Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $424 Million
  • Q3 2025

Peterson Wealth Services has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $424 Million distributed in 216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cadence Design Systems Inc with a value of $65.7M, Comfort Systems Usa Inc with a value of $49.8M, Autozone Inc with a value of $40.6M, Analog Devices Inc with a value of $23.2M, and Nucor Corp with a value of $19.9M.

Examining the 13F form we can see an increase of $62.5M in the current position value, from $362M to 424M. Also it can be appreciated an additional of 14 stocks purchases and 1 closed positions.

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

Portfolio value $424 Million
Technology: $128 Million
Industrials: $84.7 Million
Consumer Cyclical: $47.4 Million
Healthcare: $43 Million
Financial Services: $29.3 Million
Basic Materials: $21.6 Million
Consumer Defensive: $21.5 Million
ETFs: $20.8 Million
Other: $27.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.71 Million 1.35% of portfolio
30,643
Q3 2025 Added 1,672.3%
$0
$4.11 Million 0.97% of portfolio
6,844
Q3 2025 New
$0
$3.2 Million 0.75% of portfolio
59,001
Q3 2025 New
$0
$1.09 Million 0.26% of portfolio
2,263
Q3 2025 Reduced 96.25%
$0
$1.11 Million 0.26% of portfolio
10,790
Q3 2025 Added 26,875.0%
$0
$852,000 0.2% of portfolio
14,197
Q3 2025 Added 387.87%
$0
$839,000 0.2% of portfolio
1,260
Q3 2025 Reduced 71.36%
$0
$668,000 0.16% of portfolio
5,622
Q3 2025 Added 3,915.71%
$0
$634,000 0.15% of portfolio
11,830
Q3 2025 Added 6,364.48%
$0
$482,000 0.11% of portfolio
3,386
Q3 2025 Added 9,574.29%
$0
$312,000 0.07% of portfolio
525
Q3 2025 Reduced 58.27%
$0
$289,000 0.07% of portfolio
2,083
Q3 2025 Added 3,491.38%
$0
$202,000 0.05% of portfolio
4,591
Q3 2025 Added 122.0%
$0
$201,000 0.05% of portfolio
2,156
Q3 2025 Added 33.5%
$0
$224,000 0.05% of portfolio
797
Q3 2025 Added 52.1%
$0
$142,000 0.03% of portfolio
2,910
Q3 2025 Added 575.17%
$0
$98,000 0.02% of portfolio
1,321
Q3 2025 Added 21,916.67%
$0
$82,000 0.02% of portfolio
728
Q3 2025 Reduced 24.17%
$0
$101,000 0.02% of portfolio
1,375
Q3 2025 Reduced 79.85%
$0
$101,000 0.02% of portfolio
2,022
Q3 2025 Reduced 54.74%
$0
$82,000 0.02% of portfolio
135
Q3 2025 Reduced 94.04%
$0
$44,000 0.01% of portfolio
775
Q3 2025 Reduced 71.22%
$0
$25,000 0.01% of portfolio
267
Q3 2025 Added 6,575.0%
$0
$22,000 0.01% of portfolio
260
Q3 2025 Reduced 97.83%
$0
$23,000 0.01% of portfolio
431
Q3 2025 Reduced 47.76%
$0
$4,000 0.0% of portfolio
6
Q3 2025 Reduced 95.56%
$0
$7,000 0.0% of portfolio
60
Q3 2025 Reduced 92.24%
$0
$0 0.0% of portfolio
2
Q3 2025 Reduced 99.94%
$0
$9,000 0.0% of portfolio
140
Q3 2025 Reduced 46.15%
$0
$12,000 0.0% of portfolio
825
Q3 2025 Added 13.32%
$0
$5,000 0.0% of portfolio
58
Q3 2025 Reduced 97.47%

Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $424 Million
  • Prior Value $362 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 101 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 99 stocks
Track This Portfolio

Track Peterson Wealth Services Portfolio

Follow Peterson Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email