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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
PG icon
126
Procter & Gamble
PG
$336B
$158K 0.04%
1,101
+1,061
+2,653% +$156K
GPN icon
127
Global Payments
GPN
$23B
$155K 0.04%
2,008
+487
+32% +$39.2K
FTCS icon
128
First Trust Capital Strength ETF
FTCS
$7.91B
$149K 0.04%
1,615
-541
-25% -$50K
FISV
129
Fiserv Inc
FISV
$28.8B
$149K 0.04%
2,218
-344
-13% -$28.8K
XLK icon
130
State Street Technology Select Sector SPDR ETF
XLK
$115B
$149K 0.04%
1,033
-561
-35% -$81K
CGNX icon
131
Cognex
CGNX
$10.9B
$147K 0.04%
4,094
-38,981
-90% -$1.58M
EOG icon
132
EOG Resources
EOG
$79.2B
$144K 0.04%
1,375
-2,480
-64% -$266K
SEIC icon
133
SEI Investments
SEIC
$12.4B
$144K 0.04%
1,753
-3,217
-65% -$264K
LSTR icon
134
Landstar System
LSTR
$5.93B
$137K 0.04%
955
-10,005
-91% -$1.33M
KEY icon
135
KeyCorp
KEY
$24.2B
$137K 0.04%
6,646
+4,749
+250% +$88.4K
XLE icon
136
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$129K 0.03%
2,892
+2,776
+2,393% +$124K
LEN icon
137
Lennar Class A
LEN
$19.8B
$127K 0.03%
1,231
-10,101
-89% -$1.22M
FAST icon
138
Fastenal
FAST
$54.7B
$117K 0.03%
2,921
-20,487
-88% -$862K
ACN icon
139
Accenture
ACN
$102B
$113K 0.03%
420
-40
-9% -$10.2K
TSM icon
140
TSMC
TSM
$2.1T
$110K 0.03%
361
+234
+184% +$68.7K
EFG icon
141
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$109K 0.03%
960
+232
+32% +$26.6K
ZION icon
142
Zions Bancorporation
ZION
$10.2B
$108K 0.03%
1,843
+1,651
+860% +$89.9K
VFH icon
143
Vanguard Financials ETF
VFH
$13.5B
$104K 0.03%
779
+719
+1,198% +$93.4K
VGT icon
144
Vanguard Information Technology ETF
VGT
$139B
$102K 0.03%
1,080
+1,032
+2,150% +$98.1K
UPS icon
145
United Parcel Service
UPS
$88.6B
$91.6K 0.02%
924
-3,684
-80% -$345K
SPYD icon
146
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$90.8K 0.02%
2,100
-2,491
-54% -$108K
KO icon
147
Coca-Cola
KO
$377B
$70K 0.02%
1,002
-3,090
-76% -$215K
GE icon
148
GE Aerospace
GE
$374B
$69.6K 0.02%
226
-725
-76% -$218K
SBUX icon
149
Starbucks
SBUX
$120B
$67.5K 0.02%
802
-966
-55% -$81.5K
CVX icon
150
Chevron
CVX
$392B
$67.2K 0.02%
441
-5,595
-93% -$852K
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 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.