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
$95.4B
$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%
$15.4B
$7.54 Million 2.41% of portfolio
19,317
Q3 2024 Added 40.09%
$34.9B
$5.39 Million 1.72% of portfolio
162,179
Q3 2024 Added 4.75%
$194B
$4.91 Million 1.57% of portfolio
41,254
Q3 2024 Added 3.27%
$137B
$4.61 Million 1.47% of portfolio
12,760
Q3 2024 Added 3.35%
$124B
$4.22 Million 1.35% of portfolio
40,066
Q3 2024 Added 5.67%
$140B
$4.02 Million 1.29% of portfolio
16,334
Q3 2024 Added 4.46%
$45.1B
$3.83 Million 1.22% of portfolio
74,231
Q3 2024 Added 5.68%
$28.6B
$3.69 Million 1.18% of portfolio
21,403
Q3 2024 Added 7.11%
$77.4B
$3.55 Million 1.13% of portfolio
7,893
Q3 2024 Reduced 0.78%
$39.8B
$3.49 Million 1.12% of portfolio
19,819
Q3 2024 Added 3.26%
$76B
$3.29 Million 1.05% of portfolio
16,843
Q3 2024 Added 3.57%
$19.8B
$2.85 Million 0.91% of portfolio
14,334
Q3 2024 Added 4.57%
$82.8B
$2.85 Million 0.91% of portfolio
10,527
Q3 2024 Added 4.19%
$132B
$2.78 Million 0.89% of portfolio
8,394
Q3 2024 Added 0.06%
$67.6B
$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%
$64B
$2.16 Million 0.69% of portfolio
7,245
Q3 2024 Added 6.62%
$47B
$2.14 Million 0.68% of portfolio
7,895
Q3 2024 Added 13.11%
$22.3B
$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
$83.2B
$1.8 Million 0.57% of portfolio
8,147
Q3 2024 Added 10.48%
$49B
$1.69 Million 0.54% of portfolio
20,161
Q3 2024 New
$106B
$1.58 Million 0.51% of portfolio
17,568
Q3 2024 Added 8.41%
$20.9B
$1.58 Million 0.5% of portfolio
40,315
Q3 2024 Added 20.98%
$165B
$1.52 Million 0.49% of portfolio
36,355
Q3 2024 Added 6.13%
$22.9B
$1.52 Million 0.48% of portfolio
9,235
Q3 2024 Added 8.83%
$54.5B
$1.49 Million 0.48% of portfolio
19,191
Q3 2024 Added 3.18%
$28.3B
$1.14 Million 0.37% of portfolio
1,236
Q3 2024 Added 11.45%
$166B
$1.06 Million 0.34% of portfolio
23,630
Q3 2024 Added 8.72%
$53.4B
$1.04 Million 0.33% of portfolio
9,473
Q3 2024 Added 11.66%
$31.7B
$1.02 Million 0.33% of portfolio
554
Q3 2024 Added 10.8%
$15.7B
$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%
$33.6B
$790,000 0.25% of portfolio
1,487
Q3 2024 Added 18.49%
$11.1B
$781,000 0.25% of portfolio
4,738
Q3 2024 Added 13.73%
$85.9B
$675,000 0.22% of portfolio
1,739
Q3 2024 Added 5.84%
$42.1B
$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%
$83.4B
$518,000 0.17% of portfolio
3,228
Q3 2024 Added 7.49%
$198B
$525,000 0.17% of portfolio
3,203
Q3 2024 Added 9.35%
$54.5B
$424,000 0.14% of portfolio
1,768
Q3 2024 Added 13.04%
$141B
$447,000 0.14% of portfolio
3,811
Q3 2024 Reduced 0.13%
$40B
$370,000 0.12% of portfolio
1,556
Q3 2024 Added 8.28%
$36.7B
$368,000 0.12% of portfolio
1,555
Q3 2024 Added 19.43%
$20.5B
$370,000 0.12% of portfolio
1,527
Q3 2024 Added 15.59%
$162B
$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
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