Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $286 Million
  • Q2 2024

Peterson Wealth Services has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $286 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5M, Nvidia Corp with a value of $19.9M, Vanguard Growth ETF with a value of $14.2M, Costco Wholesale Corp with a value of $12.1M, and Broadcom Inc. with a value of $10.8M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $274M to 286M.

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

Portfolio value $286 Million
Technology: $86.8 Million
Financial Services: $33.7 Million
Healthcare: $33.1 Million
Consumer Cyclical: $30.9 Million
Energy: $30.5 Million
ETFs: $24.5 Million
Industrials: $20.6 Million
Consumer Defensive: $16.7 Million
Other: $9.27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$20.5 Million 7.17% of portfolio
97,383
Q2 2024 Added 1.17%
$352B
$19.9 Million 6.95% of portfolio
160,812
Q2 2024 Added 861.1%
$0
$14.2 Million 4.95% of portfolio
37,865
Q2 2024 Reduced 6.71%
$393B
$12.1 Million 4.22% of portfolio
14,195
Q2 2024 Reduced 0.23%
$72.6B
$10.8 Million 3.79% of portfolio
6,748
Q2 2024 Added 0.79%
$1.94T
$10.8 Million 3.76% of portfolio
55,643
Q2 2024 Added 0.51%
$654B
$8.83 Million 3.09% of portfolio
43,638
Q2 2024 Added 0.94%
$819B
$8.12 Million 2.84% of portfolio
41,035
Q2 2024 Added 1.63%
$32.1B
$7.9 Million 2.76% of portfolio
63,948
Q2 2024 Added 1.05%
$3.22T
$7.36 Million 2.57% of portfolio
16,463
Q2 2024 Added 1.65%
$592B
$5.82 Million 2.03% of portfolio
14,297
Q2 2024 Added 0.9%
$253B
$5.7 Million 1.99% of portfolio
39,946
Q2 2024 Added 0.79%
$39.7B
$5.51 Million 1.93% of portfolio
154,820
Q2 2024 Added 102.7%
$461B
$5.31 Million 1.86% of portfolio
20,218
Q2 2024 Added 1.39%
$404B
$4.65 Million 1.62% of portfolio
13,499
Q2 2024 Added 2.55%
$46.6B
$4.43 Million 1.55% of portfolio
70,238
Q2 2024 Added 1.57%
$136B
$4.2 Million 1.47% of portfolio
12,346
Q2 2024 Added 1.49%
$14.2B
$4.19 Million 1.47% of portfolio
13,789
Q2 2024 Reduced 1.07%
$859B
$4.09 Million 1.43% of portfolio
4,517
Q2 2024 Added 0.67%
$31.2B
$4 Million 1.4% of portfolio
19,983
Q2 2024 Added 3.68%
$215B
$3.82 Million 1.34% of portfolio
6,914
Q2 2024 Added 1.2%
$143B
$3.54 Million 1.24% of portfolio
15,636
Q2 2024 Added 2.43%
$78B
$3.11 Million 1.09% of portfolio
10,104
Q2 2024 Added 1.42%
$31.9B
$3.13 Million 1.09% of portfolio
19,193
Q2 2024 Added 0.57%
$94B
$3.13 Million 1.09% of portfolio
101,011
Q2 2024 Added 2.1%
$76.5B
$3.07 Million 1.07% of portfolio
7,955
Q2 2024 Added 2.54%
$284B
$3.03 Million 1.06% of portfolio
2,962
Q2 2024 Added 0.75%
$84.9B
$2.82 Million 0.99% of portfolio
16,262
Q2 2024 Added 1.69%
$0
$2.82 Million 0.99% of portfolio
5,188
Q2 2024 Added 0.04%
$0
$2.68 Million 0.94% of portfolio
16,699
Q2 2024 Reduced 1.21%
$138B
$2.63 Million 0.92% of portfolio
8,389
Q2 2024 Reduced 30.83%
$72.4B
$2.6 Million 0.91% of portfolio
15,016
Q2 2024 Added 2.37%
$22.5B
$2.42 Million 0.85% of portfolio
13,708
Q2 2024 Added 1.83%
$15.7B
$2.44 Million 0.85% of portfolio
22,913
Q2 2024 Added 5.12%
$263B
$2.43 Million 0.85% of portfolio
19,660
Q2 2024 Added 2.82%
$5.97B
$2.39 Million 0.84% of portfolio
40,152
Q2 2024 Added 1.5%
$2.83B
$2.38 Million 0.83% of portfolio
22,380
Q2 2024 Added 2.08%
$4.69B
$2.36 Million 0.83% of portfolio
34,962
Q2 2024 Added 1.13%
$489B
$2.28 Million 0.8% of portfolio
19,784
Q2 2024 Added 20.26%
$119B
$2.28 Million 0.8% of portfolio
8,954
Q2 2024 Added 2.88%
$222B
$2.22 Million 0.78% of portfolio
32,770
Q2 2024 Added 3.81%
$7.59B
$2.17 Million 0.76% of portfolio
73,727
Q2 2024 Added 2.05%
$37.3B
$2.08 Million 0.73% of portfolio
6,980
Q2 2024 Added 7.45%
$19.5B
$1.92 Million 0.67% of portfolio
4,968
Q2 2024 Added 2.18%
$229B
$1.88 Million 0.66% of portfolio
39,622
Q2 2024 Added 18.21%
$69.9B
$1.75 Million 0.61% of portfolio
6,795
Q2 2024 Added 8.29%
$419B
$1.63 Million 0.57% of portfolio
11,133
Q2 2024 Added 7.57%
$0
$1.64 Million 0.57% of portfolio
3,274
Q2 2024 Reduced 13.8%
$25B
$1.58 Million 0.55% of portfolio
33,323
Q2 2024 Added 2.91%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $286 Million
  • Prior Value $274 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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