Peterson Wealth Management
Latest statistics and disclosures from Peterson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, VIG, NVDA, AMZN, and represent 42.64% of Peterson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VIG (+$6.4M), SPYD (+$5.1M), JPM, XLF, CASY, CTAS, IAK, QQQ, SPLV, META.
- Started 9 new stock positions in SPYD, CASY, TSLA, SCHM, CTAS, NOW, IAK, JPM, IWM.
- Reduced shares in these 10 stocks: , XLK (-$6.9M), HD, SMH, DLR, GOOGL, , , , AAPL.
- Sold out of its positions in GOOGL, HACK, BRK.B, CAT, CVX, DLR, FDN, CIBR, HD, MRVL. MCK, SDY, CRM, XLV, XLE, TGT, SMH, WM, ETN.
- Peterson Wealth Management was a net buyer of stock by $2.6M.
- Peterson Wealth Management has $169M in assets under management (AUM), dropping by 13.53%.
- Central Index Key (CIK): 0001785144
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Portfolio Holdings for Peterson Wealth Management
Peterson Wealth Management holds 40 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.6 | $20M | +19% | 36k | 551.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.3 | $19M | +15% | 31k | 617.86 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 8.5 | $14M | +80% | 70k | 204.67 |
|
| NVIDIA Corporation (NVDA) | 6.8 | $11M | 72k | 157.99 |
|
|
| Amazon (AMZN) | 4.4 | $7.4M | +10% | 34k | 219.39 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 3.9 | $6.6M | 30k | 217.33 |
|
|
| Microsoft Corporation (MSFT) | 3.7 | $6.3M | -10% | 13k | 497.43 |
|
| Costco Wholesale Corporation (COST) | 3.7 | $6.3M | -16% | 6.3k | 989.90 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $5.8M | +17% | 26k | 226.49 |
|
| Select Sector Spdr Tr Financial (XLF) | 3.1 | $5.2M | +624% | 99k | 52.37 |
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 3.0 | $5.1M | NEW | 121k | 42.44 |
|
| Mastercard Incorporated Cl A (MA) | 2.8 | $4.7M | +11% | 8.4k | 561.96 |
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $4.7M | NEW | 16k | 289.90 |
|
| Wal-Mart Stores (WMT) | 2.7 | $4.6M | -6% | 47k | 97.78 |
|
| Casey's General Stores (CASY) | 2.4 | $4.0M | NEW | 7.8k | 510.27 |
|
| Broadcom (AVGO) | 2.3 | $3.9M | +69% | 14k | 275.66 |
|
| Select Sector Spdr Tr Communication (XLC) | 2.3 | $3.9M | +279% | 36k | 108.53 |
|
| Cintas Corporation (CTAS) | 2.2 | $3.7M | NEW | 17k | 222.87 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 2.0 | $3.4M | NEW | 26k | 134.46 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.0 | $3.3M | +1075% | 46k | 72.82 |
|
| Meta Platforms Cl A (META) | 2.0 | $3.3M | +822% | 4.5k | 738.05 |
|
| Palo Alto Networks (PANW) | 1.9 | $3.3M | -14% | 16k | 204.64 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $3.2M | -2% | 4.0k | 779.53 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $2.7M | +98% | 5.4k | 509.31 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.2 | $2.0M | +90% | 3.5k | 566.55 |
|
| Pepsi (PEP) | 1.1 | $1.8M | -31% | 14k | 132.04 |
|
| Roblox Corp Cl A (RBLX) | 1.0 | $1.7M | -17% | 17k | 105.20 |
|
| Servicenow (NOW) | 0.8 | $1.4M | NEW | 1.4k | 1028.08 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.8 | $1.4M | -51% | 17k | 80.97 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.7 | $1.2M | -25% | 10k | 121.64 |
|
| Employers Holdings (EIG) | 0.3 | $477k | 10k | 47.18 |
|
|
| Apple (AAPL) | 0.3 | $454k | -78% | 2.2k | 205.18 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $326k | 13k | 24.44 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $318k | -95% | 1.3k | 253.29 |
|
| Tesla Motors (TSLA) | 0.2 | $303k | NEW | 955.00 | 317.66 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $262k | -3% | 2.4k | 107.81 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $258k | 6.4k | 40.49 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $237k | NEW | 1.1k | 215.84 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $231k | 3.1k | 73.63 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $204k | NEW | 7.3k | 28.05 |
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Past Filings by Peterson Wealth Management
SEC 13F filings are viewable for Peterson Wealth Management going back to 2019
- Peterson Wealth Management 2025 Q2 filed Oct. 15, 2025
- Peterson Wealth Management 2025 Q1 filed June 16, 2025
- Peterson Wealth Management 2024 Q4 filed Feb. 14, 2025
- Peterson Wealth Management 2024 Q3 filed Nov. 14, 2024
- Peterson Wealth Management 2024 Q2 filed Aug. 5, 2024
- 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