Peck Wealth Management

Peck Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Peck Wealth Management

Peck Wealth Management holds 134 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 9.3 $9.7M 30k 328.16
Apple (AAPL) 7.2 $7.6M 30k 254.63
Microsoft Corporation (MSFT) 3.8 $4.0M 7.6k 517.95
Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 3.7 $3.9M 62k 62.91
NVIDIA Corporation (NVDA) 3.4 $3.6M 19k 186.58
Invesco Aerospace & Defense Etf Etf (PPA) 3.2 $3.3M 22k 155.45
Jpmorgan Income Etf Etf (JPIE) 2.9 $3.0M 65k 46.41
International Business Machines (IBM) 2.6 $2.8M 9.8k 282.16
Amazon (AMZN) 2.6 $2.7M 13k 219.57
Jpmorgan Intern Resrch Enh Eqt Etf Etf (JIRE) 2.3 $2.5M 33k 73.54
Tesla Motors (TSLA) 2.2 $2.3M 5.2k 444.72
Invesco Large Cap Growthetf Etf (PWB) 2.1 $2.2M 18k 125.42
Global X Us Infra Dvlpmnt Etf Etf (PAVE) 2.1 $2.2M 46k 47.63
Spdr S&p 500 Growth Etf Etf (SPYG) 2.1 $2.2M 21k 104.51
Vanguard Dividend Appreciation Etf Etf (VIG) 2.0 $2.1M 9.7k 215.79
Ishares Core Msci Europeetf Etf (IEUR) 2.0 $2.1M 30k 68.12
Spdr S&p 500 Etf Etf (SPY) 1.8 $1.9M 2.8k 666.18
Ishares Russell 1000 Growth Etf Etf (IWF) 1.8 $1.8M 3.9k 468.39
Ishares Russell 1000 Etf Etf (IWB) 1.7 $1.8M 4.9k 365.46
Global X Defense Tech Etf Etf (SHLD) 1.7 $1.8M 25k 70.24
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.6 $1.7M 17k 99.11
Howmet Aerospace (HWM) 1.6 $1.6M 8.4k 196.22
Putnam Focused Large Capvalue Etf Etf (PVAL) 1.5 $1.6M 37k 42.72
Jpmorgan Active Bond Etf Etf (JBND) 1.5 $1.5M 28k 54.16
Spdr Portfolio S&p 500 Etf Etf (SPYM) 1.5 $1.5M 19k 78.34
Wisdomtree Us Qlt Div Grw Etf Etf (DGRW) 1.4 $1.5M 17k 88.96
Vaneck Merk Gold Etf Etf (OUNZ) 1.4 $1.5M 40k 37.19
JPMorgan Chase & Co. (JPM) 1.4 $1.4M 4.6k 315.43
Vanguard Ftse Europe Etf Etf (VGK) 1.4 $1.4M 18k 79.80
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.3 $1.4M 23k 59.92
Ishares Core S&p 500 Etf Etf (IVV) 1.2 $1.3M 1.9k 669.24
Vanguard Utilities Etf Etf (VPU) 1.2 $1.2M 6.5k 189.40
Spdr S&p 500 Value Etf Etf (SPYV) 1.1 $1.1M 21k 55.33
Jpmorgan Core Plus Bond Etf Etf (JCPB) 1.1 $1.1M 24k 47.55
Alphabet Com Cl C (GOOG) 0.9 $961k 3.9k 243.55
Vaneck Clo Etf Etf (CLOI) 0.9 $949k 18k 53.10
Ishares Core S&p Mid Capetf Etf (IJH) 0.8 $834k 13k 65.26
Jpmorgan U S Tech Leaders Etf Iv Etf (JTEK) 0.7 $775k 8.4k 91.97
Visa Com Cl A (V) 0.7 $727k 2.1k 341.38
Broadcom (AVGO) 0.6 $680k 2.1k 329.91
Ishares Russell 1000 Value Etf Etf (IWD) 0.6 $679k 3.3k 203.59
Fortinet (FTNT) 0.6 $647k 7.7k 84.08
Palantir Technologies Com Cl A (PLTR) 0.6 $620k 3.4k 182.42
S&p Global (SPGI) 0.6 $600k 1.2k 486.71
Oracle Corporation (ORCL) 0.6 $592k 2.1k 281.24
Exxon Mobil Corporation (XOM) 0.5 $554k 4.9k 112.75
T Rowe Price Intrnl Equity Etf Etf (TOUS) 0.5 $496k 15k 33.62
Home Depot (HD) 0.5 $479k 1.2k 405.19
Goldman Sachs (GS) 0.5 $478k 600.00 796.35
Wisdomtree Floating Ratetreasry Etf Etf (USFR) 0.4 $375k 7.5k 50.27
Corning Incorporated (GLW) 0.3 $366k 4.5k 82.03
Berkshire Hathaway Com Cl B (BRK.B) 0.3 $352k 700.00 502.74
Ishares Expanded Tech Sector Etf Etf (IGM) 0.3 $350k 2.8k 125.96
Vanguard S&p 500 Etf Etf (VOO) 0.3 $348k 569.00 612.38
Johnson & Johnson (JNJ) 0.3 $342k 1.8k 185.42
American Express Company (AXP) 0.3 $340k 1.0k 332.16
Invsc S P 500 Equal Weight Etf Etf (RSP) 0.3 $338k 1.8k 189.68
Palo Alto Networks (PANW) 0.3 $326k 1.6k 203.62
Pgim Total Return Bond Etf Etf (PTRB) 0.3 $324k 7.7k 42.20
Bank of New York Mellon Corporation (BK) 0.3 $322k 3.0k 108.96
Merck & Co (MRK) 0.3 $307k 3.7k 83.93
Pepsi (PEP) 0.3 $304k 2.2k 140.44
Wal-Mart Stores (WMT) 0.3 $296k 2.9k 103.06
Jpmorgan Municipal Etf Etf (JMUB) 0.3 $281k 5.6k 50.47
Jpmorgan Short Duration Core Plu Etf Etf (JSCP) 0.2 $260k 5.5k 47.61
Abbott Laboratories (ABT) 0.2 $248k 1.9k 133.94
Moody's Corporation (MCO) 0.2 $238k 500.00 476.48
Alphabet Com Cl A (GOOGL) 0.2 $237k 974.00 243.10
General Electric (GE) 0.2 $226k 750.00 300.82
Caterpillar (CAT) 0.2 $209k 437.00 477.15
Qualcomm (QCOM) 0.2 $175k 1.1k 166.36
TJX Companies (TJX) 0.2 $173k 1.2k 144.54
Automatic Data Processing (ADP) 0.2 $166k 566.00 293.50
Ishares S&p Smll Cap 600grth Etf Etf (IJT) 0.2 $157k 1.1k 141.50
Invesco S&p Midcap 400a Garp Etf Etf (GRPM) 0.1 $151k 1.3k 120.62
Progressive Corporation (PGR) 0.1 $148k 600.00 246.95
Colgate-Palmolive Company (CL) 0.1 $145k 1.8k 79.94
Coca-Cola Company (KO) 0.1 $143k 2.2k 66.32
Cisco Systems (CSCO) 0.1 $137k 2.0k 68.42
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $135k 1.1k 120.72
Thermo Fisher Scientific (TMO) 0.1 $133k 275.00 485.02
Pfizer (PFE) 0.1 $130k 5.1k 25.48
Mastercard Com Cl A (MA) 0.1 $128k 225.00 568.81
Costco Wholesale Corporation (COST) 0.1 $119k 129.00 925.63
Ameriprise Financial (AMP) 0.1 $118k 241.00 491.25
Pimco Enhanced Shrt Maturty Actv Etf Etf (MINT) 0.1 $118k 1.2k 100.69
Invsc Qqq Trust Srs 1 Etf Etf (QQQ) 0.1 $117k 195.00 600.37
Blackrock (BLK) 0.1 $117k 100.00 1165.87
Ge Vernova (GEV) 0.1 $115k 187.00 614.90
Walt Disney Company (DIS) 0.1 $115k 1.0k 114.50
Xtrckr Msci Al Wrld Ex Us Hdgd Etf Etf (DBAW) 0.1 $109k 2.8k 39.41
Procter & Gamble Company (PG) 0.1 $102k 666.00 153.65
Republic Services (RSG) 0.1 $99k 433.00 229.48
Jpmorgan Ultra Short Income Etf Etf (JPST) 0.1 $99k 2.0k 50.74
Ares Mgmt Corp Com Cl A (ARES) 0.1 $96k 600.00 159.89
Servicenow (NOW) 0.1 $92k 100.00 920.28
Vanguard Mid Cap Growth Etf Etf (VOT) 0.1 $88k 300.00 293.79
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $86k 1.5k 57.11
Spdr S&p Dividend Etf Etf (SDY) 0.1 $84k 600.00 140.05
Bank of America Corporation (BAC) 0.1 $80k 1.6k 51.59
Chevron Corporation (CVX) 0.1 $74k 478.00 155.29
Intel Corporation (INTC) 0.1 $62k 1.8k 33.55
McDonald's Corporation (MCD) 0.1 $61k 200.00 303.89
Accenture Plc Ireland Com Cl A (ACN) 0.1 $58k 234.00 246.60
Eastman Chemical Company (EMN) 0.1 $55k 872.00 63.05
Wisdomtree European Opp Etf Etf (OPPE) 0.1 $55k 1.1k 48.88
At&t (T) 0.1 $54k 1.9k 28.24
State Street Corporation (STT) 0.0 $50k 432.00 116.01
Eversource Energy (ES) 0.0 $50k 697.00 71.14
Ishares Ibonds Dec 2026 Term Corpora Etf (IBDR) 0.0 $49k 2.0k 24.30
Nextera Energy (NEE) 0.0 $45k 600.00 75.49
Nyli Mackay Muni Insuredetf Etf (MMIN) 0.0 $45k 1.9k 23.81
Schlumberger Ord (SLB) 0.0 $41k 1.2k 34.37
Raytheon Technologies Corp (RTX) 0.0 $41k 245.00 167.33
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $40k 194.00 206.51
Ishares Msci Usa Min Volfctr Etf Etf (USMV) 0.0 $38k 400.00 95.14
Cadence Bank 0.0 $38k 1.0k 37.54
Gilead Sciences (GILD) 0.0 $37k 335.00 111.00
Duke Energy (DUK) 0.0 $37k 300.00 123.75
Adobe Systems Incorporated (ADBE) 0.0 $35k 100.00 352.75
Eli Lilly & Co. (LLY) 0.0 $30k 39.00 763.00
Ishares Short Treasury Bond Etf Etf (SHV) 0.0 $26k 235.00 110.49
AutoZone (AZO) 0.0 $26k 6.00 4290.17
Kyndryl Holdings Ord Wi (KD) 0.0 $24k 800.00 30.03
Lowe's Companies (LOW) 0.0 $24k 94.00 251.31
3M Company (MMM) 0.0 $23k 150.00 155.18
Verizon Communications (VZ) 0.0 $21k 471.00 43.95
Check Point Software T Ord (CHKP) 0.0 $21k 100.00 206.91
Ge Healthcare Technologies I (GEHC) 0.0 $19k 250.00 75.10
Public Service Enterprise (PEG) 0.0 $17k 200.00 83.46
Dow (DOW) 0.0 $14k 589.00 22.93
Nyli Ftse Intrnl Eqt Curntl Etf Etf (HFXI) 0.0 $9.3k 300.00 31.01
First Trust Preferred Sec Income Etf Etf (FPE) 0.0 $7.3k 400.00 18.24
Bndblxx Blmbrg 1 Yr Trg Us Tr Etf Etf (XONE) 0.0 $5.0k 100.00 49.66