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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.2B
$1.02 Million 0.32% of portfolio
3,262
Q1 2025 New
$5.74B
$999,000 0.31% of portfolio
10,237
Q1 2025 Reduced 19.68%
$8.14B
$935,000 0.29% of portfolio
7,228
Q1 2025 Reduced 5.7%
$19.4B
$921,000 0.29% of portfolio
3,193
Q1 2025 Reduced 4.09%
$11.2B
$913,000 0.28% of portfolio
1,876
Q1 2025 Reduced 1.78%
$40.7B
$842,000 0.26% of portfolio
10,243
Q1 2025 Added 24.22%
$7.15B
$772,000 0.24% of portfolio
4,916
Q1 2025 Reduced 0.75%
$14.1B
$784,000 0.24% of portfolio
3,592
Q1 2025 New
$4.44B
$732,000 0.23% of portfolio
13,599
Q1 2025 Added 2.49%
$145B
$739,000 0.23% of portfolio
10,433
Q1 2025 Added 21.0%
$10.3B
$707,000 0.22% of portfolio
3,777
Q1 2025 Reduced 24.44%
$35.3B
$718,000 0.22% of portfolio
1,238
Q1 2025 Reduced 6.21%
$6.71B
$699,000 0.22% of portfolio
21,215
Q1 2025 New
$8.2B
$711,000 0.22% of portfolio
7,689
Q1 2025 New
$10.9B
$657,000 0.2% of portfolio
6,578
Q1 2025 Added 2.78%
$1.82B
$645,000 0.2% of portfolio
3,202
Q1 2025 Reduced 21.88%
$100B
$619,000 0.19% of portfolio
1,839
Q1 2025 Reduced 0.97%
$2.51B
$608,000 0.19% of portfolio
3,570
Q1 2025 New
$32.7B
$597,000 0.19% of portfolio
6,891
Q1 2025 Added 1.52%
$5.27B
$618,000 0.19% of portfolio
6,494
Q1 2025 Reduced 24.64%
$31.5B
$608,000 0.19% of portfolio
328
Q1 2025 Reduced 43.45%
$1.07T
$595,000 0.19% of portfolio
3,852
Q1 2025 Reduced 1.15%
$7.18B
$572,000 0.18% of portfolio
5,054
Q1 2025 Added 2.08%
$6.26B
$586,000 0.18% of portfolio
3,555
Q1 2025 Reduced 56.17%
$271B
$571,000 0.18% of portfolio
2,131
Q1 2025 Reduced 3.36%
$9.58B
$562,000 0.18% of portfolio
1,197
Q1 2025 Added 25.21%
$6.17B
$548,000 0.17% of portfolio
8,729
Q1 2025 Added 77.89%
$5.1B
$556,000 0.17% of portfolio
4,585
Q1 2025 Added 2.18%
$26.9B
$536,000 0.17% of portfolio
939
Q1 2025 Reduced 40.46%
$146B
$498,000 0.16% of portfolio
4,096
Q1 2025 Added 0.39%
$573B
$517,000 0.16% of portfolio
555
Q3 2024 Reduced 30.19%
$4.08B
$529,000 0.16% of portfolio
6,777
Q1 2025 Reduced 39.0%
$3.12B
$471,000 0.15% of portfolio
7,864
Q1 2025 Added 14.85%
$33.6B
$492,000 0.15% of portfolio
8,992
Q1 2025 Added 2.16%
$2.46B
$453,000 0.14% of portfolio
9,131
Q1 2025 Added 18.69%
$237B
$433,000 0.13% of portfolio
1,613
Q1 2025 Added 0.06%
$172B
$375,000 0.12% of portfolio
739
Q1 2025 Added 0.41%
$60.5B
$376,000 0.12% of portfolio
1,982
Q1 2025 Reduced 0.8%
$23.1B
$389,000 0.12% of portfolio
1,720
Q1 2025 Reduced 0.69%
$223B
$375,000 0.12% of portfolio
3,650
Q1 2025 Added 2.9%
$49.6B
$355,000 0.11% of portfolio
1,700
Q1 2025 Reduced 0.53%
$47.7B
$354,000 0.11% of portfolio
4,894
Q1 2025 Added 2.32%
$30.1B
$328,000 0.1% of portfolio
1,862
Q1 2025 Added 0.11%
$1.55B
$293,000 0.09% of portfolio
5,836
Q1 2025 Added 1.11%
$168B
$286,000 0.09% of portfolio
3,656
Q1 2025 Reduced 3.54%
$52.5B
$273,000 0.09% of portfolio
1,323
Q1 2025 Reduced 4.06%
$79.5B
$261,000 0.08% of portfolio
2,089
Q1 2025 Reduced 3.2%
$300B
$270,000 0.08% of portfolio
1,615
Q1 2025 Added 0.25%
$1.08T
$258,000 0.08% of portfolio
1,652
Q1 2025 Reduced 9.23%

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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