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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
+17.54%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
+$6.39M
Cap. Flow %
1.75%
Top 10 Hldgs %
43.66%
Holding
226
New
26
Increased
96
Reduced
49
Closed
5

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$5.42M
2
MCD icon
McDonald's
MCD
+$3.56M
3
TSLA icon
Tesla
TSLA
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$3.61M
2
ZTS icon
Zoetis
ZTS
+$2.83M
3
MRK icon
Merck
MRK
+$2.28M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

Rank Sector Weight
1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NXPI icon
101
NXP Semiconductors
NXPI
$57.8B
$402K 0.11%
1,839
-143
-7% -$27.9K
SPGI icon
102
S&P Global
SPGI
$121B
$391K 0.11%
741
+2
+0.3% +$998
FISV
103
Fiserv Inc
FISV
$28.8B
$361K 0.1%
2,091
+2
+0.1% +$363
CMG icon
104
Chipotle Mexican Grill
CMG
$47.2B
$328K 0.09%
5,845
+9
+0.2% +$458
VTV icon
105
Vanguard Morningstar Value ETF
VTV
$188B
$306K 0.08%
1,729
– –
SCHW
106
Charles Schwab
SCHW
$183B
$303K 0.08%
3,320
-336
-9% -$28.1K
IQV icon
107
IQVIA
IQV
$38.7B
$295K 0.08%
1,872
+10
+0.5% +$1.5K
GOOG icon
108
Alphabet (Google) Class C
GOOG
$4.36T
$293K 0.08%
1,655
+3
+0.2% +$496
ALL icon
109
Allstate
ALL
$68B
$268K 0.07%
1,329
+6
+0.5% +$1.2K
ADP icon
110
Automatic Data Processing
ADP
$106B
$243K 0.07%
788
– –
EW icon
111
Edwards Lifesciences
EW
$49.6B
$230K 0.06%
2,947
-1,947
-40% -$145K
GSY icon
112
Invesco Ultra Short Duration ETF
GSY
$3.86B
$224K 0.06%
4,468
-6,641
-60% -$333K
CSCO icon
113
Cisco
CSCO
$457B
$218K 0.06%
3,140
-835
-21% -$51.3K
ABT icon
114
Abbott
ABT
$183B
$215K 0.06%
1,581
-169
-10% -$22.3K
CVX icon
115
Chevron
CVX
$392B
$214K 0.06%
1,492
-123
-8% -$17.3K
NEM icon
116
Newmont
NEM
$98.7B
$212K 0.06%
3,643
-446
-11% -$23.8K
APH icon
117
Amphenol
APH
$198B
$198K 0.05%
2,010
+2
+0.1% +$164
XLE icon
118
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$195K 0.05%
4,592
– –
ZTS icon
119
Zoetis
ZTS
$32.4B
$194K 0.05%
1,246
-17,847
-93% -$2.83M
VEA icon
120
Vanguard FTSE Developed Markets ETF
VEA
$229B
$193K 0.05%
3,386
– –
JNPR
121
DELISTED
Juniper Networks
JNPR
$190K 0.05%
4,758
-500
-10% -$17.9K
HPE icon
122
Hewlett Packard
HPE
$63.4B
$186K 0.05%
9,116
-869
-9% -$14.6K
IHI icon
123
iShares US Medical Devices ETF
IHI
$3.13B
$182K 0.05%
2,910
– –
OSK icon
124
Oshkosh
OSK
$8.79B
$182K 0.05%
1,600
-192
-11% -$18.6K
PSX icon
125
Phillips 66
PSX
$84.9B
$173K 0.05%
1,447
-153
-10% -$17.1K
3 4
5
6 7

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FCG
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PIN
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OCM
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MCB
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Peterson Wealth Services's Q2 2025 Portfolio in Review

As of Q2 2025, Peterson Wealth Services held 226 positions worth $365M, up 13% from $323M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Peterson Wealth Services's Q2 2025 filing shows 26 new, 96 increased, 49 reduced and 5 closed positions. Its largest new stake was ASML: 7,557 shares worth $6.06M. The largest sale was Thermo Fisher Scientific, an estimated $3.61M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Peterson Wealth Services's largest Q2 2025 buy was ASML: 7,557 shares worth $6.06M.
  • Peterson Wealth Services added most to Tesla in Q2 2025, an estimated $2.53M increase.
  • Peterson Wealth Services's biggest Q2 2025 reduction was Thermo Fisher Scientific, cutting an estimated $3.61M.
  • Peterson Wealth Services fully exited Merck in Q2 2025, selling an estimated $2.28M.
  • Peterson Wealth Services's ten largest holdings make up 44% of its $365M portfolio in Q2 2025.
  • Peterson Wealth Services opened 26 new positions and closed 5 in Q2 2025.
  • Peterson Wealth Services's portfolio value rose 13% quarter-over-quarter to $365M.

Based on Peterson Wealth Services's 13F filing for Q2 2025, filed 31 Jul 2025.