Filed: 5/5/2025ACC: 0001906799-25-000001
📋 What this filing means
PETERSON WEALTH SERVICES filed this quarterly 13F‑HR report disclosing 206 equity positions with a total reported market value of $322.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
206
Positions
$322.80M
Total AUM (reported)
2.10M
Total Shares
Allocation by class
COM$233.34M72.3%
GROWTH ETF$22.91M7.1%
CL A$16.85M5.2%
SHS$10.52M3.3%
CL B NEW$9.25M2.9%
COM CL A$8.76M2.7%
N Y REGISTRY SHS$5.00M1.5%
Portfolio Concentration
Top 3$61.08M18.9%
4–10$71.36M22.1%
11–25$79.96M24.8%
Rest$110.41M34.2%
Top 3 weight
18.9%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole206
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings206
Rows:
VANGUARD GROWTH ETF
SOLEShares61.77K
TypeSH
Market value$22.91M
7.10%
Sole
0.00
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares99.94K
TypeSH
Market value$22.20M
6.88%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares147.33K
TypeSH
Market value$15.97M
4.95%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION NEW
SOLEShares13.54K
TypeSH
Market value$12.81M
3.97%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares50.79K
TypeSH
Market value$12.46M
3.86%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares58.78K
TypeSH
Market value$11.18M
3.46%
Sole
0.00
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares36.61K
TypeSH
Market value$9.49M
2.94%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares17.36K
TypeSH
Market value$9.25M
2.86%
Sole
0.00
Shared
0.00
None
0.00
RAYMOND JAMES FINL INCORPORATED
SOLEShares60.60K
TypeSH
Market value$8.42M
2.61%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares22.12K
TypeSH
Market value$7.75M
2.40%
Sole
0.00
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
SOLEShares85.81K
TypeSH
Market value$7.24M
2.24%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares42.99K
TypeSH
Market value$7.20M
2.23%
Sole
0.00
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares60.19K
TypeSH
Market value$6.32M
1.96%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares16.48K
TypeSH
Market value$6.18M
1.92%
Sole
0.00
Shared
0.00
None
0.00
COMFORT SYSTEMS USA INCORPORATED
SOLEShares19.11K
TypeSH
Market value$6.16M
1.91%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INCORPORATED
SOLEShares15.36K
TypeSH
Market value$5.63M
1.74%
Sole
0.00
Shared
0.00
None
0.00
CANADIAN NAT RES LIMITED (CANADA)
SOLEShares180.72K
TypeSH
Market value$5.57M
1.72%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTERNATIONAL INCORPORATED
SOLEShares32.10K
TypeSH
Market value$5.09M
1.58%
Sole
0.00
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
SOLEShares7.54K
TypePRN
Market value$5.00M
1.55%
Sole
0.00
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares13.25K
TypeSH
Market value$4.93M
1.53%
Sole
0.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INCORPORATED
SOLEShares8.99K
TypeSH
Market value$4.48M
1.39%
Sole
0.00
Shared
0.00
None
0.00
UNION PAC CORPORATION
SOLEShares18.38K
TypeSH
Market value$4.34M
1.34%
Sole
0.00
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INCORPORATED
SOLEShares25.26K
TypeSH
Market value$4.04M
1.25%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares6.79K
TypeSH
Market value$3.91M
1.21%
Sole
0.00
Shared
0.00
None
0.00
GARMIN LIMITED SHS (SWITZERLAND)
SOLEShares17.83K
TypeSH
Market value$3.87M
1.20%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 61.77K | SH | $22.91M 7.10% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 99.94K | SH | $22.20M 6.88% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 147.33K | SH | $15.97M 4.95% | 0.00 | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION NEWSOLE | COM | 13.54K | SH | $12.81M 3.97% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 50.79K | SH | $12.46M 3.86% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 58.78K | SH | $11.18M 3.46% | 0.00 | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | COM | 36.61K | SH | $9.49M 2.94% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 17.36K | SH | $9.25M 2.86% | 0.00 | 0.00 | 0.00 |
RAYMOND JAMES FINL INCORPORATEDSOLE | COM | 60.60K | SH | $8.42M 2.61% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 22.12K | SH | $7.75M 2.40% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE | CL A | 85.81K | SH | $7.24M 2.24% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 42.99K | SH | $7.20M 2.23% | 0.00 | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 60.19K | SH | $6.32M 1.96% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 16.48K | SH | $6.18M 1.92% | 0.00 | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCORPORATEDSOLE | COM | 19.11K | SH | $6.16M 1.91% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCORPORATEDSOLE | COM | 15.36K | SH | $5.63M 1.74% | 0.00 | 0.00 | 0.00 |
CANADIAN NAT RES LIMITED (CANADA)SOLE | COM | 180.72K | SH | $5.57M 1.72% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTERNATIONAL INCORPORATEDSOLE | COM | 32.10K | SH | $5.09M 1.58% | 0.00 | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)SOLE | N Y REGISTRY SHS | 7.54K | PRN | $5.00M 1.55% | 0.00 | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 13.25K | SH | $4.93M 1.53% | 0.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCORPORATEDSOLE | COM | 8.99K | SH | $4.48M 1.39% | 0.00 | 0.00 | 0.00 |
UNION PAC CORPORATIONSOLE | COM | 18.38K | SH | $4.34M 1.34% | 0.00 | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCORPORATEDSOLE | COM | 25.26K | SH | $4.04M 1.25% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 6.79K | SH | $3.91M 1.21% | 0.00 | 0.00 | 0.00 |
GARMIN LIMITED SHS (SWITZERLAND)SOLE | SHS | 17.83K | SH | $3.87M 1.20% | 0.00 | 0.00 | 0.00 |
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