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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
TSM icon
151
TSMC
TSM
$2.1T
$81.8K 0.02%
+361
New +$66.9K
SBUX icon
152
Starbucks
SBUX
$120B
$72.6K 0.02%
793
+5
+0.6% +$433
GE icon
153
GE Aerospace
GE
$374B
$58.2K 0.02%
226
– –
AMAT icon
154
Applied Materials
AMAT
$403B
$54.7K 0.02%
299
– –
BMY icon
155
Bristol-Myers Squibb
BMY
$133B
$46.4K 0.01%
1,002
+23
+2% +$1.13K
LHX icon
156
L3Harris
LHX
$51.6B
$45.9K 0.01%
183
-1,517
-89% -$349K
OXY icon
157
Occidental Petroleum
OXY
$56.8B
$42K 0.01%
1,000
– –
MGRC icon
158
McGrath RentCorp
MGRC
$2.81B
$40K 0.01%
345
+1
+0.3% +$111
EEM icon
159
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$39.8K 0.01%
825
– –
ONB icon
160
Old National Bancorp
ONB
$10.2B
$35.2K 0.01%
1,648
+11
+0.7% +$228
DGX icon
161
Quest Diagnostics
DGX
$25.7B
$32.3K 0.01%
180
– –
DVN icon
162
Devon Energy
DVN
$52.1B
$32K 0.01%
1,007
– –
NSC icon
163
Norfolk Southern
NSC
$75.4B
$31.2K 0.01%
122
+1
+0.8% +$236
TXN icon
164
Texas Instruments
TXN
$252B
$31.1K 0.01%
150
-25
-14% -$4.44K
F icon
165
Ford
F
$58.5B
$27.5K 0.01%
2,530
-1,264
-33% -$12.9K
BOH icon
166
Bank of Hawaii
BOH
$3.15B
$27K 0.01%
400
– –
ICUI icon
167
ICU Medical
ICUI
$4.21B
$26.4K 0.01%
200
– –
IGE icon
168
iShares North American Natural Resources ETF
IGE
$741M
$19.1K 0.01%
431
– –
MRP
169
Millrose Properties Inc
MRP
$4.65B
$16.5K ﹤0.01%
580
-66
-10% -$1.74K
IJH icon
170
iShares Core S&P Mid-Cap ETF
IJH
$122B
$16.1K ﹤0.01%
260
– –
BKR icon
171
Baker Hughes
BKR
$60B
$15.3K ﹤0.01%
400
– –
IJR icon
172
iShares Core S&P Small-Cap ETF
IJR
$109B
$15.3K ﹤0.01%
140
– –
PEP icon
173
PepsiCo
PEP
$190B
$15.3K ﹤0.01%
116
– –
NVO
174
Novo Nordisk
NVO
$208B
$13.6K ﹤0.01%
+197
New +$13.4K
GRFS
175
Grifois
GRFS
$5.36B
$13.6K ﹤0.01%
+1,500
New +$11.7K
5 6
7
8 9

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PIN
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OCM
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MCB
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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.