Peterson-Wealth-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "HOOD",
  "MPWR",
  "OSK",
  "RJF",
  "STRL",
  null,
  "SMCI",
  "ATKR",
  "ARM",
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  null,
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "ASML",
  "CAT",
  "AVGO",
  "ACLS",
  "BOH",
  "CMI",
  "NVEE",
  "MGRC",
  "M",
  "POWL",
  "EOG",
  null,
  "BV",
  "GD",
  "HD",
  "UNP",
  "ISRG",
  "HUBS",
  "LEN",
  "AMAT",
  "ICE",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  "IQV",
  null,
  "KNSL",
  "LHX",
  "ENSG",
  "MPC",
  "MDT",
  "MSFT",
  "ELF",
  "FCNCA",
  "FIS",
  "GE",
  "HQY",
  "GRFS",
  "ICUI",
  "OXY",
  "ODFL",
  "FDUS",
  "FAST",
  "IJR",
  "EFG",
  "ORCL",
  "NOC",
  "EEM",
  "PEP",
  "IEMG",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "INTC",
  "GEHC",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  "DGX",
  "IEFA",
  "SPGI",
  "RS",
  "O",
  "RTX",
  null,
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UPS",
  "NEM",
  "UFPT",
  "PCTY",
  "SCHW",
  "AEIS",
  null,
  "VSS",
  "PACS",
  "VIG",
  "TSM",
  null,
  "EW",
  "TT",
  "AGCO",
  "VRT",
  "MTDR",
  "ONB",
  "MUSA",
  "APH",
  "AMD",
  "EL",
  "FI",
  "DRI",
  "F",
  "WM",
  "BKR",
  "IESC",
  "LSTR",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "AAON",
  "VGT",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WLK",
  "GRMN",
  "ONTO",
  "CNQ",
  "JNPR",
  "NSC",
  "KEY",
  "JCI",
  "NXPI",
  "TTD",
  "SW",
  "PSX",
  "SSD",
  "CRM",
  "SWKS",
  null,
  "SYY",
  "ZION",
  "LNTH",
  "GEV",
  "ZWS",
  "PAYC",
  null,
  "STM",
  "STE",
  "LULU",
  "ADP",
  "BRK-B",
  "BYND",
  "BA",
  "BMY",
  "BC",
  "CDNS",
  "CELH",
  "CF",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "CME",
  "CGNX",
  "FIX",
  "CMCSA",
  "COP",
  "COST",
  "CSX",
  "DVN",
  "FANG",
  "DXCM",
  "ADI",
  "NEE",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "XLK",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 206
Total Value: 322799943
Accession Number: 0001906799-25-000001
Form Type: 13F-HR
CIK: peterson-wealth-services
Manager Name: Peterson-Wealth-Services

Data Enrichment

93% identified

192 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

206 positions • $322.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908736

VUG|922908736

Shares:61.8K

Value:$22.9M

% of Portfolio:7.1% ($22.9M/$322.8M)

Apple Inc.

AAPL|037833100

Shares:99.9K

Value:$22.2M

% of Portfolio:6.9% ($22.2M/$322.8M)

NVIDIA CORP

NVDA|67066G104

Shares:147.3K

Value:$16.0M

% of Portfolio:4.9% ($16.0M/$322.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:13.5K

Value:$12.8M

% of Portfolio:4.0% ($12.8M/$322.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:50.8K

Value:$12.5M

% of Portfolio:3.9% ($12.5M/$322.8M)

AMAZON COM INC

AMZN|023135106

Shares:58.8K

Value:$11.2M

% of Portfolio:3.5% ($11.2M/$322.8M)

Tesla, Inc.

TSLA|88160R101

Shares:36.6K

Value:$9.5M

% of Portfolio:2.9% ($9.5M/$322.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:17.4K

Value:$9.2M

% of Portfolio:2.9% ($9.2M/$322.8M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:60.6K

Value:$8.4M

% of Portfolio:2.6% ($8.4M/$322.8M)

VISA INC.

V|92826C839

Shares:22.1K

Value:$7.8M

% of Portfolio:2.4% ($7.8M/$322.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:85.8K

Value:$7.2M

% of Portfolio:2.2% ($7.2M/$322.8M)

Broadcom Inc.

AVGO|11135F101

Shares:43.0K

Value:$7.2M

% of Portfolio:2.2% ($7.2M/$322.8M)

CONOCOPHILLIPS

COP|20825C104

Shares:60.2K

Value:$6.3M

% of Portfolio:2.0% ($6.3M/$322.8M)

MICROSOFT CORP

MSFT|594918104

Shares:16.5K

Value:$6.2M

% of Portfolio:1.9% ($6.2M/$322.8M)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:19.1K

Value:$6.2M

% of Portfolio:1.9% ($6.2M/$322.8M)

HOME DEPOT, INC.

HD|437076102

Shares:15.4K

Value:$5.6M

% of Portfolio:1.7% ($5.6M/$322.8M)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:180.7K

Value:$5.6M

% of Portfolio:1.7% ($5.6M/$322.8M)

Philip Morris International Inc.

PM|718172109

Shares:32.1K

Value:$5.1M

% of Portfolio:1.6% ($5.1M/$322.8M)

ASML HOLDING NV

ASML|N07059210

Shares:—

Value:$5.0M

% of Portfolio:1.5% ($5.0M/$322.8M)

STRYKER CORP

SYK|863667101

Shares:13.2K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$322.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	61.8K	QoQ +84.87% (+28.4K) YoY +52.19% (+21.2K)	All Managers (Combined)	$22.9M	7.1% ($22.9M/$322.8M)	QoQ +67.02% (+$9.2M) YoY +63.96% (+$8.9M)
Apple Inc.(AAPLcusip037833100)	99.9K	QoQ +1.93% (-1.9K) YoY +3.82% (+3.7K)	All Managers (Combined)	$22.2M	6.9% ($22.2M/$322.8M)	QoQ -9.58% (-$2.4M) YoY +34.49% (+$5.7M)
NVIDIA CORP(NVDAcusip67066G104)	147.3K	QoQ -7.16% (-11.4K) YoY +780.54% (+130.6K)	All Managers (Combined)	$16.0M	4.9% ($16.0M/$322.8M)	QoQ -25.07% (-$5.3M) YoY +5.61% (+$849.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	13.5K	QoQ -5.16% (-738) YoY -4.80% (-684)	All Managers (Combined)	$12.8M	4.0% ($12.8M/$322.8M)	QoQ -2.11% (-$276.9K) YoY +22.88% (-$2.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	50.8K	QoQ +2.32% (+1.2K) YoY +17.49% (+7.6K)	All Managers (Combined)	$12.5M	3.9% ($12.5M/$322.8M)	QoQ +4.70% (+$560.3K) YoY +43.89% (+$3.8M)
AMAZON COM INC(AMZNcusip023135106)	58.8K	QoQ +3.62% (-2.1K) YoY +6.18% (+3.4K)	All Managers (Combined)	$11.2M	3.5% ($11.2M/$322.8M)	QoQ -10.13% (-$1.3M) YoY +11.99% (+$1.2M)
Tesla, Inc.(TSLAcusip88160R101)	36.6K	QoQ -29.71% (-15.5K) YoY -9.31% (-3.8K)	All Managers (Combined)	$9.5M	2.9% ($9.5M/$322.8M)	QoQ -54.89% (-$11.5M) YoY +33.68% (-$2.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	17.4K	QoQ +3.70% (+621) YoY +22.52% (+3.2K)	All Managers (Combined)	$9.2M	2.9% ($9.2M/$322.8M)	QoQ +21.85% (+$1.7M) YoY +55.17% (+$3.3M)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	60.6K	QoQ -7.82% (-5.1K) YoY -4.24% (-2.7K)	All Managers (Combined)	$8.4M	2.6% ($8.4M/$322.8M)	QoQ -17.56% (-$1.8M) YoY +3.57% (-$290.8K)
VISA INC.(Vcusip92826C839)	22.1K	QoQ +1.15% (+252) YoY +10.92% (+2.2K)	All Managers (Combined)	$7.8M	2.4% ($7.8M/$322.8M)	QoQ +12.16% (+$841.0K) YoY +39.29% (+$2.2M)
Palantir Technologies Inc.(PLTRcusip69608A108)	85.8K	QoQ +62.61% (+33.0K) YoY NEW(+85.8K)	All Managers (Combined)	$7.2M	2.2% ($7.2M/$322.8M)	QoQ +81.46% (+$3.3M) YoY NEW(+$7.2M)
Broadcom Inc.(AVGOcusip11135F101)	43.0K	QoQ -23.34% (-13.1K) YoY +542.19% (-36.3K)	All Managers (Combined)	$7.2M	2.2% ($7.2M/$322.8M)	QoQ -44.63% (-$5.8M) YoY -18.86% (-$1.7M)
CONOCOPHILLIPS(COPcusip20825C104)	60.2K	QoQ +68.08% (+24.4K) YoY +62.54% (+23.2K)	All Managers (Combined)	$6.3M	2.0% ($6.3M/$322.8M)	QoQ +78.00% (+$2.8M) YoY +34.11% (+$1.6M)
MICROSOFT CORP(MSFTcusip594918104)	16.5K	QoQ +5.80% (-904) YoY +1.72% (-280)	All Managers (Combined)	$6.2M	1.9% ($6.2M/$322.8M)	QoQ -5.76% (-$378.6K) YoY -9.23% (-$629.2K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	19.1K	QoQ +0.27% (-52) YoY +37.10% (+5.2K)	All Managers (Combined)	$6.2M	1.9% ($6.2M/$322.8M)	QoQ -23.78% (-$1.9M) YoY +39.09% (+$1.7M)
HOME DEPOT, INC.(HDcusip437076102)	15.4K	QoQ +5.23% (-764) YoY +16.69% (+2.2K)	All Managers (Combined)	$5.6M	1.7% ($5.6M/$322.8M)	QoQ -0.85% (-$48.3K) YoY +11.48% (+$580.0K)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	180.7K	QoQ +8.20% (+13.7K) YoY +136.59% (-104.3K)	All Managers (Combined)	$5.6M	1.7% ($5.6M/$322.8M)	QoQ +7.96% (+$410.6K) YoY -4.51% (-$263.3K)
Philip Morris International Inc.(PMcusip718172109)	32.1K	QoQ NEW(+32.1K) YoY NEW(+32.1K)	All Managers (Combined)	$5.1M	1.6% ($5.1M/$322.8M)	QoQ NEW(+$5.1M) YoY NEW(+$5.1M)
ASML HOLDING NV(ASMLcusipN07059210)	—	QoQ - YoY -	All Managers (Combined)	$5.0M	1.5% ($5.0M/$322.8M)	QoQ +36.10% (+$1.3M) YoY +75.12% (+$2.1M)
STRYKER CORP(SYKcusip863667101)	13.2K	QoQ +3.28% (+421) YoY +8.91% (+1.1K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$322.8M)	QoQ +6.78% (+$313.2K) YoY +13.28% (+$578.5K)