Peterson Wealth Services Portfolio Holdings
Peterson Wealth Services
- $321 Million
- Q1 2025
Peterson Wealth Services has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $321 Million distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $22.9M, Apple Inc. with a value of $22.2M, Nvidia Corp with a value of $16M, Costco Wholesale Corp with a value of $12.8M, and Jpmorgan Chase & CO with a value of $12.5M.
Examining the 13F form we can see an decrease of $10.1M in the current position value, from $331M to 321M.
Below you can find more details about Peterson Wealth Services portfolio as well as his latest detailed transactions.
Portfolio value
$321 Million
Technology: $88.3 Million
Financial Services: $47 Million
Consumer Cyclical: $33.9 Million
ETFs: $31.6 Million
Healthcare: $30.2 Million
Industrials: $25.6 Million
Energy: $25.6 Million
Consumer Defensive: $22.1 Million
Other: $16.6 Million