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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.4B
$354,000 0.11% of portfolio
4,894
Q1 2025 Added 2.32%
$29.3B
$328,000 0.1% of portfolio
1,862
Q1 2025 Added 0.11%
$1.56B
$293,000 0.09% of portfolio
5,836
Q1 2025 Added 1.11%
$166B
$286,000 0.09% of portfolio
3,656
Q1 2025 Reduced 3.54%
$0
$298,000 0.09% of portfolio
1,729
Q1 2025 Reduced 88.16%
$54.4B
$273,000 0.09% of portfolio
1,323
Q1 2025 Reduced 4.06%
$79.5B
$261,000 0.08% of portfolio
2,089
Q1 2025 Reduced 3.2%
$280B
$270,000 0.08% of portfolio
1,615
Q1 2025 Added 0.25%
$1.08T
$258,000 0.08% of portfolio
1,652
Q1 2025 Reduced 9.23%
$285B
$245,000 0.08% of portfolio
3,975
Q1 2025 Reduced 3.19%
$33.3B
$240,000 0.07% of portfolio
3,524
Q1 2025 Added 16.3%
$238B
$232,000 0.07% of portfolio
1,750
Q1 2025 Reduced 2.07%
$128B
$240,000 0.07% of portfolio
788
Q3 2024 New
$0
$214,000 0.07% of portfolio
2,296
Q1 2025 Reduced 12.6%
$70.1B
$187,000 0.06% of portfolio
1,460
Q1 2025 Reduced 1.02%
$51.8B
$208,000 0.06% of portfolio
1,578
Q1 2025 Reduced 0.06%
$378B
$198,000 0.06% of portfolio
1,167
Q1 2025 Reduced 1.35%
$57.4B
$197,000 0.06% of portfolio
1,600
Q1 2025 Reduced 2.08%
$46.2B
$197,000 0.06% of portfolio
4,089
Q1 2025 Reduced 1.3%
$7.43B
$168,000 0.05% of portfolio
1,792
Q1 2025 Reduced 0.5%
$24B
$159,000 0.05% of portfolio
1,550
Q1 2025 Reduced 0.45%
$44.7B
$148,000 0.05% of portfolio
1,171
Q1 2025 Added 0.17%
$0
$172,000 0.05% of portfolio
3,386
Q3 2024 New
$5.01B
$152,000 0.05% of portfolio
1,014
Q1 2025 Reduced 0.2%
$0
$175,000 0.05% of portfolio
2,910
Q3 2024 New
$192B
$150,000 0.05% of portfolio
303
Q1 2025 Added 36.49%
$28.1B
$149,000 0.05% of portfolio
1,301
Q1 2025 Reduced 2.18%
$23.7B
$154,000 0.05% of portfolio
9,985
Q1 2025 Reduced 2.74%
$0
$134,000 0.04% of portfolio
2,693
Q4 2024 Reduced 5.08%
$58.7B
$131,000 0.04% of portfolio
2,008
Q1 2025 New
$5.46B
$130,000 0.04% of portfolio
4,378
Q1 2025 Added 0.21%
$0
$144,000 0.04% of portfolio
1,615
Q3 2024 New
$188B
$128,000 0.04% of portfolio
413
Q1 2025 Added 0.24%
$73.6B
$140,000 0.04% of portfolio
1,280
Q1 2025 Added 1.43%
$0
$108,000 0.03% of portfolio
524
Q1 2025 Added 21.86%
$16.1B
$106,000 0.03% of portfolio
6,646
Q3 2024 New
$24.1B
$111,000 0.03% of portfolio
1,439
Q1 2025 Added 0.63%
$18.7B
$109,000 0.03% of portfolio
1,661
Q1 2025 Added 10.29%
$1.53B
$90,000 0.03% of portfolio
7,040
Q4 2024 Reduced 7.62%
$0
$90,000 0.03% of portfolio
2,052
Q1 2025 Added 9.32%
$102B
$85,000 0.03% of portfolio
493
Q1 2025 Reduced 85.16%
$7.7B
$102,000 0.03% of portfolio
2,059
Q1 2025 Added 0.39%
$0
$96,000 0.03% of portfolio
960
Q3 2024 New
$0
$86,000 0.03% of portfolio
723
Q1 2025 Added 30.98%
$3.47B
$65,000 0.02% of portfolio
1,851
Q1 2025 New
$98.4B
$59,000 0.02% of portfolio
979
Q3 2024 New
$106B
$77,000 0.02% of portfolio
788
Q1 2025 Added 0.51%
$1.17T
$60,000 0.02% of portfolio
364
Q1 2025 Added 4.0%
$39.1B
$49,000 0.02% of portfolio
1,000
Q4 2024 Reduced 98.65%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $321 Million
  • Prior Value $331 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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