Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $321 Million
  • Q1 2025

Peterson Wealth Services has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $321 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $22.9M, Apple Inc. with a value of $22.2M, Nvidia Corp with a value of $16M, Costco Wholesale Corp with a value of $12.8M, and Jpmorgan Chase & CO with a value of $12.5M.

Examining the 13F form we can see an decrease of $10.1M in the current position value, from $331M to 321M.

Below you can find more details about Peterson Wealth Services portfolio as well as his latest detailed transactions.

Portfolio value $321 Million
Technology: $88.3 Million
Financial Services: $47 Million
Consumer Cyclical: $33.9 Million
ETFs: $31.6 Million
Healthcare: $30.2 Million
Industrials: $25.6 Million
Energy: $25.6 Million
Consumer Defensive: $22.1 Million
Other: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.9 Million 7.14% of portfolio
61,774
Q1 2025 Added 84.87%
$3.4T
$22.2 Million 6.92% of portfolio
99,943
Q1 2025 Added 1.93%
$336B
$16 Million 4.98% of portfolio
147,333
Q1 2025 Reduced 7.17%
$447B
$12.8 Million 3.99% of portfolio
13,544
Q1 2025 Reduced 5.17%
$785B
$12.5 Million 3.88% of portfolio
50,793
Q1 2025 Added 2.32%
$2.09T
$11.2 Million 3.49% of portfolio
58,784
Q1 2025 Added 3.62%
$1.08T
$9.49 Million 2.96% of portfolio
36,614
Q1 2025 Reduced 29.71%
$694B
$9.25 Million 2.88% of portfolio
17,361
Q1 2025 Added 3.71%
$32.9B
$8.42 Million 2.62% of portfolio
60,598
Q1 2025 Reduced 7.82%
$592B
$7.75 Million 2.42% of portfolio
22,119
Q1 2025 Added 1.15%
$252B
$7.24 Million 2.26% of portfolio
85,805
Q1 2025 Added 62.61%
$94.2B
$7.2 Million 2.24% of portfolio
42,995
Q1 2025 Reduced 23.34%
$118B
$6.32 Million 1.97% of portfolio
60,189
Q1 2025 Added 68.09%
$3.38T
$6.18 Million 1.93% of portfolio
16,475
Q1 2025 Added 5.81%
$16.6B
$6.16 Million 1.92% of portfolio
19,109
Q1 2025 Added 0.27%
$388B
$5.63 Million 1.75% of portfolio
15,360
Q1 2025 Added 5.23%
$262B
$5.09 Million 1.59% of portfolio
32,098
Q1 2025 New
$301B
$5 Million 1.56% of portfolio
7,540
Q1 2025 Added 42.37%
$148B
$4.93 Million 1.54% of portfolio
13,249
Q1 2025 Added 3.28%
$159B
$4.47 Million 1.39% of portfolio
8,993
Q1 2025 Added 26.15%
$142B
$4.34 Million 1.35% of portfolio
18,377
Q1 2025 Added 9.56%
$25.2B
$4.04 Million 1.26% of portfolio
25,262
Q1 2025 Added 17.46%
$1.25T
$3.91 Million 1.22% of portfolio
6,786
Q1 2025 Added 20.15%
$38.7B
$3.87 Million 1.21% of portfolio
17,832
Q1 2025 Reduced 10.11%
$697B
$3.73 Million 1.16% of portfolio
4,516
Q1 2025 Added 3.15%
$430B
$3.64 Million 1.14% of portfolio
26,058
Q1 2025 Added 195.17%
$71B
$3.46 Million 1.08% of portfolio
7,894
Q1 2025 Added 8.21%
$121B
$3.34 Million 1.04% of portfolio
11,044
Q1 2025 Added 9.57%
$262B
$3.21 Million 1.0% of portfolio
36,572
Q1 2025 Added 4.05%
$75.1B
$3.14 Million 0.98% of portfolio
19,093
Q1 2025 Added 13.71%
$5.27B
$3.07 Million 0.96% of portfolio
60,125
Q1 2025 Added 61.47%
$87.4B
$2.92 Million 0.91% of portfolio
11,478
Q1 2025 Added 7.64%
$453B
$2.87 Million 0.89% of portfolio
24,102
Q1 2025 Added 9.03%
$82.4B
$2.76 Million 0.86% of portfolio
18,975
Q1 2025 Added 8.32%
$39B
$2.73 Million 0.85% of portfolio
9,648
Q1 2025 Added 19.94%
$0
$2.74 Million 0.85% of portfolio
4,904
Q1 2025 Reduced 5.55%
$98.5B
$2.57 Million 0.8% of portfolio
9,670
Q1 2025 Added 11.32%
$130B
$2.54 Million 0.79% of portfolio
9,331
Q1 2025 Added 8.2%
$19B
$2.48 Million 0.77% of portfolio
14,998
Q1 2025 Added 3.69%
$391B
$2.48 Million 0.77% of portfolio
14,982
Q1 2025 Added 14.27%
$60.9B
$2.42 Million 0.75% of portfolio
8,189
Q1 2025 Added 7.65%
$189B
$2.28 Million 0.71% of portfolio
25,384
Q1 2025 Added 18.18%
$257B
$2.27 Million 0.71% of portfolio
4,331
Q1 2025 Added 16.02%
$25.6B
$2.22 Million 0.69% of portfolio
10,682
Q1 2025 Added 8.19%
$34.2B
$1.88 Million 0.59% of portfolio
32,405
Q1 2025 Added 18.22%
$117B
$1.85 Million 0.58% of portfolio
9,167
Q1 2025 Added 12.69%
$114B
$1.86 Million 0.58% of portfolio
20,695
Q1 2025 Added 13.37%
$47.9B
$1.71 Million 0.53% of portfolio
22,886
Q1 2025 Added 9.31%
$66.7B
$1.62 Million 0.5% of portfolio
20,204
Q1 2025 Added 3.88%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $321 Million
  • Prior Value $331 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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