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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Peterson Wealth Services

Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001729869-25-000005

Total Value
$365.0M
Positions
221
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (221)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD GROWTH ETF92290873660,310$26.4M7.24%
2NVIDIA CORPORATIONNVDA147,944$23.4M6.40%
3APPLE INCORPORATEDAAPL97,388$20.0M5.47%
4JPMORGAN CHASE & COMPANY.VYLD51,137$14.8M4.06%
5TESLA INCORPORATEDTSLA45,024$14.3M3.92%
6COSTCO WHOLESALE CORPORATION NEW22160K10513,616$13.5M3.69%
7AMAZON COM INCORPORATEDAMZN59,418$13.0M3.57%
8BROADCOM INCORPORATEDAVGO43,397$12.0M3.28%
9PALANTIR TECHNOLOGIES INCORPORATED CLASS APLTR85,560$11.7M3.20%
10COMFORT SYSTEMS USA INCORPORATED19990810419,202$10.3M2.82%
11RAYMOND JAMES FINL INCORPORATED75473010961,333$9.4M2.58%
12BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-A17,420$8.5M2.32%
13MICROSOFT CORPORATIONMSFT16,746$8.3M2.28%
14VISA INCORPORATED COM CLASS AV22,219$7.9M2.16%
15ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)ASMLF7,557$6.1M1.66%
16PHILIP MORRIS INTERNATIONAL INCORPORATED71817210933,233$6.1M1.66%
17CANADIAN NAT RES LIMITED (CANADA)136385101185,794$5.8M1.60%
18ORACLE CORPORATIONORCL-PD26,476$5.8M1.59%
19HOME DEPOT INCORPORATEDHD15,631$5.7M1.57%
20CONOCOPHILLIPSCOP61,457$5.5M1.51%
21STRYKER CORPORATIONSYK13,417$5.3M1.45%
22META PLATFORMS INCORPORATED CLASS AMETA6,884$5.1M1.39%
23UNION PAC CORPORATIONUNP18,821$4.3M1.19%
24DIAMONDBACK ENERGY INCORPORATEDFANG28,261$3.9M1.06%
25GARMIN LIMITED SHS (SWITZERLAND)GRMN17,987$3.8M1.03%
26WALMART INCORPORATEDWMT37,169$3.6M1.00%
27CADENCE DESIGN SYSTEM INCORPORATEDCDNS11,685$3.6M0.99%
28ELI LILLY & COMPANYLLY4,600$3.6M0.98%
29EATON CORPORATION PLC SHS (IRELAND)ETN9,556$3.4M0.93%
30MOTOROLA SOLUTIONS INCORPORATED COM NEWMSI8,077$3.4M0.93%
31MCDONALDS CORPORATIONMCD11,546$3.4M0.92%
32CHUBB LIMITED (SWITZERLAND)CB11,291$3.3M0.90%
33MARATHON PETE CORPORATIONMARA19,417$3.2M0.88%
34MATADOR RES COMPANYMTDR62,154$3.0M0.81%
35SPDR S&P 500 ETFSPY4,399$2.7M0.74%
36CME GROUP INCORPORATEDCME9,846$2.7M0.74%
37EXXON MOBIL CORPORATIONXOM24,791$2.7M0.73%
38OLD DOMINION FREIGHT LINE INCORPORATEDODFL15,405$2.5M0.68%
39LULULEMON ATHLETICA INCORPORATEDLULU10,230$2.4M0.67%
40AIR PRODUCTS & CHEMICALS INCORPORATEDAIIR8,425$2.4M0.65%
41DARDEN RESTAURANTS INCORPORATEDDRI10,897$2.4M0.65%
42JOHNSON & JOHNSONJNJ15,292$2.3M0.64%
43ANALOG DEVICES INCORPORATEDADI9,417$2.2M0.61%
44ABBVIE INCORPORATEDABBV11,668$2.2M0.59%
45JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)G5150210520,497$2.2M0.59%
46REALTY INCOME CORPORATION REITO33,489$1.9M0.53%
47FIDELITY NATL INFORMATION SVCS31620M10623,402$1.9M0.52%
48MEDTRONIC PLC SHS (IRELAND)MDT21,335$1.9M0.51%
49COMCAST CORPORATION NEW CLASS ACCZ42,942$1.5M0.42%
50UNITEDHEALTH GROUP INCORPORATEDUNH4,418$1.4M0.38%
51VERIZON COMMUNICATIONS INCORPORATEDVZ30,506$1.3M0.36%
52VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW9229083632,266$1.3M0.35%
53STERLING INFRASTRUCTURE INCORPORATEDSTRL5,051$1.2M0.32%
54CUMMINS INCORPORATEDCMI3,403$1.1M0.31%
55ENSIGN GROUP INCORPORATEDENSG7,225$1.1M0.31%
56IES HLDGS INCORPORATEDIESC3,698$1.1M0.30%
57E L F BEAUTY INCORPORATEDELF8,748$1.1M0.30%
58RELIANCE INCORPORATEDRS3,197$1.0M0.27%
59ISHARES TR CORE MSCI EAFE46432F84211,973$999,5000.27%
60KINSALE CAP GROUP INCORPORATED49714P1081,875$907,3800.25%
61MONOLITHIC PWR SYSTEMS INCORPORATED6098391051,239$906,1450.25%
62PUBLIC SVC ENTERPRISE GRP INCORPORATED74457310610,705$901,1620.25%
63VERTIV HOLDINGS COMPANY COM CLASS AVRT6,890$884,7820.24%
64SUPER MICRO COMPUTER INCORPORATED COM NEWSMCI17,774$871,1040.24%
65ADVANCED ENERGY INDUSTRIES0079731006,492$860,2320.24%
66LANTHEUS HLDGS INCORPORATEDLNTH10,229$837,3460.23%
67PAYCOM SOFTWARE INCORPORATEDPAYC3,594$831,5420.23%
68ASTERA LABS INCORPORATEDALAB8,938$808,1740.22%
69TRANE TECHNOLOGIES PLC SHS (IRELAND)TT1,844$806,6020.22%
70AGCO CORPORATIONAGCO7,695$793,7950.22%
71UFP TECHNOLOGIES INCORPORATEDUFPT3,199$781,0680.21%
72ZURN ELKAY WATER SOLNS CORPORATION98983L10821,229$776,3520.21%
73SIMPSON MFG INCORPORATED8290731054,918$763,7790.21%
74NEXTERA ENERGY INCORPORATEDNEE-PW10,863$754,0950.21%
75POWELL INDUSTRIES INCORPORATED7391281063,570$751,2870.21%
76NETFLIX INCORPORATEDNFLX555$743,2170.20%
77BRUNSWICK CORPORATIONBC-PC13,366$738,3530.20%
78HEALTHEQUITY INCORPORATEDHQY6,938$726,8250.20%
79CELSIUS HLDGS INCORPORATED COM NEWCELH15,566$722,1070.20%
80SPDR S&P MIDCAP 400 ETF TRUSTMDY1,258$712,7820.20%
81PACS GROUP INCORPORATED COM SHSPACS53,327$688,9850.19%
82PAYLOCITY HLDG CORPORATIONPCTY3,774$683,8110.19%
83ALPHABET INCORPORATED CAP STK CLASS AGOOG3,859$680,0620.19%
84THE TRADE DESK INCORPORATED COM CLASS A88339J1058,985$646,8300.18%
85FIRST CTZNS BANCSHARES INCORPORATED N C CLASS A31946M103331$646,8260.18%
86AXCELIS TECHNOLOGIES INCORPORATED COM NEWACLS9,154$637,9420.17%
87SALESFORCE INCORPORATEDCRM2,135$582,1950.16%
88ISHARES TR CORE US AGGBD ET4642872265,688$564,2030.15%
89ATKORE INCORPORATEDATKR7,902$557,5000.15%
90EXTRA SPACE STORAGE INCORPORATED REITEXR3,554$523,9430.14%
91HUBSPOT INCORPORATEDHUBS939$522,6760.14%
92ADVANCED MICRO DEVICES INCORPORATEDAMD3,664$519,9220.14%
93AMERICAN EXPRESS COMPANYAXP1,615$515,2150.14%
94TJX COMPANIES INCORPORATED NEW8725401094,098$506,0140.14%
95GE VERNOVA INCORPORATEDGEV949$502,1630.14%
96AAON INCORPORATED COM PAR $0.004AAON6,777$499,8390.14%
97DEXCOM INCORPORATEDDXCM5,527$482,4520.13%
98INVESCO S&P SMALLCAP MOMENTUM ETFIVZ6,824$464,1390.13%
99INTERDIGITAL INCORPORATEDIDCC2,002$448,9080.12%
100STERIS PLC SHS USD (IRELAND)STE1,724$414,0720.11%
101NXP SEMICONDUCTORS N V (NETHERLANDS)NXPI1,839$401,8140.11%
102S&P GLOBAL INCORPORATEDSPGI741$390,7420.11%
103FISERV INCORPORATEDFISV2,091$360,5090.10%
104CHIPOTLE MEXICAN GRILL INCORPORATEDCMG5,845$328,1970.09%
105VANGUARD VALUE ETF9229087441,729$305,5830.08%
106SCHWAB CHARLES CORPORATIONSCHW-PJ3,320$302,9180.08%
107IQVIA HLDGS INCORPORATEDIQV1,872$295,0080.08%
108ALPHABET INCORPORATED CAP STK CLASS CGOOG1,655$293,4940.08%
109ALLSTATE CORPORATIONALL-PJ1,329$267,5160.07%
110AUTOMATIC DATA PROCESSING INCORPORATEDADP788$243,0820.07%
111EDWARDS LIFESCIENCES CORPORATIONEW2,947$230,4850.06%
112INVESCO ULTRA SHORT DURATION ETFIVZ4,468$224,0240.06%
113CISCO SYSTEMS INCORPORATEDCSCO3,140$217,8420.06%
114ABBOTT LABSABLZF1,581$214,9720.06%
115CHEVRON CORPORATION NEWCVX1,492$213,6260.06%
116NEWMONT CORPORATIONNEMCL3,643$212,2380.06%
117AMPHENOL CORPORATION NEW CLASS A0320951012,010$198,4970.05%
118SPDR ENERGY SELECT SECTOR FUND81369Y5062,296$194,7240.05%
119ZOETIS INCORPORATED CLASS AZTS1,246$194,2350.05%
120VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,386$193,0360.05%
121JUNIPER NETWORKS INCORPORATED48203R1044,758$189,9870.05%
122HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC9,116$186,4150.05%
123ISHARES TR U.S. MED DVC ETF4642888102,910$182,2820.05%
124OSHKOSH CORPORATIONOSK1,600$181,6630.05%
125PHILLIPS 66PSX1,447$172,6710.05%
126PROCTER AND GAMBLE COMPANY7427181091,050$167,2470.05%
127INTUITIVE SURGICAL INCORPORATED COM NEWISRG303$164,6530.05%
128EOG RES INCORPORATEDEOG1,313$157,0100.04%
129VALERO ENERGY CORPORATIONVLO1,135$152,5710.04%
130THERMO FISHER SCIENTIFIC INCORPORATEDTMO367$148,7070.04%
131FIRST TRUST CAPITAL STRENGTH ETF33733E1041,615$146,7870.04%
132PULTE GROUP INCORPORATED7458671011,386$146,2000.04%
133VANECK NATURAL RESOURCES ETF92189F8412,693$139,9220.04%
134D R HORTON INCORPORATED23331A1091,043$134,4290.04%
135SPDR TECHNOLOGY SELECT SECTOR FUND81369Y803524$132,7770.04%
136LENNAR CORPORATION CLASS ALEN-B1,165$128,8390.04%
137LANDSTAR SYSTEMS INCORPORATEDLSTR907$126,1300.03%
138ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)ACN415$124,0800.03%
139COGNEX CORPORATIONCGNX3,900$123,7180.03%
140FASTENAL COMPANYFAST2,893$121,4860.03%
141BRIGHTVIEW HLDGS INCORPORATEDBV7,040$117,2160.03%
142KEYCORP4932671086,646$115,7730.03%
143UNITED PARCEL SERVICE INCORPORATED CLASS BUPS1,131$114,1700.03%
144ISHARES TR EAFE GRWTH ETF464288885960$107,5200.03%
145SKYWORKS SOLUTIONS INCORPORATEDSWKS1,361$101,4220.03%
146VANGUARD FINANCIALS ETF92204A405773$98,3840.03%
147ZIONS BANCORPORATION N A9897011071,828$94,9590.03%
148INTERCONTINENTAL EXCHANGE INCORPORATED45866F104494$90,6210.02%
149VANGUARD INFORMATION TECHNOLOGY ETF92204A702135$89,5430.02%
150SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7882,068$87,7460.02%
151TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS874039100361$81,7630.02%
152STARBUCKS CORPORATIONSBUX793$72,6320.02%
153GE AEROSPACE COM NEW369604301226$58,1700.02%
154APPLIED MATLS INCORPORATED038222105299$54,7380.01%
155BRISTOL-MYERS SQUIBB COMPANYCELG-RI1,002$46,3830.01%
156L3HARRIS TECHNOLOGIES INCORPORATEDLHX183$45,9120.01%
157OCCIDENTAL PETE CORPORATION6745991051,000$42,0100.01%
158MCGRATH RENTCORPMGRC345$40,0420.01%
159ISHARES TR MSCI EMG MKT ETF464287234825$39,7980.01%
160OLD NATL BANCORP IND6800331071,648$35,1690.01%
161QUEST DIAGNOSTICS INCORPORATEDDGX180$32,3330.01%
162DEVON ENERGY CORPORATION NEW25179M1031,007$32,0400.01%
163NORFOLK SOUTHN CORPORATION655844108122$31,2210.01%
164TEXAS INSTRS INCORPORATED882508104150$31,1430.01%
165FORD MTR COMPANY3453708602,530$27,4510.01%
166BANK HAWAII CORPORATION062540109400$27,0120.01%
167ICU MED INCORPORATEDICUI200$26,4300.01%
168ISHARES TR NORTH AMERN NAT464287374431$19,0720.01%
169MILLROSE PPTYS INCORPORATED COM CLASS A REIT601137102580$16,5350.00%
170ISHARES TR CORE S&P MCP ETF464287507260$16,1250.00%
171BAKER HUGHES COMPANY CLASS ABKR400$15,3360.00%
172ISHARES TR CORE S&P SCP ETF464287804140$15,3010.00%
173PEPSICO INCORPORATEDPEP116$15,2850.00%
174NOVO-NORDISK A S SH (DENMARK)NONOF197$13,5830.00%
175GRIFOLS S A SP SH REP B NVT (SPAIN)GIKLY1,500$13,5600.00%
176TARGET CORPORATIONTGT127$12,5290.00%
177ISHARES INCORPORATED CORE MSCI EMKT46434G103183$10,9850.00%
178RTX CORPORATIONRTX72$10,5670.00%
179ISHARES TR GL CLEAN ENE ETF464288224728$9,5440.00%
180NV5 GLOBAL INCORPORATED62945V109400$9,2360.00%
181SMURFIT WESTROCK PLC SHS (IRELAND)SW213$9,1910.00%
182SPDR HEALTH CARE SELECT81369Y20958$7,8180.00%
183CF INDUSTRIES HLDGS INCORPORATED12526910080$7,3600.00%
184CATERPILLAR INCORPORATEDCAT17$6,6000.00%
185MICROCHIP TECHNOLOGY INCORPORATED.MCHPP74$5,2070.00%
186NORTHROP GRUMMAN CORPORATIONNOC10$5,0000.00%
187VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271835$4,7040.00%
188WASTE MGMT INCORPORATED DEL94106L10920$4,6430.00%
189PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46740$4,0280.00%
190ARM HOLDINGS PLC SPONSORED ADS04206820522$3,5580.00%
191HERSHEY COMPANYHSY20$3,3190.00%
192NUCOR CORPORATIONNUE25$3,2390.00%
193SYSCO CORPORATIONSYY37$2,8020.00%
194BOEING COMPANYBA-PA13$2,7240.00%
195FIDUS INVT CORPORATION316500107122$2,4560.00%
196ROBINHOOD MKTS INCORPORATED COM CLASS A77070010220$1,8730.00%
197WESTLAKE CORPORATIONWLK23$1,7460.00%
198ONTO INNOVATION INCORPORATEDONTO17$1,7160.00%
199RIVIAN AUTOMOTIVE INCORPORATED COM CLASS ARIVN104$1,4290.00%
200MURPHY USA INCORPORATEDMUSA3$1,2200.00%
201ELEVANCE HEALTH INCORPORATEDELV3$1,1720.00%
202ALIBABA GROUP HLDG LIMITED SPONSORED ADSBBAAY10$1,1340.00%
203STMICROELECTRONICS NV (NETHERLANDS)STMEF37$1,1250.00%
204INTERNATIONAL BANCSHARES CORPORATIONINTR16$1,0650.00%
205PAYPAL HLDGS INCORPORATEDPYPL14$1,0400.00%
206LAUDER ESTEE COMPANIES INCORPORATED CLASS A51843910413$1,0350.00%
207SYNOPSYS INCORPORATEDSNPS2$1,0250.00%
208CERENCE INCORPORATEDCRNC100$1,0210.00%
209QUALCOMM INCORPORATEDQCOM6$9610.00%
210MACYS INCORPORATED55616P10482$9560.00%
211FREEPORT-MCMORAN INCORPORATED CLASS BFCX22$9540.00%
212LOCKHEED MARTIN CORPORATIONLMT2$9330.00%
213AMGEN INCORPORATEDAMGN3$8450.00%
214QUANTA SVCS INCORPORATED74762E1022$7560.00%
215SHERWIN WILLIAMS COMPANYSHW2$6880.00%
216VISTRA CORPORATIONVST3$5820.00%
217REGENERON PHARMACEUTICALSREGN1$5260.00%
218VANGUARD TOTAL BOND MARKET ETF9219378356$4420.00%
219INVESCO BUILDING & CONSTRUCTION ETFIVZ4$3210.00%
220INTEL CORPORATIONINTC5$1120.00%
221BEYOND MEAT INCORPORATEDBYND25$870.00%