Peterson Wealth Management

Latest statistics and disclosures from Peterson Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QQQ, TOTL, FPEI, SPY, XLK, and represent 35.38% of Peterson Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: CCI, FDN, XSW, XLY, XLK, WMT, FPEI, TOTL, SPIB, SPLB.
  • Started 1 new stock positions in CCI.
  • Reduced shares in these 10 stocks: AMT, BIL, DLR, NLOK, VTI, VZ, VYM, FLRN, COST, TFI.
  • Sold out of its positions in DLR, NLOK.
  • Peterson Wealth Management was a net buyer of stock by $3.1M.
  • Peterson Wealth Management has $123M in assets under management (AUM), dropping by 9.11%.
  • Central Index Key (CIK): 0001785144

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Portfolio Holdings for Peterson Wealth Management

Companies in the Peterson Wealth Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.6 $11M 34k 313.73
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 6.9 $8.5M +2% 172k 49.28
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 6.9 $8.5M +2% 416k 20.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.8 $8.4M 23k 373.87
Select Sector Spdr Tr Technology (XLK) 6.2 $7.7M +3% 59k 130.03
Spdr Ser Tr Portfolio Ln Cor (SPLB) 6.0 $7.4M +2% 225k 33.10
First Tr Exchange-traded First Tr Enh New (FTSM) 5.8 $7.2M 120k 60.04
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.9 $6.1M +3% 163k 37.18
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $6.0M +3% 43k 141.18
Spdr Ser Tr S&p Divid Etf (SDY) 4.0 $4.9M +2% 47k 105.93
Ssga Active Tr Spdr Dbleln Shrt (STOT) 3.3 $4.0M 81k 49.83
Pepsi (PEP) 3.3 $4.0M 27k 148.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $3.5M 31k 113.43
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.8 $3.5M +3% 62k 56.23

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Costco Wholesale Corporation (COST) 2.3 $2.9M 7.7k 376.73
Abbott Laboratories (ABT) 1.9 $2.4M 22k 109.47
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.8 $2.2M +11% 14k 160.81
Amazon (AMZN) 1.8 $2.2M 683.00 3256.22
Microsoft Corporation (MSFT) 1.8 $2.2M 9.9k 222.39
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.8 $2.2M +2% 32k 67.45
Mastercard Incorporated Cl A (MA) 1.7 $2.1M +3% 5.8k 356.97
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.7M -2% 8.7k 194.70
First Tr Exchange-traded Dj Internt Idx (FDN) 1.2 $1.5M +23% 7.2k 212.29
Wal-Mart Stores (WMT) 1.1 $1.3M +20% 9.3k 144.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $1.1M -2% 12k 91.53
American Tower Reit (AMT) 0.9 $1.1M -24% 4.7k 224.51
Home Depot (HD) 0.8 $1.0M +11% 3.8k 265.53
Apple (AAPL) 0.8 $979k +18% 7.4k 132.73
Spdr Ser Tr S&p Biotech (XBI) 0.7 $921k +14% 6.5k 140.85
Select Sector Spdr Tr Communication (XLC) 0.7 $904k +17% 13k 67.49
Waste Management (WM) 0.7 $817k +5% 6.9k 117.91
Spdr Ser Tr Comp Software (XSW) 0.7 $808k +41% 5.2k 154.11
Target Corporation (TGT) 0.6 $759k +29% 4.3k 176.51
Employers Holdings (EIG) 0.5 $648k 20k 32.20
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.5 $591k 11k 52.49
Netflix (NFLX) 0.4 $537k +24% 993.00 540.79
Spdr Ser Tr Spdr Bloomberg (BIL) 0.4 $465k -36% 5.1k 91.45
Crown Castle Intl (CCI) 0.3 $391k NEW 2.5k 159.01
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.3 $382k -6% 13k 30.63
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $345k +16% 6.1k 56.78
Procter & Gamble Company (PG) 0.2 $271k 1.9k 139.12
Verizon Communications (VZ) 0.2 $246k -12% 4.2k 58.74

Past Filings by Peterson Wealth Management

SEC 13F filings are viewable for Peterson Wealth Management going back to 2019