Peterson Wealth Services
216 holdingsFiling period: 2026-03-31Current AUM: $450.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 137.4K | $24.0M | $27.6M | 6.13% | +340 | 2026-03-31 |
| 2 | AAPL | APPLE INCORPORATED | 93.4K | $23.7M | $28.9M | 6.41% | +496 | 2026-03-31 |
| 3 | FIX | COMFORT SYSTEMS USA INCORPORATED | 16.4K | $22.6M | $28.3M | 6.29% | -77 | 2026-03-31 |
| 4 | VUG | VANGUARD GROWTH ETF | 49.7K | $21.7M | $25.4M | 5.64% | +771 | 2026-03-31 |
| 5 | TSLA | TESLA INCORPORATED | 43.8K | $16.3M | $13.6M | 3.03% | +644 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & COMPANY | 49.9K | $14.7M | $17.6M | 3.90% | +51 | 2026-03-31 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 14.1K | $14.0M | $13.4M | 2.98% | +143 | 2026-03-31 |
| 8 | AVGO | BROADCOM INCORPORATED | 41.3K | $12.8M | $16.1M | 3.57% | +86 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INCORPORATED | 60.1K | $12.5M | $16.3M | 3.62% | +898 | 2026-03-31 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 77.1K | $11.3M | $9.5M | 2.11% | +760 | 2026-03-31 |
| 11 | — | ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | 7.3K | $9.7M | $9.7M | 2.16% | +13 | 2026-03-31 |
| 12 | CNQ | CANADIAN NAT RES LIMITED MED TERM (CANADA) | 192.4K | $9.4M | $9.2M | 2.04% | +2.5K | 2026-03-31 |
| 13 | RJF | RAYMOND JAMES FINL INCORPORATED | 61.9K | $9.0M | $10.9M | 2.42% | +931 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 17.7K | $8.5M | $8.5M | 1.89% | +390 | 2026-03-31 |
| 15 | NFLX | NETFLIX INCORPORATED. | 84.4K | $8.1M | $6.1M | 1.35% | +78.7K | 2026-03-31 |
| 16 | V | VISA INCORPORATED COM CLASS A | 22.1K | $6.7M | $8.1M | 1.80% | +339 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORPORATION | 17.3K | $6.4M | $8.0M | 1.79% | +778 | 2026-03-31 |
| 18 | PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | 34.7K | $5.7M | $6.6M | 1.47% | +1.4K | 2026-03-31 |
| 19 | HD | HOME DEPOT INCORPORATED | 16.7K | $5.5M | $5.5M | 1.23% | +705 | 2026-03-31 |
| 20 | UNP | UNION PAC CORPORATION | 20.4K | $5.0M | $6.0M | 1.32% | +721 | 2026-03-31 |
| 21 | SYK | STRYKER CORPORATION | 14.2K | $4.7M | $4.6M | 1.03% | +378 | 2026-03-31 |
| 22 | LLY | ELI LILLY & COMPANY | 4.9K | $4.5M | $5.6M | 1.25% | +298 | 2026-03-31 |
| 23 | MPC | MARATHON PETE CORPORATION | 18.4K | $4.5M | $5.8M | 1.30% | -487 | 2026-03-31 |
| 24 | META | META PLATFORMS INCORPORATED CLASS A | 7.7K | $4.4M | $4.3M | 0.95% | +422 | 2026-03-31 |
| 25 | WMT | WALMART INCORPORATED | 35.1K | $4.4M | $3.9M | 0.87% | -689 | 2026-03-31 |
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