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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THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:9.0K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$322.8M)

UNION PACIFIC CORP

UNP|907818108

Shares:18.4K

Value:$4.3M

% of Portfolio:1.3% ($4.3M/$322.8M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:25.3K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$322.8M)

Meta Platforms, Inc.

META|30303M102

Shares:6.8K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$322.8M)

GARMIN LTD

GRMN|H2906T109

Shares:17.8K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$322.8M)

ELI LILLY & Co

LLY|532457108

Shares:4.5K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$322.8M)

ORACLE CORP

ORCL|68389X105

Shares:26.1K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$322.8M)

Motorola Solutions, Inc.

MSI|620076307

Shares:7.9K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$322.8M)

Chubb Ltd

CB|H1467J104

Shares:11.0K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$322.8M)

Walmart Inc.

WMT|931142103

Shares:36.6K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$322.8M)

Zoetis Inc.

ZTS|98978V103

Shares:19.1K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$322.8M)

Matador Resources Co

MTDR|576485205

Shares:60.1K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$322.8M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:11.5K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$322.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:24.1K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$322.8M)

Marathon Petroleum Corp

MPC|56585A102

Shares:19.0K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$322.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.9K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$322.8M)

lululemon athletica inc.

LULU|550021109

Shares:9.6K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$322.8M)

CME GROUP INC.

CME|12572Q105

Shares:9.7K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$322.8M)

Eaton Corp plc

ETN|G29183103

Shares:9.3K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$322.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:15.0K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$322.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	9.0K	QoQ +26.14% (+1.9K) YoY +31.63% (+2.2K)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$322.8M)	QoQ +20.66% (+$766.4K) YoY +12.70% (+$504.5K)
UNION PACIFIC CORP(UNPcusip907818108)	18.4K	QoQ +9.56% (+1.6K) YoY +20.38% (+3.1K)	All Managers (Combined)	$4.3M	1.3% ($4.3M/$322.8M)	QoQ +13.50% (+$516.4K) YoY +15.64% (+$587.2K)
Diamondback Energy, Inc.(FANGcusip25278X109)	25.3K	QoQ +17.45% (+3.8K) YoY +31.07% (+6.0K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$322.8M)	QoQ +14.62% (+$515.3K) YoY +5.74% (+$219.6K)
Meta Platforms, Inc.(METAcusip30303M102)	6.8K	QoQ +20.14% (+1.1K) YoY +575.89% (+5.8K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$322.8M)	QoQ +18.26% (+$604.1K) YoY +702.57% (+$3.4M)
GARMIN LTD(GRMNcusipH2906T109)	17.8K	QoQ -10.10% (-2.0K) YoY -6.56% (-1.3K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$322.8M)	QoQ -5.37% (-$219.8K) YoY +36.27% (-$1.0M)
ELI LILLY & Co(LLYcusip532457108)	4.5K	QoQ +3.15% (+138) YoY +0.64% (+29)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$322.8M)	QoQ +10.35% (+$350.0K) YoY +6.85% (+$239.4K)
ORACLE CORP(ORCLcusip68389X105)	26.1K	QoQ +195.17% (+17.2K) YoY NEW(+26.1K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$322.8M)	QoQ +147.65% (+$2.2M) YoY NEW(+$3.6M)
Motorola Solutions, Inc.(MSIcusip620076307)	7.9K	QoQ +8.21% (+599) YoY +1.75% (+136)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$322.8M)	QoQ +2.49% (+$84.1K) YoY +25.49% (+$702.0K)
Chubb Ltd(CBcusipH1467J104)	11.0K	QoQ +9.57% (+965) YoY +26.89% (+2.3K)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$322.8M)	QoQ +19.75% (+$550.3K) YoY +47.88% (+$1.1M)
Walmart Inc.(WMTcusip931142103)	36.6K	QoQ +4.05% (+1.4K) YoY +15.85% (+5.0K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$322.8M)	QoQ +1.10% (+$35.1K) YoY +69.03% (+$1.3M)
Zoetis Inc.(ZTScusip98978V103)	19.1K	QoQ +13.70% (+2.3K) YoY +19.39% (+3.1K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$322.8M)	QoQ +14.91% (+$408.0K) YoY +16.17% (+$437.7K)
Matador Resources Co(MTDRcusip576485205)	60.1K	QoQ +61.47% (+22.9K) YoY +51.99% (+20.6K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$322.8M)	QoQ +46.63% (+$976.9K) YoY +16.30% (+$430.5K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	11.5K	QoQ +7.64% (-815) YoY +15.20% (-1.5K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$322.8M)	QoQ -8.88% (-$284.6K) YoY -5.87% (-$182.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	24.1K	QoQ +9.03% (+2.0K) YoY +46.50% (+7.7K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$322.8M)	QoQ +20.55% (+$488.7K) YoY +49.90% (+$954.3K)
Marathon Petroleum Corp(MPCcusip56585A102)	19.0K	QoQ +8.32% (+1.5K) YoY +29.35% (-4.3K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$322.8M)	QoQ +13.12% (+$320.8K) YoY -6.47% (-$191.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.9K	QoQ -5.54% (-288) YoY -5.43% (-282)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$322.8M)	QoQ -9.84% (-$299.5K) YoY +1.12% (-$30.6K)
lululemon athletica inc.(LULUcusip550021109)	9.6K	QoQ +19.94% (-1.6K) YoY +48.52% (+3.2K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$322.8M)	QoQ -11.22% (-$345.1K) YoY +7.61% (+$193.3K)
CME GROUP INC.(CMEcusip12572Q105)	9.7K	QoQ +11.31% (+983) YoY +36.75% (+2.6K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$322.8M)	QoQ +27.16% (+$548.0K) YoY +68.53% (+$1.0M)
Eaton Corp plc(ETNcusipG29183103)	9.3K	QoQ +8.19% (-707) YoY -23.06% (-2.8K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$322.8M)	QoQ -11.37% (-$325.7K) YoY -33.11% (-$1.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	15.0K	QoQ +14.27% (+1.9K) YoY +44.75% (+4.6K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$322.8M)	QoQ +31.03% (+$588.5K) YoY +51.75% (+$847.4K)