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
99
Closed
20

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 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TT icon
76
Trane Technologies
TT
$101B
$798K 0.2%
3,360
+1,516
+82% +$648K
PACS icon
77
PACS Group
PACS
$7.28B
$782K 0.19%
84,028
+30,701
+58% +$360K
PAYC icon
78
Paycom
PAYC
$7.64B
$755K 0.19%
3,904
+310
+9% +$69.8K
MDY icon
79
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$751K 0.19%
525
-733
-58% -$430K
IDCC icon
80
InterDigital
IDCC
$7.88B
$737K 0.18%
377
-1,625
-81% -$441K
HQY icon
81
HealthEquity
HQY
$8.41B
$691K 0.17%
20
-6,918
-100% -$651K
NFLX icon
82
Netflix
NFLX
$299B
$689K 0.17%
27,450
+21,900
+395% +$2.67M
AAON icon
83
Aaon
AAON
$7.3B
$679K 0.17%
1,646
-5,131
-76% -$420K
UFPT icon
84
UFP Technologies
UFPT
$1.97B
$671K 0.17%
19,091
+15,892
+497% +$3.5M
PCTY icon
85
Paylocity
PCTY
$7.38B
$622K 0.15%
116
-3,658
-97% -$648K
FCNCA icon
86
First Citizens BancShares
FCNCA
$24.9B
$613K 0.15%
1,615
+1,284
+388% +$2.53M
AMD icon
87
Advanced Micro Devices
AMD
$776B
$607K 0.15%
7,775
+4,111
+112% +$663K
TJX icon
88
TJX Companies
TJX
$174B
$607K 0.15%
1,890
-2,208
-54% -$293K
NXPI icon
89
NXP Semiconductors
NXPI
$57.8B
$593K 0.15%
1,000
-839
-46% -$189K
GEV icon
90
GE Vernova
GEV
$264B
$585K 0.14%
2,007
+1,058
+111% +$641K
AGG icon
91
iShares Core US Aggregate Bond ETF
AGG
$137B
$564K 0.14%
960
-4,728
-83% -$469K
LNTH icon
92
Lantheus
LNTH
$6.49B
$562K 0.14%
13
-10,216
-100% -$638K
EXR icon
93
Extra Space Storage
EXR
$31.3B
$543K 0.13%
24,874
+21,320
+600% +$3.06M
ATKR icon
94
Atkore
ATKR
$2.46B
$538K 0.13%
788
-7,114
-90% -$464K
AXP icon
95
American Express
AXP
$227B
$537K 0.13%
2,048
+433
+27% +$138K
CRM icon
96
Salesforce
CRM
$151B
$516K 0.13%
3,456
+1,321
+62% +$333K
XSMO icon
97
Invesco S&P SmallCap Momentum ETF
XSMO
$3B
$504K 0.12%
1,375
-5,449
-80% -$385K
HUBS icon
98
HubSpot
HUBS
$12.2B
$482K 0.12%
3,761
+2,822
+301% +$1.42M
TTD icon
99
Trade Desk
TTD
$8.48B
$478K 0.12%
367
-8,618
-96% -$547K
STE icon
100
Steris
STE
$22.3B
$438K 0.11%
5,016
+3,292
+191% +$788K
2 3
4
5 6

Similar funds

AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
UAM
UAS Asset Management New York $458M AUM 14.11% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
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
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
MCB
Morton Community Bank East Peoria, Illinois $460M AUM 17.72% 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 20 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.