Peterson Wealth Services

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Shaun Peterson - VP of Wealth Management
Location
South Ogden, UT
Holdings as of
30 Sep 2025
Value $
$35,878,567
Num holdings
215
Filing time
04 Nov 2025, 13:06:27 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included V, ASML, SYK, LLY, and JNJ.
Previous filing
Q2 2025 - 31 Jul 2025
Next filing
Q4 2025 - 12 Feb 2026
SEC
View on sec.gov
Our algorithm has found invalid data in this filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Shaun Peterson VP of Wealth Management South Ogden, Utah 04 Nov 2025