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