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
$5.42B
$346,000 0.08% of portfolio
19,301
Q3 2025 Added 23,437.8%
$84.9B
$359,000 0.08% of portfolio
2,135
Q3 2025 Added 332.19%
$2.39T
$355,000 0.08% of portfolio
1,617
Q3 2025 Reduced 97.28%
$79.5B
$320,000 0.08% of portfolio
2,562
Q3 2025 Added 22.53%
$136B
$291,000 0.07% of portfolio
1,232
Q3 2025 Reduced 93.45%
$172B
$303,000 0.07% of portfolio
6,903
Q3 2025 Reduced 77.37%
$328B
$286,000 0.07% of portfolio
951
Q3 2025 Added 320.8%
$0
$312,000 0.07% of portfolio
525
Q3 2025 Reduced 58.27%
$0
$289,000 0.07% of portfolio
2,083
Q3 2025 Added 3,491.38%
$4.3T
$286,000 0.07% of portfolio
1,125
Q3 2025 Reduced 98.84%
$170B
$273,000 0.06% of portfolio
1,890
Q3 2025 Reduced 53.88%
$237B
$244,000 0.06% of portfolio
1,506
Q3 2025 Reduced 95.47%
$9.87B
$237,000 0.06% of portfolio
1,372
Q3 2025 Reduced 81.01%
$306B
$271,000 0.06% of portfolio
4,092
Q3 2025 New
$7.09B
$227,000 0.05% of portfolio
1,361
Q3 2025 Reduced 72.33%
$0
$202,000 0.05% of portfolio
4,591
Q3 2025 Added 122.0%
$52.1B
$215,000 0.05% of portfolio
18,017
Q3 2025 Added 612.13%
$8.06B
$223,000 0.05% of portfolio
575
Q3 2025 Added 19,066.67%
$0
$224,000 0.05% of portfolio
797
Q3 2025 Added 52.1%
$35.1B
$196,000 0.05% of portfolio
3,233
Q3 2025 Reduced 90.35%
$51.8B
$227,000 0.05% of portfolio
1,000
Q3 2025 Reduced 45.62%
$21.3B
$191,000 0.05% of portfolio
1,007
Q3 2025 Reduced 90.76%
$23.5B
$199,000 0.05% of portfolio
5,693
Q3 2025 Added 465.34%
$14.8B
$233,000 0.05% of portfolio
1,658
Q3 2025 Reduced 89.24%
$114B
$211,000 0.05% of portfolio
979
Q3 2025 Added 7,430.77%
$97.3B
$149,000 0.04% of portfolio
1,768
Q3 2025 Added 122.95%
$167B
$167,000 0.04% of portfolio
1,753
Q3 2025 Reduced 47.2%
$5B
$153,000 0.04% of portfolio
1,646
Q3 2025 Reduced 75.71%
$0
$142,000 0.03% of portfolio
2,910
Q3 2025 Added 575.17%
$258B
$127,000 0.03% of portfolio
760
Q3 2025 Added 955.56%
$41.3B
$120,000 0.03% of portfolio
1,448
Q3 2025 Reduced 86.47%
$10.1B
$130,000 0.03% of portfolio
377
Q3 2025 Reduced 81.17%
$10.7B
$111,000 0.03% of portfolio
1,446
Q3 2025 Added 6.25%
$20.5B
$126,000 0.03% of portfolio
1,521
Q3 2025 New
$152B
$113,000 0.03% of portfolio
460
Q3 2025 Added 10.84%
$19.9B
$108,000 0.03% of portfolio
1,230
Q3 2025 Added 9,361.54%
$8.01B
$141,000 0.03% of portfolio
1,835
Q3 2025 Added 7,878.26%
$0
$96,000 0.02% of portfolio
960
Q3 2025 Reduced 83.12%
$414B
$96,000 0.02% of portfolio
418
Q3 2025 Reduced 96.42%
$0
$98,000 0.02% of portfolio
1,321
Q3 2025 Added 21,916.67%
$5.91B
$72,000 0.02% of portfolio
7,287
Q3 2025 Added 385.8%
$1.29T
$66,000 0.02% of portfolio
150
Q3 2025 Reduced 99.67%
$0
$82,000 0.02% of portfolio
728
Q3 2025 Reduced 24.17%
$1.74T
$83,000 0.02% of portfolio
342
Q3 2025 Reduced 79.34%
$41B
$64,000 0.02% of portfolio
339
Q3 2025 Reduced 81.89%
$224B
$105,000 0.02% of portfolio
347
Q3 2025 Reduced 96.99%
$0
$101,000 0.02% of portfolio
1,375
Q3 2025 Reduced 79.85%
$0
$101,000 0.02% of portfolio
2,022
Q3 2025 Reduced 54.74%
$0
$82,000 0.02% of portfolio
135
Q3 2025 Reduced 94.04%

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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