Peterson Wealth Management

Peterson Wealth Management as of June 30, 2024

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 51 positions in its portfolio as reported in the June 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) 8.0 $13M 24k 544.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.0 $13M 27k 479.11
Vanguard Specialized Funds Div App Etf (VIG) 6.9 $11M 61k 182.55
Spdr Ser Tr S&p Divid Etf (SDY) 5.4 $8.7M 69k 127.18
NVIDIA Corporation (NVDA) 4.2 $6.9M 56k 123.54
Costco Wholesale Corporation (COST) 3.8 $6.2M 7.3k 849.95
Pepsi (PEP) 3.5 $5.7M 35k 164.93
Select Sector Spdr Tr Technology (XLK) 3.4 $5.6M 25k 226.23
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.3 $5.3M 29k 182.40
Microsoft Corporation (MSFT) 3.1 $5.1M 11k 446.96
Apple (AAPL) 3.1 $5.0M 24k 210.62
Amazon (AMZN) 3.0 $4.9M 25k 193.25
Mastercard Incorporated Cl A (MA) 2.9 $4.8M 11k 441.17
Eli Lilly & Co. (LLY) 2.6 $4.2M 4.7k 905.42
Crowdstrike Hldgs Cl A (CRWD) 2.5 $4.1M 11k 383.19
Wal-Mart Stores (WMT) 2.5 $4.0M 59k 67.71
Advanced Micro Devices (AMD) 2.4 $3.9M 24k 162.21
Vaneck Etf Trust Semiconductr Etf (SMH) 2.3 $3.7M 14k 260.69
Palo Alto Networks (PANW) 2.1 $3.3M 9.8k 339.01
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $3.3M 36k 91.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.0M 7.4k 406.80
Home Depot (HD) 1.8 $3.0M 8.7k 344.24
Alphabet Cap Stk Cl A (GOOGL) 1.8 $3.0M 16k 182.14
First Tr Exchange-traded Dj Internt Idx (FDN) 1.6 $2.5M 12k 204.94
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.5 $2.5M 32k 76.58
First Tr Exchange Traded Cloud Computing (SKYY) 1.5 $2.4M 25k 95.53
salesforce (CRM) 1.4 $2.2M 8.6k 257.10
Digital Realty Trust (DLR) 1.4 $2.2M 15k 152.05
Abbott Laboratories (ABT) 1.1 $1.8M 17k 103.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $1.7M 12k 145.75
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.0 $1.6M 28k 56.42
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.5M 16k 97.07
Roblox Corp Cl A (RBLX) 0.9 $1.5M 39k 37.21
Chevron Corporation (CVX) 0.8 $1.3M 8.2k 156.42
Arthur J. Gallagher & Co. (AJG) 0.8 $1.3M 4.9k 259.30
Marvell Technology (MRVL) 0.7 $1.2M 17k 69.90
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $1.1M 2.0k 535.10
Target Corporation (TGT) 0.6 $1.0M 6.8k 148.04
American Tower Reit (AMT) 0.5 $811k 4.2k 194.38
Waste Management (WM) 0.4 $655k 3.1k 213.34
Amplify Etf Tr Amplify Cybersec (HACK) 0.4 $582k 9.0k 64.73
Caterpillar (CAT) 0.3 $544k 1.6k 333.10
Select Sector Spdr Tr Financial (XLF) 0.3 $527k 13k 41.11
Snowflake Cl A (SNOW) 0.3 $460k 3.4k 135.09
Employers Holdings (EIG) 0.3 $425k 10k 42.63
Select Sector Spdr Tr Communication (XLC) 0.3 $422k 4.9k 85.66
Select Sector Spdr Tr Energy (XLE) 0.2 $371k 4.1k 91.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $285k 4.4k 64.25
Exxon Mobil Corporation (XOM) 0.1 $229k 2.0k 115.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $226k 3.1k 72.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $224k 6.4k 35.08