Peterson Wealth Management

Peterson Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.1 $16M 27k 600.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.9 $16M 24k 666.17
Vanguard Specialized Funds Div App Etf (VIG) 9.0 $13M 60k 215.79
NVIDIA Corporation (NVDA) 6.8 $9.8M 52k 186.58
Amazon (AMZN) 5.3 $7.7M 35k 219.57
Costco Wholesale Corporation (COST) 4.2 $6.1M 6.5k 925.59
Select Sector Spdr Tr Sbi Cons Discr (XLY) 4.2 $6.0M 25k 239.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.7 $5.3M 19k 279.29
Wal-Mart Stores (WMT) 3.5 $5.1M 49k 103.06
Mastercard Incorporated Cl A (MA) 3.5 $5.0M 8.8k 568.84
Microsoft Corporation (MSFT) 3.4 $4.9M 9.4k 517.97
JPMorgan Chase & Co. (JPM) 3.2 $4.6M 15k 315.43
Casey's General Stores (CASY) 3.1 $4.5M 7.9k 565.30
Select Sector Spdr Tr Financial (XLF) 3.1 $4.4M 83k 53.87
Spdr Series Trust S&p Homebuild (XHB) 3.1 $4.4M 40k 110.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.3 $3.4M 46k 73.48
Cintas Corporation (CTAS) 2.3 $3.4M 17k 205.26
Select Sector Spdr Tr Communication (XLC) 2.3 $3.4M 28k 118.37
Meta Platforms Cl A (META) 2.2 $3.1M 4.2k 734.32
Broadcom (AVGO) 1.8 $2.6M 7.8k 329.91
Roblox Corp Cl A (RBLX) 1.4 $2.0M 14k 138.52
Pepsi (PEP) 1.3 $1.8M 13k 140.44
Palo Alto Networks (PANW) 1.1 $1.5M 7.5k 203.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.0 $1.5M 2.5k 596.07
Crowdstrike Hldgs Cl A (CRWD) 1.0 $1.5M 3.0k 490.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.0 $1.4M 18k 78.37
First Tr Exchange Traded Cloud Computing (SKYY) 0.7 $1.1M 8.0k 134.42
Super Micro Computer Com New (SMCI) 0.7 $993k 21k 47.94
Tesla Motors (TSLA) 0.4 $628k 1.4k 444.72
Home Depot (HD) 0.4 $609k 1.5k 405.11
Apple (AAPL) 0.4 $563k 2.2k 254.59
Employers Holdings (EIG) 0.3 $432k 10k 42.48
Select Sector Spdr Tr Technology (XLK) 0.3 $386k 1.4k 281.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $352k 13k 26.34
Exxon Mobil Corporation (XOM) 0.2 $277k 2.5k 112.73
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $273k 6.4k 42.79
Ishares Tr Russell 2000 Etf (IWM) 0.2 $267k 1.1k 242.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $234k 3.1k 74.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $216k 7.3k 29.64