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 $200 Billions or more
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