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
- Peterson Wealth Management 2020 Q4 filed March 10, 2021
- Peterson Wealth Management 2020 Q3 filed Nov. 3, 2020
- Peterson Wealth Management 2020 Q2 filed July 22, 2020
- Peterson Wealth Management 2020 Q1 filed April 23, 2020
- Peterson Wealth Management 2019 Q4 filed Jan. 17, 2020