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PETERSON WEALTH SERVICES 13F portfolio summary

PETERSON WEALTH SERVICES of PETERSON WEALTH SERVICES has 214 current stock holdings with a reported portfolio value of $404.7M. The portfolio 1 year return is +24.18%. Top holdings include UPS (0.00%), QQQ (0.00%), SPY (0.00%), NVDA (5.97%), AAPL (5.91%).

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PETERSON WEALTH SERVICES

PETERSON WEALTH SERVICES
Latest filing: 2026-03-31

PETERSON WEALTH SERVICES runs PETERSON WEALTH SERVICES and currently holds 214 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $404.72M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PETERSON WEALTH SERVICES ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PETERSON WEALTH SERVICES's portfolio at PETERSON WEALTH SERVICES has delivered returns of +24.18%. Their 3-year annualized return is +69.12%. Looking at the 5-year horizon, PETERSON WEALTH SERVICES has achieved +49.49% annualized returns at PETERSON WEALTH SERVICES.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+24.18%
#0/1000
3 Year
+69.12%
#0/1000
5 Year
+49.49%
#0/1000

Portfolio Value

$404.72M

Alpha Score

45.4

#0 of 1000

Holdings

214

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change