Peterson Wealth Management

Peterson Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 55 positions in its portfolio as reported in the December 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) 8.6 $8.4M 67k 125.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.9 $7.7M 20k 382.44
Vanguard Specialized Funds Div App Etf (VIG) 7.5 $7.4M 49k 151.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.1 $6.9M 26k 266.28
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.6 $6.5M 102k 63.90
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 5.5 $5.4M 305k 17.81
Pepsi (PEP) 4.9 $4.8M 27k 180.66
Etfis Ser Tr I Virtus Infrcap (PFFA) 4.4 $4.3M 238k 18.14
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 3.9 $3.9M 187k 20.73
Select Sector Spdr Tr Technology (XLK) 2.4 $2.4M 19k 124.44
Costco Wholesale Corporation (COST) 2.2 $2.2M 4.7k 456.51
Vanguard Whitehall Fds High Div Yld (VYM) 2.2 $2.1M 20k 108.21
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.0 $2.0M 51k 38.89
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 2.0 $1.9M 116k 16.74
Ishares Tr Pfd And Incm Sec (PFF) 1.9 $1.9M 62k 30.53
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.8 $1.8M 24k 74.55
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.8 $1.7M 53k 32.82
Select Sector Spdr Tr Financial (XLF) 1.6 $1.6M 46k 34.20
Waste Management (WM) 1.5 $1.5M 9.3k 156.89
Vaneck Etf Trust High Yld Munietf (HYD) 1.4 $1.3M 26k 50.55
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.3 $1.3M 13k 98.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $1.3M 9.5k 135.84
Apple (AAPL) 1.3 $1.3M 9.8k 129.93
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.2M 6.3k 191.20
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.2 $1.2M 24k 50.11
Eli Lilly & Co. (LLY) 1.1 $1.1M 3.0k 365.84
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.0 $971k 7.5k 129.17
Procter & Gamble Company (PG) 0.9 $894k 5.9k 151.56
Abbott Laboratories (ABT) 0.9 $876k 8.0k 109.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $837k 2.7k 308.90
Select Sector Spdr Tr Communication (XLC) 0.8 $819k 17k 47.99
Microsoft Corporation (MSFT) 0.8 $815k 3.4k 239.83
Pfizer (PFE) 0.8 $793k 16k 51.24
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.7 $723k 17k 43.83
Roblox Corp Cl A (RBLX) 0.7 $669k 24k 28.46
Johnson & Johnson (JNJ) 0.7 $650k 3.7k 176.63
Home Depot (HD) 0.7 $649k 2.1k 315.91
First Tr Exchange-traded Dj Internt Idx (FDN) 0.6 $572k 4.6k 123.15
Wal-Mart Stores (WMT) 0.6 $543k 3.8k 141.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $515k 1.6k 331.33
Amazon (AMZN) 0.5 $508k 6.1k 84.00
Devon Energy Corporation (DVN) 0.5 $492k 8.0k 61.51
Employers Holdings (EIG) 0.4 $430k 10k 43.13
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $414k 9.1k 45.62
Hershey Company (HSY) 0.4 $352k 1.5k 231.64
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.3 $333k 15k 22.45
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $325k 8.2k 39.58
Etf Managers Tr Prime Cybr Scrty 0.3 $305k 6.9k 44.05
Abbvie (ABBV) 0.3 $273k 1.7k 161.61
Exxon Mobil Corporation (XOM) 0.3 $251k 2.3k 110.32
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $250k 1.2k 202.94
Target Corporation (TGT) 0.2 $232k 1.6k 149.07
Select Sector Spdr Tr Energy (XLE) 0.2 $218k 2.5k 87.47
Intuit (INTU) 0.2 $215k 553.00 389.22
State Street Corporation (STT) 0.2 $210k 2.7k 77.57