Peterson Wealth Management

Peterson Wealth Management as of March 31, 2022

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 59 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr S&p Divid Etf (SDY) 6.3 $9.4M 73k 128.11
Etfis Ser Tr I Virtus Infrcap (PFFA) 6.3 $9.4M 390k 24.08
Vanguard Specialized Funds Div App Etf (VIG) 6.1 $9.1M 56k 162.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.1 $9.1M 20k 451.61
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 6.0 $9.0M 412k 21.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.3 $7.9M 22k 362.55
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 4.6 $6.9M 357k 19.40
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 4.3 $6.3M 163k 39.01
Spdr Ser Tr Portfolio Ln Cor (SPLB) 3.5 $5.2M 186k 27.79
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.4 $5.0M 75k 67.09
Pepsi (PEP) 3.0 $4.5M 27k 167.40
Ishares Tr Pfd And Incm Sec (PFF) 2.4 $3.6M 98k 36.42
Select Sector Spdr Tr Technology (XLK) 2.2 $3.3M 21k 158.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.9 $2.9M 38k 75.88
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.8 $2.7M 61k 44.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $2.5M 19k 136.98
Schwab Strategic Tr Us Tips Etf (SCHP) 1.6 $2.5M 41k 60.71
Costco Wholesale Corporation (COST) 1.6 $2.4M 4.2k 575.81
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.6 $2.4M 13k 185.02
Vaneck Etf Trust High Yld Munietf (HYD) 1.5 $2.2M 39k 57.40
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $2.1M 19k 112.23
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $2.1M 49k 41.76
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.2 $1.8M 54k 34.15
Apple (AAPL) 1.2 $1.8M 10k 174.65
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.8M 7.9k 227.67
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.2 $1.8M 34k 53.06
Select Sector Spdr Tr Financial (XLF) 1.1 $1.7M 45k 38.33
Select Sector Spdr Tr Communication (XLC) 1.1 $1.6M 24k 68.78
Amazon (AMZN) 1.1 $1.6M 488.00 3260.25
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.0 $1.4M 14k 102.97
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 0.9 $1.4M 59k 23.81
Waste Management (WM) 0.9 $1.4M 8.7k 158.47
First Tr Exchange-traded Nasdaq Lux Digi (EKG) 0.9 $1.4M 7.3k 187.87
Microsoft Corporation (MSFT) 0.9 $1.4M 4.4k 308.42
Wal-Mart Stores (WMT) 0.9 $1.3M 8.6k 148.96
NVIDIA Corporation (NVDA) 0.8 $1.2M 4.5k 272.93
Target Corporation (TGT) 0.8 $1.2M 5.7k 212.21
Eli Lilly & Co. (LLY) 0.8 $1.2M 4.2k 286.26
Abbott Laboratories (ABT) 0.8 $1.1M 9.6k 118.34
Mastercard Incorporated Cl A (MA) 0.7 $1.1M 3.1k 357.26
Advanced Micro Devices (AMD) 0.7 $1.0M 9.5k 109.30
JPMorgan Chase & Co. (JPM) 0.7 $1.0M 7.4k 136.36
Home Depot (HD) 0.7 $985k 3.3k 299.30
State Street Corporation (STT) 0.6 $960k 11k 87.13
Roblox Corp Cl A (RBLX) 0.6 $931k 20k 46.24
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.6 $861k 18k 48.29
Johnson & Johnson (JNJ) 0.5 $806k 4.5k 177.30
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $709k 15k 47.86
Public Storage (PSA) 0.4 $664k 1.7k 390.13
Hershey Company (HSY) 0.4 $660k 3.0k 216.75
Pfizer (PFE) 0.4 $571k 11k 51.81
Marvell Technology (MRVL) 0.4 $539k 7.5k 71.66
Etf Managers Tr Prime Cybr Scrty 0.3 $511k 8.7k 58.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $427k 871.00 490.24
Employers Holdings (EIG) 0.3 $409k 10k 40.99
Alphabet Cap Stk Cl A (GOOGL) 0.2 $337k 121.00 2785.12
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $328k 7.5k 43.95
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $307k 6.5k 47.17
Exxon Mobil Corporation (XOM) 0.1 $203k 2.5k 82.59