Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $362 Million
  • Q2 2025

Peterson Wealth Services has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $362 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $26.4M, Nvidia Corp with a value of $23.4M, Apple Inc. with a value of $20M, Jpmorgan Chase & CO with a value of $14.8M, and Tesla, Inc. with a value of $14.3M.

Examining the 13F form we can see an increase of $40.8M in the current position value, from $321M to 362M.

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

Portfolio value $362 Million
Technology: $109 Million
Financial Services: $50 Million
Consumer Cyclical: $43.3 Million
ETFs: $35.2 Million
Industrials: $32.8 Million
Consumer Defensive: $25.2 Million
Energy: $24.9 Million
Healthcare: $22.4 Million
Other: $18.6 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$23.4 Million 6.46% of portfolio
147,944
Q2 2025 Added 0.41%
$3.69T
$20 Million 5.53% of portfolio
97,388
Q2 2025 Reduced 2.56%
$859B
$14.8 Million 4.1% of portfolio
51,137
Q2 2025 Added 0.68%
$1.08T
$14.3 Million 3.95% of portfolio
45,024
Q2 2025 Added 22.97%
$439B
$13.5 Million 3.73% of portfolio
13,616
Q2 2025 Added 0.53%
$2.26T
$13 Million 3.6% of portfolio
59,418
Q2 2025 Added 1.08%
$367B
$11.7 Million 3.23% of portfolio
85,560
Q2 2025 Reduced 0.29%
$621B
$8.46 Million 2.34% of portfolio
17,420
Q2 2025 Added 0.34%
$3.95T
$8.33 Million 2.3% of portfolio
16,746
Q2 2025 Added 1.64%
$551B
$7.89 Million 2.18% of portfolio
22,219
Q2 2025 Added 0.45%
$295B
$6.06 Million 1.67% of portfolio
7,557
Q2 2025 Added 0.23%
$261B
$6.05 Million 1.67% of portfolio
33,233
Q2 2025 Added 3.54%
$684B
$5.79 Million 1.6% of portfolio
26,476
Q2 2025 Added 1.6%
$405B
$5.73 Million 1.58% of portfolio
15,631
Q2 2025 Added 1.76%
$1.78T
$5.08 Million 1.41% of portfolio
6,884
Q2 2025 Added 1.44%
$281B
$3.63 Million 1.0% of portfolio
37,169
Q2 2025 Added 1.63%
$222B
$3.37 Million 0.93% of portfolio
11,546
Q2 2025 New
$442B
$2.67 Million 0.74% of portfolio
24,791
Q2 2025 Added 2.86%
$452B
$2.34 Million 0.65% of portfolio
15,292
Q2 2025 Added 2.07%
$351B
$2.17 Million 0.6% of portfolio
11,668
Q2 2025 Added 5,085.78%
$245B
$1.38 Million 0.38% of portfolio
4,418
Q2 2025 Added 2.01%
$545B
$743,000 0.21% of portfolio
555
Q3 2024 Reduced 30.19%
$1.21T
$680,000 0.19% of portfolio
3,859
Q2 2025 Added 0.18%
$232B
$582,000 0.16% of portfolio
2,135
Q2 2025 Added 0.19%
$227B
$515,000 0.14% of portfolio
1,615
Q2 2025 Added 0.12%
$282B
$519,000 0.14% of portfolio
3,664
Q2 2025 Added 0.38%
$1.24T
$293,000 0.08% of portfolio
1,655
Q2 2025 Added 0.18%
$293B
$217,000 0.06% of portfolio
3,140
Q2 2025 Reduced 21.01%
$229B
$215,000 0.06% of portfolio
1,581
Q2 2025 Reduced 9.66%
$302B
$213,000 0.06% of portfolio
1,492
Q2 2025 Reduced 7.62%
$368B
$167,000 0.05% of portfolio
1,050
Q2 2025 Reduced 10.03%
$1.27T
$81,000 0.02% of portfolio
361
Q2 2025 Reduced 0.82%
$306B
$58,000 0.02% of portfolio
226
Q3 2024 New
$324B
$1,000 0.0% of portfolio
10
Q2 2025 New
$229B
$10,000 0.0% of portfolio
72
Q2 2025 Added 12.5%
$202B
$15,000 0.0% of portfolio
116
Q3 2024 New
$218B
$6,000 0.0% of portfolio
17
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $362 Million
  • Prior Value $321 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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