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PETERSON WEALTH SERVICES
PETERSON WEALTH SERVICES
Latest filing: 2026-06-30
PETERSON WEALTH SERVICES runs PETERSON WEALTH SERVICES and currently holds 245 stock positions, which is more than the average of 230 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 #496 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%.
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245 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FIX COMFORT SYSTEMS USA INCORPORATED | 6.95% | $621.51 | $1,655.19 | +166.32% | Trimmed -1.69% |
 NVDA NVIDIA CORPORATION | 5.93% | $183.48 | $214.76 | +17.05% | Trimmed -1.11% |
 AAPL APPLE INCORPORATED | 5.89% | $270.82 | $309.35 | +14.23% | Trimmed -0.06% |
 VUG VANGUARD GROWTH ETF | 5.17% | $80.04 | $87.49 | +9.31% | Added +453.96% |
 TSLA TESLA INCORPORATED | 3.97% | $448.02 | $362.86 | -19.01% | Trimmed -1.13% |
 JPM JPMORGAN CHASE & COMPANY | 3.55% | $299.45 | $351.64 | +17.43% | Trimmed -0.37% |
 AVGO BROADCOM INCORPORATED | 3.37% | $254.00 | $368.45 | +45.06% | Trimmed -0.91% |
 ASML ASML HOLDING NV (NETHERLANDS) | 3.13% | $787.61 | $1,763.76 | +123.94% | Trimmed -1.81% |
 AMZN AMAZON COM INCORPORATED | 3.08% | $228.15 | $258.63 | +13.36% | Trimmed -1.15% |
 COST COSTCO WHOLESALE CORPORATION | 2.83% | $816.52 | $947.74 | +16.07% | Trimmed -1.60% |
Showing 1-10 of 245