Peterson Wealth Services - Portfolio overview

Peterson Wealth Services has 224 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 5.86%
2. AAPL - APPLE INCORPORATED, 5.80%
3. FIX - COMFORT SYSTEMS USA INCORPORATED, 5.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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