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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
PG icon
126
Procter & Gamble
PG
$336B
$167K 0.05%
1,050
-117
-10% -$19.1K
ISRG icon
127
Intuitive Surgical
ISRG
$127B
$165K 0.05%
303
– –
EOG icon
128
EOG Resources
EOG
$79.2B
$157K 0.04%
1,313
-147
-10% -$16.8K
VLO icon
129
Valero Energy
VLO
$92.9B
$153K 0.04%
1,135
-443
-28% -$55.2K
TMO icon
130
Thermo Fisher Scientific
TMO
$213B
$149K 0.04%
367
-8,626
-96% -$3.61M
FTCS icon
131
First Trust Capital Strength ETF
FTCS
$7.91B
$147K 0.04%
1,615
– –
PHM icon
132
Pultegroup
PHM
$24.1B
$146K 0.04%
1,386
-164
-11% -$16.5K
HAP icon
133
VanEck Natural Resources ETF
HAP
$302M
$140K 0.04%
2,693
– –
DHI icon
134
D.R. Horton
DHI
$40B
$134K 0.04%
1,043
-128
-11% -$15.8K
XLK icon
135
State Street Technology Select Sector SPDR ETF
XLK
$115B
$133K 0.04%
1,048
– –
LEN icon
136
Lennar Class A
LEN
$19.8B
$129K 0.04%
1,165
-136
-10% -$14.7K
LSTR icon
137
Landstar System
LSTR
$5.93B
$126K 0.03%
907
-107
-11% -$14.8K
ACN icon
138
Accenture
ACN
$102B
$124K 0.03%
415
+2
+0.5% +$609
CGNX icon
139
Cognex
CGNX
$10.9B
$124K 0.03%
3,900
-478
-11% -$13.7K
FAST icon
140
Fastenal
FAST
$54.7B
$121K 0.03%
2,893
+15
+0.5% +$609
BV icon
141
BrightView Holdings
BV
$1.22B
$117K 0.03%
7,040
– –
KEY icon
142
KeyCorp
KEY
$24.2B
$116K 0.03%
6,646
– –
UPS icon
143
United Parcel Service
UPS
$88.6B
$114K 0.03%
1,131
-149
-12% -$14.7K
EFG icon
144
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$108K 0.03%
960
– –
SWKS icon
145
Skyworks Solutions
SWKS
$9.37B
$101K 0.03%
1,361
+144
+12% +$9.61K
VFH icon
146
Vanguard Financials ETF
VFH
$13.5B
$98.4K 0.03%
773
+50
+7% +$5.96K
ZION icon
147
Zions Bancorporation
ZION
$10.2B
$95K 0.03%
1,828
-231
-11% -$10.8K
ICE icon
148
Intercontinental Exchange
ICE
$85.6B
$90.6K 0.02%
494
+1
+0.2% +$172
VGT icon
149
Vanguard Information Technology ETF
VGT
$139B
$89.5K 0.02%
1,080
– –
SPYD icon
150
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$87.7K 0.02%
2,068
+16
+0.8% +$672
4 5
6
7 8

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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.