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
+27.49%
+9.37%
164,431.5
 
AAPL
Apple Inc
99,943
22,200.4
+1.93%
6.880
+0.13%
0.000
+7.33%
-14.30%
3,197,835.0
Hardware
NVDA
NVIDIA Corp
147,333
15,968.0
-7.17%
4.950
-0.46%
0.000
+69.91%
+25.13%
4,097,475.4
Semiconductors
COST
Costco Wholesale Corp
13,544
12,809.3
-5.17%
3.970
-0.20%
0.000
-3.24%
+3.52%
419,655.7
Retail - Defensive
JPM
JPMorgan Chase & Co
50,793
12,459.6
+2.32%
3.860
+0.09%
0.000
+24.56%
+23.80%
802,994.2
Banks
AMZN
Amazon.com Inc
58,784
11,184.2
+3.62%
3.460
+0.12%
0.000
+31.20%
+3.57%
2,412,194.5
Retail - Cyclical
TSLA
Tesla Inc
36,614
9,488.9
-29.71%
2.940
-1.88%
0.000
+39.37%
-17.87%
1,068,262.3
Vehicles & Parts
BRK.B
Berkshire Hathaway Inc
17,361
9,246.1
+3.71%
2.860
+0.10%
0.000
-8.18%
+5.50%
1,031,322.7
Insurance
RJF
Raymond James Financial Inc
60,598
8,417.7
-7.82%
2.610
-0.24%
0.030
+19.10%
+4.04%
32,277.7
Asset Management
V
Visa Inc
22,119
7,751.8
+1.15%
2.400
+0.03%
0.000
+6.19%
+11.54%
686,323.3
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
$447.78
10.69%
Add 84.87%
61,774
28,360
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-1.88%
●
222.15 ($333.26) 428.22
$331.66
-0.48%
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
$168.07
18.65%
New holding
32,098
32,098
NVO
Novo Nordisk AS
2025-03-31
Reduce
Reduce
-1.06%
●
69.3 ($82.59) 90.95
$66.70
-19.24%
Reduce -99.52%
197
-41,069
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.91%
●
167.43 ($211.65) 244.7
$280.20
32.39%
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
$582.06
2.54%
Reduce -80.35%
1,247
-5,100
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+0.86%
●
64.98 ($87.82) 124.62
$148.98
69.64%
Add 62.61%
85,805
33,038
COP
ConocoPhillips
2025-03-31
Add
Add
+0.79%
●
88.6 ($99.73) 105.85
$93.18
-6.57%
Add 68.09%
60,189
24,381
ORCL
Oracle Corp
2025-03-31
Add
Add
+0.75%
●
139.81 ($162.81) 186.47
$238.06
46.22%
Add 195.17%
26,058
17,230
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.65%
●
167.73 ($174.39) 179.21
$178.68
2.46%
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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