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, NVDA, and represent 32.48% of Peterson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$6.4M), MA, VIG, SDY, AMD, CRWD, HD, AMZN, BRK.B, XLY.
- Started 3 new stock positions in WM, CAT, XLC.
- Reduced shares in these 10 stocks: AGG, , SNOW, HSY, MRVL, HON, SMH, HYD, FMB, MDY.
- Sold out of its positions in ABBV, FMB, HSY, HON, HYD.
- Peterson Wealth Management was a net buyer of stock by $22M.
- Peterson Wealth Management has $162M in assets under management (AUM), dropping by 16.88%.
- Central Index Key (CIK): 0001785144
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Portfolio Holdings for Peterson Wealth Management
Peterson Wealth Management holds 51 positions in its portfolio as reported in the June 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) | 8.0 | $13M | +6% | 24k | 544.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.0 | $13M | +6% | 27k | 479.11 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 6.9 | $11M | +27% | 61k | 182.55 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 5.4 | $8.7M | +31% | 69k | 127.18 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $6.9M | +1362% | 56k | 123.54 |
|
| Costco Wholesale Corporation (COST) | 3.8 | $6.2M | 7.3k | 849.95 |
|
|
| Pepsi (PEP) | 3.5 | $5.7M | 35k | 164.93 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 3.4 | $5.6M | +10% | 25k | 226.23 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 3.3 | $5.3M | +26% | 29k | 182.40 |
|
| Microsoft Corporation (MSFT) | 3.1 | $5.1M | +12% | 11k | 446.96 |
|
| Apple (AAPL) | 3.1 | $5.0M | 24k | 210.62 |
|
|
| Amazon (AMZN) | 3.0 | $4.9M | +33% | 25k | 193.25 |
|
| Mastercard Incorporated Cl A (MA) | 2.9 | $4.8M | +116% | 11k | 441.17 |
|
| Eli Lilly & Co. (LLY) | 2.6 | $4.2M | +34% | 4.7k | 905.42 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.5 | $4.1M | +65% | 11k | 383.19 |
|
| Wal-Mart Stores (WMT) | 2.5 | $4.0M | +17% | 59k | 67.71 |
|
| Advanced Micro Devices (AMD) | 2.4 | $3.9M | +109% | 24k | 162.21 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.3 | $3.7M | -10% | 14k | 260.69 |
|
| Palo Alto Networks (PANW) | 2.1 | $3.3M | 9.8k | 339.01 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.0 | $3.3M | +2% | 36k | 91.78 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $3.0M | +58% | 7.4k | 406.80 |
|
| Home Depot (HD) | 1.8 | $3.0M | +89% | 8.7k | 344.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $3.0M | +12% | 16k | 182.14 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.6 | $2.5M | +7% | 12k | 204.94 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.5 | $2.5M | +2% | 32k | 76.58 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 1.5 | $2.4M | 25k | 95.53 |
|
|
| salesforce (CRM) | 1.4 | $2.2M | +33% | 8.6k | 257.10 |
|
| Digital Realty Trust (DLR) | 1.4 | $2.2M | +8% | 15k | 152.05 |
|
| Abbott Laboratories (ABT) | 1.1 | $1.8M | +5% | 17k | 103.91 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $1.7M | +82% | 12k | 145.75 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 1.0 | $1.6M | +28% | 28k | 56.42 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $1.5M | -59% | 16k | 97.07 |
|
| Roblox Corp Cl A (RBLX) | 0.9 | $1.5M | 39k | 37.21 |
|
|
| Chevron Corporation (CVX) | 0.8 | $1.3M | +5% | 8.2k | 156.42 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $1.3M | -5% | 4.9k | 259.30 |
|
| Marvell Technology (MRVL) | 0.7 | $1.2M | -30% | 17k | 69.90 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $1.1M | -6% | 2.0k | 535.10 |
|
| Target Corporation (TGT) | 0.6 | $1.0M | +29% | 6.8k | 148.04 |
|
| American Tower Reit (AMT) | 0.5 | $811k | 4.2k | 194.38 |
|
|
| Waste Management (WM) | 0.4 | $655k | NEW | 3.1k | 213.34 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.4 | $582k | 9.0k | 64.73 |
|
|
| Caterpillar (CAT) | 0.3 | $544k | NEW | 1.6k | 333.10 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $527k | -12% | 13k | 41.11 |
|
| Snowflake Cl A (SNOW) | 0.3 | $460k | -71% | 3.4k | 135.09 |
|
| Employers Holdings (EIG) | 0.3 | $425k | 10k | 42.63 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $422k | NEW | 4.9k | 85.66 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $371k | 4.1k | 91.14 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $285k | 4.4k | 64.25 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $229k | -4% | 2.0k | 115.15 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $226k | 3.1k | 72.05 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $224k | 6.4k | 35.08 |
|
Past Filings by Peterson Wealth Management
SEC 13F filings are viewable for Peterson Wealth Management going back to 2019
- 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
- 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