We are live on ! Find out more
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
BA icon
201
Boeing
BA
$171B
$2.81K ﹤0.01%
979
+966
+7,431% +$218K
FDUS icon
202
Fidus Investment
FDUS
$749M
$2.47K ﹤0.01%
343
+221
+181% +$4.66K
ONTO icon
203
Onto Innovation
ONTO
$12.9B
$2.2K ﹤0.01%
26,396
+26,379
+155,171% +$2.82M
WLK icon
204
Westlake Corp
WLK
$9.03B
$1.77K ﹤0.01%
1,835
+1,812
+7,878% +$151K
RIVN icon
205
Rivian
RIVN
$22B
$1.53K ﹤0.01%
20
-84
-81% -$1.13K
M icon
206
Macy's
M
$6.53B
$1.47K ﹤0.01%
19,301
+19,219
+23,438% +$272K
AMRZ
207
Amrize Ltd
AMRZ
$27.1B
$1.46K ﹤0.01%
+9,340
New +$476K
ARM icon
208
Arm
ARM
$256B
$1.42K ﹤0.01%
7,535
+7,513
+34,150% +$1.09M
CRNC icon
209
Cerence
CRNC
$385M
$1.25K ﹤0.01%
80
-20
-20% -$205
MUSA icon
210
Murphy USA
MUSA
$11.2B
$1.17K ﹤0.01%
575
+572
+19,067% +$226K
EL icon
211
Estee Lauder
EL
$30.4B
$1.13K ﹤0.01%
1,230
+1,217
+9,362% +$108K
STM icon
212
STMicroelectronics
STM
$46.7B
$1.05K ﹤0.01%
1,179
+1,142
+3,086% +$31.9K
BND icon
213
Vanguard Total Bond Market
BND
$157B
$446 ﹤0.01%
1,321
+1,315
+21,917% +$96.8K
PKB icon
214
Invesco Building & Construction ETF
PKB
$430M
$382 ﹤0.01%
267
+263
+6,575% +$23.4K
VWO icon
215
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$108 ﹤0.01%
+59,001
New +$3.04M
BYND icon
216
Beyond Meat
BYND
$292M
$47 ﹤0.01%
13
-12
-48% -$35
AMGN icon
217
Amgen
AMGN
$208B
– –
-3
Closed -$845
BABA icon
218
Alibaba
BABA
$293B
– –
-10
Closed -$1.13K
BV icon
219
BrightView Holdings
BV
$1.22B
– –
-7,040
Closed -$117K
ELV icon
220
Elevance Health
ELV
$81.5B
– –
-3
Closed -$1.17K
FCX icon
221
Freeport-McMoran
FCX
$90B
– –
-22
Closed -$954
IBOC icon
222
International Bancshares
IBOC
$4.76B
– –
-16
Closed -$1.06K
ICUI icon
223
ICU Medical
ICUI
$4.21B
– –
-200
Closed -$26.4K
INTC icon
224
Intel
INTC
$455B
– –
-5
Closed -$112
JNPR
225
DELISTED
Juniper Networks
JNPR
– –
-4,758
Closed -$190K
6 7 8
9
10

Similar funds

AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
UAM
UAS Asset Management New York $458M AUM 14.11% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
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
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
MCB
Morton Community Bank East Peoria, Illinois $460M AUM 17.72% 1-Year Est. Return

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.