Latest Peterson Wealth Services Stock Portfolio
Peterson Wealth Services Performance:
2025 Q3: 60.9%YTD: 64.98%2024: 18.34%
Performance for 2025 Q3 is 60.9%, and YTD is 64.98%, and 2024 is 18.34%.
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 $405.2 Millions as of 30 Sep, 2025.
The top stock holdings of Peterson Wealth Services are VB, NVDA, AAPL. The fund has invested 7% of it's portfolio in VANGUARD GROWTH ETF and 6.8% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off ZURN ELKAY WATER SOLNS CORPORATION (ZWS), JUNIPER NETWORKS INCORPORATED (JNPR) and BRIGHTVIEW HLDGS INCORPORATED (BV) stocks. They significantly reduced their stock positions in CANADIAN NAT RES LIMITED (CANADA), MOTOROLA SOLUTIONS INCORPORATED COM NEW (MSI) and WALMART INCORPORATED (WMT). Peterson Wealth Services opened new stock positions in LAM RESEARCH CORPORATION COM NEW (LRCX), STRIDE INCORPORATED (LRN) and GLOBAL PMTS INCORPORATED (GPN). The fund showed a lot of confidence in some stocks as they added substantially to NUCOR CORPORATION (NUE), ONTO INNOVATION INCORPORATED (ONTO) and CATERPILLAR INCORPORATED (CAT).
The top stock holdings of Peterson Wealth Services are VB, NVDA, AAPL. The fund has invested 7% of it's portfolio in VANGUARD GROWTH ETF and 6.8% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off ZURN ELKAY WATER SOLNS CORPORATION (ZWS), JUNIPER NETWORKS INCORPORATED (JNPR) and BRIGHTVIEW HLDGS INCORPORATED (BV) stocks. They significantly reduced their stock positions in CANADIAN NAT RES LIMITED (CANADA), MOTOROLA SOLUTIONS INCORPORATED COM NEW (MSI) and WALMART INCORPORATED (WMT). Peterson Wealth Services opened new stock positions in LAM RESEARCH CORPORATION COM NEW (LRCX), STRIDE INCORPORATED (LRN) and GLOBAL PMTS INCORPORATED (GPN). The fund showed a lot of confidence in some stocks as they added substantially to NUCOR CORPORATION (NUE), ONTO INNOVATION INCORPORATED (ONTO) and CATERPILLAR INCORPORATED (CAT).
Peterson Wealth Services Annual Return Estimates Vs S&P 500
Our best estimate is that Peterson Wealth Services made a return of 60.9% in the last quarter. In trailing 12 months, it's portfolio return was 73.03%.
New Buys
| Ticker | $ Bought |
|---|---|
| lam research corporation com new | 215,847 |
| stride incorporated | 175,600 |
| global pmts incorporated | 166,747 |
| invesco qqq tr | 160,299 |
| sei invts company | 148,742 |
| coca cola company | 132,905 |
| autozone incorporated | 47,193 |
| cipher mining incorporated | 24,349 |
New stocks bought by Peterson Wealth Services
Additions
| Ticker | % Inc. |
|---|---|
| nucor corporation | 587,032 |
| onto innovation incorporated | 155,171 |
| caterpillar incorporated | 94,852 |
| hershey company | 47,785 |
| target corporation | 35,359 |
| arm holdings plc sponsored ads | 34,150 |
| quest diagnostics incorporated | 33,812 |
| pepsico incorporated | 28,745 |
Additions to existing portfolio by Peterson Wealth Services
Reductions
| Ticker | % Reduced |
|---|---|
| canadian nat res limited (canada) | -99.98 |
| motorola solutions incorporated com new | -99.96 |
| walmart incorporated | -99.95 |
| vanguard ftse developed markets etf | -99.94 |
| lantheus hldgs incorporated | -99.87 |
| berkshire hathaway incorporated del class b new | -99.86 |
| conocophillips | -99.74 |
| healthequity incorporated | -99.71 |
Peterson Wealth Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| zurn elkay water solns corporation | -776,352 |
| brightview hldgs incorporated | -117,216 |
| juniper networks incorporated | -189,987 |
| millrose pptys incorporated com class a reit | -16,535 |
| nv5 global incorporated | -9,236 |
| smurfit westrock plc shs (ireland) | -9,191 |
| icu med incorporated | -26,430 |
| freeport-mcmoran incorporated class b | -954 |
Peterson Wealth Services got rid off the above stocks
Sector Distribution
Peterson Wealth Services has about 30.2% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 30.2 |
| Others | 16.2 |
| Consumer Cyclical | 12.3 |
| Financial Services | 10.5 |
| Industrials | 9.9 |
| Consumer Defensive | 6.1 |
| Healthcare | 5.6 |
| Energy | 4.9 |
| Communication Services | 2.3 |
| Basic Materials | 1.1 |
Market Cap. Distribution
Peterson Wealth Services has about 78.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 45.3 |
| LARGE-CAP | 33.3 |
| UNALLOCATED | 16.2 |
| MID-CAP | 5 |
Stocks belong to which Index?
About 78.4% of the stocks held by Peterson Wealth Services either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 70.3 |
| Others | 21.5 |
| RUSSELL 2000 | 8.1 |
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 215 stocks in it's portfolio. About 46% of the portfolio is in top 10 stocks. FIX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Peterson Wealth Services last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAON | aaon incorporated com par $0.004 | 0.17 | 1,646 | 678,901 | reduced | -75.71 | ||
| AAPL | apple incorporated | 5.94 | 1,125 | 24,089,700 | reduced | -98.84 | ||
| AAXJ | ishares tr u.s. med dvc etf | 0.04 | 14,197 | 174,833 | added | 387 | ||
| AAXJ | ishares tr eafe grwth etf | 0.03 | 728 | 109,325 | reduced | -24.17 | ||
| AAXJ | ishares tr gl clean ene etf | 0.00 | 825 | 11,269 | added | 13.32 | ||
| ABBV | abbvie incorporated | 0.67 | 418 | 2,720,360 | reduced | -96.42 | ||
| ABT | abbott labs | 0.05 | 11,749 | 220,465 | added | 643 | ||
| ACLS | axcelis technologies incorporated com new | 0.23 | 400 | 923,381 | reduced | -95.63 | ||
| ACN | accenture plc ireland shs class a (ireland) | 0.03 | 460 | 102,991 | added | 10.84 | ||
| ADI | analog devices incorporated | 0.57 | 94,607 | 2,294,900 | added | 904 | ||
| ADP | automatic data processing incorporated | 0.06 | 11.00 | 231,338 | reduced | -98.6 | ||
| AEIS | advanced energy industries | 0.27 | 3,753 | 1,108,740 | reduced | -42.19 | ||
| AFK | vaneck natural resources etf | 0.04 | 775 | 153,742 | reduced | -71.22 | ||
| AGCO | agco corporation | 0.20 | 8,470 | 832,510 | added | 10.07 | ||
| ALL | allstate corporation | 0.07 | 4,084 | 291,265 | added | 207 | ||
| AMAT | applied matls incorporated | 0.06 | 10.00 | 230,421 | reduced | -96.66 | ||
| AMD | advanced micro devices incorporated | 0.15 | 7,775 | 607,198 | added | 112 | ||
| AMGN | amgen incorporated | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com incorporated | 3.22 | 1,617 | 13,049,000 | reduced | -97.28 | ||
| APD | air products & chemicals incorporated | 0.57 | 1,357 | 2,310,010 | reduced | -83.89 | ||