Peterson Wealth Management

Peterson Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 41 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.5 $24M 38k 614.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.3 $23M 34k 681.92
Vanguard Specialized Funds Div App Etf (VIG) 7.2 $9.7M 44k 219.78
Amazon (AMZN) 6.0 $8.0M 35k 230.82
Crowdstrike Hldgs Cl A (CRWD) 4.6 $6.2M 13k 468.76
Select Sector Spdr Tr State Street Hea (XLV) 4.6 $6.1M 40k 154.80
Costco Wholesale Corporation (COST) 3.9 $5.2M 6.1k 862.41
Wal-Mart Stores (WMT) 3.6 $4.8M 43k 111.41
JPMorgan Chase & Co. (JPM) 3.5 $4.8M 15k 322.22
Select Sector Spdr Tr State Street Con (XLY) 3.4 $4.6M 38k 119.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.1 $4.2M 8.3k 502.65
Nextera Energy (NEE) 2.8 $3.7M 46k 80.28
NVIDIA Corporation (NVDA) 2.6 $3.5M 19k 186.50
Meta Platforms Cl A (META) 2.2 $3.0M 4.5k 660.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.1 $2.9M 9.5k 303.89
Spdr Series Trust State Street Spd (XHB) 2.1 $2.8M 28k 102.96
Select Sector Spdr Tr State Street Com (XLC) 1.3 $1.8M 15k 117.72
Palo Alto Networks (PANW) 1.3 $1.8M 9.6k 184.20
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.1 $1.5M 2.5k 603.20
Broadcom (AVGO) 1.1 $1.5M 4.2k 346.14
Pepsi (PEP) 1.0 $1.4M 9.6k 143.52
Select Sector Spdr Tr State Street Fin (XLF) 1.0 $1.3M 24k 54.77
Select Sector Spdr Tr State Street Con (XLP) 0.9 $1.3M 16k 77.68
Roblox Corp Cl A (RBLX) 0.9 $1.2M 14k 81.03
Mastercard Incorporated Cl A (MA) 0.8 $1.0M 1.8k 571.00
Apple (AAPL) 0.5 $650k 2.4k 271.84
Tesla Motors (TSLA) 0.4 $590k 1.3k 449.72
First Tr Exchange Traded Cloud Computing (SKYY) 0.4 $556k 4.3k 130.08
Employers Holdings (EIG) 0.3 $443k 10k 43.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $361k 13k 26.91
Home Depot (HD) 0.2 $332k 965.00 343.99
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $320k 2.2k 143.95
Exxon Mobil Corporation (XOM) 0.2 $298k 2.5k 120.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $288k 6.5k 44.41
Eli Lilly & Co. (LLY) 0.2 $286k 266.00 1074.68
Ishares Tr Russell 2000 Etf (IWM) 0.2 $267k 1.1k 246.11
UnitedHealth (UNH) 0.2 $264k 800.00 330.03
Ge Vernova (GEV) 0.2 $239k 365.00 653.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $236k 3.2k 74.08
Parker-Hannifin Corporation (PH) 0.2 $231k 263.00 878.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $220k 7.3k 30.07