Latest PETERSON WEALTH MANAGEMENT Stock Portfolio
$138Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About PETERSON WEALTH MANAGEMENT and it’s 13F Hedge Fund Stock Holdings
PETERSON WEALTH MANAGEMENT is a hedge fund based in SPARKS, NV. On 14-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $150.6 Millions. In it's latest 13F Holdings report, PETERSON WEALTH MANAGEMENT reported an equity portfolio of $138.5 Millions as of 31 Mar, 2024.
The top stock holdings of PETERSON WEALTH MANAGEMENT are SPY, QQQ, VIG. The fund has invested 8.4% of it's portfolio in SPDR S&P 500 ETF TR and 8.1% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (SPHD), ETFIS SER TR I (AMZA) and ETF MANAGERS TR (AIEQ) stocks. They significantly reduced their stock positions in HONEYWELL INTL INC (HON), SPDR SER TR (BIL) and FIRST TR EXCH TRADED FD III (FMB). PETERSON WEALTH MANAGEMENT opened new stock positions in PALO ALTO NETWORKS INC (PANW), CHEVRON CORP NEW (CVX) and HERSHEY CO (HSY). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (CARZ), WALMART INC (WMT) and ABBOTT LABS (ABT).
The top stock holdings of PETERSON WEALTH MANAGEMENT are SPY, QQQ, VIG. The fund has invested 8.4% of it's portfolio in SPDR S&P 500 ETF TR and 8.1% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (SPHD), ETFIS SER TR I (AMZA) and ETF MANAGERS TR (AIEQ) stocks. They significantly reduced their stock positions in HONEYWELL INTL INC (HON), SPDR SER TR (BIL) and FIRST TR EXCH TRADED FD III (FMB). PETERSON WEALTH MANAGEMENT opened new stock positions in PALO ALTO NETWORKS INC (PANW), CHEVRON CORP NEW (CVX) and HERSHEY CO (HSY). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (CARZ), WALMART INC (WMT) and ABBOTT LABS (ABT).
New Buys
| Ticker | $ Bought |
|---|---|
| PALO ALTO NETWORKS INC | 2,746,970 |
| CHEVRON CORP NEW | 1,224,870 |
| HERSHEY CO | 1,011,360 |
| TARGET CORP | 939,390 |
| AMPLIFY ETF TR | 576,349 |
| SCHWAB STRATEGIC TR | 275,546 |
| SPDR INDEX SHS FDS | 228,480 |
| VANGUARD BD INDEX FDS | 227,913 |
New stocks bought by PETERSON WEALTH MANAGEMENT
Additions
| Ticker | % Inc. |
|---|---|
| FIRST TR EXCHANGE TRADED FD | 455 |
| WALMART INC | 303 |
| ABBOTT LABS | 298 |
| GALLAGHER ARTHUR J & CO | 295 |
| MARVELL TECHNOLOGY INC | 190 |
| SNOWFLAKE INC | 115 |
| AMERICAN TOWER CORP NEW | 109 |
| APPLE INC | 105 |
Additions to existing portfolio by PETERSON WEALTH MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| HONEYWELL INTL INC | -44.26 |
| SPDR SER TR | -16.83 |
| FIRST TR EXCH TRADED FD III | -7.24 |
| VANECK ETF TRUST | -6.37 |
| VANGUARD SPECIALIZED FUNDS | -6.06 |
| ABBVIE INC | -4.06 |
| SPDR S&P MIDCAP 400 ETF TR | -2.71 |
| ISHARES TR | -2.27 |
PETERSON WEALTH MANAGEMENT reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FIRST TR EXCH TRADED FD III | -1,640,650 |
| INVESCO EXCH TRADED FD TR II | -2,264,840 |
| ETFIS SER TR I | -734,149 |
| ETF MANAGERS TR | -548,402 |
| ISHARES TR | -482,268 |
PETERSON WEALTH MANAGEMENT got rid off the above stocks
Current Stock Holdings of PETERSON WEALTH MANAGEMENT
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.91 | 23,513 | 4,032,000 | ADDED | 105 | |
| ABBV | ABBVIE INC | 1.49 | 11,306 | 2,058,820 | REDUCED | -4.06 | |
| ABT | ABBOTT LABS | 1.32 | 16,075 | 1,827,050 | ADDED | 298 | |
| AFK | VANECK ETF TRUST | 2.62 | 16,094 | 3,620,890 | ADDED | 8.44 | |
| AGG | ISHARES TR | 2.75 | 38,907 | 3,810,600 | REDUCED | -1.4 | |
| AGG | ISHARES TR | 2.38 | 34,747 | 3,287,780 | REDUCED | -2.27 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AIEQ | ETF MANAGERS TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AJG | GALLAGHER ARTHUR J & CO | 0.94 | 5,218 | 1,304,780 | ADDED | 295 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.50 | 11,497 | 2,075,090 | ADDED | 25.49 | |
| AMLX | AMPLIFY ETF TR | 0.42 | 8,990 | 576,349 | NEW | ||
| AMT | AMERICAN TOWER CORP NEW | 0.61 | 4,251 | 839,964 | ADDED | 109 | |
| AMZA | ETFIS SER TR I | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 2.45 | 18,801 | 3,391,320 | ADDED | 5.86 | |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 1.69 | 11,392 | 2,336,380 | REDUCED | -0.41 | |
| BIL | SPDR SER TR | 4.96 | 52,318 | 6,866,260 | REDUCED | -16.83 | |
| BIV | VANGUARD BD INDEX FDS | 0.16 | 3,138 | 227,913 | NEW | ||
| BUZZ | VANECK ETF TRUST | 0.32 | 8,578 | 448,293 | REDUCED | -6.37 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 1.71 | 24,744 | 2,365,530 | ADDED | 2.23 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.89 | 21,851 | 1,232,180 | ADDED | 455 | |
| COST | COSTCO WHSL CORP NEW | 3.83 | 7,229 | 5,296,340 | ADDED | 43.6 | |
| CRM | SALESFORCE INC | 1.40 | 6,445 | 1,941,100 | ADDED | 36.2 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.49 | 6,423 | 2,059,150 | ADDED | 43.47 | |
| CVX | CHEVRON CORP NEW | 0.88 | 7,765 | 1,224,870 | NEW | ||
| CWI | SPDR INDEX SHS FDS | 0.16 | 6,375 | 228,480 | NEW | ||
| DLR | DIGITAL RLTY TR INC | 1.38 | 13,298 | 1,915,460 | ADDED | 28.17 | |
| EIG | EMPLOYERS HLDGS INC | 0.33 | 9,979 | 452,947 | UNCHANGED | 0.00 | |
| FCAL | FIRST TR EXCH TRADED FD III | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FMB | FIRST TR EXCH TRADED FD III | 0.31 | 8,355 | 429,098 | REDUCED | -7.24 | |
| FNDA | SCHWAB STRATEGIC TR | 0.20 | 4,440 | 275,546 | NEW | ||
| GOOG | ALPHABET INC | 1.57 | 14,453 | 2,181,390 | ADDED | 42.27 | |
| HD | HOME DEPOT INC | 1.26 | 4,565 | 1,750,950 | ADDED | 7.89 | |
| HON | HONEYWELL INTL INC | 0.35 | 2,364 | 485,307 | REDUCED | -44.26 | |
| HSY | HERSHEY CO | 0.73 | 5,200 | 1,011,360 | NEW | ||
| LLY | ELI LILLY & CO | 1.96 | 3,489 | 2,714,360 | ADDED | 25.1 | |
| MA | MASTERCARD INCORPORATED | 1.74 | 5,003 | 2,409,300 | ADDED | 33.63 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 0.88 | 2,188 | 1,217,400 | REDUCED | -2.71 | |
| MRVL | MARVELL TECHNOLOGY INC | 1.28 | 25,031 | 1,774,200 | ADDED | 190 | |
| MSFT | MICROSOFT CORP | 3.06 | 10,070 | 4,236,550 | ADDED | 20.57 | |
| NVDA | NVIDIA CORPORATION | 2.48 | 3,805 | 3,438,050 | ADDED | 31.8 | |
| PANW | PALO ALTO NETWORKS INC | 1.98 | 9,668 | 2,746,970 | NEW | ||
| PEP | PEPSICO INC | 4.30 | 34,001 | 5,950,560 | ADDED | 4.9 | |
| QQQ | INVESCO QQQ TR | 8.11 | 25,289 | 11,228,500 | ADDED | 3.34 | |
| RBLX | ROBLOX CORP | 1.08 | 39,122 | 1,493,680 | ADDED | 90.64 | |
| SNOW | SNOWFLAKE INC | 1.40 | 11,990 | 1,937,580 | ADDED | 115 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPY | SPDR S&P 500 ETF TR | 8.44 | 22,331 | 11,680,900 | ADDED | 3.39 | |
| TGT | TARGET CORP | 0.68 | 5,301 | 939,390 | NEW | ||
| VIG | VANGUARD SPECIALIZED FUNDS | 6.30 | 47,758 | 8,721,010 | REDUCED | -6.06 | |
| WMT | WALMART INC | 2.19 | 50,456 | 3,035,950 | ADDED | 303 | |
| XLB | SELECT SECTOR SPDR TR | 3.34 | 22,233 | 4,630,420 | ADDED | 3.1 | |
| XLB | SELECT SECTOR SPDR TR | 3.05 | 22,940 | 4,218,420 | ADDED | 2.25 | |
| XLB | SELECT SECTOR SPDR TR | 1.72 | 31,254 | 2,386,540 | ADDED | 6.9 | |
| XLB | SELECT SECTOR SPDR TR | 0.68 | 6,333 | 935,557 | ADDED | 4.85 | |
| XLB | SELECT SECTOR SPDR TR | 0.45 | 14,730 | 620,408 | REDUCED | -1.58 | |
| XLB | SELECT SECTOR SPDR TR | 0.28 | 4,035 | 380,969 | ADDED | 1.51 | |
| XOM | EXXON MOBIL CORP | 0.17 | 2,069 | 240,515 | REDUCED | -0.29 | |
| BERKSHIRE HATHAWAY INC DEL | 1.42 | 4,675 | 1,965,930 | ADDED | 14.22 |