Peterson Wealth Management

Peterson Wealth Management as of March 31, 2021

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 45 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.9 $9.3M 29k 319.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.2 $8.5M 22k 396.31
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 7.1 $8.4M 175k 48.21
Spdr Ser Tr Portfolio Ln Cor (SPLB) 6.5 $7.7M 255k 30.17
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 6.1 $7.2M 353k 20.26
Select Sector Spdr Tr Technology (XLK) 5.4 $6.4M 48k 132.80
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $5.9M 40k 147.09
Spdr Ser Tr S&p Divid Etf (SDY) 4.7 $5.5M 47k 118.03
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.7 $5.5M 152k 36.25
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.8 $4.5M 27k 168.08
First Tr Exchange-traded First Tr Enh New (FTSM) 3.4 $4.0M 66k 59.96
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.2 $3.7M 65k 58.15
Ssga Active Tr Spdr Dbleln Shrt (STOT) 3.0 $3.5M 71k 49.64
Pepsi (PEP) 2.9 $3.4M 24k 141.44
Costco Wholesale Corporation (COST) 1.9 $2.2M 6.3k 352.46
First Tr Exchange-traded Dj Internt Idx (FDN) 1.9 $2.2M 10k 218.07
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.8 $2.1M 18k 116.72
Microsoft Corporation (MSFT) 1.6 $1.9M 8.1k 235.76
Apple (AAPL) 1.6 $1.8M 15k 122.18
Target Corporation (TGT) 1.5 $1.8M 9.0k 198.07
Wal-Mart Stores (WMT) 1.5 $1.8M 13k 135.83
Amazon (AMZN) 1.5 $1.7M 565.00 3093.81
Abbott Laboratories (ABT) 1.4 $1.7M 14k 119.83
Mastercard Incorporated Cl A (MA) 1.4 $1.6M 4.6k 355.95
Home Depot (HD) 1.2 $1.4M 4.5k 305.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $1.3M 19k 68.29
Netflix (NFLX) 1.1 $1.3M 2.5k 521.62
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.1M 11k 101.13
JPMorgan Chase & Co. (JPM) 0.9 $1.1M 7.2k 152.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $980k 4.7k 206.75
Waste Management (WM) 0.8 $949k 7.4k 129.01
Employers Holdings (EIG) 0.7 $858k 20k 43.06
Select Sector Spdr Tr Communication (XLC) 0.7 $771k 11k 73.34
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.6 $715k 14k 51.68
Spdr Ser Tr S&p Biotech (XBI) 0.6 $653k 4.8k 135.67
Spdr Ser Tr Comp Software (XSW) 0.5 $637k 4.0k 157.40
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.5 $603k 11k 56.43
Johnson & Johnson (JNJ) 0.5 $587k 3.6k 164.47
Docusign (DOCU) 0.4 $511k 2.5k 202.46
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.4 $457k 15k 30.62
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.3 $398k 6.4k 62.19
NVIDIA Corporation (NVDA) 0.3 $324k 606.00 534.65
Nike CL B (NKE) 0.2 $289k 2.2k 133.01
Walt Disney Company (DIS) 0.2 $274k 1.5k 184.51
Honeywell International (HON) 0.2 $243k 1.1k 217.16