Peterson Wealth Services

RIA/Wealth

Peterson Wealth Services is a RIA/Wealth based in South Ogden, UT led by Billy Cade Peterson, reporting $462.7M in AUM as of Q3 2025 with 56% concentrated in top 10 holdings.

CEOBilly Cade Peterson

Portfolio Value: $175.6M
Positions: 126
Top Holding: JPM at 9.09%
Last Reported: Q3 2025

Address1523 East Skyline Drive Suite C, South Ogden, UT, 84405, United States

Top Holdings

Largest long holdings in Peterson Wealth Services's portfolio (55.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan Chase JPM	Banks - Diversified Financial Services	$16.0M	9.09%	-$106.8M Sold	0.00% 6.6K shares	Q4 2021 Held for 3y 11m
2 Comfort Systems USA FIX	Engineering & Construction Industrials	$15.4M	8.79%	+$10.5M Bought	0.17% 60.3K shares	Q4 2021 Held for 3y 11m
3 Broadcom Inc. AVGO	Semiconductors Technology	$14.1M	8.03%	-$30.6M Sold	0.00% 13.7K shares	Q4 2021 Held for 3y 11m
4 Costco Wholesale COST	Discount Stores Consumer Defensive	$12.6M	7.20%	-$37.9M Sold	0.00% 3.4K shares	Q4 2021 Held for 3y 11m
5 Raymond James Financial RJF	Financial - Capital Markets Financial Services	$10.5M	6.00%	-$8.7M Sold	0.02% 33.6K shares	Q4 2021 Held for 3y 11m
6 Visa V	Financial - Credit Services Financial Services	$7.4M	4.21%	+$3.0M Bought	0.00% 37.0K shares	Q4 2021 Held for 3y 11m
7 ASML ASML ASML	Unknown Unknown	$7.3M	4.15%	+$1.7M Bought	— 9.9K shares	Q2 2025 Held for 5 months
8 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$5.0M	2.87%	-$7.1M Sold	0.00% 2.9K shares	Q2 2023 Held for 2y 5m
9 Stryker SYK	Medical - Devices Healthcare	$5.0M	2.83%	+$1.8M Bought	0.01% 21.1K shares	Q2 2023 Held for 2y 5m
10 Diamondback Energy FANG	Oil & Gas Exploration & Production Energy	$4.1M	2.36%	-$9.2M Sold	0.00% 8.7K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Peterson Wealth Services's latest filing

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Market Value

$175.6M

Prior: $365.0M

Q/Q Change

-51.89%

-$189.4M

Net Flows % of MV

-203.05%

Turnover Ratio

112.18%

New Purchases

5 stocks

$488.7K

Added To

64 stocks

+$32.2M

Sold Out Of

20 stocks

$395.9K

Reduced Holdings

55 stocks

-$388.9M

Increased Positions

Position	Shares Δ	Change
1 Global Payments GPN	New	0 → 1.5K +$166.7K
2 SEI Investments SEIC	New	0 → 5.0K +$148.7K
3 Coca-Cola KO	New	0 → 4.1K +$132.9K
4 Cipher Mining Inc. CIFR	New	0 → 3.3K +$24.3K
5 Iris Energy IREN	New	0 → 183.0 +$15.9K

Decreased Positions

Position	Shares Δ	Change
1 Juniper Networks JNPR	Sold	4.8K → 0 −$190.0K
2 BrightView Holdings, Inc. BV	Sold	7.0K → 0 −$117.2K
3 ICU Medical ICUI	Sold	200.0 → 0 −$26.4K
4 MRP Millrose Properties, Inc. MRP	Sold	580.0 → 0 −$16.5K
5 MRP Morgan Stanley MRP	Sold	580.0 → 0 −$16.5K

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Analytics

Portfolio insights and performance metrics for Peterson Wealth Services

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Sector Allocation

Financial Services

24.50%

Industrials

18.70%

Technology

12.80%

Healthcare

10.40%

Energy

8.00%

Consumer Defensive

7.90%

Communication Services

5.60%

ETF

4.00%

Basic Materials

1.50%

Consumer Cyclical

1.30%

Utilities

0.80%

Real Estate

0.30%

Market Cap Distribution

Mega Cap (> $200B)

39.89%

Large Cap ($10B - $200B)

44.00%

Mid Cap ($2B - $10B)

7.52%

Small Cap ($300M - $2B)

0.38%

Micro Cap ($50M - $300M)

0.00%

N/A (ETF or Unknown)

8.20%

Portfolio Concentration

Top 10 Holdings %

55.53%

Top 20 Holdings %

72.68%

Top 50 Holdings %

92.01%

Top 100 Holdings %

99.75%