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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
MCHP icon
126
Microchip Technology
MCHP
$40.3B
$183K 0.05%
16,625
+16,551
+22,366% +$1.12M
TMO icon
127
Thermo Fisher Scientific
TMO
$213B
$178K 0.04%
4,197
+3,830
+1,044% +$1.78M
LRN icon
128
Stride
LRN
$3.41B
$176K 0.04%
+13,445
New +$1.97M
IHI icon
129
iShares US Medical Devices ETF
IHI
$3.13B
$175K 0.04%
14,197
+11,287
+388% +$690K
PG icon
130
Procter & Gamble
PG
$336B
$169K 0.04%
40
-1,010
-96% -$158K
ISRG icon
131
Intuitive Surgical
ISRG
$127B
$169K 0.04%
4
-299
-99% -$143K
SNPS icon
132
Synopsys
SNPS
$74.4B
$168K 0.04%
37
+35
+1,750% +$19.8K
GPN icon
133
Global Payments
GPN
$23B
$167K 0.04%
+1,521
New +$128K
QQQ icon
134
Invesco QQQ Trust
QQQ
$453B
$160K 0.04%
+6,844
New +$3.92M
LEN icon
135
Lennar Class A
LEN
$19.8B
$155K 0.04%
11,332
+10,167
+873% +$1.26M
EOG icon
136
EOG Resources
EOG
$79.2B
$154K 0.04%
3,855
+2,542
+194% +$303K
HAP icon
137
VanEck Natural Resources ETF
HAP
$302M
$154K 0.04%
775
-1,918
-71% -$104K
FTCS icon
138
First Trust Capital Strength ETF
FTCS
$7.91B
$151K 0.04%
2,156
+541
+33% +$49.9K
SEIC icon
139
SEI Investments
SEIC
$12.4B
$149K 0.04%
+4,970
New +$442K
XLK icon
140
State Street Technology Select Sector SPDR ETF
XLK
$115B
$148K 0.04%
1,594
+546
+52% +$72.3K
FAST icon
141
Fastenal
FAST
$54.7B
$142K 0.04%
23,408
+20,515
+709% +$969K
KO icon
142
Coca-Cola
KO
$377B
$133K 0.03%
+4,092
New +$282K
XLE icon
143
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$129K 0.03%
116
-4,476
-97% -$196K
KEY icon
144
KeyCorp
KEY
$24.2B
$124K 0.03%
1,897
-4,749
-71% -$87.9K
LSTR icon
145
Landstar System
LSTR
$5.93B
$117K 0.03%
10,960
+10,053
+1,108% +$1.33M
EFG icon
146
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$109K 0.03%
728
-232
-24% -$25.9K
SWKS icon
147
Skyworks Solutions
SWKS
$9.37B
$105K 0.03%
1,446
+85
+6% +$6.33K
ZION icon
148
Zions Bancorporation
ZION
$10.2B
$104K 0.03%
192
-1,636
-89% -$91K
ACN icon
149
Accenture
ACN
$102B
$103K 0.03%
460
+45
+11% +$11.7K
UPS icon
150
United Parcel Service
UPS
$88.6B
$103K 0.03%
4,608
+3,477
+307% +$315K
4 5
6
7 8

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FCG
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OCM
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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.