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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
+2.06%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$391M
AUM Growth
-$14.2M
Cap. Flow
-$44.5M
Cap. Flow %
-11.38%
Top 10 Hldgs %
45.78%
Holding
223
New
8
Increased
98
Reduced
111
Closed
5

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$25M
2
AAPL icon
Apple
AAPL
+$24.6M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$22.7M
4
TSLA icon
Tesla
TSLA
+$19.1M
5
JPM icon
JPMorgan Chase
JPM
+$13.4M

Top Sells

Rank Stock Value
1
CDNS icon
Cadence Design Systems
CDNS
+$57.2M
2
FIX icon
Comfort Systems
FIX
+$40.5M
3
AZO icon
AutoZone
AZO
+$35.7M
4
NUE icon
Nucor
NUE
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.5M

Sector Composition

Rank Sector Weight
1 Technology 31.27%
2 Financials 13.42%
3 Consumer Discretionary 12.56%
4 Industrials 10.38%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
51
Vanguard S&P 500 ETF
VOO
$979B
$1.55M 0.4%
2,473
+2,338
+1,732% +$1.45M
ALAB icon
52
Astera Labs
ALAB
$53.3B
$1.53M 0.39%
9,170
+590
+7% +$98.7K
STRL icon
53
Sterling Infrastructure
STRL
$18.3B
$1.5M 0.38%
4,909
+4,872
+13,168% +$1.68M
UNH icon
54
UnitedHealth
UNH
$376B
$1.45M 0.37%
4,391
+3,195
+267% +$1.08M
IEFA icon
55
iShares Core MSCI EAFE ETF
IEFA
$190B
$1.39M 0.35%
15,491
+15,231
+5,858% +$1.35M
FIS icon
56
Fidelity National Information Services
FIS
$23.1B
$1.34M 0.34%
20,219
+20,097
+16,473% +$1.33M
AEIS icon
57
Advanced Energy
AEIS
$11.6B
$1.34M 0.34%
6,399
+2,646
+71% +$538K
IESC icon
58
IES Holdings
IESC
$14.8B
$1.28M 0.33%
3,293
+3,260
+9,879% +$1.31M
VZ icon
59
Verizon
VZ
$195B
$1.28M 0.33%
31,306
+24,403
+354% +$990K
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$4.36T
$1.25M 0.32%
3,986
+2,342
+142% +$669K
ENSG icon
61
The Ensign Group
ENSG
$10.4B
$1.24M 0.32%
7,103
+5,731
+418% +$1.03M
CMCSA icon
62
Comcast
CMCSA
$85B
$1.14M 0.29%
38,148
+19,436
+104% +$555K
POWL icon
63
Powell Industries
POWL
$7.6B
$1.13M 0.29%
10,605
+7,308
+222% +$821K
MPWR icon
64
Monolithic Power Systems
MPWR
$70.1B
$1.11M 0.28%
1,223
-6,852
-85% -$6.59M
VRT icon
65
Vertiv
VRT
$93B
$1.1M 0.28%
6,784
-14,852
-69% -$2.58M
BC icon
66
Brunswick
BC
$5.13B
$1M 0.26%
13,507
+1,829
+16% +$124K
ZWS icon
67
Zurn Elkay Water Solutions
ZWS
$8.38B
$978K 0.25%
+21,035
New +$987K
RS icon
68
Reliance Steel & Aluminium
RS
$20.7B
$926K 0.24%
3,207
+3,103
+2,984% +$872K
MDY icon
69
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$914K 0.23%
1,515
+990
+189% +$592K
NEE icon
70
NextEra Energy
NEE
$181B
$898K 0.23%
11,192
+11,069
+8,999% +$917K
ETR icon
71
Entergy
ETR
$50.2B
$874K 0.22%
+9,454
New +$897K
AGCO icon
72
AGCO
AGCO
$7.15B
$801K 0.2%
7,682
-788
-9% -$83.8K
AMD icon
73
Advanced Micro Devices
AMD
$776B
$800K 0.2%
3,737
-4,038
-52% -$907K
SSD icon
74
Simpson Manufacturing
SSD
$7.72B
$786K 0.2%
4,866
+3,505
+258% +$593K
TT icon
75
Trane Technologies
TT
$100B
$735K 0.19%
1,888
-1,472
-44% -$609K
1 2
3
4 5

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AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
UAM
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FCG
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PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
MIC
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MCB
Morton Community Bank East Peoria, Illinois $460M AUM 17.72% 1-Year Est. Return

Peterson Wealth Services's Q4 2025 Portfolio in Review

As of Q4 2025, Peterson Wealth Services held 223 positions worth $391M, down 3.5% from $405M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Peterson Wealth Services withdrew a net $44.5M in Q4 2025, closing 5 positions and reducing 111 holdings. Its most notable exit was Public Service Enterprise Group, an estimated $901K position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Peterson Wealth Services opened a new position in Zurn Elkay Water Solutions worth $978K.

  • Peterson Wealth Services's largest Q4 2025 buy was Zurn Elkay Water Solutions: 21,035 shares worth $978K.
  • Peterson Wealth Services added most to NVIDIA in Q4 2025, an estimated $25M increase.
  • Peterson Wealth Services's biggest Q4 2025 reduction was Cadence Design Systems, cutting an estimated $57.2M.
  • Peterson Wealth Services fully exited Public Service Enterprise Group in Q4 2025, selling an estimated $901K.
  • Peterson Wealth Services's ten largest holdings make up 46% of its $391M portfolio in Q4 2025.
  • Peterson Wealth Services opened 8 new positions and closed 5 in Q4 2025.
  • Peterson Wealth Services's portfolio value fell 3.5% quarter-over-quarter to $391M.

Based on Peterson Wealth Services's 13F filing for Q4 2025, filed 12 Feb 2026.