Peterson Wealth Management

Peterson Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 58 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.4 $11M 32k 358.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.3 $11M 27k 427.49
Vanguard Specialized Funds Div App Etf (VIG) 8.8 $11M 69k 155.38
Spdr Ser Tr S&p Divid Etf (SDY) 7.5 $9.1M 79k 115.01
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 5.8 $7.0M 119k 58.79
Pepsi (PEP) 4.4 $5.4M 32k 169.44
Costco Wholesale Corporation (COST) 3.3 $4.0M 7.1k 565.00
Select Sector Spdr Tr Technology (XLK) 3.2 $3.9M 24k 163.93
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $3.7M 39k 94.04
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 2.8 $3.4M 203k 16.88
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.7 $3.3M 38k 88.69
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.5 $3.0M 19k 160.98
Microsoft Corporation (MSFT) 2.3 $2.8M 8.7k 315.76
Etfis Ser Tr I Virtus Infrcap (PFFA) 2.1 $2.6M 134k 19.34
Amazon (AMZN) 1.8 $2.2M 17k 127.12
Vaneck Etf Trust Semiconductr Etf (SMH) 1.8 $2.2M 15k 144.98
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.6 $1.9M 28k 68.81
First Tr Exchange-traded Dj Internt Idx (FDN) 1.5 $1.9M 12k 159.61
First Tr Exchange Traded Cloud Computing (SKYY) 1.5 $1.8M 24k 75.91
Apple (AAPL) 1.4 $1.8M 10k 171.21
Eli Lilly & Co. (LLY) 1.4 $1.7M 3.1k 537.13
Wal-Mart Stores (WMT) 1.2 $1.4M 8.8k 159.92
Waste Management (WM) 1.1 $1.4M 9.1k 152.43
Mastercard Incorporated Cl A (MA) 1.1 $1.4M 3.5k 395.91
Digital Realty Trust (DLR) 1.0 $1.2M 10k 121.02
Home Depot (HD) 1.0 $1.2M 4.1k 302.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.2M 3.4k 350.30
Vaneck Etf Trust High Yld Munietf (HYD) 0.9 $1.1M 23k 49.07
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $1.1M 8.5k 128.74
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.9 $1.1M 22k 48.88
Alphabet Cap Stk Cl A (GOOGL) 0.8 $994k 7.6k 130.86
Select Sector Spdr Tr Financial (XLF) 0.8 $988k 30k 33.17
salesforce (CRM) 0.8 $980k 4.8k 202.78
Advanced Micro Devices (AMD) 0.8 $947k 9.2k 102.82
Abbott Laboratories (ABT) 0.8 $913k 9.4k 96.85
Honeywell International (HON) 0.7 $844k 4.6k 184.74
Snowflake Cl A (SNOW) 0.7 $840k 5.5k 152.77
NVIDIA Corporation (NVDA) 0.7 $798k 1.8k 434.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $769k 1.7k 456.64
Crowdstrike Hldgs Cl A (CRWD) 0.6 $722k 4.3k 167.38
Roblox Corp Cl A (RBLX) 0.5 $667k 23k 28.96
Abbvie (ABBV) 0.5 $649k 4.4k 149.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $490k 1.5k 334.95
Etf Managers Tr Prime Cybr Scrty 0.4 $471k 9.1k 51.60
Ishares Tr Ishares Biotech (IBB) 0.4 $458k 3.7k 122.29
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $403k 10k 39.19
Employers Holdings (EIG) 0.3 $399k 10k 39.95
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $361k 8.3k 43.70
American Tower Reit (AMT) 0.3 $330k 2.0k 164.45
Target Corporation (TGT) 0.3 $325k 2.9k 110.55
Marvell Technology (MRVL) 0.3 $313k 5.8k 54.13
4068594 Enphase Energy (ENPH) 0.3 $307k 2.6k 120.15
Select Sector Spdr Tr Energy (XLE) 0.2 $290k 3.2k 90.39
Select Sector Spdr Tr Indl (XLI) 0.2 $270k 2.7k 101.39
Exxon Mobil Corporation (XOM) 0.2 $247k 2.1k 117.60
Charles Schwab Corporation (SCHW) 0.2 $245k 4.5k 54.90
Devon Energy Corporation (DVN) 0.2 $221k 4.6k 47.70
Public Storage (PSA) 0.2 $201k 762.00 263.52