Peterson Wealth Management

Peterson Wealth Management as of March 31, 2024

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 53 positions in its portfolio as reported in the March 2024 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) 8.4 $12M 22k 523.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.1 $11M 25k 444.01
Vanguard Specialized Funds Div App Etf (VIG) 6.3 $8.7M 48k 182.61
Spdr Ser Tr S&p Divid Etf (SDY) 5.0 $6.9M 52k 131.24
Pepsi (PEP) 4.4 $6.1M 35k 175.01
Costco Wholesale Corporation (COST) 3.8 $5.3M 7.2k 732.65
Select Sector Spdr Tr Technology (XLK) 3.3 $4.6M 22k 208.27
Microsoft Corporation (MSFT) 3.1 $4.2M 10k 420.71
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.0 $4.2M 23k 183.89
Apple (AAPL) 2.9 $4.0M 24k 171.48
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $3.8M 39k 97.94
Vaneck Etf Trust Semiconductr Etf (SMH) 2.6 $3.6M 16k 224.98
NVIDIA Corporation (NVDA) 2.5 $3.4M 3.8k 903.56
Amazon (AMZN) 2.4 $3.4M 19k 180.38
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.4 $3.3M 35k 94.62
Wal-Mart Stores (WMT) 2.2 $3.0M 51k 60.17
Palo Alto Networks (PANW) 2.0 $2.7M 9.7k 284.13
Eli Lilly & Co. (LLY) 2.0 $2.7M 3.5k 777.98
Mastercard Incorporated Cl A (MA) 1.7 $2.4M 5.0k 481.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.7 $2.4M 31k 76.36
First Tr Exchange Traded Cloud Computing (SKYY) 1.7 $2.4M 25k 95.60
First Tr Exchange-traded Dj Internt Idx (FDN) 1.7 $2.3M 11k 205.09
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.2M 15k 150.93
Advanced Micro Devices (AMD) 1.5 $2.1M 12k 180.49
Crowdstrike Hldgs Cl A (CRWD) 1.5 $2.1M 6.4k 320.59
Abbvie (ABBV) 1.5 $2.1M 11k 182.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.0M 4.7k 420.52
salesforce (CRM) 1.4 $1.9M 6.4k 301.18
Snowflake Cl A (SNOW) 1.4 $1.9M 12k 161.60
Digital Realty Trust (DLR) 1.4 $1.9M 13k 144.04
Abbott Laboratories (ABT) 1.3 $1.8M 16k 113.66
Marvell Technology (MRVL) 1.3 $1.8M 25k 70.88
Home Depot (HD) 1.3 $1.8M 4.6k 383.56
Roblox Corp Cl A (RBLX) 1.1 $1.5M 39k 38.18
Arthur J. Gallagher & Co. (AJG) 0.9 $1.3M 5.2k 250.05
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.2M 22k 56.39
Chevron Corporation (CVX) 0.9 $1.2M 7.8k 157.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.9 $1.2M 2.2k 556.40
Hershey Company (HSY) 0.7 $1.0M 5.2k 194.49
Target Corporation (TGT) 0.7 $939k 5.3k 177.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $936k 6.3k 147.73
American Tower Reit (AMT) 0.6 $840k 4.3k 197.59
Select Sector Spdr Tr Financial (XLF) 0.4 $620k 15k 42.12
Amplify Etf Tr Amplify Cybersec (HACK) 0.4 $576k 9.0k 64.11
Honeywell International (HON) 0.4 $485k 2.4k 205.29
Employers Holdings (EIG) 0.3 $453k 10k 45.39
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $448k 8.6k 52.26
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $429k 8.4k 51.36
Select Sector Spdr Tr Energy (XLE) 0.3 $381k 4.0k 94.42
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $276k 4.4k 62.06
Exxon Mobil Corporation (XOM) 0.2 $241k 2.1k 116.25
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $229k 6.4k 35.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $228k 3.1k 72.63