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 | |
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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
- 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
- Peterson Wealth Management 2021 Q2 filed Aug. 3, 2021