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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OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:15.0K

Value:$2.5M

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

Air Products & Chemicals, Inc.

APD|009158106

Shares:8.2K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$322.8M)

Merck & Co., Inc.

MRK|58933Y105

Shares:25.4K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$322.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.3K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$322.8M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:10.7K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$322.8M)

REALTY INCOME CORP

O|756109104

Shares:32.4K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$322.8M)

Medtronic plc

MDT|G5960L103

Shares:20.7K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$322.8M)

ANALOG DEVICES INC

ADI|032654105

Shares:9.2K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$322.8M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:22.9K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$322.8M)

Johnson Controls International plc

JCI|G51502105

Shares:20.2K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$322.8M)

COMCAST CORP

CMCSA|20030N101

Shares:41.7K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$322.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:29.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$322.8M)

922908363

VOO|922908363

Shares:2.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$322.8M)

CUMMINS INC

CMI|231021106

Shares:3.3K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$322.8M)

Lantheus Holdings, Inc.

LNTH|516544103

Shares:10.2K

Value:$999.1K

% of Portfolio:0.3% ($999.1K/$322.8M)

ENSIGN GROUP, INC

ENSG|29358P101

Shares:7.2K

Value:$935.3K

% of Portfolio:0.3% ($935.3K/$322.8M)

RELIANCE, INC.

RS|759509102

Shares:3.2K

Value:$921.9K

% of Portfolio:0.3% ($921.9K/$322.8M)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:1.9K

Value:$912.9K

% of Portfolio:0.3% ($912.9K/$322.8M)

46432F842

IEFA|46432F842

Shares:12.0K

Value:$904.6K

% of Portfolio:0.3% ($904.6K/$322.8M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:10.2K

Value:$843.0K

% of Portfolio:0.3% ($843.0K/$322.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	15.0K	QoQ +3.69% (-534) YoY +11.41% (-1.5K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$322.8M)	QoQ -2.74% (-$70.0K) YoY -15.94% (-$470.8K)
Air Products & Chemicals, Inc.(APDcusip009158106)	8.2K	QoQ +7.65% (+582) YoY +30.50% (+1.9K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$322.8M)	QoQ +9.46% (+$208.9K) YoY +58.86% (+$894.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	25.4K	QoQ +18.18% (+3.9K) YoY +32.75% (-6.3K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$322.8M)	QoQ +6.63% (+$141.7K) YoY -9.69% (-$244.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.3K	QoQ +16.01% (+598) YoY +387.72% (+3.4K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$322.8M)	QoQ +20.13% (+$380.2K) YoY +416.62% (+$1.8M)
DARDEN RESTAURANTS INC(DRIcusip237194105)	10.7K	QoQ +8.19% (+809) YoY +30.87% (+2.5K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$322.8M)	QoQ +20.39% (+$376.0K) YoY +62.65% (+$854.9K)
REALTY INCOME CORP(Ocusip756109104)	32.4K	QoQ +18.21% (+5.0K) YoY NEW(+32.4K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$322.8M)	QoQ +28.39% (+$415.8K) YoY NEW(+$1.9M)
Medtronic plc(MDTcusipG5960L103)	20.7K	QoQ +13.37% (+2.4K) YoY +32.43% (+5.1K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$322.8M)	QoQ +27.53% (+$401.5K) YoY +36.56% (+$497.9K)
ANALOG DEVICES INC(ADIcusip032654105)	9.2K	QoQ +12.68% (+1.0K) YoY NEW(+9.2K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$322.8M)	QoQ +6.96% (+$120.3K) YoY NEW(+$1.8M)
Fidelity National Information Services, Inc.(FIScusip31620M106)	22.9K	QoQ +9.30% (+1.9K) YoY NEW(+22.9K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$322.8M)	QoQ +1.06% (+$18.1K) YoY NEW(+$1.7M)
Johnson Controls International plc(JCIcusipG51502105)	20.2K	QoQ +3.88% (+755) YoY +9.01% (+1.7K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$322.8M)	QoQ +5.43% (+$83.5K) YoY +33.69% (+$407.9K)
COMCAST CORP(CMCSAcusip20030N101)	41.7K	QoQ +10.05% (+3.8K) YoY +23.36% (+7.9K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$322.8M)	QoQ +8.20% (+$116.7K) YoY +5.00% (+$73.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	29.5K	QoQ +14.99% (+3.9K) YoY +40.23% (+8.5K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$322.8M)	QoQ +30.43% (+$312.7K) YoY +51.60% (+$456.2K)
(VOOcusip922908363)	2.2K	QoQ -31.61% (-1.0K) YoY -41.04% (-1.6K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$322.8M)	QoQ -34.77% (-$613.5K) YoY -36.99% (-$675.4K)
CUMMINS INC(CMIcusip231021106)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$322.8M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
Lantheus Holdings, Inc.(LNTHcusip516544103)	10.2K	QoQ -19.68% (-2.5K) YoY -1.87% (-196)	All Managers (Combined)	$999.1K	0.3% ($999.1K/$322.8M)	QoQ -12.37% (-$141.1K) YoY +53.86% (-$349.8K)
ENSIGN GROUP, INC(ENSGcusip29358P101)	7.2K	QoQ -5.70% (-437) YoY NEW(+7.2K)	All Managers (Combined)	$935.3K	0.3% ($935.3K/$322.8M)	QoQ -8.15% (-$83.1K) YoY NEW(+$935.3K)
RELIANCE, INC.(RScusip759509102)	3.2K	QoQ -4.08% (-136) YoY NEW(+3.2K)	All Managers (Combined)	$921.9K	0.3% ($921.9K/$322.8M)	QoQ +2.85% (-$25.6K) YoY NEW(+$921.9K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	1.9K	QoQ -1.78% (-34) YoY NEW(+1.9K)	All Managers (Combined)	$912.9K	0.3% ($912.9K/$322.8M)	QoQ +2.74% (-$24.4K) YoY NEW(+$912.9K)
(IEFAcusip46432F842)	12.0K	QoQ -10.38% (-1.4K) YoY -20.15% (-3.0K)	All Managers (Combined)	$904.6K	0.3% ($904.6K/$322.8M)	QoQ -3.53% (-$33.2K) YoY -18.61% (-$206.9K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	10.2K	QoQ +24.21% (+2.0K) YoY NEW(+10.2K)	All Managers (Combined)	$843.0K	0.3% ($843.0K/$322.8M)	QoQ +20.99% (+$146.2K) YoY NEW(+$843.0K)