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CIK: 0001906799
Total reported value
$458.7M
$458.7M
221 檔
21.6%
The Q2 2025 SEC filing reveals that Peterson Wealth Services held a total portfolio value of $458.7M, covering 221 public equity positions.
In Q2 2025, Peterson Wealth Services displayed an active expansion posture, initiating 18 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.24% | -0.19% | -2.37% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.40% | +0.01% | +0.41% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.47% | +0.03% | -2.56% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.06% | -0.08% | +0.68% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.92% | -0.06% | +22.97% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.69% | -0.64% | +0.53% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | -0.01% | +1.08% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.28% | +0.21% | +0.94% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.20% | -0.84% | -0.29% | |
| 10 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.82% | +1.37% | +0.49% | |
| 11 | RJF | Raymond James Financial Inc | Stock-Financials | 2.58% | -0.15% | +1.21% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.32% | -0.17% | +0.34% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.12% | +1.64% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.16% | +0.01% | +0.45% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.66% | +0.73% | +0.23% | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 1.66% | +0.33% | +3.54% | |
| 17 | CNQ | Canadian Natural Resources | Stock-Energy | 1.60% | -0.65% | +2.81% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.59% | -0.13% | +1.60% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | -0.01% | +1.76% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.51% | -0.07% | +2.11% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.45% | -0.17% | +1.27% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.13% | +1.44% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.19% | +0.01% | +2.42% | |
| 24 | FANG | Diamondback Energy Inc | Stock-Energy | 1.06% | -0.06% | +11.87% | |
| 25 | GRMN | Garmin Ltd. | Stock-Tech | 1.03% | -0.10% | +0.87% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.20% | +1.63% | |
| 27 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.99% | +0.16% | +1.80% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.17% | +1.86% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.07% | +2.41% | |
| 30 | MSI | Motorola Solutions Inc | Stock-Tech | 0.93% | -0.09% | +2.32% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.92% | -0.24% | — | |
| 32 | CB | Chubb Limited | Stock-Financials | 0.90% | -0.04% | +2.24% | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.88% | -0.08% | +2.33% | |
| 34 | MTDR | Matador Resources Co | Stock-Energy | 0.81% | — | +3.37% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.01% | -10.30% | |
| 36 | CME | Cme Group Inc | Stock-Financials | 0.74% | -0.23% | +1.82% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.27% | +2.86% | |
| 38 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.68% | — | +2.71% | |
| 39 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.67% | -0.47% | +6.03% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.65% | -0.03% | +2.88% | |
| 41 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.65% | -0.02% | +2.01% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.05% | +2.07% | |
| 43 | ADI | Analog Devices Inc | Stock-Tech | 0.61% | +0.07% | +2.73% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.07% | +5085.78% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.02% | +1.45% | |
| 46 | O | Realty Income CORP | Stock-Real Estate | 0.53% | -0.03% | +3.35% | |
| 47 | FIS | Fidelity National Info Serv | Stock-Tech | 0.52% | -0.04% | +2.25% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | — | +3.09% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.30% | +2.93% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.14% | +2.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +0.41% | Add |
| 2 | AVGO | Broadcom Inc | +1.1% | +0.94% | Add |
| 3 | TSLA | Tesla Inc | +1% | +22.97% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +1% | -0.29% | Trim |
| 5 | MCD | Mcdonald's CORP | +0.9% | NEW | New buy |
| 6 | FIX | Comfort Systems USA Inc | +0.9% | +0.49% | Add |
| 7 | ABBV | Abbvie Inc | +0.6% | +5085.78% | Add |
| 8 | ORCL | Oracle CORP | +0.5% | +1.60% | Add |
| 9 | MSFT | Microsoft CORP | +0.4% | +1.64% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +0.68% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +1.44% | Add |
| 12 | CELH | Celsius Holdings Inc | +0.2% | +740.95% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.1% | -2.37% | Trim |
| 14 | ETN | Eaton Corporation plc | +0.1% | +2.41% | Add |
| 15 | STRL | Sterling Infrastructure Inc | +0.1% | -0.06% | Trim |
| 16 | EXR | Extra Space Storage Inc | +0.1% | NEW | New buy |
| 17 | GEV | GE Vernova Inc | +0.1% | +31533.33% | Add |
| 18 | ELF | Elf Beauty Inc | +0.1% | +0.22% | Add |
| 19 | IESC | Ies Holdings Inc | +0.1% | +4.02% | Add |
| 20 | IDCC | Interdigital Inc | +0.1% | NEW | New buy |
| 21 | AMZN | Amazon.com Inc | +0.1% | +1.08% | Add |
| 22 | ASML | ASML Holding N.V. | +0.1% | +0.23% | Add |
| 23 | CDNS | Cadence Design Sys Inc | +0.1% | +1.80% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +1.45% | Add |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | -0.01% | Trim |
| 26 | PM | Philip Morris International | +0.1% | +3.54% | Add |
| 27 | SMCI | Super Micro Computer Inc | +0.1% | +2.72% | Add |
| 28 | DXCM | Dexcom Inc | +0.1% | +56.84% | Add |
| 29 | ALAB | Astera Labs Inc | +0.1% | -0.08% | Trim |
| 30 | AEIS | Advanced Energy Industries | +0.1% | -0.03% | Trim |
| 31 | ADI | Analog Devices Inc | 0% | +2.73% | Add |
| 32 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 33 | MPWR | Monolithic Power Systems Inc | 0% | +0.08% | Add |
| 34 | TT | Trane Technologies plc | 0% | +0.27% | Add |
| 35 | ACLS | Axcelis Technologies Inc | 0% | +0.25% | Add |
| 36 | TTD | Trade Desk Inc/the -class A | 0% | -0.08% | Trim |
| 37 | MPC | Marathon Petroleum CORP | 0% | +2.33% | Add |
| 38 | ENSG | Ensign Group Inc/the | 0% | -0.04% | Trim |
| 39 | AMD | Advanced Micro Devices | 0% | +0.38% | Add |
| 40 | POWL | Powell Industries Inc | 0% | — | Unchanged |
| 41 | WMT | Walmart Inc | 0% | +1.63% | Add |
| 42 | UFPT | Ufp Technologies Inc | 0% | -0.09% | Trim |
| 43 | PACS | Pacs Group Inc | 0% | +4.24% | Add |
| 44 | HQY | Healthequity Inc | 0% | — | Unchanged |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | +0.18% | Add |
| 46 | AXP | American Express Co | 0% | +0.12% | Add |
| 47 | APH | Amphenol Corp-cl A | 0% | +0.10% | Add |
| 48 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 49 | SWKS | Skyworks Solutions Inc | 0% | +11.83% | Add |
| 50 | GE | General Electric | 0% | — | Unchanged |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 221 disclosed positions in Q2 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, NVDA, AAPL) accounted for 21.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
MCD
市值: $3.4M
Top Position Liquidated / Trimmed
MRK
前期市值: $2.3M
During Q2 2025, Peterson Wealth Services's top holdings by market value included VUG (7.2%)、NVDA (6.4%)、AAPL (5.5%). The largest single position, VUG, represented 7.2% of total portfolio value.
In Q2 2025, Peterson Wealth Services made 162 total portfolio adjustments, initiating 18 new buys, adding to 94 positions, trimming 46 holdings, and fully liquidating 4 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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