Peterson Wealth Management

Peterson Wealth Management as of June 30, 2023

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 66 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.6 $11M 30k 369.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.4 $11M 24k 443.27
Vanguard Specialized Funds Div App Etf (VIG) 8.4 $11M 65k 162.43
Spdr Ser Tr S&p Divid Etf (SDY) 7.5 $9.5M 78k 122.58
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 5.8 $7.3M 117k 62.81
Pepsi (PEP) 4.0 $5.0M 27k 185.22
First Tr Exchange-traded First Tr Enh New (FTSM) 3.1 $3.9M 65k 59.41
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 3.1 $3.9M 229k 16.85
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $3.8M 39k 97.95
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.0 $3.8M 37k 102.94
Costco Wholesale Corporation (COST) 2.9 $3.6M 6.7k 538.39
Select Sector Spdr Tr Technology (XLK) 2.7 $3.5M 20k 173.86
Etfis Ser Tr I Virtus Infrcap (PFFA) 2.4 $3.0M 153k 19.64
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 2.1 $2.7M 129k 20.94
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.5 $1.9M 26k 74.17
Eli Lilly & Co. (LLY) 1.5 $1.9M 4.1k 468.98
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.4 $1.8M 10k 169.82
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 1.4 $1.7M 96k 17.76
Waste Management (WM) 1.3 $1.6M 9.4k 173.41
Vaneck Etf Trust High Yld Munietf (HYD) 1.3 $1.6M 32k 51.34
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $1.6M 36k 43.20
Apple (AAPL) 1.2 $1.5M 7.9k 193.97
First Tr Exchange-traded Dj Internt Idx (FDN) 1.2 $1.5M 9.0k 162.99
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.1 $1.4M 28k 50.68
Select Sector Spdr Tr Financial (XLF) 1.1 $1.4M 42k 33.71
Vaneck Etf Trust Semiconductr Etf (SMH) 1.0 $1.3M 8.6k 152.25
Microsoft Corporation (MSFT) 1.0 $1.2M 3.7k 340.56
Home Depot (HD) 1.0 $1.2M 4.0k 310.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $1.2M 9.0k 132.73
Advanced Micro Devices Call Option (AMD) 0.9 $1.2M 10k 113.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.2M 3.4k 341.00
Abbott Laboratories (ABT) 0.9 $1.2M 11k 109.02
Amazon (AMZN) 0.9 $1.1M 8.6k 130.36
salesforce (CRM) 0.8 $991k 4.7k 211.26
Honeywell International (HON) 0.8 $960k 4.6k 207.50
First Tr Exchange Traded Cloud Computing (SKYY) 0.8 $953k 13k 75.94
Roblox Corp Cl A (RBLX) 0.7 $942k 23k 40.30
Wal-Mart Stores (WMT) 0.7 $922k 5.9k 157.17
Mastercard Incorporated Cl A (MA) 0.7 $874k 2.2k 393.30
Target Corporation (TGT) 0.5 $656k 5.0k 131.91
4068594 Enphase Energy (ENPH) 0.5 $609k 3.6k 167.48
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.5 $595k 14k 41.35
Crowdstrike Hldgs Cl A (CRWD) 0.5 $578k 3.9k 146.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $535k 1.1k 478.91
Pfizer (PFE) 0.4 $519k 14k 36.68
Charles Schwab Corporation (SCHW) 0.4 $510k 9.0k 56.68
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $503k 1.5k 343.85
Abbvie (ABBV) 0.4 $495k 3.7k 134.73
Etf Managers Tr Prime Cybr Scrty 0.4 $464k 9.2k 50.58
Ishares Tr Ishares Biotech (IBB) 0.4 $462k 3.6k 126.96
Johnson & Johnson (JNJ) 0.3 $436k 2.6k 165.51
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $412k 3.8k 107.33
Alphabet Cap Stk Cl A (GOOGL) 0.3 $388k 3.2k 119.70
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $379k 8.2k 46.16
Devon Energy Corporation (DVN) 0.3 $376k 7.8k 48.34
Employers Holdings (EIG) 0.3 $373k 10k 37.41
Marvell Technology (MRVL) 0.3 $353k 5.9k 59.78
Snowflake Cl A (SNOW) 0.3 $342k 1.9k 175.98
Hershey Company (HSY) 0.3 $322k 1.3k 249.80
Public Storage (PSA) 0.2 $305k 1.0k 291.88
Intuit (INTU) 0.2 $251k 547.00 458.19
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $245k 6.6k 37.08
Exxon Mobil Corporation (XOM) 0.2 $242k 2.3k 107.25
Digital Realty Trust (DLR) 0.2 $239k 2.1k 113.87
State Street Corporation (STT) 0.2 $229k 3.1k 73.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $215k 978.00 220.29