Peterson Wealth Services Portfolio Holdings
Q3 2025•126 long positions•$175.6M portfolio value
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Holding146 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Diversified Financial Services | $16.0M 9.09% | -$106.8M Sold | 0.0% 6.6K shares | 51.1K → 6.6K −$106.8M | -87.0% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Engineering & Construction Industrials | $15.4M 8.79% | +$10.5M Bought | 0.171% 60.3K shares | 19.2K → 60.3K +$10.5M | +214.19% | $29.1B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $14.1M 8.03% | -$30.6M Sold | 0.0% 13.7K shares | 43.4K → 13.7K −$30.6M | -68.41% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $12.6M 7.2% | -$37.9M Sold | 0.001% 3.4K shares | 13.6K → 3.4K −$37.9M | -74.98% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $10.5M 6.0% | -$8.7M Sold | 0.017% 33.6K shares | 61.3K → 33.6K −$8.7M | -45.19% | $34.4B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $7.4M 4.21% | +$3.0M Bought | 0.002% 37.0K shares | 22.2K → 37.0K +$3.0M | +66.51% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $7.3M 4.15% | +$1.7M Bought | — 9.9K shares | 7.6K → 9.9K +$1.7M | +30.79% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $5.0M 2.87% | -$7.1M Sold | 0.0% 2.9K shares | 6.9K → 2.9K −$7.1M | -58.54% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
Medical - Devices Healthcare | $5.0M 2.83% | +$1.8M Bought | 0.006% 21.1K shares | 13.4K → 21.1K +$1.8M | +57.07% | $141.33B Large Cap | Q2 2023 Held for 2y 5m | |
Oil & Gas Exploration & Production Energy | $4.1M 2.36% | -$9.2M Sold | 0.003% 8.7K shares | 28.3K → 8.7K −$9.2M | -69.06% | $41.4B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Refining & Marketing Energy | $3.7M 2.12% | +$2.5M Bought | 0.02% 60.7K shares | 19.4K → 60.7K +$2.5M | +212.84% | $58.6B Large Cap | Q4 2021 Held for 3y 11m | |
Industrial - Machinery Industrials | $3.5M 2.02% | -$7.4M Sold | 0.001% 3.1K shares | 9.6K → 3.1K −$7.4M | -67.54% | $145.70B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $3.5M 2.0% | +$1.3M Bought | 0.001% 7.2K shares | 4.6K → 7.2K +$1.3M | +57.26% | $684.00B Mega Cap | Q1 2024 Held for 1y 8m | |
Insurance - Property & Casualty Financial Services | $3.2M 1.81% | -$15.4M Sold | 0.0% 1.9K shares | 11.3K → 1.9K −$15.4M | -82.87% | $112.53B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 1.74% | -$7.6M Sold | — 1.3K shares | 4.4K → 1.3K −$7.6M | -71.36% | — — | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $2.8M 1.6% | -$21.1M Sold | 0.0% 2.9K shares | 24.8K → 2.9K −$21.1M | -88.28% | $480.68B Mega Cap | Q1 2024 Held for 1y 8m | |
Oil & Gas Exploration & Production Energy | $2.7M 1.55% | -$11.6M Sold | 0.01% 11.8K shares | 62.2K → 11.8K −$11.6M | -80.95% | $5.6B Mid Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $2.6M 1.5% | +$632.1K Bought | 0.001% 20.1K shares | 15.3K → 20.1K +$632.1K | +31.6% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Data & Stock Exchanges Financial Services | $2.6M 1.5% | -$10.3M Sold | 0.001% 2.0K shares | 9.8K → 2.0K −$10.3M | -79.65% | $97.4B Large Cap | Q4 2021 Held for 3y 11m | |
Chemicals - Specialty Basic Materials | $2.3M 1.32% | -$12.0M Sold | 0.001% 1.4K shares | 8.4K → 1.4K −$12.0M | -83.89% | $60.7B Large Cap | Q4 2021 Held for 3y 11m | |
Trucking Industrials | $2.3M 1.28% | -$18.7M Sold | 0.001% 1.7K shares | 15.4K → 1.7K −$18.7M | -89.24% | $29.6B Large Cap | Q4 2021 Held for 3y 11m | |
Construction Industrials | $2.2M 1.26% | +$1.3M Bought | 0.008% 50.6K shares | 20.5K → 50.6K +$1.3M | +146.79% | $71.9B Large Cap | Q2 2023 Held for 2y 5m | |
Medical - Devices Healthcare | $2.0M 1.16% | -$4.3M Sold | 0.001% 6.9K shares | 21.3K → 6.9K −$4.3M | -67.78% | $122.16B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.9M 1.1% | -$80.7K Sold | 0.005% 8.6K shares | 8.9K → 8.6K −$80.7K | -4.01% | $32.5B Large Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $1.6M 0.906% | -$4.3M Sold | 0.0% 1.2K shares | 4.4K → 1.2K −$4.3M | -72.93% | $312.73B Mega Cap | Q4 2021 Held for 3y 11m | |
Industrial - Machinery Industrials | $1.4M 0.819% | -$3.0M Sold | 0.001% 1.1K shares | 3.4K → 1.1K −$3.0M | -67.65% | $58.2B Large Cap | Q1 2025 Held for 8 months | |
Telecommunications Services Communication Services | $1.4M 0.771% | -$1.8M Sold | 0.001% 18.7K shares | 42.9K → 18.7K −$1.8M | -56.42% | $116.01B Large Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $1.3M 0.767% | -$4.6M Sold | 0.0% 6.9K shares | 30.5K → 6.9K −$4.6M | -77.37% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
Medical - Care Facilities Healthcare | $1.2M 0.712% | -$5.3M Sold | 0.002% 1.4K shares | 7.2K → 1.4K −$5.3M | -81.01% | $10.0B Mid Cap | Q2 2024 Held for 1y 5m | |
Household & Personal Products Consumer Defensive | $1.2M 0.66% | +$87.8K Bought | 0.017% 9.5K shares | 8.7K → 9.5K +$87.8K | +8.2% | $7.5B Mid Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.1M 0.653% | +$970.7K Bought | 0.017% 8.1K shares | 1.2K → 8.1K +$970.7K | +551.74% | $44.1B Large Cap | Q4 2023 Held for 1y 11m | |
Electrical Equipment & Parts Industrials | $1.1M 0.631% | -$809.2K Sold | 0.01% 3.8K shares | 6.5K → 3.8K −$809.2K | -42.19% | $6.4B Mid Cap | Q4 2023 Held for 1y 11m | |
Electrical Equipment & Parts Industrials | $1.1M 0.625% | -$2.5M Sold | 0.009% 1.1K shares | 3.6K → 1.1K −$2.5M | -69.22% | $3.7B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.618% | +$1.1M Bought | — 2.3K shares | 60.3K → 2.3K −$27.8M | -96.25% | — — | Q4 2021 Held for 3y 11m | |
Electrical Equipment & Parts Industrials | $1.0M 0.593% | +$709.8K Bought | 0.006% 21.6K shares | 6.9K → 21.6K +$709.8K | +214.02% | $57.6B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Pollution & Treatment Controls Industrials | $1.0M 0.572% | +$6.8K Bought | 0.013% 21.4K shares | 21.2K → 21.4K +$6.8K | +0.68% | $7.9B Mid Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $992.9K 0.565% | -$1.3M Sold | 0.0% 1.6K shares | 3.9K → 1.6K −$1.3M | -57.4% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $900.5K 0.513% | -$5.8M Sold | 0.0% 1.4K shares | 10.7K → 1.4K −$5.8M | -86.47% | $41.7B Large Cap | Q2 2024 Held for 1y 5m | |
Auto - Recreational Vehicles Consumer Cyclical | $866.9K 0.494% | -$125.3K Sold | 0.018% 11.7K shares | 13.4K → 11.7K −$125.3K | -12.63% | $4.1B Mid Cap | Q4 2023 Held for 1y 11m | |
Agricultural - Machinery Industrials | $832.5K 0.474% | +$76.2K Bought | 0.011% 8.5K shares | 7.7K → 8.5K +$76.2K | +10.07% | $8.0B Mid Cap | Q1 2025 Held for 8 months | |
Construction Industrials | $832.2K 0.474% | -$2.2M Sold | 0.003% 1.4K shares | 4.9K → 1.4K −$2.2M | -72.33% | $7.0B Mid Cap | Q4 2023 Held for 1y 11m | |
Construction Industrials | $797.5K 0.454% | +$359.8K Bought | 0.002% 3.4K shares | 1.8K → 3.4K +$359.8K | +82.21% | $93.9B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Conglomerates Financial Services | $782.0K 0.445% | +$285.7K Bought | 0.054% 84.0K shares | 53.3K → 84.0K +$285.7K | +57.57% | $2.1B Mid Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $755.3K 0.43% | +$60.0K Bought | 0.007% 3.9K shares | 3.6K → 3.9K +$60.0K | +8.63% | $11.7B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $750.9K 0.428% | -$1.0M Sold | — 525.0 shares | 1.3K → 525.0 −$1.0M | -58.27% | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $737.1K 0.42% | -$3.2M Sold | 0.001% 377.0 shares | 2.0K → 377.0 −$3.2M | -81.17% | $8.9B Mid Cap | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $689.4K 0.393% | +$550.0K Bought | 0.001% 2.7K shares | 555.0 → 2.7K +$550.0K | +394.59% | $509.45B Mega Cap | Q4 2022 Held for 2y 11m | |
Construction Industrials | $678.9K 0.387% | -$2.1M Sold | 0.002% 1.6K shares | 6.8K → 1.6K −$2.1M | -75.71% | $7.6B Mid Cap | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $670.7K 0.382% | +$558.3K Bought | 0.248% 19.1K shares | 3.2K → 19.1K +$558.3K | +496.78% | $1.5B Small Cap | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $613.3K 0.349% | +$487.6K Bought | 0.012% 1.6K shares | 331.0 → 1.6K +$487.6K | +387.92% | $23.1B Large Cap | Q4 2023 Held for 1y 11m |
