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CIK: 0001906799
Total reported value
$458.7M
$458.7M
206 檔
18.8%
According to the latest 13F quarterly dataset, Peterson Wealth Services managed an equity portfolio of $458.7M at the end of Q1 2025, spanning 206 distinct U.S. exchange-listed positions.
Peterson Wealth Services executed strategic sector rebalancing during Q1 2025, establishing 12 new positions while fully exiting 23 holdings and trimming 60 positions.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.10% | -0.19% | +84.87% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.88% | +0.03% | +1.93% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.95% | +0.01% | -7.17% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.97% | -0.64% | -5.17% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.86% | -0.08% | +2.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.46% | -0.01% | +3.62% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.94% | -0.06% | -29.71% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.86% | -0.17% | +3.71% | |
| 9 | RJF | Raymond James Financial Inc | Stock-Financials | 2.61% | -0.15% | -7.82% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.40% | +0.01% | +1.15% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.24% | -0.84% | +62.61% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.23% | +0.21% | -23.34% | |
| 13 | COP | Conocophillips | Stock-Energy | 1.96% | -0.07% | +68.09% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.12% | +5.81% | |
| 15 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.91% | +1.37% | +0.27% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | -0.01% | +5.23% | |
| 17 | CNQ | Canadian Natural Resources | Stock-Energy | 1.72% | -0.65% | +8.21% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.58% | +0.33% | — | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.55% | +0.73% | +42.37% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.53% | -0.17% | +3.28% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.39% | — | +26.15% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.34% | +0.01% | +9.56% | |
| 23 | FANG | Diamondback Energy Inc | Stock-Energy | 1.25% | -0.06% | +17.46% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.13% | +20.15% | |
| 25 | GRMN | Garmin Ltd. | Stock-Tech | 1.20% | -0.10% | -10.11% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.17% | +3.15% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.13% | -0.13% | +195.17% | |
| 28 | MSI | Motorola Solutions Inc | Stock-Tech | 1.07% | -0.09% | +8.21% | |
| 29 | CB | Chubb Limited | Stock-Financials | 1.03% | -0.04% | +9.57% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.20% | +4.05% | |
| 31 | ZTS | Zoetis Inc | Stock-Healthcare | 0.97% | -0.19% | +13.71% | |
| 32 | MTDR | Matador Resources Co | Stock-Energy | 0.95% | — | +61.47% | |
| 33 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.90% | +0.16% | +7.64% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.27% | +9.03% | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.86% | -0.08% | +8.32% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.01% | -5.55% | |
| 37 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.85% | -0.47% | +19.94% | |
| 38 | CME | Cme Group Inc | Stock-Financials | 0.79% | -0.23% | +11.32% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.79% | +0.07% | +8.20% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.05% | +14.27% | |
| 41 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.77% | — | +3.69% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.75% | -0.03% | +7.65% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | — | +18.18% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.14% | +16.02% | |
| 45 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.69% | -0.02% | +8.19% | |
| 46 | O | Realty Income CORP | Stock-Real Estate | 0.58% | -0.03% | +18.22% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.58% | — | +13.37% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | +0.07% | +12.69% | |
| 49 | FIS | Fidelity National Info Serv | Stock-Tech | 0.53% | -0.04% | +9.31% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.02% | +3.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +3% | +84.87% | Add |
| 2 | PM | Philip Morris International | +1.6% | NEW | New buy |
| 3 | PLTR | Palantir Technologies Inc-a | +1% | +62.61% | Add |
| 4 | COP | Conocophillips | +0.9% | +68.09% | Add |
| 5 | ORCL | Oracle CORP | +0.7% | +195.17% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +3.71% | Add |
| 7 | ASML | ASML Holding N.V. | +0.5% | +42.37% | Add |
| 8 | V | Visa Inc-class A Shares | +0.3% | +1.15% | Add |
| 9 | CMI | Cummins Inc | +0.3% | NEW | New buy |
| 10 | MTDR | Matador Resources Co | +0.3% | +61.47% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | +2.32% | Add |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.3% | +26.15% | Add |
| 13 | PAYC | Paycom Software Inc | +0.2% | NEW | New buy |
| 14 | AGCO | Agco CORP | +0.2% | NEW | New buy |
| 15 | ZWS | Zurn Elkay Water Solutions C | +0.2% | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +20.15% | Add |
| 17 | JNJ | Johnson & Johnson | +0.2% | +14.27% | Add |
| 18 | POWL | Powell Industries Inc | +0.2% | NEW | New buy |
| 19 | CB | Chubb Limited | +0.2% | +9.57% | Add |
| 20 | UNP | Union Pacific CORP | +0.2% | +9.56% | Add |
| 21 | FANG | Diamondback Energy Inc | +0.2% | +17.46% | Add |
| 22 | SMCI | Super Micro Computer Inc | +0.2% | NEW | New buy |
| 23 | CME | Cme Group Inc | +0.2% | +11.32% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.2% | +9.03% | Add |
| 25 | CNQ | Canadian Natural Resources | +0.2% | +8.21% | Add |
| 26 | ZTS | Zoetis Inc | +0.2% | +13.71% | Add |
| 27 | LLY | Eli Lilly & Co | +0.2% | +3.15% | Add |
| 28 | O | Realty Income CORP | +0.1% | +18.22% | Add |
| 29 | MDT | Medtronic plc | +0.1% | +13.37% | Add |
| 30 | DRI | Darden Restaurants Inc | +0.1% | +8.19% | Add |
| 31 | SYK | Stryker CORP | +0.1% | +3.28% | Add |
| 32 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | NEW | New buy |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +16.02% | Add |
| 34 | MPC | Marathon Petroleum CORP | +0.1% | +8.32% | Add |
| 35 | VZ | Verizon Communications Inc | +0.1% | +15.00% | Add |
| 36 | APD | Air Products & Chemicals Inc | +0.1% | +7.65% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | +0.1% | +85.50% | Add |
| 38 | MRK | Merck & Co. Inc. | +0.1% | +18.18% | Add |
| 39 | MSI | Motorola Solutions Inc | +0.1% | +8.21% | Add |
| 40 | PEG | Public Service Enterprise Gp | +0.1% | +24.22% | Add |
| 41 | ADI | Analog Devices Inc | +0.1% | +12.69% | Add |
| 42 | CMCSA | Comcast Corp-class A | +0.1% | +10.05% | Add |
| 43 | COST | Costco Wholesale CORP | 0% | -5.17% | Trim |
| 44 | APH | Amphenol Corp-cl A | 0% | NEW | New buy |
| 45 | NEE | Nextera Energy Inc | 0% | +21.00% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +3.88% | Add |
| 47 | HD | Home Depot Inc | 0% | +5.23% | Add |
| 48 | WMT | Walmart Inc | 0% | +4.05% | Add |
| 49 | PACS | Pacs Group Inc | 0% | +37.35% | Add |
| 50 | MUSA | Murphy USA Inc | 0% | +25.21% | Add |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 206 disclosed positions in Q1 2025.
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 VUG, AAPL, NVDA) accounted for 18.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
PM
市值: $5.1M
Top Position Liquidated / Trimmed
ISTB
前期市值: $149.8K
During Q1 2025, Peterson Wealth Services's top holdings by market value included VUG (7.1%)、AAPL (6.9%)、NVDA (5.0%). The largest single position, VUG, represented 7.1% of total portfolio value.
In Q1 2025, Peterson Wealth Services made 176 total portfolio adjustments, initiating 12 new buys, adding to 81 positions, trimming 60 holdings, and fully liquidating 23 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.