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PWS

Peterson Wealth Services Portfolio holdings

AUM $459M
1-Year Est. Return 42.99%
This Fund
S&P 500
This Quarter Est. Return
+17.54%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
+$6.39M
Cap. Flow %
1.75%
Top 10 Hldgs %
43.66%
Holding
226
New
26
Increased
96
Reduced
49
Closed
5

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$5.42M
2
MCD icon
McDonald's
MCD
+$3.56M
3
TSLA icon
Tesla
TSLA
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$3.61M
2
ZTS icon
Zoetis
ZTS
+$2.83M
3
MRK icon
Merck
MRK
+$2.28M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

Rank Sector Weight
1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
226
Vanguard Dividend Appreciation ETF
VIG
$111B
– –
-15
Closed -$2.91K
6 7 8 9
10

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Peterson Wealth Services's Q2 2025 Portfolio in Review

As of Q2 2025, Peterson Wealth Services held 226 positions worth $365M, up 13% from $323M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Peterson Wealth Services's Q2 2025 filing shows 26 new, 96 increased, 49 reduced and 5 closed positions. Its largest new stake was ASML: 7,557 shares worth $6.06M. The largest sale was Thermo Fisher Scientific, an estimated $3.61M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Peterson Wealth Services's largest Q2 2025 buy was ASML: 7,557 shares worth $6.06M.
  • Peterson Wealth Services added most to Tesla in Q2 2025, an estimated $2.53M increase.
  • Peterson Wealth Services's biggest Q2 2025 reduction was Thermo Fisher Scientific, cutting an estimated $3.61M.
  • Peterson Wealth Services fully exited Merck in Q2 2025, selling an estimated $2.28M.
  • Peterson Wealth Services's ten largest holdings make up 44% of its $365M portfolio in Q2 2025.
  • Peterson Wealth Services opened 26 new positions and closed 5 in Q2 2025.
  • Peterson Wealth Services's portfolio value rose 13% quarter-over-quarter to $365M.

Based on Peterson Wealth Services's 13F filing for Q2 2025, filed 31 Jul 2025.