Peterson Wealth Management

Peterson Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 50 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.2 $10M 22k 475.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.0 $10M 25k 409.51
Vanguard Specialized Funds Div App Etf (VIG) 7.8 $8.7M 51k 170.40
Spdr Ser Tr S&p Divid Etf (SDY) 7.1 $7.9M 63k 124.97
Pepsi (PEP) 5.0 $5.5M 33k 169.84
Select Sector Spdr Tr Technology (XLK) 3.7 $4.2M 22k 192.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.6 $4.0M 22k 178.81
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $3.9M 40k 99.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.2 $3.5M 36k 98.88
Costco Wholesale Corporation (COST) 3.0 $3.3M 5.0k 660.05
Microsoft Corporation (MSFT) 2.8 $3.1M 8.4k 376.06
Amazon (AMZN) 2.4 $2.7M 18k 151.94
Vaneck Etf Trust Semiconductr Etf (SMH) 2.3 $2.6M 15k 174.86
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.0 $2.3M 36k 62.66
Apple (AAPL) 2.0 $2.2M 11k 192.54
First Tr Exchange-traded Dj Internt Idx (FDN) 1.9 $2.1M 11k 186.55
First Tr Exchange Traded Cloud Computing (SKYY) 1.9 $2.1M 24k 87.67
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.9 $2.1M 29k 72.03
Wal-Mart Stores (WMT) 1.8 $2.0M 13k 157.64
Abbvie (ABBV) 1.6 $1.8M 12k 154.97
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.5 $1.6M 92k 17.83
Eli Lilly & Co. (LLY) 1.5 $1.6M 2.8k 582.92
Mastercard Incorporated Cl A (MA) 1.4 $1.6M 3.7k 426.51
Home Depot (HD) 1.3 $1.5M 4.2k 346.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $1.5M 4.1k 356.66
NVIDIA Corporation (NVDA) 1.3 $1.4M 2.9k 495.22
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.4M 10k 139.69
Digital Realty Trust (DLR) 1.3 $1.4M 10k 134.58
Advanced Micro Devices (AMD) 1.2 $1.4M 9.2k 147.41
salesforce (CRM) 1.1 $1.2M 4.7k 263.14
Crowdstrike Hldgs Cl A (CRWD) 1.0 $1.1M 4.5k 255.32
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.0 $1.1M 2.2k 507.38
Snowflake Cl A (SNOW) 1.0 $1.1M 5.6k 199.00
Roblox Corp Cl A (RBLX) 0.8 $938k 21k 45.72
Honeywell International (HON) 0.8 $889k 4.2k 209.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $824k 6.0k 136.38
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.7 $734k 35k 20.71
Select Sector Spdr Tr Financial (XLF) 0.5 $563k 15k 37.60
Etf Managers Tr Prime Cybr Scrty 0.5 $548k 9.1k 60.41
Marvell Technology (MRVL) 0.5 $520k 8.6k 60.31
Ishares Tr Ishares Biotech (IBB) 0.4 $482k 3.6k 135.85
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $473k 9.2k 51.63
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $465k 9.0k 51.67
Abbott Laboratories (ABT) 0.4 $444k 4.0k 110.06
American Tower Reit (AMT) 0.4 $438k 2.0k 215.83
Employers Holdings (EIG) 0.4 $393k 10k 39.40
Select Sector Spdr Tr Energy (XLE) 0.3 $333k 4.0k 83.84
Arthur J. Gallagher & Co. (AJG) 0.3 $296k 1.3k 224.88
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $212k 3.9k 53.84
Exxon Mobil Corporation (XOM) 0.2 $208k 2.1k 99.99