Peterson Wealth Services Portfolio Holdings by Sector
Peterson Wealth Services
- $424 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
CDNS HUBS CRM PAYC PCTY TTD CRNC 7 stocks |
$69,151
16.3% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX IESC STRL 3 stocks |
$49,808
11.74% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO MUSA 2 stocks |
$40,795
9.62% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI MPWR AVGO TXN AMD MCHP NVDA NXPI 11 stocks |
$40,315
9.5% of portfolio
|
7
|
4
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VTV QQQ VWO NOBL VUG IHI SPY IJR 31 stocks |
$20,748
4.89% of portfolio
|
16
|
15
|
2
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE RS 2 stocks |
$19,907
4.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK UFPT DXCM ABT STE MDT EW 7 stocks |
$17,372
4.1% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT OSK AGCO 3 stocks |
$15,994
3.77% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$13,310
3.14% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML ONTO ACLS AMAT 4 stocks |
$13,019
3.07% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX VLO 3 stocks |
$12,654
2.98% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ BMY ABBV GRFS 5 stocks |
$11,346
2.67% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX TMO IQV 3 stocks |
$10,467
2.47% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$7,194
1.7% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI TT AAON 3 stocks |
$7,131
1.68% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF SCHW CIFR IREN 4 stocks |
$6,018
1.42% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CELH 3 stocks |
$4,975
1.17% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$4,169
0.98% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FCNCA BOH KEY ZION ONB 5 stocks |
$4,080
0.96% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR 1 stocks |
$3,505
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$3,291
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI LEN PHM 3 stocks |
$3,291
0.78% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG OXY MTDR EOG DVN COP CNQ 7 stocks |
$3,184
0.75% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS LNTH 2 stocks |
$3,127
0.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT AEIS POWL ATKR 4 stocks |
$2,894
0.68% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$2,577
0.61% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
MGRC 1 stocks |
$2,505
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$2,096
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX GRMN 2 stocks |
$2,006
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LRN 1 stocks |
$2,002
0.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME ICE 3 stocks |
$1,960
0.46% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN CMI GE 3 stocks |
$1,911
0.45% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT ORCL SNPS HOOD 5 stocks |
$1,801
0.42% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$1,791
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
LSTR UPS 2 stocks |
$1,727
0.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL CB KNSL 3 stocks |
$1,425
0.34% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF EL PG 3 stocks |
$1,367
0.32% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1,264
0.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$1,147
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE MSI 3 stocks |
$1,054
0.25% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ IDCC 3 stocks |
$1,020
0.24% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$918
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LHX BA RTX NOC 4 stocks |
$891
0.21% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG DRI SBUX MCD 4 stocks |
$887
0.21% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
BC 1 stocks |
$738
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD WLK 2 stocks |
$511
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV ACN FIS 3 stocks |
$441
0.1% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
SEIC FDUS 2 stocks |
$427
0.1% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$417
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$412
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$355
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
M 1 stocks |
$346
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$294
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$287
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$286
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA RIVN 3 stocks |
$281
0.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ENSG 1 stocks |
$237
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$233
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$227
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$196
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG NEE 2 stocks |
$129
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$126
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CF 1 stocks |
$39
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$29
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$23
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$19
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$12
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$5
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$3
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$3
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$1
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$1
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
BYND 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ZWS 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- |
1
|
0
Calls
0
Puts
|