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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.4 Million 7.31% of portfolio
60,310
Q2 2025 Reduced 2.37%
$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%
$127B
$12 Million 3.31% of portfolio
43,397
Q2 2025 Added 0.93%
$367B
$11.7 Million 3.23% of portfolio
85,560
Q2 2025 Reduced 0.29%
$25.7B
$10.3 Million 2.85% of portfolio
19,202
Q2 2025 Added 0.49%
$36.2B
$9.41 Million 2.6% of portfolio
61,333
Q2 2025 Added 1.21%
$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%
$120B
$5.52 Million 1.53% of portfolio
61,457
Q2 2025 Added 2.11%
$142B
$5.31 Million 1.47% of portfolio
13,417
Q2 2025 Added 1.27%
$1.78T
$5.08 Million 1.41% of portfolio
6,884
Q2 2025 Added 1.44%
$135B
$4.33 Million 1.2% of portfolio
18,821
Q2 2025 Added 2.42%
$24.6B
$3.88 Million 1.07% of portfolio
28,261
Q2 2025 Added 11.87%
$44.6B
$3.75 Million 1.04% of portfolio
17,987
Q2 2025 Added 0.87%
$281B
$3.63 Million 1.0% of portfolio
37,169
Q2 2025 Added 1.63%
$97B
$3.6 Million 1.0% of portfolio
11,685
Q2 2025 Added 1.8%
$608B
$3.59 Million 0.99% of portfolio
4,600
Q2 2025 Added 1.86%
$78.6B
$3.4 Million 0.94% of portfolio
8,077
Q2 2025 Added 2.32%
$145B
$3.41 Million 0.94% of portfolio
9,556
Q2 2025 Added 2.41%
$222B
$3.37 Million 0.93% of portfolio
11,546
Q2 2025 New
$112B
$3.27 Million 0.9% of portfolio
11,291
Q2 2025 Added 2.24%
$79.3B
$3.23 Million 0.89% of portfolio
19,417
Q2 2025 Added 2.33%
$5.59B
$2.97 Million 0.82% of portfolio
62,154
Q2 2025 Added 3.37%
$0
$2.72 Million 0.75% of portfolio
4,399
Q2 2025 Reduced 10.3%
$99.2B
$2.71 Million 0.75% of portfolio
9,846
Q2 2025 Added 1.82%
$442B
$2.67 Million 0.74% of portfolio
24,791
Q2 2025 Added 2.86%
$16.7B
$2.5 Million 0.69% of portfolio
15,405
Q2 2025 Added 2.71%
$23.6B
$2.43 Million 0.67% of portfolio
10,230
Q2 2025 Added 6.03%
$25.1B
$2.38 Million 0.66% of portfolio
10,897
Q2 2025 Added 2.01%
$64.2B
$2.38 Million 0.66% of portfolio
8,425
Q2 2025 Added 2.88%
$452B
$2.34 Million 0.65% of portfolio
15,292
Q2 2025 Added 2.07%
$119B
$2.24 Million 0.62% of portfolio
9,417
Q2 2025 Added 2.73%
$73.5B
$2.16 Million 0.6% of portfolio
20,497
Q2 2025 Added 1.45%
$351B
$2.17 Million 0.6% of portfolio
11,668
Q2 2025 Added 5,085.78%
$35.6B
$1.93 Million 0.53% of portfolio
33,489
Q2 2025 Added 3.35%
$43.6B
$1.91 Million 0.53% of portfolio
23,402
Q2 2025 Added 2.25%
$122B
$1.86 Million 0.51% of portfolio
21,335
Q2 2025 Added 3.09%
$141B
$1.53 Million 0.42% of portfolio
42,942
Q2 2025 Added 2.93%
$245B
$1.38 Million 0.38% of portfolio
4,418
Q2 2025 Added 2.01%

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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