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Peterson Wealth Services

Portfolio Manager
Peterson Wealth Services
Performance
-3.35% (2026 Q1)
AUM (13F)
$404.72M
# of Holdings
215
Performance Rank
Allocation (Top 20)
61.16%

Peterson Wealth Services Holdings Map

Top 50 Peterson Wealth Services Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
5.92%137.4K$24.0M
+0.25%(+340)
2025-Q1: 147.3K shares2025-Q2: 147.9K shares2025-Q3: 2.6K shares2025-Q4: 137.0K shares2026-Q1: 137.4K shares
$183.43(+23.11%)
2026-03-31
AAPL
APPLE INCORPORATED
5.86%93.4K$23.7M
+0.53%(+496)
2025-Q1: 99.9K shares2025-Q2: 97.4K shares2025-Q3: 1.1K shares2025-Q4: 92.9K shares2026-Q1: 93.4K shares
$262.03(+14.06%)
2026-03-31
FIX
COMFORT SYSTEMS USA INCORPORATED
5.58%16.4K$22.6M
-0.47%(-77)
2025-Q1: 19.1K shares2025-Q2: 19.2K shares2025-Q3: 60.3K shares2025-Q4: 16.4K shares2026-Q1: 16.4K shares
$516.33(+294.06%)
2026-03-31
VUG
VANGUARD GROWTH ETF
5.36%49.7K$21.7M
+1.58%(+771)
2025-Q1: 61.8K shares2025-Q2: 60.3K shares2025-Q3: 2.3K shares2025-Q4: 48.9K shares2026-Q1: 49.7K shares
$62.16(+40.79%)
2026-03-31
TSLA
TESLA INCORPORATED
4.03%43.8K$16.3M
+1.49%(+644)
2025-Q1: 36.6K shares2025-Q2: 45.0K shares2025-Q3: 150 shares2025-Q4: 43.2K shares2026-Q1: 43.8K shares
$445.96(-0.15%)
2026-03-31
JPM
JPMORGAN CHASE & COMPANY
3.63%49.9K$14.7M
+0.10%(+51)
2025-Q1: 50.8K shares2025-Q2: 51.1K shares2025-Q3: 6.6K shares2025-Q4: 49.8K shares2026-Q1: 49.9K shares
$296.59(+1.23%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.47%14.1K$14.0M
+1.03%(+143)
2025-Q1: 13.5K shares2025-Q2: 13.6K shares2025-Q3: 3.4K shares2025-Q4: 13.9K shares2026-Q1: 14.1K shares
$811.13(+27.36%)
2026-03-31
AVGO
BROADCOM INCORPORATED
3.16%41.3K$12.8M
+0.21%(+86)
2025-Q1: 43.0K shares2025-Q2: 43.4K shares2025-Q3: 13.7K shares2025-Q4: 41.2K shares2026-Q1: 41.3K shares
$251.14(+65.96%)
2026-03-31
AMZN
AMAZON COM INCORPORATED
3.09%60.1K$12.5M
+1.52%(+898)
2025-Q1: 58.8K shares2025-Q2: 59.4K shares2025-Q3: 1.6K shares2025-Q4: 59.2K shares2026-Q1: 60.1K shares
$222.82(+21.23%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
2.79%77.1K$11.3M
+1.00%(+760)
2025-Q1: 85.8K shares2025-Q2: 85.6K shares2025-Q3: 3.6K shares2025-Q4: 76.4K shares2026-Q1: 77.1K shares
$174.51(-25.48%)
2026-03-31

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