Peterson Wealth Management
Latest statistics and disclosures from Peterson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, QQQ, VIG, SDY, PEP, and represent 38.09% of Peterson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ABBV, XLY, WMT, NVDA, GOOGL, AJG, MDY, BRK.B, AAPL, CIBR.
- Started 2 new stock positions in CIBR, AJG.
- Reduced shares in these 10 stocks: SPLV (-$5.2M), VIG, QQQ, SPY, PFFA, SDY, FPEI, , COST, HYD.
- Sold out of its positions in DVN, ENPH, SPHD, PSA, DIA, TFI, SCHW, XLI, TGT, WM.
- Peterson Wealth Management was a net seller of stock by $-24M.
- Peterson Wealth Management has $111M in assets under management (AUM), dropping by -8.50%.
- 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 December 2023 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) | 9.2 | $10M | -18% | 22k | 475.32 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.0 | $10M | -23% | 25k | 409.51 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.8 | $8.7M | -25% | 51k | 170.40 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 7.1 | $7.9M | -20% | 63k | 124.97 |
|
| Pepsi (PEP) | 5.0 | $5.5M | +2% | 33k | 169.84 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.7 | $4.2M | -9% | 22k | 192.48 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 3.6 | $4.0M | +20% | 22k | 178.81 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.5 | $3.9M | 40k | 99.25 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.2 | $3.5M | -5% | 36k | 98.88 |
|
| Costco Wholesale Corporation (COST) | 3.0 | $3.3M | -29% | 5.0k | 660.05 |
|
| Microsoft Corporation (MSFT) | 2.8 | $3.1M | -4% | 8.4k | 376.06 |
|
| Amazon (AMZN) | 2.4 | $2.7M | +2% | 18k | 151.94 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.3 | $2.6M | 15k | 174.86 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.0 | $2.3M | -69% | 36k | 62.66 |
|
| Apple (AAPL) | 2.0 | $2.2M | +11% | 11k | 192.54 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.9 | $2.1M | 11k | 186.55 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 1.9 | $2.1M | 24k | 87.67 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.9 | $2.1M | +5% | 29k | 72.03 |
|
| Wal-Mart Stores (WMT) | 1.8 | $2.0M | +47% | 13k | 157.64 |
|
| Abbvie (ABBV) | 1.6 | $1.8M | +170% | 12k | 154.97 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 1.5 | $1.6M | -54% | 92k | 17.83 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $1.6M | -9% | 2.8k | 582.92 |
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $1.6M | +8% | 3.7k | 426.51 |
|
| Home Depot (HD) | 1.3 | $1.5M | +4% | 4.2k | 346.54 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $1.5M | +20% | 4.1k | 356.66 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $1.4M | +57% | 2.9k | 495.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.4M | +33% | 10k | 139.69 |
|
| Digital Realty Trust (DLR) | 1.3 | $1.4M | 10k | 134.58 |
|
|
| Advanced Micro Devices (AMD) | 1.2 | $1.4M | 9.2k | 147.41 |
|
|
| salesforce (CRM) | 1.1 | $1.2M | -2% | 4.7k | 263.14 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.1M | +3% | 4.5k | 255.32 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.0 | $1.1M | +33% | 2.2k | 507.38 |
|
| Snowflake Cl A (SNOW) | 1.0 | $1.1M | 5.6k | 199.00 |
|
|
| Roblox Corp Cl A (RBLX) | 0.8 | $938k | -10% | 21k | 45.72 |
|
| Honeywell International (HON) | 0.8 | $889k | -7% | 4.2k | 209.71 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $824k | -29% | 6.0k | 136.38 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.7 | $734k | -73% | 35k | 20.71 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.5 | $563k | -49% | 15k | 37.60 |
|
| Etf Managers Tr Prime Cybr Scrty | 0.5 | $548k | 9.1k | 60.41 |
|
|
| Marvell Technology (MRVL) | 0.5 | $520k | +49% | 8.6k | 60.31 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $482k | -5% | 3.6k | 135.85 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.4 | $473k | -59% | 9.2k | 51.63 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.4 | $465k | -58% | 9.0k | 51.67 |
|
| Abbott Laboratories (ABT) | 0.4 | $444k | -57% | 4.0k | 110.06 |
|
| American Tower Reit (AMT) | 0.4 | $438k | 2.0k | 215.83 |
|
|
| Employers Holdings (EIG) | 0.4 | $393k | 10k | 39.40 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $333k | +23% | 4.0k | 83.84 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $296k | NEW | 1.3k | 224.88 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $212k | NEW | 3.9k | 53.84 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $208k | 2.1k | 99.99 |
|
Past Filings by Peterson Wealth Management
SEC 13F filings are viewable for Peterson Wealth Management going back to 2019
- 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
- Peterson Wealth Management 2021 Q1 filed April 19, 2021
- 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