Peterson Wealth Services Reduced Holdings in Q3 2025

Peterson Wealth Services

  • $424 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-58K
- 96.25%
$433.97 - $484.08 $25.2M - $28.1M
2.26K $1.09M
NVDA
Nvidia Corp

Technology
-145K
- 98.24%
$153.3 - $186.58 $22.3M - $27.1M
2.61K $486K
AAPL
Apple Inc.

Technology
-96.3K
- 98.84%
$202.38 - $256.87 $19.5M - $24.7M
1.13K $286K
TSLA
Tesla, Inc.

Consumer Cyclical
-44.9K
- 99.67%
$293.94 - $444.72 $13.2M - $20M
150 $66K
JPM
Jpmorgan Chase & CO

Financial Services
-44.5K
- 87.0%
$282.78 - $316.06 $12.6M - $14.1M
6.65K $2.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-57.8K
- 97.28%
$211.65 - $238.24 $12.2M - $13.8M
1.62K $355K
PLTR
Palantir Technologies Inc.

Technology
-81.9K
- 95.76%
$130.68 - $186.97 $10.7M - $15.3M
3.63K $662K
COST
Costco Wholesale Corp

Consumer Defensive
-10.2K
- 74.98%
$915.95 - $994.57 $9.35M - $10.2M
3.41K $3.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17.4K
- 99.86%
$459.11 - $506.91 $7.99M - $8.82M
25 $12K
MSFT
Microsoft Corp

Technology
-15.5K
- 92.57%
$491.09 - $535.64 $7.61M - $8.3M
1.25K $644K
CNQ
Canadian Natural Resources LTD

Energy
-186K
- 99.98%
$29.31 - $32.93 $5.44M - $6.12M
32 $1K
PM
Philip Morris International Inc.

Consumer Defensive
-31.7K
- 95.47%
$157.77 - $183.27 $5.01M - $5.81M
1.51K $244K
COP
Conocophillips

Energy
-61.3K
- 99.74%
$91.0 - $98.99 $5.58M - $6.07M
160 $15K
ORCL
Oracle Corp

Technology
-24.8K
- 93.7%
$218.96 - $328.33 $5.43M - $8.15M
1.67K $468K
HD
Home Depot, Inc.

Consumer Cyclical
-14.6K
- 93.41%
$357.4 - $423.42 $5.22M - $6.18M
1.03K $417K
UNP
Union Pacific Corp

Industrials
-17.6K
- 93.45%
$214.91 - $237.16 $3.78M - $4.17M
1.23K $291K
GRMN
Garmin LTD

Technology
-17.8K
- 98.74%
$211.13 - $246.22 $3.75M - $4.37M
226 $55K
WMT
Walmart Inc.

Consumer Defensive
-37.1K
- 99.95%
$94.4 - $104.27 $3.51M - $3.87M
20 $2K
RJF
Raymond James Financial Inc

Financial Services
-27.7K
- 45.19%
$154.64 - $176.43 $4.29M - $4.89M
33.6K $5.8M
MSI
Motorola Solutions, Inc.

Technology
-8.07K
- 99.96%
$408.73 - $490.3 $3.3M - $3.96M
3 $1K
MCD
Mcdonalds Corp

Consumer Cyclical
-11.2K
- 96.99%
$291.67 - $316.99 $3.27M - $3.55M
347 $105K
META
Meta Platforms, Inc.

Communication Services
-4.03K
- 58.54%
$695.21 - $791.73 $2.8M - $3.19M
2.85K $2.1M
CB
Chubb LTD

Financial Services
-9.36K
- 82.87%
$265.99 - $289.59 $2.49M - $2.71M
1.93K $545K
FANG
Diamondback Energy, Inc.

Energy
-19.5K
- 69.06%
$134.53 - $152.5 $2.63M - $2.98M
8.74K $1.25M
MTDR
Matador Resources CO

Energy
-50.3K
- 80.95%
$44.93 - $52.55 $2.26M - $2.64M
11.8K $531K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-10.1K
- 99.2%
$159.87 - $247.68 $1.62M - $2.51M
82 $14K
XOM
Exxon Mobil Corp

Energy
-21.9K
- 88.28%
$105.83 - $117.22 $2.32M - $2.57M
2.91K $327K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-13.7K
- 89.24%
$138.59 - $171.12 $1.91M - $2.35M
1.66K $233K
ETN
Eaton Corp PLC

Industrials
-6.45K
- 67.54%
$342.99 - $392.76 $2.21M - $2.53M
3.1K $1.16M
DRI
Darden Restaurants Inc

Consumer Cyclical
-9.89K
- 90.76%
$184.73 - $220.27 $1.83M - $2.18M
1.01K $191K
CME
Cme Group Inc.

Financial Services
-7.84K
- 79.65%
$258.83 - $287.1 $2.03M - $2.25M
2K $541K
ABBV
Abb Vie Inc.

Healthcare
-11.3K
- 96.42%
$184.85 - $231.54 $2.08M - $2.6M
418 $96K
APD
Air Products & Chemicals, Inc.

Basic Materials
-7.07K
- 83.89%
$265.78 - $299.3 $1.88M - $2.12M
1.36K $370K
FIS
Fidelity National Information Services, Inc.

Technology
-23.3K
- 99.48%
$63.37 - $82.35 $1.48M - $1.92M
122 $8K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.14K
- 71.36%
$617.65 - $666.84 $1.94M - $2.09M
1.26K $839K
O
Realty Income Corp

Real Estate
-30.3K
- 90.35%
$56.13 - $60.79 $1.7M - $1.84M
3.23K $196K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.13K
- 94.04%
$567.77 - $614.76 $1.21M - $1.31M
135 $82K
MDT
Medtronic PLC

Healthcare
-14.5K
- 67.78%
$87.67 - $95.74 $1.27M - $1.38M
6.87K $654K
STRL
Sterling Construction CO Inc

Industrials
-5.01K
- 99.27%
$222.54 - $371.84 $1.12M - $1.86M
37 $12K
IESC
Ies Holdings, Inc.

Industrials
-3.67K
- 99.11%
$289.3 - $397.65 $1.06M - $1.46M
33 $13K
VZ
Verizon Communications Inc

Communication Services
-23.6K
- 77.37%
$40.84 - $45.06 $964K - $1.06M
6.9K $303K
IEFA
Ishares Tr

ETFs
-11.7K
- 97.83%
$81.7 - $87.53 $957K - $1.03M
260 $22K
RS
Reliance Steel & Aluminum CO

Basic Materials
-3.09K
- 96.75%
$277.33 - $343.66 $858K - $1.06M
104 $29K
UNH
Unitedhealth Group Inc

Healthcare
-3.22K
- 72.93%
$237.77 - $353.61 $766K - $1.14M
1.2K $412K
CMCSA
Comcast Corp

Communication Services
-24.2K
- 56.42%
$31.41 - $36.33 $761K - $880K
18.7K $587K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-1.86K
- 99.41%
$415.15 - $489.89 $774K - $913K
11 $4K
ENSG
Ensign Group, Inc

Healthcare
-5.85K
- 81.01%
$136.36 - $174.12 $798K - $1.02M
1.37K $237K
LNTH
Lantheus Holdings, Inc.

Healthcare
-10.2K
- 99.87%
$50.11 - $83.83 $512K - $856K
13 $0
PEG
Public Service Enterprise Group Inc

Utilities
-9.26K
- 86.47%
$79.99 - $90.14 $740K - $834K
1.45K $120K
Activity Summary
Buys All Purchases 115 New Holdings 14 Increased Positions 101 Sells All Sells 100 Reductions 99 Sold out 1 Options Calls 0 Puts 0
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