Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $274 Million
  • Q1 2024

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
$3.5T
$16.5 Million 6.01% of portfolio
96,257
Q1 2024 Added 1.78%
$282B
$15.1 Million 5.51% of portfolio
16,732
Q1 2024 Reduced 13.3%
$0
$14 Million 5.09% of portfolio
40,590
Q1 2024 Reduced 7.52%
$362B
$10.4 Million 3.8% of portfolio
14,228
Q1 2024 Reduced 6.16%
$1.86T
$9.99 Million 3.64% of portfolio
55,362
Q1 2024 Added 0.46%
$61.4B
$8.87 Million 3.23% of portfolio
6,695
Q1 2024 Reduced 10.18%
$623B
$8.66 Million 3.15% of portfolio
43,230
Q1 2024 Reduced 3.33%
$25.1B
$8.13 Million 2.96% of portfolio
63,284
Q1 2024 Added 4.91%
$694B
$7.1 Million 2.59% of portfolio
40,376
Q1 2024 Reduced 14.29%
$3.17T
$6.81 Million 2.48% of portfolio
16,195
Q1 2024 Added 3.93%
$569B
$5.96 Million 2.17% of portfolio
14,169
Q1 2024 Reduced 0.73%
$39.7B
$5.83 Million 2.12% of portfolio
76,380
Q1 2024 Added 2.28%
$424B
$5.57 Million 2.03% of portfolio
19,941
Q1 2024 Added 0.16%
$286B
$5.09 Million 1.85% of portfolio
39,632
Q1 2024 Reduced 2.39%
$368B
$5.05 Million 1.84% of portfolio
13,163
Q1 2024 Added 1.68%
$141B
$4.71 Million 1.72% of portfolio
37,029
Q1 2024 Added 4.32%
$11.1B
$4.43 Million 1.61% of portfolio
13,938
Q1 2024 Reduced 13.5%
$125B
$4.35 Million 1.59% of portfolio
12,165
Q1 2024 Added 0.55%
$129B
$4.37 Million 1.59% of portfolio
98,936
Q1 2024 Reduced 3.39%
$238B
$3.97 Million 1.45% of portfolio
6,832
Q1 2024 Added 3.26%
$35.7B
$3.82 Million 1.39% of portfolio
19,273
Q1 2024 Added 56.28%
$119B
$3.79 Million 1.38% of portfolio
12,128
Q1 2024 Added 1.09%
$148B
$3.75 Million 1.37% of portfolio
15,265
Q1 2024 Reduced 2.34%
$765B
$3.49 Million 1.27% of portfolio
4,487
Q1 2024 New
$71B
$3.1 Million 1.13% of portfolio
9,963
Q1 2024 Added 1.36%
$22.7B
$2.95 Million 1.08% of portfolio
13,461
Q1 2024 Added 99.01%
$86.1B
$2.96 Million 1.08% of portfolio
14,669
Q1 2024 Added 4.82%
$353B
$2.85 Million 1.04% of portfolio
2,940
Q1 2024 Added 25.05%
$34.1B
$2.84 Million 1.04% of portfolio
19,085
Q1 2024 Added 3.72%
$0
$2.75 Million 1.0% of portfolio
16,903
Q1 2024 Reduced 0.49%
$65.7B
$2.75 Million 1.0% of portfolio
7,758
Q1 2024 Added 5.44%
$6.05B
$2.74 Million 1.0% of portfolio
34,570
Q1 2024 New
$2.71B
$2.7 Million 0.99% of portfolio
21,925
Q1 2024 Added 25.41%
$84.2B
$2.71 Million 0.99% of portfolio
15,992
Q1 2024 Added 1.02%
$0
$2.71 Million 0.99% of portfolio
5,186
Q1 2024 Added 0.66%
$7.26B
$2.64 Million 0.96% of portfolio
39,557
Q1 2024 Added 50.14%
$18.9B
$2.54 Million 0.93% of portfolio
4,862
Q1 2024 Added 32.73%
$31B
$2.54 Million 0.92% of portfolio
6,496
Q1 2024 Added 2.49%
$317B
$2.52 Million 0.92% of portfolio
19,121
Q1 2024 Added 3.83%
$10.2B
$2.48 Million 0.9% of portfolio
72,243
Q1 2024 Added 131.0%
$18.6B
$2.36 Million 0.86% of portfolio
21,796
Q1 2024 Added 16.98%
$112B
$2.26 Million 0.82% of portfolio
8,703
Q1 2024 Added 5.17%
$489B
$1.91 Million 0.7% of portfolio
16,451
Q1 2024 New
$189B
$1.9 Million 0.69% of portfolio
31,567
Q1 2024 Added 221.69%
$0
$1.83 Million 0.66% of portfolio
3,798
Q1 2024 Reduced 17.33%
$197B
$1.67 Million 0.61% of portfolio
33,517
Q1 2024 Added 11.75%
$420B
$1.64 Million 0.6% of portfolio
10,350
Q1 2024 Reduced 59.84%
$30.3B
$1.62 Million 0.59% of portfolio
32,382
Q1 2024 Added 16.19%
$37.3B
$1.52 Million 0.55% of portfolio
1,507
Q1 2024 Added 114.06%

Summary

  • 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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