Peterson Wealth Management Portfolio Holdings
Peterson Wealth Management
- $147 Million
- Q1 2025
Peterson Wealth Management has filed its 13F form on June 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15M, Invesco Qqq Trust, Series 1 with a value of $13.9M, Spdr Series Tr Spdr S&P Divide with a value of $8.22M, Nvidia Corp with a value of $7.75M, and Costco Wholesale Corp with a value of $7.18M.
Examining the 13F form we can see an decrease of $19.3M in the current position value, from $167M to 147M.
Below you can find more details about Peterson Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$147 Million
ETFs: $73.1 Million
Technology: $27.5 Million
Consumer Defensive: $15.3 Million
Consumer Cyclical: $9.62 Million
Financial Services: $5.32 Million
Healthcare: $4.65 Million
Communication Services: $4.07 Million
Industrials: $3.17 Million
Other: $4.59 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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