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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
VZ icon
51
Verizon
VZ
$195B
$1.32M 0.36%
30,506
+959
+3% +$41.5K
VOO icon
52
Vanguard S&P 500 ETF
VOO
$979B
$1.29M 0.35%
2,266
+27
+1% +$14.2K
STRL icon
53
Sterling Infrastructure
STRL
$18.3B
$1.17M 0.32%
5,051
-3
-0.1% -$524
CMI icon
54
Cummins
CMI
$87.5B
$1.11M 0.31%
3,403
+141
+4% +$43.6K
ENSG icon
55
The Ensign Group
ENSG
$10.4B
$1.11M 0.31%
7,225
-3
-0% -$421
IESC icon
56
IES Holdings
IESC
$14.8B
$1.1M 0.3%
3,698
+143
+4% +$33.7K
ELF icon
57
e.l.f. Beauty
ELF
$4.89B
$1.09M 0.3%
8,748
+19
+0.2% +$1.62K
RS icon
58
Reliance Steel & Aluminium
RS
$20.7B
$1M 0.27%
3,197
+4
+0.1% +$1.18K
IEFA icon
59
iShares Core MSCI EAFE ETF
IEFA
$190B
$1,000K 0.27%
11,973
+15
+0.1% +$1.19K
KNSL icon
60
Kinsale Capital Group
KNSL
$8.12B
$907K 0.25%
1,875
-1
-0.1% -$466
MPWR icon
61
Monolithic Power Systems
MPWR
$70.1B
$906K 0.25%
1,239
+1
+0.1% +$637
PEG icon
62
Public Service Enterprise Group
PEG
$38.2B
$901K 0.25%
10,705
+462
+5% +$37.3K
VRT icon
63
Vertiv
VRT
$93B
$885K 0.24%
6,890
-1
-0% -$97
SMCI icon
64
Super Micro Computer
SMCI
$18.4B
$871K 0.24%
17,774
+471
+3% +$18.2K
AEIS icon
65
Advanced Energy
AEIS
$11.6B
$860K 0.24%
6,492
-2
-0% -$220
LNTH icon
66
Lantheus
LNTH
$6.49B
$837K 0.23%
10,229
-8
-0.1% -$703
PAYC icon
67
Paycom
PAYC
$7.64B
$832K 0.23%
3,594
+2
+0.1% +$474
ALAB icon
68
Astera Labs
ALAB
$53.3B
$808K 0.22%
8,938
-7
-0.1% -$553
TT icon
69
Trane Technologies
TT
$101B
$807K 0.22%
1,844
+5
+0.3% +$1.97K
AGCO icon
70
AGCO
AGCO
$7.4B
$794K 0.22%
7,695
+6
+0.1% +$572
UFPT icon
71
UFP Technologies
UFPT
$1.97B
$781K 0.21%
3,199
-3
-0.1% -$675
ZWS icon
72
Zurn Elkay Water Solutions
ZWS
$8.38B
$776K 0.21%
21,229
+14
+0.1% +$482
SSD icon
73
Simpson Manufacturing
SSD
$7.72B
$764K 0.21%
4,918
+2
+0% +$310
NEE icon
74
NextEra Energy
NEE
$181B
$754K 0.21%
10,863
+430
+4% +$29.9K
POWL icon
75
Powell Industries
POWL
$7.6B
$751K 0.21%
10,710
– –
1 2
3
4 5

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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.