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CIK: 0001906799
Total reported value
$458.7M
$458.7M
217 檔
20.4%
As reported in its official Q4 2024 Form 13F filing, Peterson Wealth Services's tracked investment portfolio stood at $458.7M with 217 total positions.
In Q4 2024, Peterson Wealth Services displayed an active expansion posture, initiating 16 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.37% | +0.03% | -0.76% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.40% | +0.01% | -1.25% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 6.32% | -0.06% | +24.86% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.12% | -0.19% | -3.37% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.93% | -0.64% | -1.79% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.90% | +0.21% | +0.56% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.74% | -0.01% | -0.15% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.57% | -0.08% | +9.89% | |
| 9 | RJF | Raymond James Financial Inc | Stock-Financials | 3.07% | -0.15% | -0.35% | |
| 10 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.43% | +1.37% | -1.35% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.28% | -0.17% | +13.25% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.07% | +0.01% | +1.84% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.12% | -1.05% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.70% | -0.01% | +2.96% | |
| 15 | CNQ | Canadian Natural Resources | Stock-Energy | 1.55% | -0.65% | +2.98% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.39% | -0.17% | +0.53% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 1.23% | -0.10% | +0.09% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.20% | -0.84% | +376807.14% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 1.15% | +0.01% | +2.69% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.11% | — | -1.72% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.10% | +0.73% | -18.01% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.09% | +0.05% | — | |
| 23 | COP | Conocophillips | Stock-Energy | 1.07% | -0.07% | -10.63% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.07% | — | +0.03% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.06% | -0.06% | +0.49% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | +0.17% | -5.18% | |
| 27 | MSI | Motorola Solutions Inc | Stock-Tech | 1.01% | -0.09% | -7.58% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.13% | +3.56% | |
| 29 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.96% | +0.16% | +1.29% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.20% | +2.88% | |
| 31 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.92% | -0.47% | +1.89% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.01% | +0.04% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.86% | +0.07% | +2.74% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.84% | -0.04% | +5.71% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.82% | -0.19% | -0.31% | |
| 36 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.77% | — | +0.91% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | — | -1.16% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.73% | -0.08% | +5.33% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.27% | +5.22% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.66% | -0.03% | +5.00% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | — | +0.53% | |
| 42 | MTDR | Matador Resources Co | Stock-Energy | 0.63% | — | -13.09% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.61% | -0.23% | +6.63% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.05% | +5.38% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.14% | +1.72% | |
| 46 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.55% | -0.02% | +6.91% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.01% | -0.76% | |
| 48 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.52% | -0.12% | +1969.95% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.52% | +0.07% | +4.00% | |
| 50 | FIS | Fidelity National Info Serv | Stock-Tech | 0.51% | -0.04% | +3.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2.8% | +24.86% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +1.2% | +376807.14% | Add |
| 3 | MDY | State Street Spdr S&p Midcap | +1.1% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.8% | +0.56% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.5% | +9.89% | Add |
| 6 | RJF | Raymond James Financial Inc | +0.5% | -0.35% | Trim |
| 7 | GSY | Invesco Ultra Short Duration | +0.5% | +1969.95% | Add |
| 8 | ORCL | Oracle CORP | +0.4% | NEW | New buy |
| 9 | O | Realty Income CORP | +0.4% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.4% | -0.15% | Trim |
| 11 | ALAB | Astera Labs Inc | +0.4% | NEW | New buy |
| 12 | KNSL | Kinsale Capital Group Inc | +0.3% | NEW | New buy |
| 13 | STRL | Sterling Infrastructure Inc | +0.3% | NEW | New buy |
| 14 | LULU | Lululemon Athletica Inc | +0.2% | +1.89% | Add |
| 15 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | +0.2% | +1.84% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | -1.25% | Trim |
| 18 | PACS | Pacs Group Inc | +0.2% | NEW | New buy |
| 19 | MUSA | Murphy USA Inc | +0.1% | NEW | New buy |
| 20 | GRMN | Garmin Ltd. | +0.1% | +0.09% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +13.25% | Add |
| 22 | HUBS | Hubspot Inc | +0.1% | +6.05% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +2.88% | Add |
| 24 | DRI | Darden Restaurants Inc | +0.1% | +6.91% | Add |
| 25 | CDNS | Cadence Design Sys Inc | +0.1% | +1.29% | Add |
| 26 | PCTY | Paylocity Holding CORP | +0.1% | +5.51% | Add |
| 27 | CME | Cme Group Inc | 0% | +6.63% | Add |
| 28 | FCNCA | First Citizens Bcshs -cl A | 0% | +4.69% | Add |
| 29 | HQY | Healthequity Inc | 0% | +5.09% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | +13.88% | Add |
| 31 | CRM | Salesforce Inc | 0% | +4.21% | Add |
| 32 | AEIS | Advanced Energy Industries | 0% | +6.53% | Add |
| 33 | AAPL | Apple Inc | 0% | -0.76% | Trim |
| 34 | FIX | Comfort Systems USA Inc | 0% | -1.35% | Trim |
| 35 | AAON | Aaon Inc | 0% | +3.51% | Add |
| 36 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | NEW | New buy |
| 38 | EW | Edwards Lifesciences CORP | 0% | +10.46% | Add |
| 39 | ATKR | Atkore Inc | 0% | +12.43% | Add |
| 40 | DXCM | Dexcom Inc | 0% | +7.11% | Add |
| 41 | TJX | Tjx Companies Inc | 0% | +7.06% | Add |
| 42 | IWF | Ishares Russell 1000 Growth | 0% | NEW | New buy |
| 43 | IWD | Ishares Russell 1000 Value E | 0% | NEW | New buy |
| 44 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 45 | PEG | Public Service Enterprise Gp | — | +14.50% | Add |
| 46 | CMG | Chipotle Mexican Grill Inc | — | +10.28% | Add |
| 47 | AXP | American Express Co | — | +0.12% | Add |
| 48 | SCHW | Schwab (charles) CORP | — | +0.50% | Add |
| 49 | ALL | Allstate CORP | — | +8.50% | Add |
| 50 | CSCO | Cisco Systems Inc | — | -1.25% | Trim |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 217 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, TSLA) accounted for 20.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
MDY
市值: $3.6M
Top Position Liquidated / Trimmed
ULTA
前期市值: $2.1M
During Q4 2024, Peterson Wealth Services's top holdings by market value included AAPL (7.4%)、NVDA (6.4%)、TSLA (6.3%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q4 2024, Peterson Wealth Services made 172 total portfolio adjustments, initiating 16 new buys, adding to 94 positions, trimming 44 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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