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Size ($ in 1000's)
At 12/31/2023: $111,087
At 09/30/2023: $121,531
Peterson Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peterson Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Peterson Wealth Management top holdings by largest position size, as per the latest 13f filing made by Peterson Wealth Management.
In the Peterson Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Peterson Wealth Management in that top holding, then the share count change between reporting periods, and finally the Peterson Wealth Management top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
21,599 |
-4,902 |
$10,266 | | SPY | 21,599 | -4,902 | $10,266 | | INVESCO QQQ TR |
24,471 |
-7,373 |
$10,021 | | QQQ | 24,471 | -7,373 | $10,021 | | VANGUARD SPECIALIZED FUNDS (VIG) |
50,838 |
-17,780 |
$8,663 | | VIG | 50,838 | -17,780 | $8,663 | | SPDR SER TR (SDY) |
62,904 |
-16,004 |
$7,861 | | SDY | 62,904 | -16,004 | $7,861 |  PEPSICO INC |
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$5,507 | | PEP | 32,414 | +1,192 | $5,505 | | Call | 200 | -300 | $2 | | SELECT SECTOR SPDR TR (XLK) |
21,564 |
-2,324 |
$4,151 | | XLK | 21,564 | -2,324 | $4,151 | | SELECT SECTOR SPDR TR (XLY) |
22,436 |
+3,783 |
$4,012 | | XLY | 22,436 | +3,783 | $4,012 | | ISHARES TR (AGG) |
39,461 |
+172 |
$3,916 | | AGG | 39,461 | +172 | $3,916 | | ISHARES TR (TLT) |
35,555 |
-1,907 |
$3,516 | | TLT | 35,555 | -1,907 | $3,516 | | COSTCO WHSL CORP NEW |
5,034 |
-2,068 |
$3,323 | | COST | 5,034 | -2,068 | $3,323 | | MICROSOFT CORP |
8,352 |
-369 |
$3,141 | | MSFT | 8,352 | -369 | $3,141 | | AMAZON COM INC |
17,761 |
+371 |
$2,699 | | AMZN | 17,761 | +371 | $2,699 | | VANECK ETF TRUST (SMH) |
14,841 |
-274 |
$2,595 | | SMH | 14,841 | -274 | $2,595 | | INVESCO EXCH TRADED FD TR II (SPLV) |
36,145 |
-83,013 |
$2,265 | | SPLV | 36,145 | -83,013 | $2,265 | | APPLE INC |
11,444 |
+1,157 |
$2,203 | | AAPL | 11,444 | +1,357 | $2,203 | | FIRST TR EXCHANGE TRADED FD (FDN) |
11,439 |
-231 |
$2,134 | | FDN | 11,439 | -231 | $2,134 | | FIRST TR EXCHANGE TRADED FD (SKYY) |
24,204 |
+250 |
$2,122 | | SKYY | 24,204 | +250 | $2,122 | | SELECT SECTOR SPDR TR (XLP) |
29,238 |
+1,450 |
$2,106 | | XLP | 29,238 | +1,450 | $2,106 | | WALMART INC |
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$1,976 | | WMT | 12,501 | +3,693 | $1,971 | | Call | 500 | +500 | $5 | | ABBVIE INC |
11,784 |
+7,429 |
$1,826 | | ABBV | 11,784 | +7,429 | $1,826 | | FIRST TR EXCH TRADED FD III (FPEI) |
92,016 |
-111,314 |
$1,641 | | FPEI | 92,016 | -111,314 | $1,641 | | ELI LILLY & CO |
2,789 |
-285 |
$1,626 | | LLY | 2,789 | -285 | $1,626 | | MASTERCARD INCORPORATED |
3,744 |
+293 |
$1,597 | | MA | 3,744 | +293 | $1,597 | | HOME DEPOT INC |
4,231 |
+178 |
$1,466 | | HD | 4,231 | +178 | $1,466 | | BERKSHIRE HATHAWAY INC DEL |
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$1,460 | | BRK.B | 4,093 | +697 | $1,460 | | NVIDIA CORPORATION |
2,887 |
+1,053 |
$1,430 | | NVDA | 2,887 | +1,053 | $1,430 | | ALPHABET INC |
10,159 |
+2,563 |
$1,419 | | GOOGL | 10,159 | +2,563 | $1,419 | | DIGITAL RLTY TR INC |
10,375 |
+130 |
$1,396 | | DLR | 10,375 | +130 | $1,396 | | ADVANCED MICRO DEVICES INC |
9,162 |
-50 |
$1,351 | | AMD | 9,162 | -50 | $1,351 | | SALESFORCE INC |
4,732 |
-103 |
$1,245 | | CRM | 4,732 | -103 | $1,245 | | CROWDSTRIKE HLDGS INC |
4,477 |
+164 |
$1,143 | | CRWD | 4,477 | +164 | $1,143 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
2,249 |
+565 |
$1,141 | | MDY | 2,249 | +565 | $1,141 | | SNOWFLAKE INC |
5,576 |
+81 |
$1,110 | | SNOW | 5,576 | +81 | $1,110 | | ROBLOX CORP |
20,521 |
-2,526 |
$938 | | RBLX | 20,521 | -2,526 | $938 | | HONEYWELL INTL INC |
4,241 |
-325 |
$889 | | HON | 4,241 | -325 | $889 | | SELECT SECTOR SPDR TR (XLV) |
6,040 |
-2,481 |
$824 | | XLV | 6,040 | -2,481 | $824 | | ETFIS SER TR I |
35,449 |
-98,748 |
$734 | | PFFA | 35,449 | -98,748 | $734 | | SELECT SECTOR SPDR TR (XLF) |
14,966 |
-14,808 |
$563 | | XLF | 14,966 | -14,808 | $563 | | ETF MANAGERS TR (HACK) |
9,078 |
-50 |
$548 | | HACK | 9,078 | -50 | $548 | | MARVELL TECHNOLOGY INC |
8,626 |
+2,842 |
$520 | | MRVL | 8,626 | +2,842 | $520 | | ISHARES TR (IBB) |
3,550 |
-193 |
$482 | | IBB | 3,550 | -193 | $482 | | VANECK ETF TRUST (HYD) |
9,162 |
-13,687 |
$473 | | HYD | 9,162 | -13,687 | $473 | | FIRST TR EXCH TRADED FD III (FMB) |
9,007 |
-12,793 |
$465 | | FMB | 9,007 | -12,793 | $465 | | ABBOTT LABS |
4,033 |
-5,390 |
$444 | | ABT | 4,033 | -5,390 | $444 | | AMERICAN TOWER CORP NEW |
2,029 |
+24 |
$438 | | AMT | 2,029 | +24 | $438 | | EMPLOYERS HLDGS INC |
9,979 |
UNCH |
$393 | | EIG | 9,979 | UNCH | $393 | | SELECT SECTOR SPDR TR (XLE) |
3,975 |
+769 |
$333 | | XLE | 3,975 | +769 | $333 | | GALLAGHER ARTHUR J & CO |
1,318 |
+1,318 |
$296 | | AJG | 1,318 | +1,318 | $296 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
3,934 |
+3,934 |
$212 | | CIBR | 3,934 | +3,934 | $212 |
See Full List: All Stocks Held By Peterson Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Peterson Wealth Management
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