Peterson Wealth Services has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $274 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.5M, Nvidia Corp with a value of $15.1M, Vanguard Growth ETF with a value of $14M, Costco Wholesale Corp with a value of $10.4M, and Amazon Com Inc with a value of $9.99M.

Examining the 13F form we can see an increase of $41.3M in the current position value, from $233M to 274M.

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

Portfolio value $274 Million
Technology: $75.2 Million
Financial Services: $34.1 Million
Healthcare: $32.5 Million
Energy: $31.7 Million
Consumer Cyclical: $30.6 Million
ETFs: $25.1 Million
Industrials: $22.7 Million
Consumer Defensive: $14.7 Million
Other: $7.77 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 112
  • Current Value $274 Million
  • Prior Value $233 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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