Peterson Wealth Management

Peterson Wealth Management as of June 30, 2025

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 40 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.6 $20M 36k 551.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 11.3 $19M 31k 617.86
Vanguard Specialized Funds Div App Etf (VIG) 8.5 $14M 70k 204.67
NVIDIA Corporation (NVDA) 6.8 $11M 72k 157.99
Amazon (AMZN) 4.4 $7.4M 34k 219.39
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.9 $6.6M 30k 217.33
Microsoft Corporation (MSFT) 3.7 $6.3M 13k 497.43
Costco Wholesale Corporation (COST) 3.7 $6.3M 6.3k 989.90
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.4 $5.8M 26k 226.49
Select Sector Spdr Tr Financial (XLF) 3.1 $5.2M 99k 52.37
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 3.0 $5.1M 121k 42.44
Mastercard Incorporated Cl A (MA) 2.8 $4.7M 8.4k 561.96
JPMorgan Chase & Co. (JPM) 2.8 $4.7M 16k 289.90
Wal-Mart Stores (WMT) 2.7 $4.6M 47k 97.78
Casey's General Stores (CASY) 2.4 $4.0M 7.8k 510.27
Broadcom (AVGO) 2.3 $3.9M 14k 275.66
Select Sector Spdr Tr Communication (XLC) 2.3 $3.9M 36k 108.53
Cintas Corporation (CTAS) 2.2 $3.7M 17k 222.87
Ishares Tr U.s. Insrnce Etf (IAK) 2.0 $3.4M 26k 134.46
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.0 $3.3M 46k 72.82
Meta Platforms Cl A (META) 2.0 $3.3M 4.5k 738.05
Palo Alto Networks (PANW) 1.9 $3.3M 16k 204.64
Eli Lilly & Co. (LLY) 1.9 $3.2M 4.0k 779.53
Crowdstrike Hldgs Cl A (CRWD) 1.6 $2.7M 5.4k 509.31
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $2.0M 3.5k 566.55
Pepsi (PEP) 1.1 $1.8M 14k 132.04
Roblox Corp Cl A (RBLX) 1.0 $1.7M 17k 105.20
Servicenow (NOW) 0.8 $1.4M 1.4k 1028.08
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.8 $1.4M 17k 80.97
First Tr Exchange Traded Cloud Computing (SKYY) 0.7 $1.2M 10k 121.64
Employers Holdings (EIG) 0.3 $477k 10k 47.18
Apple (AAPL) 0.3 $454k 2.2k 205.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $326k 13k 24.44
Select Sector Spdr Tr Technology (XLK) 0.2 $318k 1.3k 253.29
Tesla Motors (TSLA) 0.2 $303k 955.00 317.66
Exxon Mobil Corporation (XOM) 0.2 $262k 2.4k 107.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $258k 6.4k 40.49
Ishares Tr Russell 2000 Etf (IWM) 0.1 $237k 1.1k 215.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $231k 3.1k 73.63
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $204k 7.3k 28.05