Peterson Wealth Management

Peterson Wealth Management as of June 30, 2022

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 46 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr S&p Divid Etf (SDY) 10.1 $7.8M 66k 118.68
Etfis Ser Tr I Virtus Infrcap (PFFA) 7.8 $6.1M 288k 21.10
Vanguard Specialized Funds Div App Etf (VIG) 7.3 $5.7M 40k 143.48
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 6.7 $5.2M 292k 17.72
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.1 $4.7M 76k 62.00
Pepsi (PEP) 5.7 $4.4M 26k 166.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $3.0M 7.9k 377.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $2.9M 11k 280.32
First Tr Exchange-traded First Tr Enh New (FTSM) 3.1 $2.4M 41k 59.39
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.0 $2.3M 55k 42.17
Vanguard Whitehall Fds High Div Yld (VYM) 2.6 $2.0M 20k 101.72
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.4 $1.9M 58k 32.64
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.2 $1.7M 46k 36.83
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 2.1 $1.6M 74k 22.24
Vaneck Etf Trust High Yld Munietf (HYD) 2.1 $1.6M 30k 53.86
Schwab Strategic Tr Us Tips Etf (SCHP) 2.0 $1.6M 28k 55.81
Costco Wholesale Corporation (COST) 2.0 $1.5M 3.2k 479.23
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.0 $1.5M 21k 72.18
Eli Lilly & Co. (LLY) 1.8 $1.4M 4.2k 324.19
Select Sector Spdr Tr Financial (XLF) 1.7 $1.3M 41k 31.46
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.6 $1.2M 24k 50.61
Waste Management (WM) 1.5 $1.2M 7.6k 152.94
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.4 $1.1M 12k 87.36
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.1M 5.6k 188.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $1.0M 7.9k 128.24
Apple (AAPL) 1.0 $792k 5.8k 136.76
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.0 $791k 22k 35.87
Devon Energy Corporation (DVN) 1.0 $779k 14k 55.14
Procter & Gamble Company (PG) 1.0 $777k 5.4k 143.70
Abbott Laboratories (ABT) 1.0 $774k 7.1k 108.63
Pfizer (PFE) 1.0 $767k 15k 52.40
Microsoft Corporation (MSFT) 1.0 $736k 2.9k 256.80
Johnson & Johnson (JNJ) 0.9 $687k 3.9k 177.43
Roblox Corp Cl A (RBLX) 0.9 $662k 20k 32.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $658k 2.4k 272.92
Select Sector Spdr Tr Technology (XLK) 0.7 $528k 4.2k 127.23
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.6 $446k 9.7k 45.86
Employers Holdings (EIG) 0.5 $418k 10k 41.89
Home Depot (HD) 0.5 $408k 1.5k 274.38
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.5 $382k 8.7k 44.14
Etf Managers Tr Prime Cybr Scrty 0.4 $332k 7.2k 45.81
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.4 $309k 7.8k 39.85
Hershey Company (HSY) 0.3 $268k 1.2k 215.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $253k 116.00 2181.03
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.3 $219k 9.1k 24.08
Marvell Technology (MRVL) 0.3 $208k 4.8k 43.47