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
Tip: Access up to 7 years of quarterly data
Positions held by Peterson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.4 | $14M | 30k | 468.92 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 5.5 | $8.2M | +4% | 61k | 135.68 |
|
| NVIDIA Corporation (NVDA) | 5.2 | $7.7M | 72k | 108.38 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.1 | $7.5M | -26% | 39k | 193.99 |
|
| Costco Wholesale Corporation (COST) | 4.8 | $7.2M | 7.6k | 945.82 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 4.1 | $6.1M | 31k | 197.46 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 4.0 | $5.9M | 29k | 206.48 |
|
|
| Amazon (AMZN) | 3.9 | $5.9M | +5% | 31k | 190.26 |
|
| Microsoft Corporation (MSFT) | 3.5 | $5.3M | +4% | 14k | 375.40 |
|
| Wal-Mart Stores (WMT) | 3.0 | $4.4M | +3% | 50k | 87.79 |
|
| Mastercard Incorporated Cl A (MA) | 2.8 | $4.1M | -31% | 7.5k | 548.11 |
|
| Home Depot (HD) | 2.5 | $3.8M | +15% | 10k | 366.48 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.5 | $3.7M | +4% | 18k | 211.47 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $3.6M | 22k | 166.00 |
|
|
| Eli Lilly & Co. (LLY) | 2.3 | $3.4M | -16% | 4.2k | 825.88 |
|
| Palo Alto Networks (PANW) | 2.2 | $3.2M | 19k | 170.64 |
|
|
| Pepsi (PEP) | 2.1 | $3.1M | -40% | 20k | 149.94 |
|
| Digital Realty Trust (DLR) | 2.0 | $2.9M | +39% | 21k | 143.29 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.0 | $2.9M | 36k | 81.67 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.6M | +3% | 17k | 154.64 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $2.4M | +5% | 16k | 146.01 |
|
| Apple (AAPL) | 1.5 | $2.3M | -60% | 10k | 222.12 |
|
| Waste Management (WM) | 1.5 | $2.2M | +118% | 9.6k | 231.51 |
|
| salesforce (CRM) | 1.4 | $2.1M | +3% | 8.0k | 268.37 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.0 | $1.5M | -25% | 6.9k | 222.15 |
|
| Broadcom (AVGO) | 0.9 | $1.4M | +2% | 8.4k | 167.44 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.9 | $1.4M | 14k | 102.23 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.9 | $1.4M | -21% | 22k | 63.00 |
|
| Chevron Corporation (CVX) | 0.9 | $1.3M | 8.0k | 167.29 |
|
|
| McKesson Corporation (MCK) | 0.8 | $1.2M | 1.8k | 673.08 |
|
|
| Roblox Corp Cl A (RBLX) | 0.8 | $1.2M | -16% | 20k | 58.29 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $969k | +3% | 1.8k | 533.59 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $957k | +326% | 2.7k | 352.58 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.6 | $911k | +14% | 9.4k | 96.45 |
|
| Marvell Technology (MRVL) | 0.5 | $800k | -24% | 13k | 61.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $691k | -77% | 1.3k | 532.58 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.5 | $682k | +8% | 14k | 49.81 |
|
| Target Corporation (TGT) | 0.4 | $625k | 6.0k | 104.35 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.4 | $607k | 8.5k | 71.80 |
|
|
| Caterpillar (CAT) | 0.4 | $577k | +3% | 1.7k | 329.74 |
|
| Employers Holdings (EIG) | 0.3 | $508k | 10k | 50.64 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $363k | NEW | 1.3k | 271.83 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $328k | 3.5k | 93.44 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $299k | +3% | 2.5k | 118.95 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $294k | 13k | 22.08 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $290k | NEW | 3.9k | 74.73 |
|
| Meta Platforms Cl A (META) | 0.2 | $280k | +40% | 485.00 | 576.93 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $232k | 6.4k | 36.41 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $231k | 3.1k | 73.45 |
|
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