Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $313 Million
  • Q3 2024

Peterson Wealth Services has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $313 Million distributed in 218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23M, Nvidia Corp with a value of $19.5M, Vanguard Growth ETF with a value of $13.3M, Costco Wholesale Corp with a value of $12.9M, and Tesla, Inc. with a value of $10.9M.

Examining the 13F form we can see an increase of $26.7M in the current position value, from $286M to 313M.

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

Portfolio value $313 Million
Technology: $89.3 Million
Financial Services: $38 Million
Consumer Cyclical: $36.9 Million
Healthcare: $35.8 Million
Energy: $29.8 Million
ETFs: $25.3 Million
Industrials: $25.2 Million
Consumer Defensive: $18 Million
Other: $14.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.4B
$9.62 Million 3.08% of portfolio
55,772
Q3 2024 Added 726.5%
$33.4B
$8.08 Million 2.58% of portfolio
65,972
Q3 2024 Added 3.17%
$15.7B
$7.54 Million 2.41% of portfolio
19,317
Q3 2024 Added 40.09%
$34.1B
$5.39 Million 1.72% of portfolio
162,179
Q3 2024 Added 4.75%
$192B
$4.91 Million 1.57% of portfolio
41,254
Q3 2024 Added 3.27%
$138B
$4.61 Million 1.47% of portfolio
12,760
Q3 2024 Added 3.35%
$121B
$4.22 Million 1.35% of portfolio
40,066
Q3 2024 Added 5.67%
$139B
$4.02 Million 1.29% of portfolio
16,334
Q3 2024 Added 4.46%
$43.9B
$3.83 Million 1.22% of portfolio
74,231
Q3 2024 Added 5.68%
$27.5B
$3.69 Million 1.18% of portfolio
21,403
Q3 2024 Added 7.11%
$78.4B
$3.55 Million 1.13% of portfolio
7,893
Q3 2024 Reduced 0.78%
$40.1B
$3.49 Million 1.12% of portfolio
19,819
Q3 2024 Added 3.26%
$77.2B
$3.29 Million 1.05% of portfolio
16,843
Q3 2024 Added 3.57%
$20.3B
$2.85 Million 0.91% of portfolio
14,334
Q3 2024 Added 4.57%
$82.7B
$2.85 Million 0.91% of portfolio
10,527
Q3 2024 Added 4.19%
$135B
$2.78 Million 0.89% of portfolio
8,394
Q3 2024 Added 0.06%
$66.5B
$2.71 Million 0.87% of portfolio
16,630
Q3 2024 Added 10.75%
$14.2B
$2.43 Million 0.78% of portfolio
24,623
Q3 2024 Added 7.46%
$65.4B
$2.16 Million 0.69% of portfolio
7,245
Q3 2024 Added 6.62%
$46.4B
$2.14 Million 0.68% of portfolio
7,895
Q3 2024 Added 13.11%
$22B
$2.07 Million 0.66% of portfolio
5,320
Q3 2024 Added 7.09%
$109B
$1.8 Million 0.58% of portfolio
7,822
Q3 2024 New
$85.7B
$1.8 Million 0.57% of portfolio
8,147
Q3 2024 Added 10.48%
$49.5B
$1.69 Million 0.54% of portfolio
20,161
Q3 2024 New
$108B
$1.58 Million 0.51% of portfolio
17,568
Q3 2024 Added 8.41%
$20.1B
$1.58 Million 0.5% of portfolio
40,315
Q3 2024 Added 20.98%
$168B
$1.52 Million 0.49% of portfolio
36,355
Q3 2024 Added 6.13%
$23B
$1.52 Million 0.48% of portfolio
9,235
Q3 2024 Added 8.83%
$55.5B
$1.49 Million 0.48% of portfolio
19,191
Q3 2024 Added 3.18%
$27.8B
$1.14 Million 0.37% of portfolio
1,236
Q3 2024 Added 11.45%
$168B
$1.06 Million 0.34% of portfolio
23,630
Q3 2024 Added 8.72%
$55.5B
$1.04 Million 0.33% of portfolio
9,473
Q3 2024 Added 11.66%
$32B
$1.02 Million 0.33% of portfolio
554
Q3 2024 Added 10.8%
$15.9B
$906,000 0.29% of portfolio
3,135
Q3 2024 New
$14.5B
$889,000 0.28% of portfolio
5,916
Q3 2024 Added 14.39%
$34.5B
$790,000 0.25% of portfolio
1,487
Q3 2024 Added 18.49%
$11B
$781,000 0.25% of portfolio
4,738
Q3 2024 Added 13.73%
$87.4B
$675,000 0.22% of portfolio
1,739
Q3 2024 Added 5.84%
$42.4B
$642,000 0.21% of portfolio
7,202
Q3 2024 Added 7.91%
$141B
$657,000 0.21% of portfolio
7,781
Q3 2024 Added 12.28%
$83.9B
$518,000 0.17% of portfolio
3,228
Q3 2024 Added 7.49%
$192B
$525,000 0.17% of portfolio
3,203
Q3 2024 Added 9.35%
$55.2B
$424,000 0.14% of portfolio
1,768
Q3 2024 Added 13.04%
$142B
$447,000 0.14% of portfolio
3,811
Q3 2024 Reduced 0.13%
$40.9B
$370,000 0.12% of portfolio
1,556
Q3 2024 Added 8.28%
$36.6B
$368,000 0.12% of portfolio
1,555
Q3 2024 Added 19.43%
$20.8B
$370,000 0.12% of portfolio
1,527
Q3 2024 Added 15.59%
$160B
$345,000 0.11% of portfolio
669
Q3 2024 Added 12.25%
$79.5B
$314,000 0.1% of portfolio
2,511
Q3 2024 Added 3.46%

Summary

  • Portfolio
  • No. of Stocks 218
  • Current Value $313 Million
  • Prior Value $286 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 110 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 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