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Entity | Shares/Amount Change | Position Value Change |
AJG |
+1,318 | +$296 | CIBR |
+3,934 | +$212 |
Entity | Shares/Amount Change | Position Value Change |
WM |
-9,077 | -$1,384 | DIA |
-1,463 | -$490 | SPHD |
-10,271 | -$403 | TFI |
-8,257 | -$361 | TGT |
-2,940 | -$325 | ENPH |
-2,558 | -$307 | XLI |
-2,663 | -$270 | SCHW |
-4,463 | -$245 | DVN |
-4,625 | -$221 | PSA |
-762 | -$201 |
Entity | Shares/Amount Change | Position Value Change |
ABBV |
+7,429 | +$1,177 | WMT |
+4,193 | +$567 | XLY |
+3,783 | +$1,009 | MRVL |
+2,842 | +$207 | GOOGL |
+2,563 | +$425 | XLP |
+1,450 | +$194 | AAPL |
+1,157 | +$442 | NVDA |
+1,053 | +$632 | PEP |
+892 | +$132 | XLE |
+769 | +$43 |
Entity | Shares/Amount Change | Position Value Change |
FPEI |
-111,314 | -$1,791 | PFFA |
-98,748 | -$1,861 | SPLV |
-83,013 | -$4,740 | VIG |
-17,780 | -$1,999 | SDY |
-16,004 | -$1,214 | XLF |
-14,808 | -$425 | HYD |
-13,687 | -$648 | FMB |
-12,793 | -$601 | QQQ |
-7,373 | -$1,388 |
Size ($ in 1000's)
At 12/31/2023: $111,087 At 09/30/2023: $121,531
Peterson Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peterson Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Peterson Wealth Management to be as follows, presented in the
table below with each row detailing each Peterson Wealth Management position, ordered by largest to smallest position size.
The all-stocks-held-by-Peterson Wealth Management table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Peterson Wealth Management as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | EXXON MOBIL CORP |
2,075 |
-21 |
$207 | XOM | 2,075 | -21 | $207 | SPDR DOW JONES INDL AVERAGE |
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$0 (exited) | DIA | 0 | -1,463 | $0 | DEVON ENERGY CORP NEW |
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$0 (exited) | DVN | 0 | -4,625 | $0 | ENPHASE ENERGY INC |
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$0 (exited) | ENPH | 0 | -2,558 | $0 | PUBLIC STORAGE |
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$0 (exited) | PSA | 0 | -762 | $0 | SCHWAB CHARLES CORP |
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$0 (exited) | SCHW | 0 | -4,463 | $0 | INVESCO EXCH TRADED FD TR II |
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$0 (exited) | SPHD | 0 | -10,271 | $0 | SPDR SER TR |
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$0 (exited) | TFI | 0 | -8,257 | $0 | TARGET CORP |
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$0 (exited) | TGT | 0 | -2,940 | $0 | WASTE MGMT INC DEL |
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$0 (exited) | WM | 0 | -9,077 | $0 | SELECT SECTOR SPDR TR |
0 |
-2,663 |
$0 (exited) | XLI | 0 | -2,663 | $0 |
See Summary: Peterson Wealth Management Top Holdings
See Details: Top 10 Stocks Held By Peterson Wealth Management
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