Peterson Wealth Management

Peterson Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 48 positions in its portfolio as reported in the September 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) 9.3 $15M 25k 573.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.9 $14M 29k 488.08
Vanguard Specialized Funds Div App Etf (VIG) 6.3 $9.8M 49k 198.06
NVIDIA Corporation (NVDA) 4.9 $7.6M 63k 121.44
Spdr Ser Tr S&p Divid Etf (SDY) 4.8 $7.6M 53k 142.04
Costco Wholesale Corporation (COST) 4.1 $6.5M 7.3k 886.50
Select Sector Spdr Tr Technology (XLK) 3.8 $6.0M 27k 225.76
Pepsi (PEP) 3.8 $5.9M 35k 170.05
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.8 $5.9M 29k 200.37
Apple (AAPL) 3.6 $5.6M 24k 233.00
Mastercard Incorporated Cl A (MA) 3.4 $5.3M 11k 493.82
Microsoft Corporation (MSFT) 3.3 $5.2M 12k 430.29
Amazon (AMZN) 3.2 $5.1M 27k 186.33
Vaneck Etf Trust Semiconductr Etf (SMH) 2.4 $3.8M 15k 245.46
Wal-Mart Stores (WMT) 2.4 $3.8M 47k 80.75
Advanced Micro Devices (AMD) 2.4 $3.7M 23k 164.08
Eli Lilly & Co. (LLY) 2.2 $3.4M 3.9k 886.02
Home Depot (HD) 2.2 $3.4M 8.5k 405.22
First Tr Exchange-traded Dj Internt Idx (FDN) 2.2 $3.4M 23k 147.63
Palo Alto Networks (PANW) 2.0 $3.2M 9.4k 341.80
Spdr Ser Tr S&p Homebuild (XHB) 2.0 $3.2M 26k 124.56
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.8 $2.7M 33k 83.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.5M 5.5k 460.26
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.5M 15k 165.85
Digital Realty Trust (DLR) 1.5 $2.3M 14k 161.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $2.1M 14k 154.02
salesforce (CRM) 1.3 $2.0M 7.4k 273.72
Abbott Laboratories (ABT) 1.1 $1.6M 15k 114.01
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.0 $1.5M 26k 59.23
Roblox Corp Cl A (RBLX) 0.8 $1.3M 29k 44.26
Marvell Technology (MRVL) 0.8 $1.3M 18k 72.12
Chevron Corporation (CVX) 0.8 $1.2M 8.4k 147.28
Target Corporation (TGT) 0.6 $991k 6.4k 155.86
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $963k 1.7k 569.75
McKesson Corporation (MCK) 0.6 $938k 1.9k 494.42
Waste Management (WM) 0.5 $828k 4.0k 207.60
Select Sector Spdr Tr Communication (XLC) 0.4 $688k 7.6k 90.40
Caterpillar (CAT) 0.4 $627k 1.6k 391.12
Select Sector Spdr Tr Financial (XLF) 0.4 $576k 13k 45.32
Amplify Etf Tr Amplify Cybersec (HACK) 0.4 $572k 8.4k 68.28
Employers Holdings (EIG) 0.3 $479k 10k 47.97
Select Sector Spdr Tr Energy (XLE) 0.2 $328k 3.7k 87.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $301k 4.4k 67.85
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $239k 6.4k 37.56
Exxon Mobil Corporation (XOM) 0.2 $239k 2.0k 117.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $236k 3.1k 75.11
Snowflake Cl A (SNOW) 0.1 $229k 2.0k 114.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $201k 2.4k 83.09