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
$284B
$245,000 0.08% of portfolio
3,975
Q1 2025 Reduced 3.19%
$32.8B
$240,000 0.07% of portfolio
3,524
Q1 2025 Added 16.3%
$233B
$232,000 0.07% of portfolio
1,750
Q1 2025 Reduced 2.07%
$128B
$240,000 0.07% of portfolio
788
Q3 2024 New
$71.4B
$187,000 0.06% of portfolio
1,460
Q1 2025 Reduced 1.02%
$57.5B
$208,000 0.06% of portfolio
1,578
Q1 2025 Reduced 0.06%
$13B
$190,000 0.06% of portfolio
5,258
Q1 2025 Reduced 3.29%
$373B
$198,000 0.06% of portfolio
1,167
Q1 2025 Reduced 1.35%
$62.8B
$197,000 0.06% of portfolio
1,600
Q1 2025 Reduced 2.08%
$46.6B
$197,000 0.06% of portfolio
4,089
Q1 2025 Reduced 1.3%
$8.2B
$168,000 0.05% of portfolio
1,792
Q1 2025 Reduced 0.5%
$25.9B
$159,000 0.05% of portfolio
1,550
Q1 2025 Reduced 0.45%
$48.1B
$148,000 0.05% of portfolio
1,171
Q1 2025 Added 0.17%
$5.13B
$152,000 0.05% of portfolio
1,014
Q1 2025 Reduced 0.2%
$187B
$150,000 0.05% of portfolio
303
Q1 2025 Added 36.49%
$29.4B
$149,000 0.05% of portfolio
1,301
Q1 2025 Reduced 2.18%
$58.4B
$131,000 0.04% of portfolio
2,008
Q1 2025 New
$5.78B
$130,000 0.04% of portfolio
4,378
Q1 2025 Added 0.21%
$187B
$128,000 0.04% of portfolio
413
Q1 2025 Added 0.24%
$74.5B
$140,000 0.04% of portfolio
1,280
Q1 2025 Added 1.43%
$17.2B
$106,000 0.03% of portfolio
6,646
Q3 2024 New
$24.9B
$111,000 0.03% of portfolio
1,439
Q1 2025 Added 0.63%
$20.1B
$109,000 0.03% of portfolio
1,661
Q1 2025 Added 10.29%
$1.46B
$90,000 0.03% of portfolio
7,040
Q4 2024 Reduced 7.62%
$102B
$85,000 0.03% of portfolio
493
Q1 2025 Reduced 85.16%
$8.33B
$102,000 0.03% of portfolio
2,059
Q1 2025 Added 0.39%
$3.49B
$65,000 0.02% of portfolio
1,851
Q1 2025 New
$101B
$59,000 0.02% of portfolio
979
Q3 2024 New
$108B
$77,000 0.02% of portfolio
788
Q1 2025 Added 0.51%
$1.2T
$60,000 0.02% of portfolio
364
Q1 2025 Added 4.0%
$42.4B
$49,000 0.02% of portfolio
1,000
Q4 2024 Reduced 98.65%
$12.5B
$78,000 0.02% of portfolio
1,217
Q1 2025 Added 10.24%
$177B
$34,000 0.01% of portfolio
175
Q3 2024 New
$337B
$47,000 0.01% of portfolio
225
Q3 2024 New
$274B
$45,000 0.01% of portfolio
226
Q3 2024 New
$2.81B
$27,000 0.01% of portfolio
400
Q4 2024 Reduced 20.0%
$3.24B
$27,000 0.01% of portfolio
200
Q3 2024 New
$39.4B
$17,000 0.01% of portfolio
400
Q4 2024 New
$168B
$43,000 0.01% of portfolio
299
Q3 2024 New
$6.8B
$34,000 0.01% of portfolio
1,637
Q1 2025 Added 0.68%
$46.7B
$38,000 0.01% of portfolio
3,794
Q1 2025 Added 2.07%
$2.92B
$38,000 0.01% of portfolio
344
Q1 2025 Added 0.58%
$15.6B
$24,000 0.01% of portfolio
180
Q3 2024 New
$22.6B
$37,000 0.01% of portfolio
1,007
Q1 2025 Reduced 9.52%
$70.1B
$33,000 0.01% of portfolio
1,125
Q3 2024 New
$185B
$17,000 0.01% of portfolio
116
Q3 2024 New
$60.2B
$28,000 0.01% of portfolio
121
Q4 2024 Added 0.83%
$41.3B
$3,000 0.0% of portfolio
74
Q3 2024 New
$223M
$0 0.0% of portfolio
25
Q3 2024 New

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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