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
$182B
$1.32 Million 0.36% of portfolio
30,506
Q2 2025 Added 3.25%
$0
$1.29 Million 0.36% of portfolio
2,266
Q2 2025 Added 1.21%
$9.34B
$1.17 Million 0.32% of portfolio
5,051
Q2 2025 Reduced 0.06%
$9.07B
$1.11 Million 0.31% of portfolio
7,225
Q2 2025 Reduced 0.04%
$56.3B
$1.11 Million 0.31% of portfolio
3,403
Q2 2025 Added 4.32%
$7.26B
$1.1 Million 0.3% of portfolio
3,698
Q2 2025 Added 4.02%
$6.12B
$1.09 Million 0.3% of portfolio
8,748
Q2 2025 Added 0.22%
$16.9B
$1 Million 0.28% of portfolio
3,197
Q2 2025 Added 0.13%
$0
$999,000 0.28% of portfolio
11,973
Q2 2025 Added 0.13%
$10B
$907,000 0.25% of portfolio
1,875
Q2 2025 Reduced 0.05%
$43.8B
$901,000 0.25% of portfolio
10,705
Q2 2025 Added 4.51%
$39.5B
$906,000 0.25% of portfolio
1,239
Q2 2025 Added 0.08%
$5.93B
$860,000 0.24% of portfolio
6,492
Q2 2025 Reduced 0.03%
$3.71B
$837,000 0.23% of portfolio
10,229
Q2 2025 Reduced 0.08%
$12.9B
$831,000 0.23% of portfolio
3,594
Q2 2025 Added 0.06%
$102B
$806,000 0.22% of portfolio
1,844
Q2 2025 Added 0.27%
$1.66B
$781,000 0.22% of portfolio
3,199
Q2 2025 Reduced 0.09%
$8.05B
$776,000 0.21% of portfolio
21,229
Q2 2025 Added 0.07%
$545B
$743,000 0.21% of portfolio
555
Q3 2024 Reduced 30.19%
$141B
$754,000 0.21% of portfolio
10,863
Q2 2025 Added 4.12%
$3.18B
$751,000 0.21% of portfolio
3,570
Q1 2025 New
$8.13B
$763,000 0.21% of portfolio
4,918
Q2 2025 Added 0.04%
$0
$712,000 0.2% of portfolio
1,258
Q2 2025 Added 0.88%
$7.83B
$726,000 0.2% of portfolio
6,938
Q1 2025 Reduced 33.97%
$4.09B
$722,000 0.2% of portfolio
15,566
Q2 2025 Added 740.95%
$4.49B
$738,000 0.2% of portfolio
13,366
Q2 2025 Reduced 1.71%
$1.21T
$680,000 0.19% of portfolio
3,859
Q2 2025 Added 0.18%
$9.5B
$683,000 0.19% of portfolio
3,774
Q2 2025 Reduced 0.08%
$23.7B
$646,000 0.18% of portfolio
8,985
Q2 2025 Reduced 0.08%
$28.2B
$647,000 0.18% of portfolio
331
Q2 2025 Added 0.91%
$2.69B
$637,000 0.18% of portfolio
9,154
Q2 2025 Added 0.25%
$32.7B
$597,000 0.17% of portfolio
6,890
Q2 2025 Reduced 0.01%
$0
$564,000 0.16% of portfolio
5,688
Q2 2025 Added 2.69%
$232B
$582,000 0.16% of portfolio
2,135
Q2 2025 Added 0.19%
$2.35B
$557,000 0.15% of portfolio
7,902
Q2 2025 Added 0.48%
$227B
$515,000 0.14% of portfolio
1,615
Q2 2025 Added 0.12%
$155B
$506,000 0.14% of portfolio
4,098
Q2 2025 Added 0.05%
$4.41B
$499,000 0.14% of portfolio
6,777
Q1 2025 Reduced 39.0%
$282B
$519,000 0.14% of portfolio
3,664
Q2 2025 Added 0.38%
$20.3B
$522,000 0.14% of portfolio
939
Q1 2025 Reduced 40.46%
$18.2B
$524,000 0.14% of portfolio
3,554
Q2 2025 New
$0
$464,000 0.13% of portfolio
6,824
Q2 2025 Added 2.0%
$31B
$482,000 0.13% of portfolio
5,527
Q2 2025 Added 56.84%
$8.11B
$448,000 0.12% of portfolio
2,002
Q2 2025 New
$24.4B
$414,000 0.11% of portfolio
1,724
Q2 2025 Added 0.23%
$57.8B
$401,000 0.11% of portfolio
1,839
Q2 2025 Reduced 7.21%
$182B
$390,000 0.11% of portfolio
741
Q2 2025 Added 0.27%
$1.19B
$328,000 0.09% of portfolio
5,845
Q2 2025 Added 0.15%
$0
$305,000 0.08% of portfolio
1,729
Q1 2025 Reduced 88.16%

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
Track This Portfolio

Track Peterson Wealth Services Portfolio

Follow Peterson Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email