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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
VFH icon
151
Vanguard Financials ETF
VFH
$13.5B
$102K 0.03%
60
-713
-92% -$92.3K
TSM icon
152
TSMC
TSM
$2.1T
$101K 0.02%
127
-234
-65% -$57.2K
VGT icon
153
Vanguard Information Technology ETF
VGT
$139B
$101K 0.02%
48
-1,032
-96% -$90.2K
SPYD icon
154
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$91.6K 0.02%
4,591
+2,523
+122% +$111K
GSY icon
155
Invesco Ultra Short Duration ETF
GSY
$3.86B
$69.1K 0.02%
2,022
-2,446
-55% -$123K
CVX icon
156
Chevron
CVX
$392B
$68.4K 0.02%
6,036
+4,544
+305% +$704K
GE icon
157
GE Aerospace
GE
$374B
$68K 0.02%
951
+725
+321% +$198K
SBUX icon
158
Starbucks
SBUX
$120B
$67.5K 0.02%
1,768
+975
+123% +$87.3K
OXY icon
159
Occidental Petroleum
OXY
$56.8B
$47.3K 0.01%
15,986
+14,986
+1,499% +$677K
AZO icon
160
AutoZone
AZO
$49.2B
$47.2K 0.01%
+9,457
New +$37.9M
BMY icon
161
Bristol-Myers Squibb
BMY
$133B
$44.2K 0.01%
42,764
+41,762
+4,168% +$1.95M
EEM icon
162
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$44.1K 0.01%
431
-394
-48% -$19.8K
MGRC icon
163
McGrath RentCorp
MGRC
$2.81B
$40.7K 0.01%
21,359
+21,014
+6,091% +$2.54M
NSC icon
164
Norfolk Southern
NSC
$75.4B
$36.8K 0.01%
10
-112
-92% -$31.1K
ONB icon
165
Old National Bancorp
ONB
$10.2B
$36.4K 0.01%
17
-1,631
-99% -$36.1K
DVN icon
166
Devon Energy
DVN
$52.1B
$35.3K 0.01%
5,693
+4,686
+465% +$160K
DGX icon
167
Quest Diagnostics
DGX
$25.7B
$34.3K 0.01%
61,042
+60,862
+33,812% +$10.8M
F icon
168
Ford
F
$58.5B
$30.6K 0.01%
18,017
+15,487
+612% +$178K
ZTS icon
169
Zoetis
ZTS
$32.4B
$28K 0.01%
21,374
+20,128
+1,615% +$3.04M
TXN icon
170
Texas Instruments
TXN
$252B
$27.6K 0.01%
9,762
+9,612
+6,408% +$1.88M
BOH icon
171
Bank of Hawaii
BOH
$3.15B
$26.3K 0.01%
17,466
+17,066
+4,267% +$1.14M
CIFR icon
172
Cipher Digital
CIFR
$9.13B
$24.3K 0.01%
+3,289
New +$24.8K
MO icon
173
Altria Group
MO
$114B
$22.6K 0.01%
+59,430
New +$3.77M
CRWV
174
CoreWeave
CRWV
$39.2B
$21.9K 0.01%
+13,653
New +$1.62M
IGE icon
175
iShares North American Natural Resources ETF
IGE
$741M
$21.1K 0.01%
2,910
+2,479
+575% +$115K
5 6
7
8 9

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UAM
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FCG
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PIN
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OCM
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PC
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MIC
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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.