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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
VGT icon
151
Vanguard Information Technology ETF
VGT
$139B
$73.2K 0.02%
1,080
– –
CELH icon
152
Celsius Holdings
CELH
$7.47B
$65.9K 0.02%
+1,851
New +$50.4K
TSM icon
153
TSMC
TSM
$2.1T
– –
0
– –
BMY icon
154
Bristol-Myers Squibb
BMY
$133B
$59.7K 0.02%
979
– –
OXY icon
155
Occidental Petroleum
OXY
$56.8B
$49.4K 0.02%
1,000
– –
ABBV icon
156
AbbVie
ABBV
$443B
$47.1K 0.01%
225
– –
GE icon
157
GE Aerospace
GE
$374B
$45.2K 0.01%
226
– –
AMAT icon
158
Applied Materials
AMAT
$403B
$43.4K 0.01%
299
– –
MGRC icon
159
McGrath RentCorp
MGRC
$2.81B
$38.3K 0.01%
344
+2
+0.6% +$236
F icon
160
Ford
F
$58.5B
$38.1K 0.01%
3,794
+77
+2% +$752
DVN icon
161
Devon Energy
DVN
$52.1B
$37.7K 0.01%
1,007
-106
-10% -$3.76K
EEM icon
162
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$36.1K 0.01%
825
– –
ONB icon
163
Old National Bancorp
ONB
$10.2B
$34.7K 0.01%
1,637
+11
+0.7% +$248
CSX icon
164
CSX Corp
CSX
$93.4B
$33.1K 0.01%
1,125
– –
TXN icon
165
Texas Instruments
TXN
$252B
$31.4K 0.01%
175
– –
DGX icon
166
Quest Diagnostics
DGX
$25.7B
$30.5K 0.01%
180
– –
NSC icon
167
Norfolk Southern
NSC
$75.4B
$28.7K 0.01%
121
– –
ICUI icon
168
ICU Medical
ICUI
$4.21B
$27.8K 0.01%
200
– –
BOH icon
169
Bank of Hawaii
BOH
$3.15B
$27.6K 0.01%
400
– –
IGE icon
170
iShares North American Natural Resources ETF
IGE
$741M
$19.6K 0.01%
431
– –
BKR icon
171
Baker Hughes
BKR
$60B
$17.6K 0.01%
400
– –
PEP icon
172
PepsiCo
PEP
$190B
$17.4K 0.01%
116
– –
MRP
173
Millrose Properties Inc
MRP
$4.65B
$17.1K 0.01%
+646
New +$15.1K
IJH icon
174
iShares Core S&P Mid-Cap ETF
IJH
$122B
$15.2K ﹤0.01%
260
-7,057
-96% -$438K
GD icon
175
General Dynamics
GD
$104B
$14.7K ﹤0.01%
54
-60
-53% -$15.6K
5 6
7
8 9

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FCG
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PIN
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OCM
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MIC
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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.