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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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