Peterson Wealth Management

Peterson Wealth Management as of June 30, 2021

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 61 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $9.0M 25k 354.43
Spdr Ser Tr Portfolio Ln Cor (SPLB) 6.7 $8.5M 269k 31.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.6 $8.5M 20k 428.06
Vanguard Specialized Funds Div App Etf (VIG) 4.7 $6.0M 39k 154.78
Spdr Ser Tr S&p Divid Etf (SDY) 4.5 $5.8M 47k 122.29
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 4.2 $5.4M 260k 20.67
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.9 $5.0M 104k 48.41
Select Sector Spdr Tr Technology (XLK) 3.7 $4.8M 32k 147.66
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.0 $3.8M 21k 178.54
Pepsi (PEP) 2.9 $3.8M 25k 148.17
Etfis Ser Tr I Virtus Infrcap (PFFA) 2.8 $3.6M 142k 25.13
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 2.7 $3.5M 143k 24.65
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.6 $3.3M 54k 60.90
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.3 $3.0M 81k 36.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.0 $2.6M 38k 69.97
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.9 $2.5M 10k 244.88
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $2.4M 19k 125.96
Costco Wholesale Corporation (COST) 1.6 $2.1M 5.3k 395.60
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $2.1M 20k 104.79
Microsoft Corporation (MSFT) 1.6 $2.1M 7.6k 270.92
Target Corporation (TGT) 1.6 $2.0M 8.5k 241.75
Select Sector Spdr Tr Communication (XLC) 1.5 $1.9M 24k 80.98
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $1.8M 45k 39.55
JPMorgan Chase & Co. (JPM) 1.4 $1.8M 11k 155.56
Ssga Active Tr Spdr Dbleln Shrt (STOT) 1.3 $1.7M 34k 49.75
Apple (AAPL) 1.3 $1.7M 12k 136.95
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.3 $1.6M 37k 44.22
Amazon (AMZN) 1.3 $1.6M 473.00 3439.75
Wal-Mart Stores (WMT) 1.3 $1.6M 12k 140.98
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.5M 6.8k 222.78
Ishares Tr Pfd And Incm Sec (PFF) 1.2 $1.5M 38k 39.33
Home Depot (HD) 1.1 $1.4M 4.5k 318.75
Waste Management (WM) 1.1 $1.4M 9.9k 140.15
Abbott Laboratories (ABT) 1.1 $1.4M 12k 115.93
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.1 $1.4M 13k 102.38
Mastercard Incorporated Cl A (MA) 1.0 $1.3M 3.6k 365.05
Hershey Company (HSY) 1.0 $1.3M 7.3k 174.13
First Tr Exchange-traded First Tr Enh New (FTSM) 0.8 $1.1M 18k 59.95
Walt Disney Company (DIS) 0.8 $1.0M 6.0k 175.77
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.8 $1.0M 16k 63.60
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $1.0M 18k 57.29
United Parcel Service CL B (UPS) 0.8 $984k 4.7k 207.90
Spdr Ser Tr S&p Homebuild (XHB) 0.7 $866k 12k 73.21
Johnson & Johnson (JNJ) 0.6 $812k 4.9k 164.77
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.6 $750k 14k 52.13
NVIDIA Corporation (NVDA) 0.5 $636k 795.00 800.00
Ishares Tr Russell 2000 Etf (IWM) 0.5 $620k 2.7k 229.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $607k 1.2k 490.70
Advanced Micro Devices (AMD) 0.4 $496k 5.3k 93.97
Spdr Ser Tr Comp Software (XSW) 0.4 $494k 2.9k 171.59
Netflix (NFLX) 0.3 $442k 837.00 528.08
Employers Holdings (EIG) 0.3 $427k 10k 42.79
Honeywell International (HON) 0.3 $337k 1.5k 219.12
Starbucks Corporation (SBUX) 0.3 $326k 2.9k 111.76
Paypal Holdings (PYPL) 0.2 $298k 1.0k 291.59
Spdr Ser Tr Factst Inv Etf (XITK) 0.2 $254k 1.1k 225.98
Marvell Technology (MRVL) 0.2 $249k 4.3k 58.37
Spdr Ser Tr Hlth Cr Equip (XHE) 0.2 $244k 1.9k 129.37
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $231k 977.00 236.44
Spdr Ser Tr S&p Semicndctr (XSD) 0.2 $223k 1.2k 192.08
Docusign (DOCU) 0.2 $216k 774.00 279.07