PW
| |
Peterson Wealth Services13F | |
| Peterson Wealth Services | |
| Last update 2025-05-05 | 206 Stocks (14 new) |
| Value $323.00 Mil | Turnover 13 % |
Peterson Wealth Services Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 61,774 | 22,907.1 | +84.87% | 7.100 | +3.26% | 0.020 | +21.93% | +10.19% | 166,080.2 | ||
AAPL | Apple Inc | 99,943 | 22,200.4 | +1.93% | 6.880 | +0.13% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
NVDA | NVIDIA Corp | 147,333 | 15,968.0 | -7.17% | 4.950 | -0.46% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
COST | Costco Wholesale Corp | 13,544 | 12,809.3 | -5.17% | 3.970 | -0.20% | 0.000 | -4.15% | +2.16% | 414,118.9 | Retail - Defensive | |
JPM | JPMorgan Chase & Co | 50,793 | 12,459.6 | +2.32% | 3.860 | +0.09% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
AMZN | Amazon.com Inc | 58,784 | 11,184.2 | +3.62% | 3.460 | +0.12% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
TSLA | Tesla Inc | 36,614 | 9,488.9 | -29.71% | 2.940 | -1.88% | 0.000 | +17.64% | -24.40% | 984,729.5 | Vehicles & Parts | |
BRK.B | Berkshire Hathaway Inc | 17,361 | 9,246.1 | +3.71% | 2.860 | +0.10% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
RJF | Raymond James Financial Inc | 60,598 | 8,417.7 | -7.82% | 2.610 | -0.24% | 0.030 | +21.95% | +8.50% | 33,368.0 | Asset Management | |
V | Visa Inc | 22,119 | 7,751.8 | +1.15% | 2.400 | +0.03% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services |
Peterson Wealth Services's Historical Top Holdings Breakdowns
Peterson Wealth Services's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +3.26% | 369.1 ($404.54) 427.61 | $452.27 | 11.80% | Add 84.87% | 61,774 | 28,360 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -1.88% | 222.15 ($333.26) 428.22 | $305.30 | -8.39% | Reduce -29.71% | 36,614 | -15,478 | |
PM | Philip Morris International Inc | 2025-03-31 | New Buy New Buy | +1.58% | 117.15 ($141.65) 158.79 | $161.08 | 13.72% | New holding | 32,098 | 32,098 | |
NVO | Novo Nordisk AS | 2025-03-31 | Reduce Reduce | -1.06% | 69.3 ($82.59) 90.95 | $70.73 | -14.36% | Reduce -99.52% | 197 | -41,069 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.91% | 167.43 ($211.65) 244.7 | $288.71 | 36.41% | Reduce -23.34% | 42,995 | -13,092 | |
MDY | S&P MidCap 400 ETF | 2025-03-31 | Reduce Reduce | -0.88% | 522.96 ($567.65) 601.18 | $582.49 | 2.61% | Reduce -80.35% | 1,247 | -5,100 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.86% | 64.98 ($87.82) 124.62 | $154.86 | 76.34% | Add 62.61% | 85,805 | 33,038 | |
COP | ConocoPhillips | 2025-03-31 | Add Add | +0.79% | 88.6 ($99.73) 105.85 | $95.62 | -4.12% | Add 68.09% | 60,189 | 24,381 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.75% | 139.81 ($162.81) 186.47 | $242.83 | 49.15% | Add 195.17% | 26,058 | 17,230 | |
VTV | Vanguard Value ETF | 2025-03-31 | Reduce Reduce | -0.65% | 167.73 ($174.39) 179.21 | $179.89 | 3.15% | Reduce -88.16% | 1,729 | -12,874 |
Peterson Wealth Services Total Holding History ($B)
Peterson Wealth Services's Asset Allocation
Peterson Wealth Services Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Peterson Wealth Services's Hypothetical Growth since 2025-03-31
Peterson Wealth Services's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Peterson Wealth Services's Holdings Heat Map
Size field:
Peterson Wealth Services's Holdings Bubble Chart
Peterson Wealth Services News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers