Peterson Wealth Management

Peterson Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 57 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.1 $9.2M 26k 357.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.7 $8.6M 20k 429.14
Spdr Ser Tr Portfolio Ln Cor (SPLB) 6.5 $8.3M 266k 31.36
Vanguard Specialized Funds Div App Etf (VIG) 4.7 $6.1M 40k 153.59
Spdr Ser Tr S&p Divid Etf (SDY) 4.4 $5.7M 49k 117.55
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 4.2 $5.5M 264k 20.65
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 4.0 $5.1M 106k 48.32
Select Sector Spdr Tr Technology (XLK) 3.8 $5.0M 33k 149.32
Etfis Ser Tr I Virtus Infrcap (PFFA) 3.0 $3.9M 158k 24.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.0 $3.8M 21k 179.45
Pepsi (PEP) 2.9 $3.8M 25k 150.41
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 2.8 $3.7M 150k 24.44
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.6 $3.3M 55k 60.83
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.3 $2.9M 80k 36.52
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.0 $2.6M 38k 68.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $2.5M 20k 127.32
First Tr Exchange-traded Dj Internt Idx (FDN) 1.9 $2.4M 10k 235.91
Costco Wholesale Corporation (COST) 1.8 $2.4M 5.3k 449.31
Microsoft Corporation (MSFT) 1.7 $2.2M 7.6k 281.88
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $2.1M 20k 103.37
Select Sector Spdr Tr Communication (XLC) 1.5 $2.0M 25k 80.13
Target Corporation (TGT) 1.5 $1.9M 8.4k 228.76
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.5 $1.9M 43k 43.47
JPMorgan Chase & Co. (JPM) 1.4 $1.9M 11k 163.72
Ishares Tr Pfd And Incm Sec (PFF) 1.4 $1.8M 46k 38.81
Apple (AAPL) 1.4 $1.8M 13k 141.50
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.3 $1.7M 45k 38.99
Wal-Mart Stores (WMT) 1.3 $1.6M 12k 139.37
Amazon (AMZN) 1.2 $1.6M 472.00 3286.02
Ssga Active Tr Spdr Dbleln Shrt (STOT) 1.2 $1.5M 31k 49.57
Home Depot (HD) 1.2 $1.5M 4.6k 328.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.5M 6.7k 222.07
Waste Management (WM) 1.1 $1.5M 9.9k 149.36
Abbott Laboratories (ABT) 1.1 $1.4M 12k 118.14
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.1 $1.4M 14k 97.83
Mastercard Incorporated Cl A (MA) 1.0 $1.3M 3.7k 347.80
Hershey Company (HSY) 1.0 $1.2M 7.3k 169.24
First Tr Exchange-traded First Tr Enh New (FTSM) 0.8 $1.1M 18k 59.97
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $995k 18k 56.75
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $977k 16k 62.50
Walt Disney Company (DIS) 0.7 $960k 5.7k 169.19
United Parcel Service CL B (UPS) 0.7 $853k 4.7k 182.03
Spdr Ser Tr S&p Homebuild (XHB) 0.6 $793k 11k 71.78
Johnson & Johnson (JNJ) 0.6 $789k 4.9k 161.55
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.6 $784k 15k 51.59
NVIDIA Corporation (NVDA) 0.5 $681k 3.3k 207.12
Ishares Tr Russell 2000 Etf (IWM) 0.5 $644k 2.9k 218.82
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $625k 1.3k 480.77
Advanced Micro Devices (AMD) 0.5 $582k 5.7k 102.84
Spdr Ser Tr Comp Software (XSW) 0.4 $559k 3.3k 171.79
Netflix (NFLX) 0.4 $531k 870.00 610.34
Employers Holdings (EIG) 0.3 $394k 10k 39.48
Starbucks Corporation (SBUX) 0.3 $345k 3.1k 110.36
Honeywell International (HON) 0.3 $325k 1.5k 212.28
Paypal Holdings (PYPL) 0.2 $293k 1.1k 259.98
Marvell Technology (MRVL) 0.2 $269k 4.5k 60.23
Docusign (DOCU) 0.2 $207k 805.00 257.14