PETERSON WEALTH SERVICES 13F Portfolio
PETERSON WEALTH SERVICES runs PETERSON WEALTH SERVICES and currently holds 245 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $458.71M. Their top holdings are FIX, NVDA, AAPL, VUG, TSLA. The top five represent 27.9% of reported portfolio weight. PETERSON WEALTH SERVICES ranks #513 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PETERSON WEALTH SERVICES initiated 2 new positions. They added to 68 existing positions. They trimmed 28 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
Portfolio Value
$458.71M
Alpha Score
57.6
#513 of 1000
Holdings
245
PETERSON WEALTH SERVICES Current 13F Holdings
Reported holdings from PETERSON WEALTH SERVICES's latest SEC 13F filing, ranked by portfolio weight.
245 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FIX COMFORT SYSTEMS USA INCORPORATED | 6.95% | $621.51 | $1,714.98 | +175.94% | Trimmed -1.69% |
 NVDA NVIDIA CORPORATION | 5.93% | $183.48 | $229.28 | +24.96% | Trimmed -1.11% |
 AAPL APPLE INCORPORATED | 5.89% | $270.82 | $336.68 | +24.32% | Trimmed -0.06% |
 VUG VANGUARD GROWTH ETF | 5.17% | $80.04 | $91.99 | +14.93% | Added +453.96% |
 TSLA TESLA INCORPORATED | 3.97% | $448.02 | $382.70 | -14.58% | Trimmed -1.13% |
 JPM JPMORGAN CHASE & COMPANY | 3.55% | $299.45 | $333.01 | +11.21% | Trimmed -0.37% |
 AVGO BROADCOM INCORPORATED | 3.37% | $254.00 | $361.54 | +42.34% | Trimmed -0.91% |
 ASML ASML HOLDING NV (NETHERLANDS) | 3.13% | $787.61 | $1,780.34 | +126.04% | Trimmed -1.81% |
 AMZN AMAZON COM INCORPORATED | 3.08% | $228.15 | $262.43 | +15.03% | Trimmed -1.15% |
 COST COSTCO WHOLESALE CORPORATION | 2.83% | $816.52 | $946.92 | +15.97% | Trimmed -1.60% |
Showing 1-10 of 245