PWS
Peterson Wealth Services Portfolio holdings
AUM
$405M
1-Year Est. Return
38.72%
1 Year Est. Return
+38.72%
AUM
$405M
AUM Growth
+$40.2M
(+11%)
Holding
235
Top Buys
| 1 | +$10.5M | |
| 2 | +$3.85M | |
| 3 | +$2.95M | |
| 4 |
Marathon Petroleum
MPC
|
+$2.53M |
| 5 |
Analog Devices
ADI
|
+$2.07M |
Top Sells
| 1 | +$34.7B | |
| 2 | +$9.94B | |
| 3 | +$7.08B | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$6.11B |
| 5 |
Tesla
TSLA
|
+$5.99B |
Sector Composition
| 1 | Technology | 32.62% |
| 2 | Financials | 12.81% |
| 3 | Consumer Discretionary | 12.22% |
| 4 | Industrials | 10.17% |
| 5 | Energy | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Growth ETF
VUG
$202B
| $28.3M | 6.98% |
2,263
-58,047
|
|
||
2
NVIDIA
NVDA
$4.46T
| $27.4M | 6.76% |
2,605
-145,339
|
|
||
3
Apple
AAPL
$4.15T
| $24.1M | 5.94% |
1,125
-96,263
|
|
||
|
4
Tesla
TSLA
$1.51T
| $20M | 4.94% |
150
-44,874
|
|
||
5
JPMorgan Chase
JPM
$861B
| $16M | 3.94% |
6,646
-44,491
|
|
||
6
Comfort Systems
FIX
$35.4B
| $15.4M | 3.81% |
60,331
+41,129
|
|
||
7
Palantir
PLTR
$424B
| $15.3M | 3.78% |
3,629
-81,931
|
|
||
8
Broadcom
AVGO
$1.8T
| $14.1M | 3.48% |
13,709
-29,688
|
|
||
9
Amazon
AMZN
$2.45T
| $13M | 3.22% |
1,617
-57,801
|
|
||
10
Costco
COST
$396B
| $12.6M | 3.12% |
3,407
-10,209
|
|
||
11
Raymond James Financial
RJF
$32B
| $10.5M | 2.6% |
33,617
-27,716
|
|
||
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $8.78M | 2.17% |
25
-17,395
|
|
||
13
Microsoft
MSFT
$3.57T
| $8.61M | 2.12% |
1,245
-15,501
|
|
||
14
Oracle
ORCL
$611B
| $7.42M | 1.83% |
1,667
-24,809
|
|
||
15
Visa
V
$631B
| $7.39M | 1.82% |
36,997
+14,778
|
|
||
16
ASML
ASML
$430B
| $7.29M | 1.8% |
9,884
+2,327
|
|
||
17
Home Depot
HD
$350B
| $6.39M | 1.58% |
1,030
-14,601
|
|
||
18
Canadian Natural Resources
CNQ
$71.8B
| $5.98M | 1.48% |
32
-185,762
|
|
||
19
ConocoPhillips
COP
$115B
| $5.71M | 1.41% |
160
-61,297
|
|
||
20
Philip Morris
PM
$231B
| $5.43M | 1.34% |
1,506
-31,727
|
|
||
21
Meta Platforms (Facebook)
META
$1.67T
| $5.05M | 1.25% |
2,854
-4,030
|
|
||
22
Stryker
SYK
$139B
| $4.97M | 1.23% |
21,074
+7,657
|
|
||
23
Union Pacific
UNP
$141B
| $4.51M | 1.11% |
1,232
-17,589
|
|
||
24
Garmin
GRMN
$38.9B
| $4.44M | 1.09% |
226
-17,761
|
|
||
25
Diamondback Energy
FANG
$45.7B
| $4.14M | 1.02% |
8,744
-19,517
|
|