PW

Peterson Wealth Services

13F
Peterson Wealth Services
Last update 2025-05-05 206 Stocks (14 new)
Value $323.00 Mil Turnover 13 %
Countries:
Top Holdings: VUG(7.10%)AAPL(6.88%)NVDA(4.95%)COST(3.97%)JPM(3.86%)
Summary Stock Picks Current Portfolio
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
+25.10%
+10.01%
165,393.5
 
AAPL
Apple Inc
99,943
22,200.4
+1.93%
6.880
+0.13%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
NVDA
NVIDIA Corp
147,333
15,968.0
-7.17%
4.950
-0.46%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
COST
Costco Wholesale Corp
13,544
12,809.3
-5.17%
3.970
-0.20%
0.000
-3.43%
+2.97%
417,396.2
Retail - Defensive
JPM
JPMorgan Chase & Co
50,793
12,459.6
+2.32%
3.860
+0.09%
0.000
+23.79%
+25.81%
815,993.3
Banks
AMZN
Amazon.com Inc
58,784
11,184.2
+3.62%
3.460
+0.12%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
TSLA
Tesla Inc
36,614
9,488.9
-29.71%
2.940
-1.88%
0.000
+32.63%
-17.65%
1,071,161.2
Vehicles & Parts
BRK.B
Berkshire Hathaway Inc
17,361
9,246.1
+3.71%
2.860
+0.10%
0.000
-8.39%
+6.48%
1,040,746.7
Insurance
RJF
Raymond James Financial Inc
60,598
8,417.7
-7.82%
2.610
-0.24%
0.030
+19.26%
+4.62%
32,456.3
Asset Management
V
Visa Inc
22,119
7,751.8
+1.15%
2.400
+0.03%
0.000
+6.43%
+12.80%
694,059.1
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
$450.40
11.34%
Add 84.87%
61,774
28,360
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-1.88%
●
222.15 ($333.26) 428.22
$332.56
-0.21%
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
$164.67
16.25%
New holding
32,098
32,098
NVO
Novo Nordisk AS
2025-03-31
Reduce
Reduce
-1.06%
●
69.3 ($82.59) 90.95
$70.03
-15.21%
Reduce -99.52%
197
-41,069
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.91%
●
167.43 ($211.65) 244.7
$283.69
34.04%
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
$588.03
3.59%
Reduce -80.35%
1,247
-5,100
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+0.86%
●
64.98 ($87.82) 124.62
$154.63
76.08%
Add 62.61%
85,805
33,038
COP
ConocoPhillips
2025-03-31
Add
Add
+0.79%
●
88.6 ($99.73) 105.85
$95.04
-4.70%
Add 68.09%
60,189
24,381
ORCL
Oracle Corp
2025-03-31
Add
Add
+0.75%
●
139.81 ($162.81) 186.47
$241.90
48.58%
Add 195.17%
26,058
17,230
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.65%
●
167.73 ($174.39) 179.21
$180.57
3.54%
Reduce -88.16%
1,729
-12,874

Peterson Wealth Services Total Holding History ($B)

To

Peterson Wealth Services's Asset Allocation

To

Peterson Wealth Services Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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

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Peterson Wealth Services's Holdings Bubble Chart

Peterson Wealth Services News

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