Peterson Wealth Services
CIK: 0001906799SEC EDGAR →
Portfolio Value
$391.1M
Holdings
218
As of
Q4 2025
New Positions
218
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 137,048 | $25.6M | 6.54% |
| 2 | APPLE INCORPORATED | 92,911 | $25.3M | 6.46% |
| 3 | VANGUARD GROWTH ETF | 48,904 | $23.9M | 6.10% |
| 4 | TESLA INCORPORATED | 43,192 | $19.4M | 4.97% |
| 5 | JPMORGAN CHASE & COMPANY. | 49,846 | $16.1M | 4.11% |
| 6 | COMFORT SYSTEMS USA INCORPORATED | 16,447 | $15.3M | 3.92% |
| 7 | BROADCOM INCORPORATED | 41,176 | $14.3M | 3.64% |
| 8 | AMAZON COM INCORPORATED | 59,161 | $13.7M | 3.49% |
| 9 | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 76,356 | $13.6M | 3.47% |
| 10 | COSTCO WHOLESALE CORPORATION NEW | 13,946 | $12.0M | 3.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (218)
$25.6M · 137K shares
$25.3M · 93K shares
$23.9M · 49K shares
$19.4M · 43K shares
$16.1M · 50K shares
$15.3M · 16K shares
$14.3M · 41K shares
$13.7M · 59K shares
$13.6M · 76K shares
$12.0M · 14K shares
$9.8M · 61K shares
$8.7M · 17K shares
$8.0M · 17K shares
$7.8M · 7K shares
$7.6M · 22K shares
$6.4M · 190K shares
$5.5M · 16K shares
$5.3M · 33K shares
$5.1M · 26K shares
$4.9M · 5K shares
$4.9M · 14K shares
$4.8M · 7K shares
$4.6M · 20K shares
$4.3M · 45K shares
$4.0M · 36K shares
$3.7M · 12K shares
$3.7M · 18K shares
$3.6M · 24K shares
$3.6M · 12K shares
$3.5M · 11K shares
$3.2M · 5K shares
$3.1M · 8K shares
$3.1M · 19K shares
$3.0M · 25K shares
$3.0M · 9K shares
$2.9M · 14K shares
$2.9M · 57K shares
$2.8M · 18K shares
$2.8M · 12K shares
$2.6M · 10K shares
$2.5M · 12K shares
$2.5M · 9K shares
$2.3M · 19K shares
$2.2M · 51K shares
$2.1M · 8K shares
$2.0M · 53K shares
$2.0M · 11K shares
$1.9M · 20K shares
$1.9M · 33K shares
$1.8M · 3K shares
$1.6M · 2K shares
$1.5M · 9K shares
$1.5M · 5K shares
$1.4M · 4K shares
$1.4M · 15K shares
$1.3M · 20K shares
$1.3M · 6K shares
$1.3M · 3K shares
$1.3M · 31K shares
$1.2M · 4K shares
$1.2M · 7K shares
$1.1M · 38K shares
$1.1M · 4K shares
$1.1M · 1K shares
$1.1M · 7K shares
$1.0M · 14K shares
$977K · 21K shares
$926K · 3K shares
$914K · 2K shares
$898K · 11K shares
$873K · 9K shares
$801K · 8K shares
$800K · 4K shares
$785K · 5K shares
$734K · 2K shares
$729K · 340 shares
$677K · 3K shares
$677K · 2K shares
$673K · 2K shares
$661K · 7K shares
$657K · 17K shares
$643K · 14K shares
$627K · 4K shares
$601K · 921 shares
$598K · 2K shares
$595K · 8K shares
$594K · 6K shares
$594K · 7K shares
$577K · 2K shares
$575K · 8K shares
$568K · 3K shares
$539K · 6K shares
$516K · 2K shares
$510K · 7K shares
$503K · 4K shares
$450K · 2K shares
$448K · 2K shares
$397K · 760 shares
$367K · 6K shares
$345K · 3K shares
$289K · 1K shares
$283K · 1K shares
$271K · 3K shares
$269K · 2K shares
$267K · 2K shares
$263K · 3K shares
$253K · 3K shares
$252K · 1K shares
$230K · 10K shares
$221K · 6K shares
$213K · 377 shares
$212K · 367 shares
$211K · 3K shares
$209K · 2K shares
$206K · 2K shares
$202K · 788 shares
$194K · 2K shares
$194K · 1K shares
$182K · 3K shares
$179K · 3K shares
$169K · 1K shares
$164K · 3K shares
$159K · 260 shares
$158K · 1K shares
$158K · 337 shares
$157K · 1K shares
$155K · 2K shares
$149K · 2K shares
$148K · 2K shares
$148K · 1K shares
$147K · 4K shares
$144K · 1K shares
$143K · 2K shares
$137K · 7K shares
$137K · 955 shares
$129K · 3K shares
$126K · 1K shares
$117K · 3K shares
$112K · 420 shares
$109K · 960 shares
$109K · 361 shares
$107K · 2K shares
$103K · 779 shares
$101K · 135 shares
$91K · 924 shares
$90K · 2K shares
$70K · 1K shares
$69K · 226 shares
$67K · 802 shares
$67K · 441 shares
$52K · 979 shares
$52K · 813 shares
$51K · 1K shares
$41K · 1K shares
$40K · 745 shares
$37K · 2K shares
$37K · 1K shares
$37K · 11 shares
$36K · 348 shares
$36K · 1K shares
$35K · 123 shares
$33K · 3K shares
$28K · 2K shares
$27K · 400 shares
$26K · 150 shares
$26K · 150 shares
$21K · 431 shares
$19K · 342 shares
$18K · 400 shares
$18K · 32 shares
$17K · 260 shares
$16K · 116 shares
$16K · 41 shares
$16K · 140 shares
$14K · 2K shares
$13K · 205 shares
$12K · 127 shares
$12K · 183 shares
$11K · 728 shares
$11K · 65 shares
$11K · 160 shares
$10K · 106 shares
$8K · 58 shares
$8K · 60 shares
$8K · 58 shares
$8K · 7K shares
$7K · 21 shares
$6K · 80 shares
$5K · 33 shares
$5K · 43 shares
$5K · 37 shares
$5K · 10 shares
$4K · 37 shares
$4K · 20 shares
$4K · 25 shares
$4K · 40 shares
$3K · 20 shares
$3K · 11 shares
$2K · 104 shares
$2K · 37 shares
$2K · 122 shares
$2K · 13 shares
$2K · 20 shares
$2K · 17 shares
$1K · 10 shares
$1K · 100 shares
$1K · 19 shares
$1K · 30 shares
$1K · 37 shares
$1K · 23 shares
$1K · 3 shares
$1K · 82 shares
$1K · 13 shares
$0 · 37 shares
$0 · 4 shares
$0 · 20 shares
$0 · 6 shares
$0 · 25 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 41 | $121.3M | 31.0% |
| Financial Services | 52 | $82.2M | 21.0% |
| Consumer Cyclical | 17 | $49.1M | 12.6% |
| Industrials | 32 | $41.0M | 10.5% |
| Healthcare | 20 | $23.3M | 6.0% |
| Energy | 13 | $23.2M | 5.9% |
| Consumer Defensive | 14 | $17.5M | 4.5% |
| Unknown | 12 | $17.0M | 4.3% |
| Communication Services | 5 | $8.2M | 2.1% |
| Basic Materials | 7 | $3.3M | 0.8% |
| Real Estate | 2 | $2.4M | 0.6% |
| Utilities | 3 | $2.4M | 0.6% |