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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
-4.99%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
-$10.3M
Cap. Flow
+$18.5M
Cap. Flow %
5.74%
Top 10 Hldgs %
41.03%
Holding
231
New
14
Increased
82
Reduced
60
Closed
25

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$11.5M
2
PM icon
Philip Morris
PM
+$4.55M
3
PLTR icon
Palantir
PLTR
+$2.9M
4
ORCL icon
Oracle
ORCL
+$2.81M
5
COP icon
ConocoPhillips
COP
+$2.43M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$5.16M
2
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.9M
3
AVGO icon
Broadcom
AVGO
+$2.77M
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.25M
5
NVDA icon
NVIDIA
NVDA
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 27.68%
2 Financials 14.57%
3 Consumer Discretionary 10.51%
4 Healthcare 9.55%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
POWL icon
76
Powell Industries
POWL
$7.6B
$608K 0.19%
+10,710
New +$747K
GOOGL icon
77
Alphabet (Google) Class A
GOOGL
$4.36T
$596K 0.18%
3,852
-45
-1% -$8.16K
SMCI icon
78
Super Micro Computer
SMCI
$18.4B
$592K 0.18%
+17,303
New +$657K
IESC icon
79
IES Holdings
IESC
$14.8B
$587K 0.18%
3,555
-4,555
-56% -$950K
PACS icon
80
PACS Group
PACS
$7.28B
$575K 0.18%
51,160
+13,912
+37% +$183K
STRL icon
81
Sterling Infrastructure
STRL
$18.3B
$572K 0.18%
5,054
+103
+2% +$14.5K
CRM icon
82
Salesforce
CRM
$151B
$572K 0.18%
2,131
-74
-3% -$23K
MUSA icon
83
Murphy USA
MUSA
$11.2B
$562K 0.17%
1,197
+241
+25% +$114K
GSY icon
84
Invesco Ultra Short Duration ETF
GSY
$3.86B
$557K 0.17%
11,109
-23,604
-68% -$1.18M
ONTO icon
85
Onto Innovation
ONTO
$12.9B
$556K 0.17%
4,585
+98
+2% +$16.5K
ELF icon
86
e.l.f. Beauty
ELF
$4.89B
$548K 0.17%
8,729
+3,822
+78% +$333K
AGG icon
87
iShares Core US Aggregate Bond ETF
AGG
$137B
$548K 0.17%
5,539
+2,553
+85% +$250K
HUBS icon
88
HubSpot
HUBS
$12.2B
$536K 0.17%
939
-638
-40% -$448K
ALAB icon
89
Astera Labs
ALAB
$53.3B
$534K 0.17%
8,945
-176
-2% -$16.3K
AAON icon
90
Aaon
AAON
$7.3B
$529K 0.16%
6,777
-4,332
-39% -$447K
NFLX icon
91
Netflix
NFLX
$299B
$518K 0.16%
5,550
– –
TJX icon
92
TJX Companies
TJX
$174B
$499K 0.15%
4,096
+16
+0.4% +$1.94K
VRT icon
93
Vertiv
VRT
$93B
$498K 0.15%
6,891
+103
+2% +$11K
TTD icon
94
Trade Desk
TTD
$8.48B
$492K 0.15%
8,992
+190
+2% +$17.2K
ATKR icon
95
Atkore
ATKR
$2.46B
$472K 0.15%
7,864
+1,017
+15% +$72.6K
FISV
96
Fiserv Inc
FISV
$28.8B
$461K 0.14%
2,089
-69
-3% -$15.1K
ACLS icon
97
Axcelis
ACLS
$4.01B
$454K 0.14%
9,131
+1,438
+19% +$90.9K
AXP icon
98
American Express
AXP
$227B
$434K 0.13%
1,613
+1
+0.1% +$296
XSMO icon
99
Invesco S&P SmallCap Momentum ETF
XSMO
$3B
$420K 0.13%
+6,690
New +$440K
STE icon
100
Steris
STE
$22.3B
$390K 0.12%
1,720
-12
-0.7% -$2.64K
2 3
4
5 6

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OCM
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MCB
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Peterson Wealth Services's Q1 2025 Portfolio in Review

As of Q1 2025, Peterson Wealth Services held 231 positions worth $323M, down 3.1% from $333M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Peterson Wealth Services deployed $18.5M of net new capital in Q1 2025, opening 14 new positions and adding to 82 existing holdings. Its largest new stake was Philip Morris: 32,098 shares worth $5.09M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Tesla, an estimated $5.16M trimmed.

  • Peterson Wealth Services's largest Q1 2025 buy was Philip Morris: 32,098 shares worth $5.09M.
  • Peterson Wealth Services added most to Vanguard Morningstar Growth ETF in Q1 2025, an estimated $11.5M increase.
  • Peterson Wealth Services's biggest Q1 2025 reduction was Tesla, cutting an estimated $5.16M.
  • Peterson Wealth Services fully exited iShares Core 1-5 Year USD Bond ETF in Q1 2025, selling an estimated $150K.
  • Peterson Wealth Services's ten largest holdings make up 41% of its $323M portfolio in Q1 2025.
  • Peterson Wealth Services opened 14 new positions and closed 25 in Q1 2025.
  • Peterson Wealth Services's portfolio value fell 3.1% quarter-over-quarter to $323M.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.