Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $362 Million
  • Q2 2025

Peterson Wealth Services has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $362 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $26.4M, Nvidia Corp with a value of $23.4M, Apple Inc. with a value of $20M, Jpmorgan Chase & CO with a value of $14.8M, and Tesla, Inc. with a value of $14.3M.

Examining the 13F form we can see an increase of $40.8M in the current position value, from $321M to 362M.

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

Portfolio value $362 Million
Technology: $109 Million
Financial Services: $50 Million
Consumer Cyclical: $43.3 Million
ETFs: $35.2 Million
Industrials: $32.8 Million
Consumer Defensive: $25.2 Million
Energy: $24.9 Million
Healthcare: $22.4 Million
Other: $18.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.22B
$1.11 Million 0.31% of portfolio
7,225
Q2 2025 Reduced 0.04%
$58.4B
$1.11 Million 0.31% of portfolio
3,403
Q2 2025 Added 4.32%
$7.59B
$1.1 Million 0.3% of portfolio
3,698
Q2 2025 Added 4.02%
$7.57B
$1.09 Million 0.3% of portfolio
8,748
Q2 2025 Added 0.22%
$17.2B
$1 Million 0.28% of portfolio
3,197
Q2 2025 Added 0.13%
$9.73B
$907,000 0.25% of portfolio
1,875
Q2 2025 Reduced 0.05%
$41.4B
$901,000 0.25% of portfolio
10,705
Q2 2025 Added 4.51%
$39.9B
$906,000 0.25% of portfolio
1,239
Q2 2025 Added 0.08%
$5.86B
$860,000 0.24% of portfolio
6,492
Q2 2025 Reduced 0.03%
$3.56B
$837,000 0.23% of portfolio
10,229
Q2 2025 Reduced 0.08%
$13.1B
$831,000 0.23% of portfolio
3,594
Q2 2025 Added 0.06%
$93.3B
$806,000 0.22% of portfolio
1,844
Q2 2025 Added 0.27%
$8.18B
$793,000 0.22% of portfolio
7,695
Q2 2025 Added 0.08%
$1.54B
$781,000 0.22% of portfolio
3,199
Q2 2025 Reduced 0.09%
$8.42B
$776,000 0.21% of portfolio
21,229
Q2 2025 Added 0.07%
$535B
$743,000 0.21% of portfolio
555
Q3 2024 Reduced 30.19%
$3.56B
$751,000 0.21% of portfolio
3,570
Q1 2025 New
$8.13B
$763,000 0.21% of portfolio
4,918
Q2 2025 Added 0.04%
$7.86B
$726,000 0.2% of portfolio
6,938
Q1 2025 Reduced 33.97%
$4.24B
$722,000 0.2% of portfolio
15,566
Q2 2025 Added 740.95%
$4.86B
$738,000 0.2% of portfolio
13,366
Q2 2025 Reduced 1.71%
$1.5T
$680,000 0.19% of portfolio
3,859
Q2 2025 Added 0.18%
$9.3B
$683,000 0.19% of portfolio
3,774
Q2 2025 Reduced 0.08%
$20.2B
$646,000 0.18% of portfolio
8,985
Q2 2025 Reduced 0.08%
$28.7B
$647,000 0.18% of portfolio
331
Q2 2025 Added 0.91%
$2.88B
$637,000 0.18% of portfolio
9,154
Q2 2025 Added 0.25%
$32.7B
$597,000 0.17% of portfolio
6,890
Q2 2025 Reduced 0.01%
$243B
$582,000 0.16% of portfolio
2,135
Q2 2025 Added 0.19%
$2.55B
$557,000 0.15% of portfolio
7,902
Q2 2025 Added 0.48%
$245B
$515,000 0.14% of portfolio
1,615
Q2 2025 Added 0.12%
$164B
$506,000 0.14% of portfolio
4,098
Q2 2025 Added 0.05%
$4.44B
$499,000 0.14% of portfolio
6,777
Q1 2025 Reduced 39.0%
$260B
$519,000 0.14% of portfolio
3,664
Q2 2025 Added 0.38%
$24.4B
$522,000 0.14% of portfolio
939
Q1 2025 Reduced 40.46%
$19.2B
$524,000 0.14% of portfolio
3,554
Q2 2025 New
$29.2B
$482,000 0.13% of portfolio
5,527
Q2 2025 Added 56.84%
$9.77B
$448,000 0.12% of portfolio
2,002
Q2 2025 New
$24.8B
$414,000 0.11% of portfolio
1,724
Q2 2025 Added 0.23%
$57.6B
$401,000 0.11% of portfolio
1,839
Q2 2025 Reduced 7.21%
$177B
$390,000 0.11% of portfolio
741
Q2 2025 Added 0.27%
$1.07B
$328,000 0.09% of portfolio
5,845
Q2 2025 Added 0.15%
$1.53T
$293,000 0.08% of portfolio
1,655
Q2 2025 Added 0.18%
$167B
$302,000 0.08% of portfolio
3,320
Q2 2025 Reduced 9.19%
$34.5B
$295,000 0.08% of portfolio
1,872
Q2 2025 Added 0.54%
$79.5B
$261,000 0.07% of portfolio
2,091
Q2 2025 Added 0.1%
$53.2B
$267,000 0.07% of portfolio
1,329
Q2 2025 Added 0.45%
$121B
$243,000 0.07% of portfolio
788
Q3 2024 New
$275B
$217,000 0.06% of portfolio
3,140
Q2 2025 Reduced 21.01%
$230B
$215,000 0.06% of portfolio
1,581
Q2 2025 Reduced 9.66%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $362 Million
  • Prior Value $321 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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