Latest Peterson Wealth Services Stock Portfolio
Peterson Wealth Services Performance:
2025 Q1: -6.8%YTD: -6.8%2024: 17.67%
Performance for 2025 Q1 is -6.8%, and YTD is -6.8%, and 2024 is 17.67%.
About Peterson Wealth Services and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Peterson Wealth Services reported an equity portfolio of $322.8 Millions as of 31 Mar, 2025.
The top stock holdings of Peterson Wealth Services are VB, AAPL, NVDA. The fund has invested 7.1% of it's portfolio in VANGUARD GROWTH ETF and 6.9% of portfolio in APPLE INCORPORATED.
The fund managers got completely rid off ISHARES TR CORE 1 5 YR USD (IBCE), FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF (CARZ) and VANGUARD TAX-EXEMPT BOND ETF (VTEB) stocks. They significantly reduced their stock positions in NOVO-NORDISK A S ADR (DENMARK), ISHARES INCORPORATED CORE MSCI EMKT (EMGF) and ISHARES TR CORE S&P MCP ETF (IJR). Peterson Wealth Services opened new stock positions in PHILIP MORRIS INTERNATIONAL INCORPORATED (PM), CUMMINS INCORPORATED (CMI) and PAYCOM SOFTWARE INCORPORATED (PAYC). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORPORATION (ORCL), ISHARES TR CORE US AGGBD ET (IJR) and VANGUARD GROWTH ETF (VB).
The top stock holdings of Peterson Wealth Services are VB, AAPL, NVDA. The fund has invested 7.1% of it's portfolio in VANGUARD GROWTH ETF and 6.9% of portfolio in APPLE INCORPORATED.
The fund managers got completely rid off ISHARES TR CORE 1 5 YR USD (IBCE), FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF (CARZ) and VANGUARD TAX-EXEMPT BOND ETF (VTEB) stocks. They significantly reduced their stock positions in NOVO-NORDISK A S ADR (DENMARK), ISHARES INCORPORATED CORE MSCI EMKT (EMGF) and ISHARES TR CORE S&P MCP ETF (IJR). Peterson Wealth Services opened new stock positions in PHILIP MORRIS INTERNATIONAL INCORPORATED (PM), CUMMINS INCORPORATED (CMI) and PAYCOM SOFTWARE INCORPORATED (PAYC). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORPORATION (ORCL), ISHARES TR CORE US AGGBD ET (IJR) and VANGUARD GROWTH ETF (VB).
Peterson Wealth Services Annual Return Estimates Vs S&P 500
Our best estimate is that Peterson Wealth Services made a return of -6.8% in the last quarter. In trailing 12 months, it's portfolio return was 2.6%.
New Buys
| Ticker | $ Bought |
|---|---|
| philip morris international incorporated | 5,094,920 |
| cummins incorporated | 1,022,350 |
| paycom software incorporated | 784,690 |
| agco corporation | 711,771 |
| zurn elkay water solns corporation | 699,661 |
| powell industries incorporated | 608,081 |
| super micro computer incorporated com new | 592,455 |
| invesco s&p smallcap momentum etf | 419,774 |
New stocks bought by Peterson Wealth Services
Additions
| Ticker | % Inc. |
|---|---|
| oracle corporation | 195 |
| ishares tr core us aggbd et | 85.5 |
| vanguard growth etf | 84.87 |
| e l f beauty incorporated | 77.89 |
| conocophillips | 68.09 |
| palantir technologies incorporated class a | 62.61 |
| matador res company | 61.47 |
| asml holding n v n y registry shs (netherlands) | 42.37 |
Additions to existing portfolio by Peterson Wealth Services
Reductions
| Ticker | % Reduced |
|---|---|
| novo-nordisk a s adr (denmark) | -99.52 |
| ishares incorporated core msci emkt | -98.6 |
| ishares tr core s&p mcp etf | -96.45 |
| ishares tr core s&p scp etf | -95.22 |
| ge vernova incorporated | -94.64 |
| vanguard value etf | -88.16 |
| intercontinental exchange incorporated | -85.16 |
| spdr s&p midcap 400 etf trust | -80.35 |
Peterson Wealth Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| first trust indxx global natural resources income etf | -108,643 |
| ishares tr core 1 5 yr usd | -149,751 |
| vanguard tax-exempt bond etf | -80,308 |
| pfizer incorporated | -13,925 |
| spdr nuveen bloomberg high yield municip | -10,258 |
| halliburton company | -10,241 |
| first horizon corporation | -5,595 |
| ishares tr rus 1000 val etf | -32,027 |
Peterson Wealth Services got rid off the above stocks
Sector Distribution
Peterson Wealth Services has about 25.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 25.9 |
| Others | 17.1 |
| Financial Services | 11.5 |
| Consumer Cyclical | 10.5 |
| Healthcare | 9.4 |
| Industrials | 7.9 |
| Consumer Defensive | 6.8 |
| Energy | 6.2 |
| Communication Services | 2.1 |
| Basic Materials | 1.5 |
Market Cap. Distribution
Peterson Wealth Services has about 77.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 44.2 |
| LARGE-CAP | 33.6 |
| UNALLOCATED | 17.1 |
| MID-CAP | 4.9 |
Stocks belong to which Index?
About 78.9% of the stocks held by Peterson Wealth Services either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 72.8 |
| Others | 21.1 |
| RUSSELL 2000 | 6.1 |
Peterson Wealth Services Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Peterson Wealth Services
Peterson Wealth Services has 206 stocks in it's portfolio. About 41% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. V was the most profitable stock for Peterson Wealth Services last quarter.
Last Reported on: 05 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAON | aaon incorporated com par $0.004 | 0.16 | 6,777 | 529,496 | reduced | -39.00 | ||
| AAPL | apple incorporated | 6.88 | 99,943 | 22,200,400 | added | 1.93 | ||
| AAXJ | ishares tr u.s. med dvc etf | 0.05 | 2,910 | 175,153 | unchanged | 0.00 | ||
| AAXJ | ishares tr eafe grwth etf | 0.03 | 960 | 96,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr gl clean ene etf | 0.00 | 1,000 | 11,420 | unchanged | 0.00 | ||
| ABBV | abbvie incorporated | 0.01 | 225 | 47,142 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.07 | 1,750 | 232,094 | reduced | -2.07 | ||
| ACLS | axcelis technologies incorporated com new | 0.14 | 9,131 | 453,537 | added | 18.69 | ||
| ACN | accenture plc ireland shs class a (ireland) | 0.04 | 413 | 128,942 | added | 0.24 | ||
| ADI | analog devices incorporated | 0.57 | 9,167 | 1,848,630 | added | 12.69 | ||
| ADP | automatic data processing incorporated | 0.07 | 788 | 240,820 | unchanged | 0.00 | ||
| AEIS | advanced energy industries | 0.19 | 6,494 | 618,973 | reduced | -24.64 | ||
| AFK | vaneck natural resources etf | 0.04 | 2,693 | 134,153 | unchanged | 0.00 | ||
| AFK | vaneck agribusiness etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGCO | agco corporation | 0.22 | 7,689 | 711,771 | new | |||
| ALL | allstate corporation | 0.09 | 1,323 | 273,985 | reduced | -4.06 | ||
| AMAT | applied matls incorporated | 0.01 | 299 | 43,391 | unchanged | 0.00 | ||
| AMD | advanced micro devices incorporated | 0.12 | 3,650 | 375,001 | added | 2.9 | ||
| AMZN | amazon com incorporated | 3.46 | 58,784 | 11,184,200 | added | 3.62 | ||
| APD | air products & chemicals incorporated | 0.75 | 8,189 | 2,415,210 | added | 7.65 | ||