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
+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
VUG icon
1
Vanguard Morningstar Growth ETF
VUG
$220B
$26.4M 7.24%
361,860
-8,784
-2% -$578K
NVDA icon
2
NVIDIA
NVDA
$4.86T
$23.4M 6.4%
147,944
+611
+0.4% +$76.9K
AAPL icon
3
Apple
AAPL
$4.54T
$20M 5.47%
97,388
-2,555
-3% -$516K
JPM icon
4
JPMorgan Chase
JPM
$935B
$14.8M 4.06%
51,137
+344
+0.7% +$87.8K
TSLA icon
5
Tesla
TSLA
$1.23T
$14.3M 3.92%
45,024
+8,410
+23% +$2.53M
COST icon
6
Costco
COST
$422B
$13.5M 3.69%
13,616
+72
+0.5% +$71.6K
AMZN icon
7
Amazon
AMZN
$2.92T
$13M 3.57%
59,418
+634
+1% +$125K
AVGO icon
8
Broadcom
AVGO
$1.85T
$12M 3.28%
43,397
+402
+0.9% +$87.3K
PLTR icon
9
Palantir
PLTR
$295B
$11.7M 3.2%
85,560
-245
-0.3% -$28.7K
FIX icon
10
Comfort Systems
FIX
$60.9B
$10.3M 2.82%
19,202
+93
+0.5% +$40.5K
RJF icon
11
Raymond James Financial
RJF
$33.8B
$9.41M 2.58%
61,333
+735
+1% +$105K
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.46M 2.32%
17,420
+59
+0.3% +$30K
MSFT icon
13
Microsoft
MSFT
$3.45T
$8.33M 2.28%
16,746
+271
+2% +$118K
V icon
14
Visa
V
$684B
$7.89M 2.16%
22,219
+100
+0.5% +$34.9K
ASML icon
15
ASML
ASML
$626B
$6.06M 1.66%
+7,557
New +$5.42M
PM icon
16
Philip Morris
PM
$297B
$6.05M 1.66%
33,233
+1,135
+4% +$195K
CNQ icon
17
Canadian Natural Resources
CNQ
$99.4B
$5.83M 1.6%
185,794
+5,079
+3% +$154K
ORCL icon
18
Oracle
ORCL
$374B
$5.79M 1.59%
26,476
+418
+2% +$67.5K
HD icon
19
Home Depot
HD
$331B
$5.73M 1.57%
15,631
+271
+2% +$98.1K
COP icon
20
ConocoPhillips
COP
$147B
$5.52M 1.51%
61,457
+1,268
+2% +$114K
SYK icon
21
Stryker
SYK
$125B
$5.31M 1.45%
13,417
+168
+1% +$62.8K
META icon
22
Meta Platforms (Facebook)
META
$1.42T
$5.08M 1.39%
6,884
+98
+1% +$60.6K
UNP icon
23
Union Pacific
UNP
$174B
$4.33M 1.19%
18,821
+444
+2% +$98.6K
FANG icon
24
Diamondback Energy
FANG
$57.1B
$3.88M 1.06%
28,261
+2,999
+12% +$416K
GRMN
25
Garmin
GRMN
$56.7B
$3.75M 1.03%
17,987
+155
+0.9% +$30.8K
1
2 3 4 5

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 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.