Peterson Wealth Services Portfolio Holdings

Peterson Wealth Services

  • $313 Million
  • Q3 2024

Peterson Wealth Services has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $313 Million distributed in 218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23M, Nvidia Corp with a value of $19.5M, Vanguard Growth ETF with a value of $13.3M, Costco Wholesale Corp with a value of $12.9M, and Tesla, Inc. with a value of $10.9M.

Examining the 13F form we can see an increase of $26.7M in the current position value, from $286M to 313M.

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

Portfolio value $313 Million
Technology: $89.3 Million
Financial Services: $38 Million
Consumer Cyclical: $36.9 Million
Healthcare: $35.8 Million
Energy: $29.8 Million
ETFs: $25.3 Million
Industrials: $25.2 Million
Consumer Defensive: $18 Million
Other: $14.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22B
$1.52 Million 0.48% of portfolio
9,235
Q3 2024 Added 8.83%
$54.2B
$1.49 Million 0.48% of portfolio
19,191
Q3 2024 Added 3.18%
$6.59B
$1.33 Million 0.43% of portfolio
12,150
Q3 2024 Added 8.23%
$1.83B
$1.25 Million 0.4% of portfolio
3,936
Q3 2024 Added 8.1%
$27.8B
$1.14 Million 0.37% of portfolio
1,236
Q3 2024 Added 11.45%
$6.49B
$1.16 Million 0.37% of portfolio
10,732
Q3 2024 Added 10.98%
$159B
$1.06 Million 0.34% of portfolio
23,630
Q3 2024 Added 8.72%
$4.71B
$1.04 Million 0.33% of portfolio
12,421
Q3 2024 Added 21.23%
$7.27B
$1.05 Million 0.33% of portfolio
7,283
Q3 2024 Added 10.37%
$52.7B
$1.04 Million 0.33% of portfolio
9,473
Q3 2024 Added 11.66%
$31B
$1.02 Million 0.33% of portfolio
554
Q3 2024 Added 10.8%
$6.78B
$1.01 Million 0.32% of portfolio
6,953
Q3 2024 Added 12.04%
$9.42B
$985,000 0.31% of portfolio
4,748
Q3 2024 Added 11.53%
$15.8B
$906,000 0.29% of portfolio
3,135
Q3 2024 New
$762M
$884,000 0.28% of portfolio
10,640
Q3 2024 Added 14.38%
$6.82B
$887,000 0.28% of portfolio
4,645
Q3 2024 Added 14.72%
$14.1B
$889,000 0.28% of portfolio
5,916
Q3 2024 Added 14.39%
$4.42B
$851,000 0.27% of portfolio
8,089
Q3 2024 Added 14.4%
$8.48B
$818,000 0.26% of portfolio
9,998
Q3 2024 Added 10.4%
$33.8B
$790,000 0.25% of portfolio
1,487
Q3 2024 Added 18.49%
$10.7B
$781,000 0.25% of portfolio
4,738
Q3 2024 Added 13.73%
$1.71B
$763,000 0.24% of portfolio
1,834
Q3 2024 Added 25.19%
$2.29B
$715,000 0.23% of portfolio
6,825
Q3 2024 Added 16.11%
$87.4B
$675,000 0.22% of portfolio
1,739
Q3 2024 Added 5.84%
$260M
$680,000 0.22% of portfolio
81,554
Q3 2024 Added 19.47%
$42B
$642,000 0.21% of portfolio
7,202
Q3 2024 Added 7.91%
$1.18T
$656,000 0.21% of portfolio
3,926
Q3 2024 Added 0.08%
$132B
$657,000 0.21% of portfolio
7,781
Q3 2024 Added 12.28%
$6.55B
$582,000 0.19% of portfolio
5,338
Q3 2024 Added 17.45%
$318B
$579,000 0.19% of portfolio
2,116
Q3 2024 Added 5.01%
$1.15T
$567,000 0.18% of portfolio
3,422
Q3 2024 Added 21.26%
$79.7B
$518,000 0.17% of portfolio
3,228
Q3 2024 Added 7.49%
$187B
$525,000 0.17% of portfolio
3,203
Q3 2024 Added 9.35%
$2.02B
$501,000 0.16% of portfolio
15,978
Q3 2024 Added 23.19%
$3.38B
$516,000 0.16% of portfolio
6,090
Q3 2024 Added 21.53%
$54.3B
$424,000 0.14% of portfolio
1,768
Q3 2024 Added 13.04%
$139B
$447,000 0.14% of portfolio
3,811
Q3 2024 Reduced 0.13%
$219B
$436,000 0.14% of portfolio
1,610
Q3 2024 Added 0.12%
$373B
$393,000 0.13% of portfolio
555
Q3 2024 Reduced 30.19%
$39.9B
$370,000 0.12% of portfolio
1,556
Q3 2024 Added 8.28%
$37.8B
$368,000 0.12% of portfolio
1,555
Q3 2024 Added 19.43%
$20.6B
$370,000 0.12% of portfolio
1,527
Q3 2024 Added 15.59%
$157B
$345,000 0.11% of portfolio
669
Q3 2024 Added 12.25%
$79.5B
$314,000 0.1% of portfolio
2,511
Q3 2024 Added 3.46%
$1.57B
$301,000 0.1% of portfolio
5,234
Q3 2024 New
$45.4B
$285,000 0.09% of portfolio
4,330
Q3 2024 Added 19.55%
$24.5B
$281,000 0.09% of portfolio
1,964
Q3 2024 New
$300B
$235,000 0.08% of portfolio
1,597
Q3 2024 New
$48.9B
$240,000 0.08% of portfolio
1,271
Q3 2024 Reduced 15.72%

Summary

  • Portfolio
  • No. of Stocks 218
  • Current Value $313 Million
  • Prior Value $286 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 110 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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