Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $286 Million
  • Q2 2024

Peterson Wealth Services has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $286 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5M, Nvidia Corp with a value of $19.9M, Vanguard Growth ETF with a value of $14.2M, Costco Wholesale Corp with a value of $12.1M, and Broadcom Inc. with a value of $10.8M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $274M to 286M.

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

Portfolio value $286 Million
Technology: $86.8 Million
Financial Services: $33.7 Million
Healthcare: $33.1 Million
Consumer Cyclical: $30.9 Million
Energy: $30.5 Million
ETFs: $24.5 Million
Industrials: $20.6 Million
Consumer Defensive: $16.7 Million
Other: $9.27 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$20.5 Million 7.17% of portfolio
97,383
Q2 2024 Added 1.17%
$256B
$19.9 Million 6.95% of portfolio
160,812
Q2 2024 Added 861.1%
$388B
$12.1 Million 4.22% of portfolio
14,195
Q2 2024 Reduced 0.23%
$1.75T
$10.8 Million 3.76% of portfolio
55,643
Q2 2024 Added 0.51%
$623B
$8.83 Million 3.09% of portfolio
43,638
Q2 2024 Added 0.94%
$665B
$8.12 Million 2.84% of portfolio
41,035
Q2 2024 Added 1.63%
$2.99T
$7.36 Million 2.57% of portfolio
16,463
Q2 2024 Added 1.65%
$605B
$5.82 Million 2.03% of portfolio
14,297
Q2 2024 Added 0.9%
$296B
$5.7 Million 1.99% of portfolio
39,946
Q2 2024 Added 0.79%
$457B
$5.31 Million 1.86% of portfolio
20,218
Q2 2024 Added 1.39%
$369B
$4.65 Million 1.62% of portfolio
13,499
Q2 2024 Added 2.55%
$858B
$4.09 Million 1.43% of portfolio
4,517
Q2 2024 Added 0.67%
$240B
$3.82 Million 1.34% of portfolio
6,914
Q2 2024 Added 1.2%
$299B
$3.03 Million 1.06% of portfolio
2,962
Q2 2024 Added 0.75%
$299B
$2.43 Million 0.85% of portfolio
19,660
Q2 2024 Added 2.82%
$470B
$2.28 Million 0.8% of portfolio
19,784
Q2 2024 Added 20.26%
$430B
$1.63 Million 0.57% of portfolio
11,133
Q2 2024 Added 7.57%
$926B
$719,000 0.25% of portfolio
3,923
Q2 2024 Added 0.28%
$296B
$536,000 0.19% of portfolio
795
Q4 2022 New
$1.12T
$502,000 0.18% of portfolio
996
Q2 2024 Reduced 0.8%
$901B
$514,000 0.18% of portfolio
2,822
Q2 2024 Added 0.89%
$244B
$518,000 0.18% of portfolio
2,015
Q2 2024 Added 1.61%
$217B
$475,000 0.17% of portfolio
2,929
Q2 2024 Added 0.83%
$558B
$456,000 0.16% of portfolio
897
Q2 2024 Added 1.01%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $286 Million
  • Prior Value $274 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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