Peterson Wealth Services 13F annual report
Peterson Wealth Services is an investment fund managing more than $275 billion ran by Billy Peterson. There are currently 105 companies in Mr. Peterson’s portfolio. The largest investments include Apple Inc and NVIDIA Corp, together worth $40.4 billion.
$275 billion Assets Under Management (AUM)
As of 23rd July 2024, Peterson Wealth Services’s top holding is 97,383 shares of Apple Inc currently worth over $20.5 billion and making up 7.2% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Peterson Wealth Services owns more than approximately 0.1% of the company.
In addition, the fund holds 160,812 shares of NVIDIA Corp worth $19.9 billion, whose value fell 80.3% in the past six months.
The third-largest holding is Vanguard Index Fds worth $18.5 billion and the next is Costco Whsl Corp New worth $12.1 billion, with 14,195 shares owned.
Currently, Peterson Wealth Services's portfolio is worth at least $275 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Peterson Wealth Services
The Peterson Wealth Services office and employees reside in South Ogden, Utah. According to the last 13-F report filed with the SEC, Billy Peterson serves as the CCO at Peterson Wealth Services.
Recent trades
In the most recent 13F filing, Peterson Wealth Services revealed that it had opened a new position in
Ensign Inc and bought 6,599 shares worth $816 million.
This means they effectively own approximately 0.1% of the company.
Ensign Inc makes up
4.1%
of the fund's Health Care sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Apple Inc by buying
1,126 additional shares.
This makes their stake in Apple Inc total 97,383 shares worth $20.5 billion.
Apple Inc dropped approximately 0.1% in the past year.
On the other hand, there are companies that Peterson Wealth Services is getting rid of from its portfolio.
Peterson Wealth Services closed its position in Shockwave Med Inc on 30th July 2024.
It sold the previously owned 2,601 shares for $847 million.
Billy Peterson also disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $18.5 billion and 57,838 shares.
One of the smaller hedge funds
The two most similar investment funds to Peterson Wealth Services are Aquire Wealth Advisors and Security Advisor. They manage $286 billion and $286 billion respectively.
Billy Peterson investment strategy
Peterson Wealth Services’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 19.2% of
the total portfolio value.
The fund focuses on investments in the United States as
60.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only 1.0% of the portfolio.
The average market cap of the portfolio companies is close to $180 billion.
The complete list of Peterson Wealth Services trades based on 13F SEC filings
These positions were updated on July 30th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
1.17%
97,383
|
$20,510,732,000 | 7.17% |
| NVIDIA Corp |
861.10%
160,812
|
$19,866,734,000 | 6.94% |
| Vanguard Index Fds |
5.63%
57,838
|
$18,478,066,000 | 6.46% |
| Costco Whsl Corp New |
0.23%
14,195
|
$12,065,642,000 | 4.22% |
| Broadcom Inc |
0.79%
6,748
|
$10,834,712,000 | 3.79% |
| Amazon.com Inc. |
0.51%
55,643
|
$10,753,010,000 | 3.76% |
| JPMorgan Chase & Co. |
0.94%
43,638
|
$8,826,134,000 | 3.08% |
| Tesla Inc |
1.63%
41,035
|
$8,120,006,000 | 2.84% |
| Raymond James Finl Inc |
1.05%
63,948
|
$7,904,671,000 | 2.76% |
| Microsoft Corporation |
1.65%
16,463
|
$7,358,091,000 | 2.57% |
| Berkshire Hathaway Inc. |
0.90%
14,297
|
$5,816,020,000 | 2.03% |
| Novo-nordisk A S |
0.79%
39,946
|
$5,701,824,000 | 1.99% |
| Canadian Nat Res Ltd |
102.70%
154,820
|
$5,511,596,000 | 1.93% |
| Visa Inc |
1.39%
20,218
|
$5,306,565,000 | 1.85% |
| Home Depot, Inc. |
2.55%
13,499
|
$4,646,899,000 | 1.62% |
| Occidental Pete Corp |
1.57%
70,238
|
$4,427,116,000 | 1.55% |
| Conocophillips |
2.40%
37,916
|
$4,336,795,000 | 1.52% |
| Stryker Corp. |
1.49%
12,346
|
$4,200,652,000 | 1.47% |
| Comfort Sys Usa Inc |
1.07%
13,789
|
$4,193,645,000 | 1.47% |
| Eli Lilly & Co |
0.67%
4,517
|
$4,089,790,000 | 1.43% |
| Diamondback Energy Inc |
3.68%
19,983
|
$4,000,423,000 | 1.40% |
| Thermo Fisher Scientific Inc. |
1.20%
6,914
|
$3,823,362,000 | 1.34% |
| Union Pac Corp |
2.43%
15,636
|
$3,537,746,000 | 1.24% |
| Intel Corp. |
2.10%
101,011
|
$3,128,316,000 | 1.09% |
| Garmin Ltd |
0.57%
19,193
|
$3,126,915,000 | 1.09% |
| Cadence Design System Inc |
1.42%
10,104
|
$3,109,506,000 | 1.09% |
| Motorola Solutions Inc |
2.54%
7,955
|
$3,071,103,000 | 1.07% |
| Asml Holding N V |
0.75%
2,962
|
$3,029,088,000 | 1.06% |
| Spdr S&p 500 Etf Tr |
0.04%
5,188
|
$2,823,235,000 | 0.99% |
| Zoetis Inc |
1.69%
16,262
|
$2,819,183,000 | 0.99% |
| Eaton Corp Plc |
30.83%
8,389
|
$2,630,328,000 | 0.92% |
| Marathon Pete Corp |
2.37%
15,016
|
$2,604,893,000 | 0.91% |
| Skyworks Solutions, Inc. |
5.12%
22,913
|
$2,442,032,000 | 0.85% |
| Merck & Co Inc |
2.82%
19,660
|
$2,433,967,000 | 0.85% |
| Old Dominion Freight Line In |
1.83%
13,708
|
$2,420,870,000 | 0.85% |
| Matador Res Co |
1.50%
40,152
|
$2,393,030,000 | 0.84% |
| McGrath Rentcorp |
2.08%
22,380
|
$2,384,631,000 | 0.83% |
| Acadia Healthcare Company In |
1.13%
34,962
|
$2,361,333,000 | 0.83% |
| Chubb Limited |
2.88%
8,954
|
$2,284,003,000 | 0.80% |
| Exxon Mobil Corp. |
20.26%
19,784
|
$2,277,551,000 | 0.80% |
| Walmart Inc |
3.81%
32,770
|
$2,218,849,000 | 0.78% |
| APA Corporation |
2.05%
73,727
|
$2,170,510,000 | 0.76% |
| Lululemon Athletica inc. |
7.45%
6,980
|
$2,084,926,000 | 0.73% |
| Ulta Beauty Inc |
2.18%
4,968
|
$1,917,002,000 | 0.67% |
| Cisco Sys Inc |
18.21%
39,622
|
$1,882,440,000 | 0.66% |
| Air Prods & Chems Inc |
8.29%
6,795
|
$1,753,430,000 | 0.61% |
| Johnson & Johnson |
7.57%
11,133
|
$1,627,174,000 | 0.57% |
| Devon Energy Corp. |
2.91%
33,323
|
$1,579,491,000 | 0.55% |
| CME Group Inc |
4.29%
7,374
|
$1,449,645,000 | 0.51% |
| Comcast Corp New |
1.30%
34,256
|
$1,341,445,000 | 0.47% |
| Darden Restaurants, Inc. |
3.97%
8,486
|
$1,284,121,000 | 0.45% |
| Medtronic Plc |
3.71%
16,205
|
$1,275,492,000 | 0.45% |
| Johnson Ctls Intl Plc |
0.35%
18,599
|
$1,236,285,000 | 0.43% |
| Super Micro Computer Inc |
2.79%
1,465
|
$1,200,348,000 | 0.42% |
| IES Holdings Inc |
7.38%
7,449
|
$1,037,869,000 | 0.36% |
| Ishares Tr |
13.41%
27,062
|
$2,046,434,000 | 0.72% |
| UFP Technologies Inc. |
8.49%
3,641
|
$960,751,000 | 0.34% |
| e.l.f. Beauty Inc |
10.37%
4,545
|
$957,722,000 | 0.33% |
| Onto Innovation Inc. |
9.15%
4,257
|
$934,667,000 | 0.33% |
| Monolithic Pwr Sys Inc |
9.91%
1,109
|
$910,910,000 | 0.32% |
| Crocs Inc |
7.72%
6,206
|
$905,704,000 | 0.32% |
| Lantheus Holdings Inc |
7.60%
11,226
|
$901,336,000 | 0.32% |
| Verizon Communications Inc |
3.16%
21,735
|
$896,356,000 | 0.31% |
| International Seaways Inc |
13.24%
14,561
|
$861,007,000 | 0.30% |
| Shockwave Med Inc |
Closed
2,601
|
$846,964,000 | |
| AAON Inc. |
14.55%
9,670
|
$843,653,000 | 0.29% |
| First Ctzns Bancshares Inc N |
9.17%
500
|
$841,202,000 | 0.29% |
| Axcelis Technologies Inc |
13.47%
5,878
|
$835,793,000 | 0.29% |
| Trade Desk Inc |
11.44%
8,484
|
$828,632,000 | 0.29% |
| Ensign Group Inc |
Opened
6,599
|
$816,230,000 | 0.29% |
| Healthequity Inc |
10.12%
9,056
|
$780,627,000 | 0.27% |
| Advanced Energy Inds |
13.17%
7,071
|
$769,022,000 | 0.27% |
| Ishares Inc |
2.37%
14,275
|
$764,133,000 | 0.27% |
| Westlake Corporation |
12.46%
5,172
|
$749,064,000 | 0.26% |
| Brunswick Corp. |
15.43%
10,246
|
$745,630,000 | 0.26% |
| Celsius Holdings Inc |
12.76%
12,970
|
$740,457,000 | 0.26% |
| HubSpot Inc |
13.68%
1,255
|
$740,186,000 | 0.26% |
| Alphabet Inc |
0.54%
6,745
|
$1,233,581,000 | 0.43% |
| Cloudflare Inc |
19.44%
8,633
|
$715,071,000 | 0.25% |
| MGP Ingredients, Inc. |
28.53%
9,302
|
$692,084,000 | 0.24% |
| Simpson Mfg Inc |
17.26%
4,049
|
$682,350,000 | 0.24% |
| Atkore Inc |
17.22%
5,011
|
$676,099,000 | 0.24% |
| Hudson Technologies, Inc. |
49.78%
68,266
|
$600,058,000 | 0.21% |
| Paylocity Hldg Corp |
15.05%
4,166
|
$549,287,000 | 0.19% |
| Trane Technologies plc |
0.42%
1,643
|
$540,458,000 | 0.19% |
| Netflix Inc. |
No change
795
|
$536,530,000 | 0.19% |
| Salesforce Inc |
1.61%
2,015
|
$518,087,000 | 0.18% |
| Meta Platforms Inc |
0.80%
996
|
$502,283,000 | 0.18% |
| Public Svc Enterprise Grp In |
Opened
6,674
|
$491,891,000 | 0.17% |
| NextEra Energy Inc |
Opened
6,930
|
$490,690,000 | 0.17% |
| Advanced Micro Devices Inc. |
0.83%
2,929
|
$475,113,000 | 0.17% |
| Unitedhealth Group Inc |
1.01%
897
|
$456,755,000 | 0.16% |
| Nxp Semiconductors N V |
2.89%
1,564
|
$420,939,000 | 0.15% |
| Tjx Cos Inc New |
1.60%
3,816
|
$420,136,000 | 0.15% |
| Intercontinental Exchange In |
1.28%
3,003
|
$411,099,000 | 0.14% |
| American Express Co. |
0.12%
1,608
|
$372,261,000 | 0.13% |
| Fiserv, Inc. |
0.62%
2,427
|
$361,720,000 | 0.13% |
| Edwards Lifesciences Corp |
1.29%
3,622
|
$334,564,000 | 0.12% |
| L3Harris Technologies Inc |
0.35%
1,437
|
$322,631,000 | 0.11% |
| Halliburton Co. |
3.46%
8,799
|
$297,232,000 | 0.10% |
| Steris Plc |
1.69%
1,321
|
$290,032,000 | 0.10% |
| IQVIA Holdings Inc |
1.96%
1,302
|
$275,295,000 | 0.10% |
| S&P Global Inc |
1.36%
596
|
$265,886,000 | 0.09% |
| Pioneer Nat Res Co |
Closed
994
|
$261,011,000 | |
| Allstate Corp (The) |
5.75%
1,508
|
$240,815,000 | 0.08% |
| Select Sector Spdr Tr |
No change
2,627
|
$239,451,000 | 0.08% |
| Ishares Tr |
Closed
4,528
|
$214,797,000 | |
| Dexcom Inc |
Closed
1,543
|
$214,014,000 | |
| First Tr Exchange Traded Fd |
1.45%
13,643
|
$176,950,000 | 0.06% |
| No transactions found | |||
| Showing first 500 out of 109 holdings | |||
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