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
-2.67%
-1.35%
140,915.4
 
AAPL 		Apple Inc
99,943
22,200.4
+1.93%
6.880
+0.13%
0.000
-20.41%
-21.87%
2,915,174.5
Hardware
NVDA 		NVIDIA Corp
147,333
15,968.0
-7.17%
4.950
-0.46%
0.000
-2.31%
-2.21%
3,202,330.1
Semiconductors
COST 		Costco Wholesale Corp
13,544
12,809.3
-5.17%
3.970
-0.20%
0.000
-2.48%
+10.28%
447,237.3
Retail - Defensive
JPM 		JPMorgan Chase & Co
50,793
12,459.6
+2.32%
3.860
+0.09%
0.000
-0.72%
+10.01%
724,621.1
Banks
AMZN 		Amazon.com Inc
58,784
11,184.2
+3.62%
3.460
+0.12%
0.000
-7.18%
-8.37%
2,134,205.3
Retail - Cyclical
TSLA 		Tesla Inc
36,614
9,488.9
-29.71%
2.940
-1.88%
0.000
+0.46%
-15.97%
1,092,999.3
Vehicles & Parts
BRK.B 		Berkshire Hathaway Inc
17,361
9,246.1
+3.71%
2.860
+0.10%
0.000
+5.19%
+11.09%
1,086,855.2
Insurance
RJF 		Raymond James Financial Inc
60,598
8,417.7
-7.82%
2.610
-0.24%
0.030
-3.76%
-5.80%
29,319.0
Asset Management
V 		Visa Inc
22,119
7,751.8
+1.15%
2.400
+0.03%
0.000
+1.67%
+12.31%
677,688.8
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 ETF2025-03-31Add
+3.26%
●
369.1 ($404.54) 427.61
$404.39
-0.04%
Add 84.87%
61,774
28,360
TSLA 		Tesla Inc2025-03-31Reduce
-1.88%
●
222.15 ($333.26) 428.22
$339.34
1.82%
Reduce -29.71%
36,614
-15,478
PM 		Philip Morris International Inc2025-03-31New Buy
+1.58%
●
117.15 ($141.65) 158.79
$178.30
25.87%
New holding
32,098
32,098
NVO 		Novo Nordisk AS2025-03-31Reduce
-1.06%
●
69.3 ($82.59) 90.95
$67.41
-18.38%
Reduce -99.52%
197
-41,069
AVGO 		Broadcom Inc2025-03-31Reduce
-0.91%
●
167.43 ($211.65) 244.7
$228.65
8.03%
Reduce -23.34%
42,995
-13,092
MDY 		S&P MidCap 400 ETF2025-03-31Reduce
-0.88%
●
522.96 ($567.65) 601.18
$544.66
-4.05%
Reduce -80.35%
1,247
-5,100
PLTR 		Palantir Technologies Inc2025-03-31Add
+0.86%
●
64.98 ($87.82) 124.62
$123.31
40.41%
Add 62.61%
85,805
33,038
COP 		ConocoPhillips2025-03-31Add
+0.79%
●
88.6 ($99.73) 105.85
$85.28
-14.49%
Add 68.09%
60,189
24,381
ORCL 		Oracle Corp2025-03-31Add
+0.75%
●
139.81 ($162.81) 186.47
$156.04
-4.16%
Add 195.17%
26,058
17,230
VTV 		Vanguard Value ETF2025-03-31Reduce
-0.65%
●
167.73 ($174.39) 179.21
$169.04
-3.07%
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

  • 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

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Peterson Wealth Services's Holdings Bubble Chart

Peterson Wealth Services News

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