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
$63B
$212,000 0.06% of portfolio
3,643
Q2 2025 Reduced 10.91%
$308B
$213,000 0.06% of portfolio
1,492
Q2 2025 Reduced 7.62%
$47B
$230,000 0.06% of portfolio
2,947
Q2 2025 Reduced 39.78%
$372B
$167,000 0.05% of portfolio
1,050
Q2 2025 Reduced 10.03%
$63.1B
$172,000 0.05% of portfolio
1,447
Q2 2025 Reduced 9.56%
$70.9B
$198,000 0.05% of portfolio
2,010
Q2 2025 Added 0.1%
$8.91B
$181,000 0.05% of portfolio
1,600
Q2 2025 Reduced 10.71%
$13B
$189,000 0.05% of portfolio
4,758
Q2 2025 Reduced 9.51%
$68.5B
$194,000 0.05% of portfolio
1,246
Q2 2025 Reduced 93.47%
$32B
$186,000 0.05% of portfolio
9,116
Q2 2025 Reduced 8.7%
$153B
$164,000 0.05% of portfolio
303
Q1 2025 Added 36.49%
$186B
$148,000 0.04% of portfolio
367
Q2 2025 Reduced 95.92%
$60.7B
$152,000 0.04% of portfolio
1,135
Q2 2025 Reduced 28.07%
$59.8B
$134,000 0.04% of portfolio
1,043
Q2 2025 Reduced 10.93%
$30.7B
$146,000 0.04% of portfolio
1,386
Q2 2025 Reduced 10.58%
$34.1B
$128,000 0.04% of portfolio
1,165
Q2 2025 Reduced 10.45%
$150B
$124,000 0.03% of portfolio
415
Q2 2025 Added 0.48%
$1.26B
$117,000 0.03% of portfolio
7,040
Q4 2024 Reduced 7.62%
$27.4B
$121,000 0.03% of portfolio
2,893
Q2 2025 Added 101.04%
$4.64B
$126,000 0.03% of portfolio
907
Q2 2025 Reduced 10.55%
$17.6B
$115,000 0.03% of portfolio
6,646
Q3 2024 New
$61.3B
$114,000 0.03% of portfolio
1,131
Q2 2025 Reduced 11.64%
$8.54B
$94,000 0.03% of portfolio
1,828
Q2 2025 Reduced 11.22%
$11.7B
$101,000 0.03% of portfolio
1,361
Q2 2025 Added 11.83%
$7.66B
$123,000 0.03% of portfolio
3,900
Q2 2025 Reduced 10.92%
$1.36T
$81,000 0.02% of portfolio
361
Q2 2025 Reduced 0.82%
$96.2B
$90,000 0.02% of portfolio
494
Q2 2025 Added 0.2%
$96.8B
$72,000 0.02% of portfolio
793
Q2 2025 Added 0.63%
$313B
$58,000 0.02% of portfolio
226
Q3 2024 New
$3.16B
$26,000 0.01% of portfolio
200
Q3 2024 New
$2.67B
$27,000 0.01% of portfolio
400
Q4 2024 Reduced 20.0%
$15.6B
$24,000 0.01% of portfolio
180
Q3 2024 New
$98.5B
$46,000 0.01% of portfolio
1,002
Q2 2025 Added 2.35%
$42.4B
$42,000 0.01% of portfolio
1,000
Q4 2024 Reduced 98.65%
$53.9B
$45,000 0.01% of portfolio
183
Q2 2025 Reduced 89.24%
$22.1B
$32,000 0.01% of portfolio
1,007
Q1 2025 Reduced 9.52%
$64.2B
$31,000 0.01% of portfolio
122
Q2 2025 Added 0.83%
$46.1B
$27,000 0.01% of portfolio
2,530
Q2 2025 Reduced 33.32%
$6.46B
$35,000 0.01% of portfolio
1,648
Q2 2025 Added 0.67%
$177B
$29,000 0.01% of portfolio
150
Q2 2025 Reduced 14.29%
$147B
$54,000 0.01% of portfolio
299
Q3 2024 New
$3.01B
$40,000 0.01% of portfolio
345
Q2 2025 Added 0.29%
$96B
$1,000 0.0% of portfolio
20
Q1 2025 New
$418B
$1,000 0.0% of portfolio
10
Q2 2025 New
$11.1B
$1,000 0.0% of portfolio
23
Q2 2025 Reduced 99.65%
$88.7B
$4,000 0.0% of portfolio
20
Q3 2024 New
$40.8B
$12,000 0.0% of portfolio
127
Q3 2024 New
$40.5B
$2,000 0.0% of portfolio
37
Q3 2024 New
$64.1B
$1,000 0.0% of portfolio
2
Q2 2025 New

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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