We are live on ! Find out more
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
98
Closed
21

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 Miscellaneous 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIS icon
51
Fidelity National Information Services
FIS
$19.3B
$1.54M 0.38%
122
-23,280
-99% -$1.7M
IESC icon
52
IES Holdings
IESC
$12.4B
$1.5M 0.37%
66
-7,330
-99% -$1.26M
CMI icon
53
Cummins
CMI
$74.1B
$1.44M 0.36%
1,101
-2,302
-68% -$883K
VOO icon
54
Vanguard S&P 500 ETF
VOO
$1.04T
$1.39M 0.34%
135
-2,131
-94% -$1.26M
CMCSA icon
55
Comcast
CMCSA
$86.7B
$1.35M 0.33%
18,712
-24,230
-56% -$812K
VZ icon
56
Verizon
VZ
$214B
$1.35M 0.33%
6,903
-23,603
-77% -$1.02M
ENSG icon
57
The Ensign Group
ENSG
$10.1B
$1.25M 0.31%
1,372
-5,853
-81% -$933K
ELF icon
58
e.l.f. Beauty
ELF
$5.63B
$1.16M 0.29%
9,465
+717
+8% +$88.4K
MPWR icon
59
Monolithic Power Systems
MPWR
$56.1B
$1.15M 0.28%
8,075
+6,836
+552% +$5.54M
AEIS icon
60
Advanced Energy
AEIS
$10B
$1.11M 0.27%
3,753
-2,739
-42% -$412K
POWL icon
61
Powell Industries
POWL
$6.24B
$1.1M 0.27%
3,297
-7,413
-69% -$629K
VRT icon
62
Vertiv
VRT
$90.3B
$1.04M 0.26%
21,636
+14,746
+214% +$1.97M
IEFA icon
63
iShares Core MSCI EAFE ETF
IEFA
$193B
$1.03M 0.25%
260
-11,713
-98% -$995K
SMCI icon
64
Super Micro Computer
SMCI
$23.4B
$1.01M 0.25%
341
-17,433
-98% -$832K
ZWS icon
65
Zurn Elkay Water Solutions
ZWS
$7.66B
– –
-21,229
Closed -$916K
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.22T
$993K 0.25%
1,644
-2,215
-57% -$464K
CELH icon
67
Celsius Holdings
CELH
$6.99B
$928K 0.23%
100
-15,466
-99% -$809K
ACLS icon
68
Axcelis
ACLS
$3.24B
$923K 0.23%
400
-8,754
-96% -$705K
RS icon
69
Reliance Steel & Aluminium
RS
$20B
$908K 0.22%
104
-3,093
-97% -$928K
PEG icon
70
Public Service Enterprise Group
PEG
$35.1B
$901K 0.22%
1,448
-9,257
-86% -$776K
BC icon
71
Brunswick
BC
$4.46B
$867K 0.21%
11,678
-1,688
-13% -$105K
AGCO icon
72
AGCO
AGCO
$8.67B
$833K 0.21%
8,470
+775
+10% +$85.6K
SSD icon
73
Simpson Manufacturing
SSD
$7.09B
$832K 0.21%
1,361
-3,557
-72% -$637K
NEE icon
74
NextEra Energy
NEE
$169B
$822K 0.2%
123
-10,740
-99% -$785K
KNSL icon
75
Kinsale Capital Group
KNSL
$8.41B
$807K 0.2%
11
-1,864
-99% -$845K
1 2
3
4 5

Similar funds

RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return
CIM
Coleford Investment Management Toronto, Ontario, Canada $459M AUM 23.79% 1-Year Est. Return
VIM
VELA Investment Management New Albany, Ohio $459M AUM 18.61% 1-Year Est. Return
AIP
Arrowpoint Investment Partners Singapore $459M AUM 93.97% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

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 21 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.