PWS
Peterson Wealth Services Portfolio holdings
AUM
$391M
1-Year Est. Return
29.44%
This Fund
S&P 500
1 Year Est. Return
+29.44%
AUM
$405M
AUM Growth
+$40.2M
(+11%)
Holding
235
Top Buys
| 1 | +$60.4M | |
| 2 | +$37.9M | |
| 3 | +$27.9M | |
| 4 |
Nucor
NUE
|
+$20.8M |
| 5 |
Analog Devices
ADI
|
+$20.5M |
Top Sells
| 1 | +$26.6M | |
| 2 | +$25.3M | |
| 3 | +$21.7M | |
| 4 |
Tesla
TSLA
|
+$15.6M |
| 5 |
Palantir
PLTR
|
+$13.3M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
1
Vanguard Growth ETF
VUG
$194B
| $28.3M | 6.98% |
2,263
-58,047
|
|
||
2
NVIDIA
NVDA
$4.45T
| $27.4M | 6.76% |
2,605
-145,339
|
|
||
3
Apple
AAPL
$3.71T
| $24.1M | 5.94% |
1,125
-96,263
|
|
||
|
4
Tesla
TSLA
$1.48T
| $20M | 4.94% |
150
-44,874
|
|
||
5
JPMorgan Chase
JPM
$772B
| $16M | 3.94% |
6,646
-44,491
|
|
||
6
Comfort Systems
FIX
$49.7B
| $15.4M | 3.81% |
60,331
+41,129
|
|
||
|
7
Palantir
PLTR
$365B
| $15.3M | 3.78% |
3,629
-81,931
|
|
||
8
Broadcom
AVGO
$1.54T
| $14.1M | 3.48% |
13,709
-29,688
|
|
||
9
Amazon
AMZN
$2.27T
| $13M | 3.22% |
1,617
-57,801
|
|
||
10
Costco
COST
$444B
| $12.6M | 3.12% |
3,407
-10,209
|
|
||
11
Raymond James Financial
RJF
$28.3B
| $10.5M | 2.6% |
33,617
-27,716
|
|
||
12
Berkshire Hathaway Class B
BRK.B
$1.06T
| $8.78M | 2.17% |
25
-17,395
|
|
||
13
Microsoft
MSFT
$2.97T
| $8.61M | 2.12% |
1,245
-15,501
|
|
||
14
Oracle
ORCL
$449B
| $7.42M | 1.83% |
1,667
-24,809
|
|
||
15
Visa
V
$596B
| $7.39M | 1.82% |
36,997
+14,778
|
|
||
16
ASML
ASML
$530B
| $7.29M | 1.8% |
9,884
+2,327
|
|
||
17
Home Depot
HD
$341B
| $6.39M | 1.58% |
1,030
-14,601
|
|
||
18
Canadian Natural Resources
CNQ
$102B
| $5.98M | 1.48% |
32
-185,762
|
|
||
19
ConocoPhillips
COP
$148B
| $5.71M | 1.41% |
160
-61,297
|
|
||
20
Philip Morris
PM
$272B
| $5.43M | 1.34% |
1,506
-31,727
|
|
||
21
Meta Platforms (Facebook)
META
$1.59T
| $5.05M | 1.25% |
2,854
-4,030
|
|
||
22
Stryker
SYK
$134B
| $4.97M | 1.23% |
21,074
+7,657
|
|
||
23
Union Pacific
UNP
$144B
| $4.51M | 1.11% |
1,232
-17,589
|
|
||
24
Garmin
GRMN
$45.2B
| $4.44M | 1.09% |
226
-17,761
|
|
||
25
Diamondback Energy
FANG
$51.4B
| $4.14M | 1.02% |
8,744
-19,517
|
|