Filer Name: PETERSON WEALTH SERVICES
CIK: 1906799
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 217
Portfolio Value: $0.33B

Peterson Wealth Services Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 98,047 $25M 7.37% -0.8% -
NVDA US NVIDIA CORP 158,711 $21M 6.40% -1.3% -
TSLA US TESLA INC 52,092 $21M 6.32% 24.9% -
VUG US VANGUARD GROWTH ETF 33,414 $14M 4.12% -3.4% -
COST US COSTCO WHOLESALE CORP 14,282 $13M 3.93% -1.8% -
AVGO US BROADCOM INC 56,087 $13M 3.90% 0.6% -
AMZN US AMAZON.COM INC 56,729 $12M 3.74% -0.2% -
JPM US JPMORGAN CHASE & CO 49,640 $12M 3.57% 9.9% -
RJF US RAYMOND JAMES FINANCIAL INC 65,741 $10M 3.07% -0.4% -
FIX US COMFORT SYSTEMS USA INC 19,057 $8M 2.43% -1.3% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 16,740 $8M 2.28% 13.3% -
V US VISA INC-CLASS A SHARES 21,867 $7M 2.07% 1.8% -
MSFT US MICROSOFT CORP 15,571 $7M 1.97% -1.0% -
HD US HOME DEPOT INC 14,596 $6M 1.70% 3.0% -
CNQ US CANADIAN NATURAL RESOURCES 167,004 $5M 1.55% 3.0% -
SYK US STRYKER CORP 12,828 $5M 1.39% 0.5% -
GRMN US GARMIN LTD 19,837 $4M 1.23% 0.1% -
PLTR US PALANTIR TECHNOLOGIES INC-A 52,767 $4M 1.20% 376807.1% -
UNP US UNION PACIFIC CORP 16,773 $4M 1.15% 2.7% -
TMO US THERMO FISHER SCIENTIFIC INC 7,129 $4M 1.11% -1.7% -
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