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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
+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
GOOG icon
101
Alphabet (Google) Class C
GOOG
$4.36T
$400K 0.1%
342
-1,313
-79% -$276K
IQV icon
102
IQVIA
IQV
$38.7B
$384K 0.09%
339
-1,533
-82% -$279K
DXCM icon
103
DexCom
DXCM
$32.2B
$383K 0.09%
28,937
+23,410
+424% +$1.85M
SPGI icon
104
S&P Global
SPGI
$121B
$370K 0.09%
2,178
+1,437
+194% +$769K
SCHW
105
Charles Schwab
SCHW
$183B
$330K 0.08%
1,753
-1,567
-47% -$149K
ALL icon
106
Allstate
ALL
$68B
$291K 0.07%
4,084
+2,755
+207% +$556K
FISV
107
Fiserv Inc
FISV
$28.8B
$278K 0.07%
2,562
+471
+23% +$67.5K
APH icon
108
Amphenol
APH
$198B
$253K 0.06%
30
-1,980
-99% -$217K
VTV icon
109
Vanguard Morningstar Value ETF
VTV
$188B
$246K 0.06%
30,643
+28,914
+1,672% +$5.24M
EW icon
110
Edwards Lifesciences
EW
$49.6B
$241K 0.06%
4,600
+1,653
+56% +$129K
CMG icon
111
Chipotle Mexican Grill
CMG
$47.2B
$237K 0.06%
11,283
+5,438
+93% +$245K
HPE icon
112
Hewlett Packard
HPE
$63.4B
$235K 0.06%
15,768
+6,652
+73% +$147K
NEM icon
113
Newmont
NEM
$98.7B
$231K 0.06%
10,892
+7,249
+199% +$506K
ADP icon
114
Automatic Data Processing
ADP
$106B
$231K 0.06%
11
-777
-99% -$234K
AMAT icon
115
Applied Materials
AMAT
$403B
$230K 0.06%
10
-289
-97% -$52.4K
CSCO icon
116
Cisco
CSCO
$457B
$225K 0.06%
9,735
+6,595
+210% +$450K
ABT icon
117
Abbott
ABT
$183B
$220K 0.05%
11,749
+10,168
+643% +$1.33M
OSK icon
118
Oshkosh
OSK
$8.79B
$216K 0.05%
56,952
+55,352
+3,460% +$7.34M
LRCX icon
119
Lam Research
LRCX
$367B
$216K 0.05%
+955
New +$101K
PSX icon
120
Phillips 66
PSX
$84.9B
$205K 0.05%
3,601
+2,154
+149% +$276K
VLO icon
121
Valero Energy
VLO
$92.9B
$204K 0.05%
2,693
+1,558
+137% +$232K
VEA icon
122
Vanguard FTSE Developed Markets ETF
VEA
$229B
$203K 0.05%
2
-3,384
-100% -$197K
PHM icon
123
Pultegroup
PHM
$24.1B
$191K 0.05%
180
-1,206
-87% -$150K
DHI icon
124
D.R. Horton
DHI
$40B
$187K 0.05%
10,862
+9,819
+941% +$1.54M
CGNX icon
125
Cognex
CGNX
$10.9B
$185K 0.05%
43,075
+39,175
+1,004% +$1.58M
3 4
5
6 7

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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
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PC
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MIC
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MCB
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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.