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
$261B
$245,000 0.08% of portfolio
3,975
Q1 2025 Reduced 3.19%
$33B
$240,000 0.07% of portfolio
3,524
Q1 2025 Added 16.3%
$236B
$232,000 0.07% of portfolio
1,750
Q1 2025 Reduced 2.07%
$133B
$240,000 0.07% of portfolio
788
Q3 2024 New
$67.7B
$187,000 0.06% of portfolio
1,460
Q1 2025 Reduced 1.02%
$52.3B
$208,000 0.06% of portfolio
1,578
Q1 2025 Reduced 0.06%
$11.7B
$190,000 0.06% of portfolio
5,258
Q1 2025 Reduced 3.29%
$387B
$198,000 0.06% of portfolio
1,167
Q1 2025 Reduced 1.35%
$60.5B
$197,000 0.06% of portfolio
1,600
Q1 2025 Reduced 2.08%
$39.8B
$197,000 0.06% of portfolio
4,089
Q1 2025 Reduced 1.3%
$6.55B
$168,000 0.05% of portfolio
1,792
Q1 2025 Reduced 0.5%
$23.8B
$159,000 0.05% of portfolio
1,550
Q1 2025 Reduced 0.45%
$43.7B
$148,000 0.05% of portfolio
1,171
Q1 2025 Added 0.17%
$5.19B
$152,000 0.05% of portfolio
1,014
Q1 2025 Reduced 0.2%
$199B
$150,000 0.05% of portfolio
303
Q1 2025 Added 36.49%
$28.5B
$149,000 0.05% of portfolio
1,301
Q1 2025 Reduced 2.18%
$51.7B
$131,000 0.04% of portfolio
2,008
Q1 2025 New
$5.48B
$130,000 0.04% of portfolio
4,378
Q1 2025 Added 0.21%
$200B
$128,000 0.04% of portfolio
413
Q1 2025 Added 0.24%
$73.9B
$140,000 0.04% of portfolio
1,280
Q1 2025 Added 1.43%
$15.5B
$106,000 0.03% of portfolio
6,646
Q3 2024 New
$47.6B
$111,000 0.03% of portfolio
1,439
Q1 2025 Added 0.63%
$15.1B
$109,000 0.03% of portfolio
1,661
Q1 2025 Added 10.29%
$1.54B
$90,000 0.03% of portfolio
7,040
Q4 2024 Reduced 7.62%
$98.4B
$85,000 0.03% of portfolio
493
Q1 2025 Reduced 85.16%
$7.36B
$102,000 0.03% of portfolio
2,059
Q1 2025 Added 0.39%
$2.95B
$65,000 0.02% of portfolio
1,851
Q1 2025 New
$99.4B
$59,000 0.02% of portfolio
979
Q3 2024 New
$98.2B
$77,000 0.02% of portfolio
788
Q1 2025 Added 0.51%
$1.01T
$60,000 0.02% of portfolio
364
Q1 2025 Added 4.0%
$40.1B
$49,000 0.02% of portfolio
1,000
Q4 2024 Reduced 98.65%
$11.8B
$78,000 0.02% of portfolio
1,217
Q1 2025 Added 10.24%
$177B
$34,000 0.01% of portfolio
175
Q3 2024 New
$325B
$47,000 0.01% of portfolio
225
Q3 2024 New
$253B
$45,000 0.01% of portfolio
226
Q3 2024 New
$2.8B
$27,000 0.01% of portfolio
400
Q4 2024 Reduced 20.0%
$3.36B
$27,000 0.01% of portfolio
200
Q3 2024 New
$37.8B
$17,000 0.01% of portfolio
400
Q4 2024 New
$142B
$43,000 0.01% of portfolio
299
Q3 2024 New
$6.54B
$34,000 0.01% of portfolio
1,637
Q1 2025 Added 0.68%
$42.7B
$38,000 0.01% of portfolio
3,794
Q1 2025 Added 2.07%
$2.8B
$38,000 0.01% of portfolio
344
Q1 2025 Added 0.58%
$15.6B
$24,000 0.01% of portfolio
180
Q3 2024 New
$21.8B
$37,000 0.01% of portfolio
1,007
Q1 2025 Reduced 9.52%
$65.8B
$33,000 0.01% of portfolio
1,125
Q3 2024 New
$182B
$17,000 0.01% of portfolio
116
Q3 2024 New
$57B
$28,000 0.01% of portfolio
121
Q4 2024 Added 0.83%
$33.8B
$3,000 0.0% of portfolio
74
Q3 2024 New
$157M
$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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