Peterson Wealth Services 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Peterson Wealth Services | Institutional Filer | ▲ 3.49% | $404.7M | 215 |
Current Portfolio Holdings
Showing all 215 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 137K | $24.0M | 5.92% |
| 2 | AAPL | Apple Inc. | Technology | 93K | $23.7M | 5.86% |
| 3 | FIX | Comfort Systems USA, Inc. | Industrials | 16K | $22.6M | 5.58% |
| 4 | VUG | VANGUARD GROWTH ETF | — | 50K | $21.7M | 5.36% |
| 5 | TSLA | Tesla, Inc. | Consumer Cyclical | 44K | $16.3M | 4.03% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 50K | $14.7M | 3.63% |
| 7 | COST | Costco Wholesale Corporation | Consumer Defensive | 14K | $14.0M | 3.47% |
| 8 | AVGO | Broadcom Inc. | Technology | 41K | $12.8M | 3.16% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 60K | $12.5M | 3.09% |
| 10 | PLTR | Palantir Technologies Inc. | Technology | 77K | $11.3M | 2.79% |
| 11 | ASML | ASML Holding N.V. | Technology | 7K | $9.7M | 2.40% |
| 12 | CNQ | Canadian Natural Resources Limited | Energy | 192K | $9.4M | 2.32% |
| 13 | RJF | Raymond James Financial, Inc. | Financial Services | 62K | $9.0M | 2.21% |
| 14 | BRKB | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | — | 18K | $8.5M | 2.10% |
| 15 | NFLX | Netflix, Inc. | Communication Services | 84K | $8.1M | 2.01% |
Showing 1 to 15 of 215 holdings