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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
+2.06%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$391M
AUM Growth
-$14.2M
Cap. Flow
-$44.5M
Cap. Flow %
-11.38%
Top 10 Hldgs %
45.78%
Holding
223
New
8
Increased
98
Reduced
111
Closed
5

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$25M
2
AAPL icon
Apple
AAPL
+$24.6M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$22.7M
4
TSLA icon
Tesla
TSLA
+$19.1M
5
JPM icon
JPMorgan Chase
JPM
+$13.4M

Top Sells

Rank Stock Value
1
CDNS icon
Cadence Design Systems
CDNS
+$57.2M
2
FIX icon
Comfort Systems
FIX
+$40.5M
3
AZO icon
AutoZone
AZO
+$35.7M
4
NUE icon
Nucor
NUE
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.5M

Sector Composition

Rank Sector Weight
1 Technology 31.27%
2 Financials 13.42%
3 Consumer Discretionary 12.56%
4 Industrials 10.38%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
101
Applied Materials
AMAT
$403B
$289K 0.07%
1,126
+1,116
+11,160% +$268K
ALL icon
102
Allstate
ALL
$68B
$283K 0.07%
1,360
-2,724
-67% -$558K
NEM icon
103
Newmont
NEM
$98.7B
$272K 0.07%
2,724
-8,168
-75% -$738K
APH icon
104
Amphenol
APH
$198B
$269K 0.07%
1,992
+1,962
+6,540% +$262K
LRCX icon
105
Lam Research
LRCX
$367B
$268K 0.07%
1,564
+609
+64% +$94.7K
EW icon
106
Edwards Lifesciences
EW
$49.6B
$263K 0.07%
3,090
-1,510
-33% -$124K
CSCO icon
107
Cisco
CSCO
$457B
$254K 0.06%
3,293
-6,442
-66% -$478K
VTV icon
108
Vanguard Morningstar Value ETF
VTV
$188B
$252K 0.06%
1,321
-29,322
-96% -$5.52M
HPE icon
109
Hewlett Packard
HPE
$63.4B
$230K 0.06%
9,589
-6,179
-39% -$146K
CMG icon
110
Chipotle Mexican Grill
CMG
$47.2B
$221K 0.06%
5,986
-5,297
-47% -$192K
ISRG icon
111
Intuitive Surgical
ISRG
$127B
$214K 0.05%
377
+373
+9,325% +$199K
TMO icon
112
Thermo Fisher Scientific
TMO
$213B
$213K 0.05%
367
-3,830
-91% -$2.17M
VEA icon
113
Vanguard FTSE Developed Markets ETF
VEA
$229B
$212K 0.05%
3,386
+3,384
+169,200% +$207K
OSK icon
114
Oshkosh
OSK
$8.79B
$210K 0.05%
1,668
-55,284
-97% -$7.11M
ABT icon
115
Abbott
ABT
$183B
$206K 0.05%
1,647
-10,102
-86% -$1.29M
ADP icon
116
Automatic Data Processing
ADP
$106B
$203K 0.05%
788
+777
+7,064% +$207K
VLO icon
117
Valero Energy
VLO
$90.1B
$195K 0.05%
1,197
-1,496
-56% -$253K
PSX icon
118
Phillips 66
PSX
$84.9B
$195K 0.05%
1,508
-2,093
-58% -$282K
MCHP icon
119
Microchip Technology
MCHP
$40.3B
$182K 0.05%
2,857
-13,768
-83% -$849K
IHI icon
120
iShares US Medical Devices ETF
IHI
$3.13B
$180K 0.05%
2,894
-11,303
-80% -$698K
PHM icon
121
Pultegroup
PHM
$24.1B
$170K 0.04%
1,448
+1,268
+704% +$156K
HAP icon
122
VanEck Natural Resources ETF
HAP
$302M
$165K 0.04%
2,742
+1,967
+254% +$115K
QQQ icon
123
Invesco QQQ Trust
QQQ
$453B
$160K 0.04%
260
-6,584
-96% -$4.04M
DHI icon
124
D.R. Horton
DHI
$40B
$159K 0.04%
1,102
-9,760
-90% -$1.49M
SNPS icon
125
Synopsys
SNPS
$74.4B
$158K 0.04%
337
+300
+811% +$133K
3 4
5
6 7

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FCG
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OCM
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MCB
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Peterson Wealth Services's Q4 2025 Portfolio in Review

As of Q4 2025, Peterson Wealth Services held 223 positions worth $391M, down 3.5% from $405M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Peterson Wealth Services withdrew a net $44.5M in Q4 2025, closing 5 positions and reducing 111 holdings. Its most notable exit was Public Service Enterprise Group, an estimated $901K position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Peterson Wealth Services opened a new position in Zurn Elkay Water Solutions worth $978K.

  • Peterson Wealth Services's largest Q4 2025 buy was Zurn Elkay Water Solutions: 21,035 shares worth $978K.
  • Peterson Wealth Services added most to NVIDIA in Q4 2025, an estimated $25M increase.
  • Peterson Wealth Services's biggest Q4 2025 reduction was Cadence Design Systems, cutting an estimated $57.2M.
  • Peterson Wealth Services fully exited Public Service Enterprise Group in Q4 2025, selling an estimated $901K.
  • Peterson Wealth Services's ten largest holdings make up 46% of its $391M portfolio in Q4 2025.
  • Peterson Wealth Services opened 8 new positions and closed 5 in Q4 2025.
  • Peterson Wealth Services's portfolio value fell 3.5% quarter-over-quarter to $391M.

Based on Peterson Wealth Services's 13F filing for Q4 2025, filed 12 Feb 2026.