Peterson Wealth Management
Latest statistics and disclosures from Peterson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, QQQ, VIG, SDY, PEP, and represent 32.16% of Peterson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PANW, WMT, AAPL, COST, ABT, CVX, MRVL, SNOW, HSY, CIBR.
- Started 8 new stock positions in HSY, SCHX, HACK, PANW, CVX, SPDW, BND, TGT.
- Reduced shares in these 10 stocks: SPLV, FPEI, SDY, PFFA, VIG, Etf Managers Tr purefunds ise cy, IBB, HON, ABBV, TLT.
- Sold out of its positions in PFFA, Etf Managers Tr purefunds ise cy, FPEI, SPLV, IBB.
- Peterson Wealth Management was a net buyer of stock by $19M.
- Peterson Wealth Management has $139M in assets under management (AUM), dropping by 24.63%.
- Central Index Key (CIK): 0001785144
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Portfolio Holdings for Peterson Wealth Management
Peterson Wealth Management holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.4 | $12M | +3% | 22k | 523.08 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.1 | $11M | +3% | 25k | 444.01 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 6.3 | $8.7M | -6% | 48k | 182.61 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 5.0 | $6.9M | -16% | 52k | 131.24 |
|
| Pepsi (PEP) | 4.4 | $6.1M | +6% | 35k | 175.01 |
|
| Costco Wholesale Corporation (COST) | 3.8 | $5.3M | +43% | 7.2k | 732.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.3 | $4.6M | +3% | 22k | 208.27 |
|
| Microsoft Corporation (MSFT) | 3.1 | $4.2M | +20% | 10k | 420.71 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 3.0 | $4.2M | +2% | 23k | 183.89 |
|
| Apple (AAPL) | 2.9 | $4.0M | +105% | 24k | 171.48 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $3.8M | 39k | 97.94 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.6 | $3.6M | +8% | 16k | 224.98 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $3.4M | +31% | 3.8k | 903.56 |
|
| Amazon (AMZN) | 2.4 | $3.4M | +5% | 19k | 180.38 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.4 | $3.3M | -2% | 35k | 94.62 |
|
| Wal-Mart Stores (WMT) | 2.2 | $3.0M | +288% | 51k | 60.17 |
|
| Palo Alto Networks (PANW) | 2.0 | $2.7M | NEW | 9.7k | 284.13 |
|
| Eli Lilly & Co. (LLY) | 2.0 | $2.7M | +25% | 3.5k | 777.98 |
|
| Mastercard Incorporated Cl A (MA) | 1.7 | $2.4M | +33% | 5.0k | 481.57 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.7 | $2.4M | +6% | 31k | 76.36 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 1.7 | $2.4M | +2% | 25k | 95.60 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.7 | $2.3M | 11k | 205.09 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.2M | +42% | 15k | 150.93 |
|
| Advanced Micro Devices (AMD) | 1.5 | $2.1M | +25% | 12k | 180.49 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $2.1M | +43% | 6.4k | 320.59 |
|
| Abbvie (ABBV) | 1.5 | $2.1M | -4% | 11k | 182.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.0M | +14% | 4.7k | 420.52 |
|
| salesforce (CRM) | 1.4 | $1.9M | +36% | 6.4k | 301.18 |
|
| Snowflake Cl A (SNOW) | 1.4 | $1.9M | +115% | 12k | 161.60 |
|
| Digital Realty Trust (DLR) | 1.4 | $1.9M | +28% | 13k | 144.04 |
|
| Abbott Laboratories (ABT) | 1.3 | $1.8M | +298% | 16k | 113.66 |
|
| Marvell Technology (MRVL) | 1.3 | $1.8M | +190% | 25k | 70.88 |
|
| Home Depot (HD) | 1.3 | $1.8M | +7% | 4.6k | 383.56 |
|
| Roblox Corp Cl A (RBLX) | 1.1 | $1.5M | +90% | 39k | 38.18 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.9 | $1.3M | +295% | 5.2k | 250.05 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.9 | $1.2M | +455% | 22k | 56.39 |
|
| Chevron Corporation (CVX) | 0.9 | $1.2M | NEW | 7.8k | 157.74 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $1.2M | -2% | 2.2k | 556.40 |
|
| Hershey Company (HSY) | 0.7 | $1.0M | NEW | 5.2k | 194.49 |
|
| Target Corporation (TGT) | 0.7 | $939k | NEW | 5.3k | 177.21 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $936k | +4% | 6.3k | 147.73 |
|
| American Tower Reit (AMT) | 0.6 | $840k | +109% | 4.3k | 197.59 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $620k | 15k | 42.12 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.4 | $576k | NEW | 9.0k | 64.11 |
|
| Honeywell International (HON) | 0.4 | $485k | -44% | 2.4k | 205.29 |
|
| Employers Holdings (EIG) | 0.3 | $453k | 10k | 45.39 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.3 | $448k | -6% | 8.6k | 52.26 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $429k | -7% | 8.4k | 51.36 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $381k | 4.0k | 94.42 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $276k | NEW | 4.4k | 62.06 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $241k | 2.1k | 116.25 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $229k | NEW | 6.4k | 35.84 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $228k | NEW | 3.1k | 72.63 |
|
Past Filings by Peterson Wealth Management
SEC 13F filings are viewable for Peterson Wealth Management going back to 2019
- Peterson Wealth Management 2024 Q1 filed May 15, 2024
- Peterson Wealth Management 2023 Q4 filed Feb. 22, 2024
- Peterson Wealth Management 2023 Q3 filed Nov. 14, 2023
- Peterson Wealth Management 2023 Q1 filed Aug. 17, 2023
- Peterson Wealth Management 2023 Q2 filed Aug. 17, 2023
- Peterson Wealth Management 2022 Q4 filed Feb. 8, 2023
- Peterson Wealth Management 2022 Q3 filed Oct. 14, 2022
- Peterson Wealth Management 2022 Q2 filed Aug. 3, 2022
- Peterson Wealth Management 2022 Q1 filed April 26, 2022
- Peterson Wealth Management 2021 Q4 filed Feb. 9, 2022
- Peterson Wealth Management 2021 Q3 filed Nov. 12, 2021
- Peterson Wealth Management 2021 Q2 filed Aug. 3, 2021
- Peterson Wealth Management 2021 Q1 filed April 19, 2021
- Peterson Wealth Management 2020 Q4 filed March 10, 2021
- Peterson Wealth Management 2020 Q3 filed Nov. 3, 2020
- Peterson Wealth Management 2020 Q2 filed July 22, 2020