Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $424 Million
  • Q3 2025

Peterson Wealth Services has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $424 Million distributed in 216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cadence Design Systems Inc with a value of $65.7M, Comfort Systems Usa Inc with a value of $49.8M, Autozone Inc with a value of $40.6M, Analog Devices Inc with a value of $23.2M, and Nucor Corp with a value of $19.9M.

Examining the 13F form we can see an increase of $62.5M in the current position value, from $362M to 424M. Also it can be appreciated an additional of 14 stocks purchases and 1 closed positions.

Below you can find more details about Peterson Wealth Services portfolio as well as his latest detailed transactions.

Portfolio value $424 Million
Technology: $128 Million
Industrials: $84.7 Million
Consumer Cyclical: $47.4 Million
Healthcare: $43 Million
Financial Services: $29.3 Million
Basic Materials: $21.6 Million
Consumer Defensive: $21.5 Million
ETFs: $20.8 Million
Other: $27.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.4B
$65.7 Million 15.5% of portfolio
187,115
Q3 2025 Added 1,501.33%
$32.5B
$49.8 Million 11.74% of portfolio
60,331
Q3 2025 Added 214.19%
$73.2B
$40.6 Million 9.56% of portfolio
9,457
Q3 2025 New
$118B
$23.2 Million 5.48% of portfolio
94,607
Q3 2025 Added 904.64%
$38B
$19.9 Million 4.69% of portfolio
146,783
Q3 2025 Added 587,032.0%
$533B
$12.6 Million 2.98% of portfolio
36,997
Q3 2025 Added 66.51%
$99.7B
$11.7 Million 2.76% of portfolio
60,744
Q3 2025 Added 212.84%
$405B
$9.57 Million 2.26% of portfolio
9,884
Q3 2025 Added 30.79%
$15.6B
$8.37 Million 1.97% of portfolio
61,042
Q3 2025 Added 33,812.22%
$136B
$7.79 Million 1.84% of portfolio
21,074
Q3 2025 Added 57.07%
$291B
$7.7 Million 1.82% of portfolio
16,142
Q3 2025 Added 94,852.94%
$43.2B
$7.43 Million 1.75% of portfolio
8,075
Q3 2025 Added 551.74%
$8.15B
$7.39 Million 1.74% of portfolio
56,952
Q3 2025 Added 3,459.5%
$34.1B
$5.8 Million 1.37% of portfolio
33,617
Q3 2025 Reduced 45.19%
$0
$5.71 Million 1.35% of portfolio
30,643
Q3 2025 Added 1,672.3%
$81.8B
$5.56 Million 1.31% of portfolio
50,584
Q3 2025 Added 146.79%
$204B
$4.7 Million 1.11% of portfolio
33,461
Q3 2025 Added 28,745.69%
$139B
$4.52 Million 1.07% of portfolio
13,709
Q3 2025 Reduced 68.41%
$0
$4.11 Million 0.97% of portfolio
6,844
Q3 2025 New
$41.4B
$4.04 Million 0.95% of portfolio
45,033
Q3 2025 Added 35,359.06%
$104B
$3.93 Million 0.93% of portfolio
59,430
Q3 2025 New
$1.75B
$3.81 Million 0.9% of portfolio
19,091
Q3 2025 Added 496.78%
$522B
$3.73 Million 0.88% of portfolio
20,124
Q3 2025 Added 31.6%
$17.8B
$3.51 Million 0.83% of portfolio
24,874
Q3 2025 Added 599.89%
$6.36B
$3.41 Million 0.8% of portfolio
26,396
Q3 2025 Added 155,170.59%
$49.1B
$3.29 Million 0.78% of portfolio
2,745
Q3 2025 Added 394.59%
$0
$3.2 Million 0.75% of portfolio
59,001
Q3 2025 New
$404B
$3.15 Million 0.74% of portfolio
3,407
Q3 2025 Reduced 74.98%
$55.6B
$3.13 Million 0.74% of portfolio
21,374
Q3 2025 Added 1,615.41%
$26.8B
$2.89 Million 0.68% of portfolio
1,615
Q3 2025 Added 387.92%
$2.47B
$2.51 Million 0.59% of portfolio
21,359
Q3 2025 Added 6,091.01%
$881B
$2.1 Million 0.49% of portfolio
6,646
Q3 2025 Reduced 87.0%
$1.37T
$2.1 Million 0.49% of portfolio
2,854
Q3 2025 Reduced 58.54%
$222B
$2.04 Million 0.48% of portfolio
4,197
Q3 2025 Added 1,043.6%
$2.76B
$2 Million 0.47% of portfolio
13,445
Q3 2025 New
$6.38B
$1.95 Million 0.46% of portfolio
43,075
Q3 2025 Added 1,004.49%
$22.4B
$1.95 Million 0.46% of portfolio
28,937
Q3 2025 Added 423.56%
$177B
$1.9 Million 0.45% of portfolio
9,762
Q3 2025 Added 6,408.0%
$99.5B
$1.93 Million 0.45% of portfolio
42,764
Q3 2025 Added 4,167.86%
$32.7B
$1.87 Million 0.44% of portfolio
21,636
Q3 2025 Added 214.02%
$49.5B
$1.84 Million 0.43% of portfolio
10,862
Q3 2025 Added 941.42%
$26.3B
$1.79 Million 0.42% of portfolio
9,577
Q3 2025 Added 47,785.0%
$19B
$1.76 Million 0.41% of portfolio
3,761
Q3 2025 Added 300.53%
$228B
$1.57 Million 0.37% of portfolio
11,749
Q3 2025 Added 643.14%
$30.9B
$1.43 Million 0.34% of portfolio
11,332
Q3 2025 Added 872.7%
$96.9B
$1.42 Million 0.33% of portfolio
3,360
Q3 2025 Added 82.21%
$4.52B
$1.34 Million 0.32% of portfolio
10,960
Q3 2025 Added 1,108.38%
$3.85B
$1.25 Million 0.3% of portfolio
9,465
Q3 2025 Added 8.2%
$388B
$1.26 Million 0.3% of portfolio
7,775
Q3 2025 Added 112.2%

Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $424 Million
  • Prior Value $362 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 101 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 99 stocks
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