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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
NXPI icon
101
NXP Semiconductors
NXPI
$57.8B
$377K 0.12%
1,982
-16
-0.8% -$3.41K
SPGI icon
102
S&P Global
SPGI
$121B
$376K 0.12%
739
+3
+0.4% +$1.53K
AMD icon
103
Advanced Micro Devices
AMD
$776B
$375K 0.12%
3,650
+103
+3% +$11.5K
LHX icon
104
L3Harris
LHX
$51.6B
$356K 0.11%
1,700
-9
-0.5% -$1.89K
EW icon
105
Edwards Lifesciences
EW
$49.6B
$355K 0.11%
4,894
+111
+2% +$7.95K
IQV icon
106
IQVIA
IQV
$38.7B
$328K 0.1%
1,862
+2
+0.1% +$388
VTV icon
107
Vanguard Morningstar Value ETF
VTV
$188B
$299K 0.09%
1,729
-12,874
-88% -$2.25M
CMG icon
108
Chipotle Mexican Grill
CMG
$47.2B
$293K 0.09%
5,836
+64
+1% +$3.48K
SCHW
109
Charles Schwab
SCHW
$183B
$286K 0.09%
3,656
-134
-4% -$10.5K
ALL icon
110
Allstate
ALL
$68B
$274K 0.08%
1,323
-56
-4% -$10.9K
CVX icon
111
Chevron
CVX
$392B
$270K 0.08%
1,615
+4
+0.2% +$626
GOOG icon
112
Alphabet (Google) Class C
GOOG
$4.36T
$258K 0.08%
1,652
-168
-9% -$30.8K
CSCO icon
113
Cisco
CSCO
$457B
$245K 0.08%
3,975
-131
-3% -$8.06K
ADP icon
114
Automatic Data Processing
ADP
$106B
$241K 0.07%
788
– –
DXCM icon
115
DexCom
DXCM
$32.2B
$241K 0.07%
3,524
+494
+16% +$40.3K
ABT icon
116
Abbott
ABT
$183B
$232K 0.07%
1,750
-37
-2% -$4.71K
XLE icon
117
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$215K 0.07%
4,592
-662
-13% -$29.8K
VLO icon
118
Valero Energy
VLO
$92.9B
$208K 0.06%
1,578
-1
-0.1% -$133
PG icon
119
Procter & Gamble
PG
$336B
$199K 0.06%
1,167
-16
-1% -$2.68K
PSX icon
120
Phillips 66
PSX
$84.9B
$198K 0.06%
1,600
-34
-2% -$4.19K
NEM icon
121
Newmont
NEM
$98.7B
$197K 0.06%
4,089
-54
-1% -$2.37K
JNPR
122
DELISTED
Juniper Networks
JNPR
$190K 0.06%
5,258
-179
-3% -$6.55K
EOG icon
123
EOG Resources
EOG
$79.2B
$187K 0.06%
1,460
-15
-1% -$1.93K
IHI icon
124
iShares US Medical Devices ETF
IHI
$3.13B
$175K 0.05%
2,910
– –
VEA icon
125
Vanguard FTSE Developed Markets ETF
VEA
$229B
$172K 0.05%
3,386
– –
3 4
5
6 7

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FCG
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PIN
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OCM
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PC
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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.