Peterson Wealth Management

Peterson Wealth Management as of Sept. 30, 2020

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 43 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.2 $9.3M 33k 277.83
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 7.3 $8.3M 168k 49.31
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 6.9 $7.8M 405k 19.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.6 $7.4M 22k 334.90
First Tr Exchange-traded First Tr Enh New (FTSM) 6.3 $7.1M 118k 60.02
Spdr Ser Tr Portfolio Ln Cor (SPLB) 6.2 $7.0M 219k 31.78
Select Sector Spdr Tr Technology (XLK) 5.9 $6.7M 57k 116.69
Spdr Ser Tr Portfolio Intrmd (SPIB) 5.1 $5.8M 158k 36.76
Vanguard Specialized Funds Div App Etf (VIG) 4.7 $5.3M 42k 128.66
Spdr Ser Tr S&p Divid Etf (SDY) 3.7 $4.2M 46k 92.40
Ssga Active Tr Spdr Dbleln Shrt (STOT) 3.5 $4.0M 80k 49.75
Pepsi (PEP) 3.3 $3.7M 27k 138.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $3.2M 31k 105.47
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.8 $3.2M 60k 53.64
Costco Wholesale Corporation (COST) 2.4 $2.7M 7.7k 354.99
Abbott Laboratories (ABT) 2.1 $2.3M 21k 108.84
Amazon (AMZN) 1.9 $2.1M 681.00 3148.31
Microsoft Corporation (MSFT) 1.8 $2.1M 9.8k 210.33
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.8 $2.0M 31k 64.11
Mastercard Incorporated Cl A (MA) 1.7 $1.9M 5.6k 338.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.6 $1.8M 13k 146.98
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.5M 9.0k 170.36
American Tower Reit (AMT) 1.3 $1.5M 6.2k 241.71
First Tr Exchange-traded Dj Internt Idx (FDN) 1.0 $1.1M 5.8k 188.27
Wal-Mart Stores (WMT) 1.0 $1.1M 7.7k 139.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $1.0M 13k 80.94
Home Depot (HD) 0.8 $947k 3.4k 277.88
Waste Management (WM) 0.7 $741k 6.6k 113.13
Spdr Ser Tr Spdr Bloomberg (BIL) 0.7 $735k 8.0k 91.47
Apple (AAPL) 0.6 $720k 6.2k 115.85
Select Sector Spdr Tr Communication (XLC) 0.6 $676k 11k 59.42
Spdr Ser Tr S&p Biotech (XBI) 0.6 $637k 5.7k 111.34
Employers Holdings (EIG) 0.5 $611k 20k 30.25
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.5 $589k 11k 51.91
Target Corporation (TGT) 0.5 $522k 3.3k 157.51
Spdr Ser Tr Comp Software (XSW) 0.4 $443k 3.7k 119.25
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.4 $410k 13k 30.58
Netflix (NFLX) 0.4 $399k 798.00 500.00
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $289k 5.2k 55.64
Verizon Communications (VZ) 0.3 $284k 4.8k 59.46
Procter & Gamble Company (PG) 0.2 $274k 2.0k 138.95
Digital Realty Trust (DLR) 0.2 $260k 1.8k 146.56
Nortonlifelock (GEN) 0.2 $229k 11k 20.82