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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
+13.57%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
+$33M
Cap. Flow %
8.14%
Top 10 Hldgs %
45.98%
Holding
235
New
14
Increased
101
Reduced
99
Closed
20

Top Buys

Rank Stock Value
1
CDNS icon
Cadence Design Systems
CDNS
+$60.4M
2
AZO icon
AutoZone
AZO
+$37.9M
3
FIX icon
Comfort Systems
FIX
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$26.6M
2
NVDA icon
NVIDIA
NVDA
+$25.3M
3
AAPL icon
Apple
AAPL
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
Palantir
PLTR
+$13.3M

Sector Composition

Rank Sector Weight
1 Technology 32.63%
2 Financials 12.8%
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
LMT icon
226
Lockheed Martin
LMT
$134B
– –
-2
Closed -$933
NVEE
227
DELISTED
NV5 Global
NVEE
– –
-400
Closed -$9.24K
PWR icon
228
Quanta Services
PWR
$100B
– –
-2
Closed -$756
PYPL icon
229
PayPal
PYPL
$48.9B
– –
-14
Closed -$1.04K
QCOM icon
230
Qualcomm
QCOM
$155B
– –
-6
Closed -$961
REGN icon
231
Regeneron Pharmaceuticals
REGN
$78.5B
– –
-1
Closed -$526
SHW icon
232
Sherwin-Williams
SHW
$82.7B
– –
-2
Closed -$688
VST icon
233
Vistra
VST
$50B
– –
-3
Closed -$582
SW
234
Smurfit Westrock
SW
$24.1B
– –
-213
Closed -$9.19K
MRP
235
Millrose Properties Inc
MRP
$4.65B
– –
-580
Closed -$16.5K
6 7 8 9
10

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Peterson Wealth Services's Q3 2025 Portfolio in Review

As of Q3 2025, Peterson Wealth Services held 235 positions worth $405M, up 11% from $365M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Peterson Wealth Services deployed $33M of net new capital in Q3 2025, opening 14 new positions and adding to 101 existing holdings. Its largest new stake was AutoZone: 9,457 shares worth $47.2K.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $26.6M trimmed.

  • Peterson Wealth Services's largest Q3 2025 buy was AutoZone: 9,457 shares worth $47.2K.
  • Peterson Wealth Services added most to Cadence Design Systems in Q3 2025, an estimated $60.4M increase.
  • Peterson Wealth Services's biggest Q3 2025 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $26.6M.
  • Peterson Wealth Services fully exited Zurn Elkay Water Solutions in Q3 2025, selling an estimated $916K.
  • Peterson Wealth Services's ten largest holdings make up 46% of its $405M portfolio in Q3 2025.
  • Peterson Wealth Services opened 14 new positions and closed 20 in Q3 2025.
  • Peterson Wealth Services's portfolio value rose 11% quarter-over-quarter to $405M.

Based on Peterson Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.