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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
VUG icon
1
Vanguard Morningstar Growth ETF
VUG
$220B
$28.3M 6.98%
13,578
-348,282
-96% -$26.6M
NVDA icon
2
NVIDIA
NVDA
$4.86T
$27.4M 6.76%
2,605
-145,339
-98% -$25.3M
AAPL icon
3
Apple
AAPL
$4.54T
$24.1M 5.94%
1,125
-96,263
-99% -$21.7M
TSLA icon
4
Tesla
TSLA
$1.23T
$20M 4.94%
150
-44,874
-100% -$15.6M
JPM icon
5
JPMorgan Chase
JPM
$935B
$16M 3.94%
6,646
-44,491
-87% -$13.2M
FIX icon
6
Comfort Systems
FIX
$60.9B
$15.4M 3.81%
60,331
+41,129
+214% +$27.9M
PLTR icon
7
Palantir
PLTR
$295B
$15.3M 3.78%
3,629
-81,931
-96% -$13.3M
AVGO icon
8
Broadcom
AVGO
$1.85T
$14.1M 3.48%
13,709
-29,688
-68% -$9.11M
AMZN icon
9
Amazon
AMZN
$2.92T
$13M 3.22%
1,617
-57,801
-97% -$13.1M
COST icon
10
Costco
COST
$422B
$12.6M 3.12%
3,407
-10,209
-75% -$9.79M
RJF icon
11
Raymond James Financial
RJF
$33.8B
$10.5M 2.6%
33,617
-27,716
-45% -$4.59M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.78M 2.17%
25
-17,395
-100% -$8.43M
MSFT icon
13
Microsoft
MSFT
$3.45T
$8.61M 2.12%
1,245
-15,501
-93% -$7.91M
ORCL icon
14
Oracle
ORCL
$374B
$7.42M 1.83%
1,667
-24,809
-94% -$6.32M
V icon
15
Visa
V
$684B
$7.39M 1.82%
36,997
+14,778
+67% +$5.11M
ASML icon
16
ASML
ASML
$626B
$7.29M 1.8%
9,884
+2,327
+31% +$1.83M
HD icon
17
Home Depot
HD
$331B
$6.39M 1.58%
1,030
-14,601
-93% -$5.74M
CNQ icon
18
Canadian Natural Resources
CNQ
$99.4B
$5.98M 1.48%
32
-185,762
-100% -$5.82M
COP icon
19
ConocoPhillips
COP
$147B
$5.71M 1.41%
160
-61,297
-100% -$5.8M
PM icon
20
Philip Morris
PM
$297B
$5.43M 1.34%
1,506
-31,727
-95% -$5.34M
META icon
21
Meta Platforms (Facebook)
META
$1.42T
$5.05M 1.25%
2,854
-4,030
-59% -$3M
SYK icon
22
Stryker
SYK
$125B
$4.97M 1.23%
21,074
+7,657
+57% +$2.96M
UNP icon
23
Union Pacific
UNP
$174B
$4.51M 1.11%
1,232
-17,589
-93% -$3.96M
GRMN
24
Garmin
GRMN
$56.7B
$4.44M 1.09%
226
-17,761
-99% -$4.1M
FANG icon
25
Diamondback Energy
FANG
$57.1B
$4.14M 1.02%
8,744
-19,517
-69% -$2.78M
1
2 3 4 5

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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.