology | 0.33% | 1,223 | - | - | $1,336,831 |
| UNITEDHEALTH GROUP INCORPORATED | UNH | Healthcare | 0.31% | 4,578 | +187 | +4.26% | $1,238,668 |
| ENTERGY CORPORATION NEW | ETR | Utilities | 0.30% | 10,960 | +1,506 | +15.93% | $1,231,471 |
| COMCAST CORPORATION NEW CLASS A | CMCSA | Communication Services | 0.30% | 42,820 | +4,672 | +12.25% | $1,229,369 |
| NEXTERA ENERGY INCORPORATED | NEE | Utilities | 0.28% | 12,165 | +973 | +8.69% | $1,129,869 |
| FIDELITY NATL INFORMATION SVCS | FIS | Technology | 0.27% | 23,693 | +3,474 | +17.18% | $1,111,433 |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | MDY | Other | 0.27% | 1,769 | +254 | +16.77% | $1,091,360 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 0.26% | 3,727 | -259 | -6.50% | $1,071,774 |
| BRUNSWICK CORPORATION | BC | Consumer Cyclical | 0.26% | 14,438 | +931 | +6.89% | $1,050,503 |
| ASTERA LABS INCORPORATED | ALAB | Technology | 0.25% | 9,261 | +91 | +0.99% | $1,015,006 |
| RELIANCE INCORPORATED | RS | Basic Materials | 0.25% | 3,313 | +106 | +3.31% | $1,006,914 |
| ZURN ELKAY WATER SOLNS CORPORATION | ZWS | Industrials | 0.24% | 21,587 | +552 | +2.62% | $967,972 |
| AGCO CORPORATION | AGCO | Industrials | 0.23% | 7,943 | +261 | +3.40% | $920,407 |
| CONOCOPHILLIPS | COP | Energy | 0.22% | 6,621 | -38,799 | -85.42% | $873,981 |
| SIMPSON MFG INCORPORATED | SSD | Basic Materials | 0.21% | 5,018 | +152 | +3.12% | $861,127 |
| ADVANCED MICRO DEVICES INCORPORATED | AMD | Technology | 0.20% | 4,051 | +314 | +8.40% | $824,095 |
| INVESCO ULTRA SHORT DURATION ETF | GSY | Other | 0.19% | 15,575 | -41,481 | -72.70% | $780,614 |
| AXCELIS TECHNOLOGIES INCORPORATED COM NEW | ACLS | Technology | 0.18% | 7,889 | +486 | +6.56% | $734,308 |
| INVESCO S&P SMALLCAP MOMENTUM ETF | XSMO | Other | 0.18% | 9,651 | +1,383 | +16.73% | $733,667 |
| TRANE TECHNOLOGIES PLC SHS (IRELAND) | TT | Other | 0.18% | 1,710 | -178 | -9.43% | $712,566 |
| FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A | FCNCA | Financial Services | 0.17% | 363 | +23 | +6.76% | $684,584 |
| INTERDIGITAL INCORPORATED | IDCC | Technology | 0.17% | 2,252 | +138 | +6.53% | $680,032 |
| APPLIED MATLS INCORPORATED | AMAT | Technology | 0.16% | 1,916 | +790 | +70.16% | $654,893 |
| HEALTHEQUITY INCORPORATED | HQY | Healthcare | 0.16% | 7,723 | +506 | +7.01% | $645,411 |
| KINSALE CAP GROUP INCORPORATED | KNSL | Financial Services | 0.15% | 1,833 | +101 | +5.83% | $626,195 |
| UFP TECHNOLOGIES INCORPORATED | UFPT | Healthcare | 0.15% | 3,219 | +168 | +5.51% | $623,198 |
| ISHARES TR CORE US AGGBD ET | AGG | Other | 0.15% | 6,204 | +257 | +4.32% | $615,825 |
| AAON INCORPORATED COM PAR | AAON | Industrials | 0.15% | 7,186 | +494 | +7.38% | $594,604 |
| DEXCOM INCORPORATED | DXCM | Healthcare | 0.15% | 9,347 | +3,808 | +68.75% | $586,992 |
| TJX COMPANIES INCORPORATED NEW | TJX | Consumer Cyclical | 0.14% | 3,644 | -443 | -10.84% | $581,908 |
| EXTRA SPACE STORAGE INCORPORATED REIT | EXR | Real Estate | 0.14% | 4,234 | +369 | +9.55% | $555,188 |
| NXP SEMICONDUCTORS N V (NETHERLANDS) | N6596X109 | Other | 0.13% | 2,749 | +131 | +5.00% | $541,211 |
| CELSIUS HLDGS INCORPORATED COM NEW | CELH | Consumer Defensive | 0.13% | 15,154 | +1,080 | +7.67% | $537,664 |
| LANTHEUS HLDGS INCORPORATED | LNTH | Healthcare | 0.13% | 6,684 | +6,479 | +3160.49% | $506,981 |
| GE VERNOVA INCORPORATED | GEV | Utilities | 0.12% | 576 | -345 | -37.46% | $502,821 |
| AMERICAN EXPRESS COMPANY | AXP | Financial Services | 0.12% | 1,620 | +1 | +0.06% | $490,163 |
| E L F BEAUTY INCORPORATED | ELF | Consumer Defensive | 0.12% | 7,965 | +397 | +5.25% | $482,759 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 0.12% | 1,645 | +1 | +0.06% | $471,841 |
| SUPER MICRO COMPUTER INCORPORATED COM NEW | SMCI | Other | 0.10% | 17,128 | +15,854 | +1244.43% | $390,005 |
| S&P GLOBAL INCORPORATED | SPGI | Financial Services | 0.10% | 912 | +152 | +20.00% | $388,018 |
| SCHWAB CHARLES CORPORATION | SCHW | Financial Services | 0.10% | 4,124 | +667 | +19.29% | $387,577 |