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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
MSI icon
26
Motorola Solutions
MSI
$81.3B
$4.23M 0.89%
9,495
+449
+5% +$202K
2021 Q4
19 quarters
CDNS icon
27
Cadence Design Systems
CDNS
$90B
$4.18M 0.88%
12,655
+448
+4% +$147K
2023 Q3
12 quarters
CB icon
28
Chubb
CB
$139B
$4.09M 0.86%
12,590
+512
+4% +$177K
2023 Q4
11 quarters
ABBV icon
29
AbbVie
ABBV
$521B
$4M 0.84%
15,285
+728
+5% +$187K
2024 Q3
8 quarters
EME icon
30
Emcor
EME
$29.8B
$3.89M 0.82%
5,152
+328
+7% +$253K
2026 Q1
2 quarters
JNJ icon
31
Johnson & Johnson
JNJ
$658B
$3.88M 0.82%
14,662
+279
+2% +$73.6K
2021 Q4
19 quarters
WMT icon
32
Walmart Inc
WMT
$980B
$3.86M 0.81%
37,174
+1,517
+4% +$167K
2021 Q4
19 quarters
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.16T
$3.83M 0.81%
7,694
-9,968
-56% -$5.03M
2021 Q4
19 quarters
ORCL icon
34
Oracle
ORCL
$396B
$3.8M 0.8%
27,666
+1,408
+5% +$199K
2024 Q4
7 quarters
ADI icon
35
Analog Devices
ADI
$202B
$3.64M 0.77%
9,173
+149
+2% +$56.1K
2024 Q3
8 quarters
SPY icon
36
State Street SPDR S&P 500 ETF Trust
SPY
$802B
$3.63M 0.76%
4,755
+12
+0.3% +$9.12K
2023 Q4
11 quarters
ODFL icon
37
Old Dominion Freight Line
ODFL
$35.8B
$3.56M 0.75%
20,487
+1,443
+8% +$295K
2021 Q4
19 quarters
ALAB icon
38
Astera Labs
ALAB
$44.9B
$3.36M 0.71%
9,449
+100
+1% +$32.2K
2024 Q4
7 quarters
VST icon
39
Vistra
VST
$46.4B
$3.26M 0.69%
23,547
+1,420
+6% +$209K
2026 Q1
2 quarters
CME icon
40
CME Group
CME
$109B
$2.88M 0.61%
11,011
+527
+5% +$139K
2021 Q4
19 quarters
APD icon
41
Air Products & Chemicals
APD
$70.5B
$2.73M 0.58%
9,824
+467
+5% +$139K
2021 Q4
19 quarters
JCI icon
42
Johnson Controls International
JCI
$90.3B
$2.68M 0.57%
18,058
+229
+1% +$33.1K
2023 Q4
11 quarters
STRL icon
43
Sterling Infrastructure
STRL
$10.6B
$2.54M 0.53%
5,155
+481
+10% +$271K
2024 Q4
7 quarters
IESC icon
44
IES Holdings
IESC
$8.73B
$2.51M 0.53%
7,818
+398
+5% +$132K
2023 Q4
11 quarters
VOO icon
45
Vanguard S&P 500 ETF
VOO
$1.02T
$2.47M 0.52%
3,524
+587
+20% +$410K
2023 Q4
11 quarters
DRI icon
46
Darden Restaurants
DRI
$24.9B
$2.37M 0.5%
12,238
+474
+4% +$99.1K
2021 Q4
19 quarters
IEFA icon
47
iShares Core MSCI EAFE ETF
IEFA
$190B
$2.35M 0.5%
24,256
+1,984
+9% +$196K
2023 Q4
11 quarters
POWL icon
48
Powell Industries
POWL
$5.69B
$2.22M 0.47%
12,044
+1,304
+12% +$268K
2025 Q1
6 quarters
PACS icon
49
PACS Group
PACS
$7.57B
$2.18M 0.46%
52,517
+1,513
+3% +$66.9K
2024 Q4
7 quarters
AEIS icon
50
Advanced Energy
AEIS
$8.89B
$2.16M 0.46%
7,676
+742
+11% +$217K
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.