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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
BKR icon
176
Baker Hughes
BKR
$60B
$19.5K ﹤0.01%
400
– –
IJH icon
177
iShares Core S&P Mid-Cap ETF
IJH
$122B
$17K ﹤0.01%
140
-120
-46% -$7.71K
IJR icon
178
iShares Core S&P Small-Cap ETF
IJR
$109B
$16.6K ﹤0.01%
5,622
+5,482
+3,916% +$630K
PEP icon
179
PepsiCo
PEP
$190B
$16.3K ﹤0.01%
33,461
+33,345
+28,746% +$4.76M
IREN icon
180
Iris Energy
IREN
$13.2B
$15.9K ﹤0.01%
+183
New +$4.44K
CAT icon
181
Caterpillar
CAT
$375B
$15.3K ﹤0.01%
16,142
+16,125
+94,853% +$6.88M
GRFS
182
Grifois
GRFS
$5.36B
$15.1K ﹤0.01%
7,287
+5,787
+386% +$57.8K
IEMG icon
183
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$12.1K ﹤0.01%
11,830
+11,647
+6,364% +$726K
TGT icon
184
Target
TGT
$65.6B
$11.4K ﹤0.01%
45,033
+44,906
+35,359% +$4.42M
ICLN icon
185
iShares Global Clean Energy ETF
ICLN
$2.31B
$11.3K ﹤0.01%
825
+97
+13% +$1.37K
RTX icon
186
RTX Corp
RTX
$290B
$10.8K ﹤0.01%
760
+688
+956% +$107K
VSS icon
187
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$8.55K ﹤0.01%
3,386
+3,351
+9,574% +$464K
XLV icon
188
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$8.07K ﹤0.01%
2,083
+2,025
+3,491% +$274K
CF icon
189
CF Industries
CF
$19.2B
$7.18K ﹤0.01%
441
+361
+451% +$32.2K
TIC
190
TIC Solutions Inc
TIC
$1.62B
$6.12K ﹤0.01%
+6,517
New +$74.3K
NOC icon
191
Northrop Grumman
NOC
$77.1B
$6.09K ﹤0.01%
101
+91
+910% +$51.6K
NVO
192
Novo Nordisk
NVO
$208B
$5.59K ﹤0.01%
25
-172
-87% -$10.1K
ICE icon
193
Intercontinental Exchange
ICE
$85.6B
$5.56K ﹤0.01%
2,135
+1,641
+332% +$293K
WM icon
194
Waste Management
WM
$90.6B
$4.5K ﹤0.01%
23
+3
+15% +$676
NOBL icon
195
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$4.12K ﹤0.01%
21,580
+21,500
+26,875% +$1.11M
HSY icon
196
Hershey
HSY
$35.2B
$3.74K ﹤0.01%
9,577
+9,557
+47,785% +$1.74M
NUE icon
197
Nucor
NUE
$58.6B
$3.39K ﹤0.01%
146,783
+146,758
+587,032% +$20.8M
LHX icon
198
L3Harris
LHX
$51.6B
$3.37K ﹤0.01%
1,612
+1,429
+781% +$391K
SYY icon
199
Sysco
SYY
$40.8B
$3.05K ﹤0.01%
361
+324
+876% +$25.9K
HOOD icon
200
Robinhood
HOOD
$77.8B
$2.86K ﹤0.01%
65
+45
+225% +$4.91K
6 7
8
9 10

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AA
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UAM
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FCG
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PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
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.