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 | |
|---|---|---|---|---|---|---|
26
Cadence Design Systems
CDNS
$91.7B
| $4.1M | 1.01% |
187,115
+175,430
|
|
||
27
Walmart
WMT
$916B
| $3.81M | 0.94% |
20
-37,149
|
|
||
|
28
Marathon Petroleum
MPC
$57.2B
| $3.72M | 0.92% |
60,744
+41,327
|
|
||
29
Motorola Solutions
MSI
$61.9B
| $3.69M | 0.91% |
3
-8,074
|
|
||
30
McDonald's
MCD
$220B
| $3.6M | 0.89% |
347
-11,199
|
|
||
31
Eaton
ETN
$132B
| $3.54M | 0.87% |
3,102
-6,454
|
|
||
32
Eli Lilly
LLY
$908B
| $3.51M | 0.87% |
7,234
+2,634
|
|
||
33
Chubb
CB
$116B
| $3.18M | 0.79% |
1,934
-9,357
|
|
||
34
SPDR S&P 500 ETF Trust
SPY
$701B
| $3.06M | 0.75% |
1,260
-3,139
|
|
||
35
Exxon Mobil
XOM
$494B
| $2.8M | 0.69% |
2,905
-21,886
|
|
||
36
Matador Resources
MTDR
$5.55B
| $2.73M | 0.67% |
11,840
-50,314
|
|
||
37
AbbVie
ABBV
$404B
| $2.72M | 0.67% |
418
-11,250
|
|
||
38
Johnson & Johnson
JNJ
$488B
| $2.63M | 0.65% |
20,124
+4,832
|
|
||
39
CME Group
CME
$98.5B
| $2.63M | 0.65% |
2,004
-7,842
|
|
||
40
Air Products & Chemicals
APD
$58.2B
| $2.31M | 0.57% |
1,357
-7,068
|
|
||
|
41
Analog Devices
ADI
$135B
| $2.29M | 0.57% |
94,607
+85,190
|
|
||
42
Old Dominion Freight Line
ODFL
$32.1B
| $2.25M | 0.56% |
1,658
-13,747
|
|
||
43
Johnson Controls International
JCI
$69.8B
| $2.21M | 0.55% |
50,584
+30,087
|
|
||
44
Darden Restaurants
DRI
$20.5B
| $2.07M | 0.51% |
1,007
-9,890
|
|
||
45
Realty Income
O
$53.5B
| $2.04M | 0.5% |
3,233
-30,256
|
|
||
46
Medtronic
MDT
$131B
| $2.03M | 0.5% |
6,874
-14,461
|
|
||
47
lululemon athletica
LULU
$21.8B
| $2.02M | 0.5% |
82
-10,148
|
|
||
48
Astera Labs
ALAB
$25.8B
| $1.94M | 0.48% |
8,580
-358
|
|
||
49
Sterling Infrastructure
STRL
$10.2B
| $1.7M | 0.42% |
37
-5,014
|
|
||
50
UnitedHealth
UNH
$302B
| $1.59M | 0.39% |
1,196
-3,222
|
|