Peterson Wealth Services

Q3 2025 13F-HR Holdings

Location
South Ogden, UT
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
216
Total value ($000)
$405,241
Net value change ($000)
+40,215 (11.0%)
New positions
14
Sold out positions
19
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSLA 5,725 40.0%
FIX 5,145 50.0%
AAPL 4,109 20.6%
NVDA 4,013 17.2%
PLTR 3,664 31.4%
AVGO 2,146 17.9%
VUG 1,857 7.0%
ORCL 1,635 28.2%
ASML 1,238 20.4%
JPM 1,131 7.6%
Top Reduces (Value $000, Stocks/ETFs)
COST -842 -6.2%
PM -626 -10.3%
V -503 -6.4%
LULU -414 -17.0%
FIS -362 -19.0%
SYK -338 -6.4%
DRI -307 -12.9%
LNTH -275 -32.9%
ODFL -250 -10.0%
MTDR -237 -8.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type