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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
OSK icon
126
Oshkosh
OSK
$8.79B
$169K 0.05%
1,792
-9
-0.5% -$901
PHM icon
127
Pultegroup
PHM
$24.1B
$159K 0.05%
1,550
-7
-0.4% -$756
HPE icon
128
Hewlett Packard
HPE
$63.4B
$154K 0.05%
9,985
-281
-3% -$5.6K
LSTR icon
129
Landstar System
LSTR
$5.93B
$152K 0.05%
1,014
-2
-0.2% -$322
ISRG icon
130
Intuitive Surgical
ISRG
$127B
$150K 0.05%
303
+81
+36% +$44.8K
LEN icon
131
Lennar Class A
LEN
$19.8B
$149K 0.05%
1,301
-73
-5% -$9.12K
DHI icon
132
D.R. Horton
DHI
$40B
$149K 0.05%
1,171
+2
+0.2% +$268
FTCS icon
133
First Trust Capital Strength ETF
FTCS
$7.91B
$145K 0.04%
1,615
– –
UPS icon
134
United Parcel Service
UPS
$88.6B
$141K 0.04%
1,280
+18
+1% +$2.15K
HAP icon
135
VanEck Natural Resources ETF
HAP
$302M
$134K 0.04%
2,693
– –
APH icon
136
Amphenol
APH
$198B
$132K 0.04%
+2,008
New +$137K
CGNX icon
137
Cognex
CGNX
$10.9B
$131K 0.04%
4,378
+9
+0.2% +$317
ACN icon
138
Accenture
ACN
$102B
$129K 0.04%
413
+1
+0.2% +$353
FAST icon
139
Fastenal
FAST
$54.7B
$112K 0.03%
2,878
+18
+0.6% +$675
EL icon
140
Estee Lauder
EL
$30.4B
$110K 0.03%
1,661
+155
+10% +$11.2K
XLK icon
141
State Street Technology Select Sector SPDR ETF
XLK
$115B
$108K 0.03%
1,048
+188
+22% +$21.3K
KEY icon
142
KeyCorp
KEY
$24.2B
$106K 0.03%
6,646
– –
ZION icon
143
Zions Bancorporation
ZION
$10.2B
$103K 0.03%
2,059
+8
+0.4% +$431
EFG icon
144
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$96K 0.03%
960
– –
SPYD icon
145
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$90.8K 0.03%
2,052
+175
+9% +$7.69K
BV icon
146
BrightView Holdings
BV
$1.22B
$90.4K 0.03%
7,040
– –
VFH icon
147
Vanguard Financials ETF
VFH
$13.5B
$86.4K 0.03%
723
+171
+31% +$20.8K
ICE icon
148
Intercontinental Exchange
ICE
$85.6B
$85K 0.03%
493
-2,829
-85% -$463K
SWKS icon
149
Skyworks Solutions
SWKS
$9.37B
$78.7K 0.02%
1,217
+113
+10% +$8.6K
SBUX icon
150
Starbucks
SBUX
$120B
$77.3K 0.02%
788
+4
+0.5% +$413
4 5
6
7 8

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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 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.