PWS
Peterson Wealth Services Portfolio holdings
AUM
$391M
1-Year Est. Return
29.44%
This Fund
S&P 500
1 Year Est. Return
+29.44%
AUM
$391M
AUM Growth
-$14.2M
(-3.5%)
Holding
223
Top Buys
| 1 | +$25M | |
| 2 | +$24.6M | |
| 3 | +$22.7M | |
| 4 |
Tesla
TSLA
|
+$19.1M |
| 5 |
JPMorgan Chase
JPM
|
+$13.4M |
Top Sells
| 1 | +$57.2M | |
| 2 | +$40.5M | |
| 3 | +$35.7M | |
| 4 |
Nucor
NUE
|
+$22.1M |
| 5 |
Analog Devices
ADI
|
+$21.5M |
Sector Composition
| 1 | Technology | 31.27% |
| 2 | Financials | 13.42% |
| 3 | Consumer Discretionary | 12.56% |
| 4 | Industrials | 10.38% |
| 5 | Healthcare | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.45T
| $25.6M | 6.54% |
137,048
+134,443
|
|
||
2
Apple
AAPL
$3.71T
| $25.3M | 6.46% |
92,911
+91,786
|
|
||
3
Vanguard Growth ETF
VUG
$194B
| $23.9M | 6.1% |
48,904
+46,641
|
|
||
|
4
Tesla
TSLA
$1.48T
| $19.4M | 4.97% |
43,192
+43,042
|
|
||
|
5
JPMorgan Chase
JPM
$772B
| $16.1M | 4.11% |
49,846
+43,200
|
|
||
6
Comfort Systems
FIX
$49.7B
| $15.3M | 3.93% |
16,447
-43,884
|
|
||
7
Broadcom
AVGO
$1.54T
| $14.3M | 3.64% |
41,176
+27,467
|
|
||
8
Amazon
AMZN
$2.27T
| $13.7M | 3.49% |
59,161
+57,544
|
|
||
9
Palantir
PLTR
$365B
| $13.6M | 3.47% |
76,356
+72,727
|
|
||
10
Costco
COST
$444B
| $12M | 3.08% |
13,946
+10,539
|
|
||
11
Raymond James Financial
RJF
$28.3B
| $9.78M | 2.5% |
60,930
+27,313
|
|
||
12
Berkshire Hathaway Class B
BRK.B
$1.06T
| $8.7M | 2.23% |
17,312
+17,287
|
|
||
13
Microsoft
MSFT
$2.97T
| $7.98M | 2.04% |
16,506
+15,261
|
|
||
14
ASML
ASML
$530B
| $7.85M | 2.01% |
7,336
-2,548
|
|
||
15
Visa
V
$596B
| $7.63M | 1.95% |
21,765
-15,232
|
|
||
16
Canadian Natural Resources
CNQ
$102B
| $6.43M | 1.64% |
189,901
+189,869
|
|
||
17
Home Depot
HD
$341B
| $5.5M | 1.41% |
15,981
+14,951
|
|
||
18
Philip Morris
PM
$272B
| $5.35M | 1.37% |
33,357
+31,851
|
|
||
19
Oracle
ORCL
$449B
| $5.12M | 1.31% |
26,251
+24,584
|
|
||
20
Eli Lilly
LLY
$883B
| $4.95M | 1.27% |
4,604
-2,630
|
|
||
21
Stryker
SYK
$134B
| $4.86M | 1.24% |
13,828
-7,246
|
|
||
22
Meta Platforms (Facebook)
META
$1.59T
| $4.79M | 1.22% |
7,252
+4,398
|
|
||
23
Union Pacific
UNP
$144B
| $4.55M | 1.16% |
19,681
+18,449
|
|
||
24
ConocoPhillips
COP
$148B
| $4.25M | 1.09% |
45,420
+45,260
|
|
||
25
Walmart Inc
WMT
$1T
| $3.98M | 1.02% |
35,756
+35,736
|
|