Peterson Wealth Services Portfolio Holdings
Peterson Wealth Services
- $331 Million
- Q4 2024
Peterson Wealth Services has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $331 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.6M, Nvidia Corp with a value of $21.3M, Tesla, Inc. with a value of $21M, Vanguard Growth ETF with a value of $13.7M, and Costco Wholesale Corp with a value of $13.1M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $313M to 331M.
Below you can find more details about Peterson Wealth Services portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
Technology: $96.9 Million
Consumer Cyclical: $46.9 Million
Financial Services: $45.7 Million
Healthcare: $31.3 Million
ETFs: $30.8 Million
Industrials: $27.1 Million
Energy: $20 Million
Consumer Defensive: $17.2 Million
Other: $15 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 217
- Current Value $331 Million
- Prior Value $313 Million
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 18 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks