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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
+2.06%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$391M
AUM Growth
-$14.2M
Cap. Flow
-$44.5M
Cap. Flow %
-11.38%
Top 10 Hldgs %
45.78%
Holding
223
New
8
Increased
98
Reduced
111
Closed
5

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$25M
2
AAPL icon
Apple
AAPL
+$24.6M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$22.7M
4
TSLA icon
Tesla
TSLA
+$19.1M
5
JPM icon
JPMorgan Chase
JPM
+$13.4M

Top Sells

Rank Stock Value
1
CDNS icon
Cadence Design Systems
CDNS
+$57.2M
2
FIX icon
Comfort Systems
FIX
+$40.5M
3
AZO icon
AutoZone
AZO
+$35.7M
4
NUE icon
Nucor
NUE
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.5M

Sector Composition

Rank Sector Weight
1 Technology 31.27%
2 Financials 13.42%
3 Consumer Discretionary 12.56%
4 Industrials 10.38%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.86T
$25.6M 6.54%
137,048
+134,443
+5,161% +$25M
AAPL icon
2
Apple
AAPL
$4.54T
$25.3M 6.46%
92,911
+91,786
+8,159% +$24.6M
VUG icon
3
Vanguard Morningstar Growth ETF
VUG
$220B
$23.9M 6.1%
293,424
+279,846
+2,061% +$22.7M
TSLA icon
4
Tesla
TSLA
$1.23T
$19.4M 4.97%
43,192
+43,042
+28,695% +$19.1M
JPM icon
5
JPMorgan Chase
JPM
$935B
$16.1M 4.11%
49,846
+43,200
+650% +$13.4M
FIX icon
6
Comfort Systems
FIX
$60.9B
$15.3M 3.93%
16,447
-43,884
-73% -$40.5M
AVGO icon
7
Broadcom
AVGO
$1.85T
$14.3M 3.64%
41,176
+27,467
+200% +$9.82M
AMZN icon
8
Amazon
AMZN
$2.92T
$13.7M 3.49%
59,161
+57,544
+3,559% +$13.2M
PLTR icon
9
Palantir
PLTR
$295B
$13.6M 3.47%
76,356
+72,727
+2,004% +$13.2M
COST icon
10
Costco
COST
$422B
$12M 3.08%
13,946
+10,539
+309% +$9.55M
RJF icon
11
Raymond James Financial
RJF
$33.8B
$9.78M 2.5%
60,930
+27,313
+81% +$4.41M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.7M 2.23%
17,312
+17,287
+69,148% +$8.6M
MSFT icon
13
Microsoft
MSFT
$3.45T
$7.98M 2.04%
16,506
+15,261
+1,226% +$7.65M
ASML icon
14
ASML
ASML
$626B
$7.85M 2.01%
7,336
-2,548
-26% -$2.66M
V icon
15
Visa
V
$684B
$7.63M 1.95%
21,765
-15,232
-41% -$5.19M
CNQ icon
16
Canadian Natural Resources
CNQ
$99.4B
$6.43M 1.64%
189,901
+189,869
+593,341% +$6.16M
HD icon
17
Home Depot
HD
$331B
$5.5M 1.41%
15,981
+14,951
+1,452% +$5.48M
PM icon
18
Philip Morris
PM
$297B
$5.35M 1.37%
33,357
+31,851
+2,115% +$4.93M
ORCL icon
19
Oracle
ORCL
$374B
$5.12M 1.31%
26,251
+24,584
+1,475% +$5.85M
LLY icon
20
Eli Lilly
LLY
$1.02T
$4.95M 1.27%
4,604
-2,630
-36% -$2.51M
SYK icon
21
Stryker
SYK
$125B
$4.86M 1.24%
13,828
-7,246
-34% -$2.64M
META icon
22
Meta Platforms (Facebook)
META
$1.42T
$4.79M 1.22%
7,252
+4,398
+154% +$2.94M
UNP icon
23
Union Pacific
UNP
$174B
$4.55M 1.16%
19,681
+18,449
+1,497% +$4.21M
COP icon
24
ConocoPhillips
COP
$147B
$4.25M 1.09%
45,420
+45,260
+28,288% +$4.09M
WMT icon
25
Walmart Inc
WMT
$885B
$3.98M 1.02%
35,756
+35,736
+178,680% +$3.84M
1
2 3 4 5

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FCG
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PIN
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OCM
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Peterson Wealth Services's Q4 2025 Portfolio in Review

As of Q4 2025, Peterson Wealth Services held 223 positions worth $391M, down 3.5% from $405M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Peterson Wealth Services withdrew a net $44.5M in Q4 2025, closing 5 positions and reducing 111 holdings. Its most notable exit was Public Service Enterprise Group, an estimated $901K position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Peterson Wealth Services opened a new position in Zurn Elkay Water Solutions worth $978K.

  • Peterson Wealth Services's largest Q4 2025 buy was Zurn Elkay Water Solutions: 21,035 shares worth $978K.
  • Peterson Wealth Services added most to NVIDIA in Q4 2025, an estimated $25M increase.
  • Peterson Wealth Services's biggest Q4 2025 reduction was Cadence Design Systems, cutting an estimated $57.2M.
  • Peterson Wealth Services fully exited Public Service Enterprise Group in Q4 2025, selling an estimated $901K.
  • Peterson Wealth Services's ten largest holdings make up 46% of its $391M portfolio in Q4 2025.
  • Peterson Wealth Services opened 8 new positions and closed 5 in Q4 2025.
  • Peterson Wealth Services's portfolio value fell 3.5% quarter-over-quarter to $391M.

Based on Peterson Wealth Services's 13F filing for Q4 2025, filed 12 Feb 2026.