Peterson Wealth Management

Peterson Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 58 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $11M 26k 397.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.5 $9.8M 21k 474.95
Spdr Ser Tr Portfolio Ln Cor (SPLB) 5.9 $8.8M 278k 31.48
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $7.1M 42k 171.76
Spdr Ser Tr S&p Divid Etf (SDY) 4.5 $6.7M 52k 129.11
Select Sector Spdr Tr Technology (XLK) 4.0 $6.0M 35k 173.88
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 3.9 $5.9M 288k 20.40
Etfis Ser Tr I Virtus Infrcap (PFFA) 3.1 $4.7M 187k 25.12
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.1 $4.6M 22k 204.44
Pepsi (PEP) 3.0 $4.5M 26k 173.70
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 2.9 $4.4M 186k 23.69
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.8 $4.2M 90k 47.34
Schwab Strategic Tr Us Tips Etf (SCHP) 2.8 $4.2M 66k 62.90
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.7 $4.0M 58k 68.63
Costco Wholesale Corporation (COST) 2.1 $3.1M 5.5k 567.68
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.1 $3.1M 40k 77.10
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.0 $2.9M 81k 36.15
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $2.9M 21k 140.87
Microsoft Corporation (MSFT) 1.8 $2.7M 7.9k 336.34
First Tr Exchange-traded Dj Internt Idx (FDN) 1.6 $2.4M 11k 226.09
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.6 $2.4M 55k 42.91
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $2.3M 21k 112.11
Apple (AAPL) 1.5 $2.3M 13k 177.57
Roblox Corp Cl A (RBLX) 1.4 $2.1M 20k 103.17
Ishares Tr Pfd And Incm Sec (PFF) 1.4 $2.0M 52k 39.43
Select Sector Spdr Tr Communication (XLC) 1.4 $2.0M 26k 77.70
Target Corporation (TGT) 1.4 $2.0M 8.7k 231.46
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.3 $2.0M 47k 41.99
Home Depot (HD) 1.3 $1.9M 4.7k 415.09
JPMorgan Chase & Co. (JPM) 1.2 $1.9M 12k 158.38
Wal-Mart Stores (WMT) 1.2 $1.8M 12k 144.67
Abbott Laboratories (ABT) 1.2 $1.7M 12k 140.74
Waste Management (WM) 1.1 $1.7M 10k 166.89
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.7M 7.0k 241.38
Amazon (AMZN) 1.1 $1.7M 498.00 3335.34
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.0 $1.6M 15k 105.80
Hershey Company (HSY) 1.0 $1.5M 7.5k 193.52
Mastercard Incorporated Cl A (MA) 0.9 $1.4M 3.8k 359.21
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.7 $1.1M 20k 56.97
NVIDIA Corporation (NVDA) 0.7 $1.1M 3.6k 294.04
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $1.0M 17k 62.42
United Parcel Service CL B (UPS) 0.7 $1.0M 4.9k 214.30
Spdr Ser Tr S&p Homebuild (XHB) 0.7 $979k 11k 85.74
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.6 $883k 17k 51.70
Johnson & Johnson (JNJ) 0.6 $869k 5.1k 171.03
Advanced Micro Devices (AMD) 0.6 $868k 6.0k 143.89
Walt Disney Company (DIS) 0.6 $868k 5.6k 154.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $701k 1.4k 517.34
Ishares Tr Russell 2000 Etf (IWM) 0.5 $680k 3.1k 222.51
Spdr Ser Tr Comp Software (XSW) 0.4 $602k 3.6k 165.38
Netflix (NFLX) 0.4 $552k 917.00 601.96
Marvell Technology (MRVL) 0.3 $432k 4.9k 87.50
Employers Holdings (EIG) 0.3 $413k 10k 41.39
Starbucks Corporation (SBUX) 0.3 $384k 3.3k 116.97
Honeywell International (HON) 0.2 $324k 1.6k 208.63
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.2 $225k 4.6k 49.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $225k 4.1k 54.81
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $217k 5.2k 42.10