Peterson Wealth Management

Peterson Wealth Management as of March 31, 2023

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 59 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr S&p Divid Etf (SDY) 7.9 $8.2M 66k 123.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.7 $8.0M 25k 320.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.7 $8.0M 20k 409.39
Vanguard Specialized Funds Div App Etf (VIG) 7.1 $7.4M 48k 154.01
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.8 $7.1M 115k 62.40
Pepsi (PEP) 5.1 $5.3M 29k 182.30
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 3.9 $4.1M 245k 16.75
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 3.7 $3.9M 184k 21.06
Etfis Ser Tr I Virtus Infrcap (PFFA) 3.3 $3.5M 180k 19.32
Select Sector Spdr Tr Technology (XLK) 2.7 $2.9M 19k 151.01
First Tr Exchange-traded First Tr Enh New (FTSM) 2.5 $2.6M 44k 59.51
Costco Wholesale Corporation (COST) 2.3 $2.4M 4.8k 496.88
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $2.1M 20k 105.50
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.0 $2.0M 50k 40.72
Ishares Tr Pfd And Incm Sec (PFF) 1.8 $1.9M 60k 31.22
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 1.8 $1.9M 111k 16.81
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.7 $1.8M 52k 33.96
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.7 $1.7M 23k 74.71
Waste Management (WM) 1.4 $1.5M 9.3k 163.18
Select Sector Spdr Tr Financial (XLF) 1.4 $1.5M 46k 32.15
Eli Lilly & Co. (LLY) 1.3 $1.4M 4.1k 343.42
Apple (AAPL) 1.3 $1.4M 8.2k 164.89
Vaneck Etf Trust High Yld Munietf (HYD) 1.3 $1.3M 26k 51.74
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.2 $1.3M 13k 101.18
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.3M 6.3k 204.12
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.2 $1.2M 8.2k 149.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $1.2M 9.3k 129.45
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.1 $1.2M 23k 50.93
Roblox Corp Cl A (RBLX) 1.0 $1.1M 24k 44.98
Abbott Laboratories (ABT) 1.0 $1.0M 10k 101.26
Microsoft Corporation (MSFT) 1.0 $996k 3.5k 288.32
Select Sector Spdr Tr Communication (XLC) 0.9 $925k 16k 57.97
Procter & Gamble Company (PG) 0.8 $875k 5.9k 148.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $833k 2.7k 308.77
Wal-Mart Stores (WMT) 0.8 $810k 5.5k 147.44
Amazon (AMZN) 0.8 $795k 7.7k 103.29
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.7 $690k 16k 42.21
First Tr Exchange-traded Dj Internt Idx (FDN) 0.6 $679k 4.6k 147.85
Pfizer (PFE) 0.6 $630k 15k 40.80
Abbvie (ABBV) 0.6 $610k 3.8k 159.37
Home Depot (HD) 0.6 $601k 2.0k 295.07
Johnson & Johnson (JNJ) 0.5 $550k 3.5k 154.99
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $495k 1.5k 332.62
Charles Schwab Corporation (SCHW) 0.4 $463k 8.8k 52.38
Employers Holdings (EIG) 0.4 $416k 10k 41.69
Devon Energy Corporation (DVN) 0.4 $396k 7.8k 50.61
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $375k 8.0k 46.82
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.3 $353k 15k 23.62
Etf Managers Tr Prime Cybr Scrty 0.3 $331k 6.9k 47.82
Hershey Company (HSY) 0.3 $319k 1.3k 254.51
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $311k 1.2k 263.19
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $299k 7.9k 38.00
Target Corporation (TGT) 0.2 $257k 1.6k 165.67
Exxon Mobil Corporation (XOM) 0.2 $256k 2.3k 109.66
Intuit (INTU) 0.2 $247k 553.00 445.83
Alphabet Cap Stk Cl A (GOOGL) 0.2 $242k 2.3k 103.73
Marvell Technology (MRVL) 0.2 $232k 5.4k 43.30
State Street Corporation (STT) 0.2 $202k 2.7k 75.69
Select Sector Spdr Tr Energy (XLE) 0.2 $202k 2.4k 82.83