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
$1.24T
$293,000 0.08% of portfolio
1,655
Q2 2025 Added 0.18%
$179B
$302,000 0.08% of portfolio
3,320
Q2 2025 Reduced 9.19%
$34.5B
$295,000 0.08% of portfolio
1,872
Q2 2025 Added 0.54%
$79.5B
$261,000 0.07% of portfolio
2,091
Q2 2025 Added 0.1%
$55.9B
$267,000 0.07% of portfolio
1,329
Q2 2025 Added 0.45%
$124B
$243,000 0.07% of portfolio
788
Q3 2024 New
$293B
$217,000 0.06% of portfolio
3,140
Q2 2025 Reduced 21.01%
$229B
$215,000 0.06% of portfolio
1,581
Q2 2025 Reduced 9.66%
$54.7B
$212,000 0.06% of portfolio
3,643
Q2 2025 Reduced 10.91%
$0
$224,000 0.06% of portfolio
4,468
Q2 2025 Reduced 59.78%
$302B
$213,000 0.06% of portfolio
1,492
Q2 2025 Reduced 7.62%
$47.6B
$230,000 0.06% of portfolio
2,947
Q2 2025 Reduced 39.78%
$0
$193,000 0.05% of portfolio
3,386
Q3 2024 New
$0
$194,000 0.05% of portfolio
2,296
Q1 2025 Reduced 12.6%
$368B
$167,000 0.05% of portfolio
1,050
Q2 2025 Reduced 10.03%
$57.7B
$172,000 0.05% of portfolio
1,447
Q2 2025 Reduced 9.56%
$9.07B
$181,000 0.05% of portfolio
1,600
Q2 2025 Reduced 10.71%
$13B
$189,000 0.05% of portfolio
4,758
Q2 2025 Reduced 9.51%
$70.1B
$194,000 0.05% of portfolio
1,246
Q2 2025 Reduced 93.47%
$27.4B
$186,000 0.05% of portfolio
9,116
Q2 2025 Reduced 8.7%
$169B
$164,000 0.05% of portfolio
303
Q1 2025 Added 36.49%
$0
$182,000 0.05% of portfolio
2,910
Q3 2024 New
$187B
$148,000 0.04% of portfolio
367
Q2 2025 Reduced 95.92%
$0
$146,000 0.04% of portfolio
1,615
Q3 2024 New
$0
$139,000 0.04% of portfolio
2,693
Q4 2024 Reduced 5.08%
$51.4B
$152,000 0.04% of portfolio
1,135
Q2 2025 Reduced 28.07%
$55B
$134,000 0.04% of portfolio
1,043
Q2 2025 Reduced 10.93%
$28.1B
$146,000 0.04% of portfolio
1,386
Q2 2025 Reduced 10.58%
$31.7B
$128,000 0.04% of portfolio
1,165
Q2 2025 Reduced 10.45%
$0
$132,000 0.04% of portfolio
524
Q1 2025 Added 21.86%
$69.2B
$157,000 0.04% of portfolio
1,313
Q2 2025 Reduced 10.07%
$0
$98,000 0.03% of portfolio
773
Q2 2025 Added 6.92%
$0
$107,000 0.03% of portfolio
960
Q3 2024 New
$150B
$124,000 0.03% of portfolio
415
Q2 2025 Added 0.48%
$1.41B
$117,000 0.03% of portfolio
7,040
Q4 2024 Reduced 7.62%
$27.8B
$121,000 0.03% of portfolio
2,893
Q2 2025 Added 101.04%
$4.66B
$126,000 0.03% of portfolio
907
Q2 2025 Reduced 10.55%
$16.7B
$115,000 0.03% of portfolio
6,646
Q3 2024 New
$63.8B
$114,000 0.03% of portfolio
1,131
Q2 2025 Reduced 11.64%
$7.95B
$94,000 0.03% of portfolio
1,828
Q2 2025 Reduced 11.22%
$11.5B
$101,000 0.03% of portfolio
1,361
Q2 2025 Added 11.83%
$7.32B
$123,000 0.03% of portfolio
3,900
Q2 2025 Reduced 10.92%
$1.27T
$81,000 0.02% of portfolio
361
Q2 2025 Reduced 0.82%
$0
$87,000 0.02% of portfolio
2,068
Q2 2025 Added 0.78%
$102B
$90,000 0.02% of portfolio
494
Q2 2025 Added 0.2%
$108B
$72,000 0.02% of portfolio
793
Q2 2025 Added 0.63%
$306B
$58,000 0.02% of portfolio
226
Q3 2024 New
$0
$89,000 0.02% of portfolio
135
Q3 2024 New
$2.64B
$26,000 0.01% of portfolio
200
Q3 2024 New

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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