Peterson Wealth Management

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

  • Top 5 stock holdings are SPY, QQQ, SDY, NVDA, VIG, and represent 35.30% of Peterson Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: WM, DLR, CRWD, HD, ETN, SDY, AMZN, SPLV, SPY, MSFT.
  • Started 2 new stock positions in SPLV, ETN.
  • Reduced shares in these 10 stocks: AAPL, VIG, BRK.B, PEP, MA, LLY, FDN, CIBR, MRVL, RBLX.
  • Sold out of its positions in JPM, SCHM.
  • Peterson Wealth Management was a net seller of stock by $-8.5M.
  • Peterson Wealth Management has $149M in assets under management (AUM), dropping by -11.59%.
  • Central Index Key (CIK): 0001785144

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Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 50 positions in its portfolio as reported in the March 2025 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) 10.1 $15M 27k 559.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 9.4 $14M 30k 468.92
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Spdr Ser Tr S&p Divid Etf (SDY) 5.5 $8.2M +4% 61k 135.68
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NVIDIA Corporation (NVDA) 5.2 $7.7M 72k 108.38
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Vanguard Specialized Funds Div App Etf (VIG) 5.1 $7.5M -26% 39k 193.99
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Costco Wholesale Corporation (COST) 4.8 $7.2M 7.6k 945.82
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 4.1 $6.1M 31k 197.46
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Select Sector Spdr Tr Technology (XLK) 4.0 $5.9M 29k 206.48
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Amazon (AMZN) 3.9 $5.9M +5% 31k 190.26
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Microsoft Corporation (MSFT) 3.5 $5.3M +4% 14k 375.40
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Wal-Mart Stores (WMT) 3.0 $4.4M +3% 50k 87.79
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Mastercard Incorporated Cl A (MA) 2.8 $4.1M -31% 7.5k 548.11
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Home Depot (HD) 2.5 $3.8M +15% 10k 366.48
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Vaneck Etf Trust Semiconductr Etf (SMH) 2.5 $3.7M +4% 18k 211.47
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.4 $3.6M 22k 166.00
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Eli Lilly & Co. (LLY) 2.3 $3.4M -16% 4.2k 825.88
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Palo Alto Networks (PANW) 2.2 $3.2M 19k 170.64
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Pepsi (PEP) 2.1 $3.1M -40% 20k 149.94
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Digital Realty Trust (DLR) 2.0 $2.9M +39% 21k 143.29
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.0 $2.9M 36k 81.67
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.6M +3% 17k 154.64
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $2.4M +5% 16k 146.01
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Apple (AAPL) 1.5 $2.3M -60% 10k 222.12
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Waste Management (WM) 1.5 $2.2M +118% 9.6k 231.51
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salesforce (CRM) 1.4 $2.1M +3% 8.0k 268.37
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First Tr Exchange-traded Dj Internt Idx (FDN) 1.0 $1.5M -25% 6.9k 222.15
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Broadcom (AVGO) 0.9 $1.4M +2% 8.4k 167.44
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First Tr Exchange Traded Cloud Computing (SKYY) 0.9 $1.4M 14k 102.23
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.4M -21% 22k 63.00
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Chevron Corporation (CVX) 0.9 $1.3M 8.0k 167.29
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McKesson Corporation (MCK) 0.8 $1.2M 1.8k 673.08
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Roblox Corp Cl A (RBLX) 0.8 $1.2M -16% 20k 58.29
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $969k +3% 1.8k 533.59
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $957k +326% 2.7k 352.58
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Select Sector Spdr Tr Communication (XLC) 0.6 $911k +14% 9.4k 96.45
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Marvell Technology (MRVL) 0.5 $800k -24% 13k 61.57
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $691k -77% 1.3k 532.58
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Select Sector Spdr Tr Financial (XLF) 0.5 $682k +8% 14k 49.81
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Target Corporation (TGT) 0.4 $625k 6.0k 104.35
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Amplify Etf Tr Amplify Cybersec (HACK) 0.4 $607k 8.5k 71.80
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Caterpillar (CAT) 0.4 $577k +3% 1.7k 329.74
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Employers Holdings (EIG) 0.3 $508k 10k 50.64
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Eaton Corp SHS (ETN) 0.2 $363k NEW 1.3k 271.83
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Select Sector Spdr Tr Energy (XLE) 0.2 $328k 3.5k 93.44
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Exxon Mobil Corporation (XOM) 0.2 $299k +3% 2.5k 118.95
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $294k 13k 22.08
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $290k NEW 3.9k 74.73
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Meta Platforms Cl A (META) 0.2 $280k +40% 485.00 576.93
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $232k 6.4k 36.41
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $231k 3.1k 73.45
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Past Filings by Peterson Wealth Management

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

View all past filings