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Peterson Wealth Services

Peterson Wealth Services Portfolio holdings

AUM $474M Turnover 13.55%
1-Year Est. Return 30.32%
This Fund
S&P 500
This Quarter Est. Return
+3.5%
1 Year Est. Return
+30.32%
3 Year Est. Return
+160.46%
5 Year Est. Return
+222.55%
10 Year Est. Return
–
AUM
$474M
AUM Growth
+$15.5M
Cap. Flow
+$12.2M
Cap. Flow %
2.58%
Top 10 Hldgs %
43.18%
Holding
251
New
6
Increased
127
Reduced
25
Closed
28
Avg Time Held
2.3 years
Top 10 Avg Time Held
2.1 years
Top 20 Avg Time Held
2.4 years

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$8.95M
2
GRMN icon
Garmin
GRMN
+$2.87M
3
UNP icon
Union Pacific
UNP
+$1.5M
4
EQIX icon
Equinix
EQIX
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$735K

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.03M
2
SYK icon
Stryker
SYK
+$4.48M
3
XOM icon
ExxonMobil
XOM
+$3.47M
4
MCD icon
McDonald's
MCD
+$3.18M
5
ZTS icon
Zoetis
ZTS
+$1.31M

Sector Composition

Rank Sector Weight
1 Technology 35.9%
2 Industrials 14.25%
3 Financials 10.66%
4 Consumer Discretionary 9.06%
5 Miscellaneous 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AAPL icon
1
Apple
AAPL
$5.03T
$31.5M 6.64%
94,504
+1,149
+1% +$369K
2023 Q4
11 quarters
NVDA icon
2
NVIDIA
NVDA
$4.94T
$31.3M 6.61%
137,159
+1,290
+0.9% +$277K
2021 Q4
19 quarters
FIX icon
3
Comfort Systems
FIX
$43.4B
$26.8M 5.64%
16,181
+87
+0.5% +$146K
2021 Q4
19 quarters
VUG icon
4
Vanguard Morningstar Growth ETF
VUG
$220B
$24.8M 5.24%
275,624
+443
+0.2% +$38.8K
2023 Q4
11 quarters
JPM icon
5
JPMorgan Chase
JPM
$895B
$16.6M 3.5%
50,222
+509
+1% +$178K
2021 Q4
19 quarters
TSLA icon
6
Tesla
TSLA
$1.58T
$16M 3.38%
45,154
+1,814
+4% +$649K
2023 Q4
11 quarters
AMZN icon
7
Amazon
AMZN
$2.59T
$15.3M 3.23%
61,568
+2,198
+4% +$558K
2021 Q4
19 quarters
PLTR icon
8
Palantir
PLTR
$442B
$14.7M 3.1%
78,618
+1,993
+3% +$318K
2024 Q3
8 quarters
AVGO icon
9
Broadcom
AVGO
$1.56T
$14.6M 3.07%
41,433
+548
+1% +$206K
2021 Q4
19 quarters
ASML icon
10
ASML
ASML
$604B
$13.2M 2.77%
7,264
+48
+0.7% +$83.2K
2025 Q1
6 quarters
COST icon
11
Costco
COST
$449B
$13.1M 2.76%
14,396
+532
+4% +$497K
2023 Q4
11 quarters
AMD icon
12
Advanced Micro Devices
AMD
$824B
$13.1M 2.75%
21,344
+17,393
+440% +$8.95M
2023 Q4
11 quarters
MSFT icon
13
Microsoft
MSFT
$3.88T
$10M 2.11%
19,490
+1,589
+9% +$735K
2021 Q4
19 quarters
RJF icon
14
Raymond James Financial
RJF
$30.2B
$10M 2.11%
63,233
+1,220
+2% +$209K
2021 Q4
19 quarters
CNQ icon
15
Canadian Natural Resources
CNQ
$116B
$9.34M 1.97%
198,359
+4,554
+2% +$215K
2023 Q4
11 quarters
PM icon
16
Philip Morris
PM
$325B
$8.55M 1.8%
44,819
+548
+1% +$104K
2025 Q1
6 quarters
V icon
17
Visa
V
$773B
$8.23M 1.74%
22,914
+682
+3% +$249K
2021 Q4
19 quarters
GRMN icon
18
Garmin
GRMN
$52.5B
$8.21M 1.73%
28,635
+10,365
+57% +$2.87M
2023 Q4
11 quarters
MPC icon
19
Marathon Petroleum
MPC
$125B
$7.19M 1.52%
18,188
-273
-1% -$94.4K
2021 Q4
19 quarters
UNP icon
20
Union Pacific
UNP
$181B
$7.03M 1.48%
25,841
+5,143
+25% +$1.5M
2021 Q4
19 quarters
NFLX icon
21
Netflix
NFLX
$258B
$6.23M 1.31%
89,565
+4,405
+5% +$331K
2022 Q4
15 quarters
LLY icon
22
Eli Lilly
LLY
$1.26T
$5.79M 1.22%
5,007
+93
+2% +$110K
2024 Q1
10 quarters
META icon
23
Meta Platforms (Facebook)
META
$1.6T
$5.78M 1.22%
7,965
+257
+3% +$160K
2023 Q2
13 quarters
HD icon
24
Home Depot
HD
$328B
$5.5M 1.16%
19,349
+1,762
+10% +$578K
2021 Q4
19 quarters
ETN icon
25
Eaton
ETN
$144B
$4.36M 0.92%
10,154
+379
+4% +$158K
2023 Q4
11 quarters
1
2 3 4 5

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Peterson Wealth Services's Q3 2026 Portfolio in Review

As of Q3 2026, Peterson Wealth Services held 251 positions worth $474M, up 3.4% from $459M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Peterson Wealth Services's Q3 2026 filing shows 6 new, 127 increased, 25 reduced and 28 closed positions. Its largest new stake was Equinix: 1,217 shares worth $1.23M. The largest sale was Berkshire Hathaway Class B, an estimated $5.03M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 30% a quarter earlier, followed by Industrials and Financials.

  • Peterson Wealth Services's largest Q3 2026 buy was Equinix: 1,217 shares worth $1.23M.
  • Peterson Wealth Services added most to Advanced Micro Devices in Q3 2026, an estimated $8.95M increase.
  • Peterson Wealth Services's biggest Q3 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $5.03M.
  • Peterson Wealth Services fully exited ExxonMobil in Q3 2026, selling an estimated $3.47M.
  • Peterson Wealth Services's ten largest holdings make up 43% of its $474M portfolio in Q3 2026.
  • Peterson Wealth Services opened 6 new positions and closed 28 in Q3 2026.
  • Peterson Wealth Services's portfolio value rose 3.4% quarter-over-quarter to $474M.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.