Peterson Wealth Management

Peterson Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 50 positions in its portfolio as reported in the December 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) 9.2 $15M 26k 586.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.0 $15M 29k 511.23
Vanguard Specialized Funds Div App Etf (VIG) 6.2 $10M 53k 195.83
NVIDIA Corporation (NVDA) 5.6 $9.4M 70k 134.29
Spdr Ser Tr S&p Divid Etf (SDY) 4.6 $7.7M 58k 132.10
Costco Wholesale Corporation (COST) 4.2 $7.0M 7.6k 916.26
Select Sector Spdr Tr Sbi Cons Discr (XLY) 4.0 $6.8M 30k 224.35
Select Sector Spdr Tr Technology (XLK) 3.9 $6.5M 28k 232.52
Apple (AAPL) 3.9 $6.5M 26k 250.42
Amazon (AMZN) 3.8 $6.4M 29k 219.39
Mastercard Incorporated Cl A (MA) 3.4 $5.8M 11k 526.55
Microsoft Corporation (MSFT) 3.4 $5.7M 13k 421.51
Pepsi (PEP) 3.1 $5.2M 34k 152.06
Wal-Mart Stores (WMT) 2.6 $4.4M 49k 90.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.5 $4.2M 22k 197.49
Vaneck Etf Trust Semiconductr Etf (SMH) 2.4 $4.1M 17k 242.17
Eli Lilly & Co. (LLY) 2.3 $3.8M 5.0k 772.08
Palo Alto Networks (PANW) 2.1 $3.5M 19k 181.96
Home Depot (HD) 2.1 $3.5M 8.9k 388.97
Alphabet Cap Stk Cl A (GOOGL) 1.8 $3.1M 16k 189.30
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.6 $2.8M 35k 78.61
Digital Realty Trust (DLR) 1.6 $2.6M 15k 177.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.6M 5.7k 453.28
salesforce (CRM) 1.5 $2.6M 7.7k 334.31
First Tr Exchange-traded Dj Internt Idx (FDN) 1.3 $2.3M 9.3k 243.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $2.1M 15k 137.57
Broadcom (AVGO) 1.1 $1.9M 8.2k 231.83
Marvell Technology (MRVL) 1.1 $1.9M 17k 110.45
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.0 $1.7M 28k 63.45
First Tr Exchange Traded Cloud Computing (SKYY) 1.0 $1.6M 14k 119.12
Roblox Corp Cl A (RBLX) 0.8 $1.4M 24k 57.86
Chevron Corporation (CVX) 0.7 $1.1M 7.9k 144.84
McKesson Corporation (MCK) 0.6 $1.0M 1.8k 569.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $1.0M 1.8k 569.71
Waste Management (WM) 0.5 $888k 4.4k 201.80
Target Corporation (TGT) 0.5 $810k 6.0k 135.18
Select Sector Spdr Tr Communication (XLC) 0.5 $802k 8.3k 96.81
Amplify Etf Tr Amplify Cybersec (HACK) 0.4 $624k 8.4k 74.49
Caterpillar (CAT) 0.4 $612k 1.7k 362.76
Select Sector Spdr Tr Financial (XLF) 0.4 $611k 13k 48.33
Employers Holdings (EIG) 0.3 $511k 10k 51.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $309k 13k 23.18
Select Sector Spdr Tr Energy (XLE) 0.2 $301k 3.5k 85.65
Exxon Mobil Corporation (XOM) 0.2 $262k 2.4k 107.56
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $226k 3.1k 71.91
Crowdstrike Hldgs Cl A (CRWD) 0.1 $218k 636.00 342.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $218k 6.4k 34.13
Meta Platforms Cl A (META) 0.1 $202k 345.00 585.99
JPMorgan Chase & Co. (JPM) 0.1 $202k 842.00 239.71
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $201k 7.3k 27.71