Peterson Wealth Management

Peterson Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 57 positions in its portfolio as reported in the September 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) 9.6 $10M 92k 111.50
Vanguard Specialized Funds Div App Etf (VIG) 7.7 $8.3M 61k 135.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.5 $6.9M 19k 357.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.2 $6.7M 25k 267.26
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.1 $6.5M 113k 57.83
Etfis Ser Tr I Virtus Infrcap (PFFA) 5.5 $5.9M 308k 19.04
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 5.0 $5.4M 315k 17.15
Pepsi (PEP) 4.2 $4.5M 27k 163.25
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 3.9 $4.2M 198k 21.29
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.6 $2.8M 69k 40.18
Vanguard Whitehall Fds High Div Yld (VYM) 2.3 $2.4M 26k 94.87
Select Sector Spdr Tr Technology (XLK) 2.2 $2.3M 20k 118.79
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 2.1 $2.2M 129k 17.15
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 2.0 $2.2M 62k 34.86
Ishares Tr Pfd And Incm Sec (PFF) 2.0 $2.1M 68k 31.67
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.7 $1.8M 27k 66.74
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.6 $1.7M 56k 31.31
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.6 $1.7M 50k 34.49
Costco Wholesale Corporation (COST) 1.6 $1.7M 3.6k 472.21
Vaneck Etf Trust High Yld Munietf (HYD) 1.4 $1.5M 31k 49.93
Select Sector Spdr Tr Financial (XLF) 1.3 $1.4M 47k 30.35
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $1.4M 12k 121.14
Eli Lilly & Co. (LLY) 1.3 $1.4M 4.3k 323.45
Waste Management (WM) 1.2 $1.3M 8.3k 160.25
Apple (AAPL) 1.2 $1.3M 9.1k 138.24
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.1 $1.2M 25k 48.74
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.2M 6.4k 179.55
First Tr Exchange-traded First Tr Enh New (FTSM) 1.1 $1.1M 19k 59.34
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.0 $1.1M 13k 82.86
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.0 $1.1M 7.6k 142.48
Select Sector Spdr Tr Communication (XLC) 0.8 $844k 18k 47.86
Roblox Corp Cl A (RBLX) 0.8 $827k 23k 35.86
Devon Energy Corporation (DVN) 0.8 $813k 14k 60.13
Microsoft Corporation (MSFT) 0.8 $807k 3.5k 232.90
Abbott Laboratories (ABT) 0.7 $794k 8.2k 96.71
Procter & Gamble Company (PG) 0.7 $767k 6.1k 126.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $743k 2.8k 267.07
Johnson & Johnson (JNJ) 0.7 $742k 4.5k 163.33
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.7 $726k 19k 39.10
Pfizer (PFE) 0.6 $686k 16k 43.76
First Tr Exchange-traded Nasdaq Lux Digi (EKG) 0.6 $594k 4.7k 126.14
Home Depot (HD) 0.5 $571k 2.1k 275.85
Wal-Mart Stores (WMT) 0.5 $495k 3.8k 129.68
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $443k 1.5k 287.29
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $428k 9.7k 43.94
Hershey Company (HSY) 0.3 $364k 1.7k 220.61
Amazon (AMZN) 0.3 $356k 3.1k 113.09
Employers Holdings (EIG) 0.3 $344k 10k 34.47
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $314k 8.9k 35.44
Etf Managers Tr Prime Cybr Scrty 0.3 $314k 7.2k 43.42
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.3 $275k 13k 21.73
Select Sector Spdr Tr Energy (XLE) 0.2 $263k 3.7k 71.90
Target Corporation (TGT) 0.2 $236k 1.6k 148.61
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $235k 1.3k 185.19
Alphabet Cap Stk Cl A (GOOGL) 0.2 $234k 2.5k 95.47
Marvell Technology (MRVL) 0.2 $213k 5.0k 42.94
Public Storage (PSA) 0.2 $201k 686.00 293.00