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View AllLatest PETERSON WEALTH MANAGEMENT Stock Portfolio
$111Million
Equity Portfolio Value
Last Reported on: 22 Feb, 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 $121.5 Millions as of 30 Sep, 2023.
The top stock holdings of PETERSON WEALTH MANAGEMENT are QQQ, SPY, VIG. The fund has invested 9.4% of it's portfolio in INVESCO QQQ TR and 9.3% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FCVT), SPDR SER TR (BIL) and PFIZER INC (PFE) stocks. They significantly reduced their stock positions in SCHWAB CHARLES CORP (SCHW), TARGET CORP (TGT) and DEVON ENERGY CORP NEW (DVN). PETERSON WEALTH MANAGEMENT opened new stock positions in NVIDIA CORPORATION (NVDA), AMERICAN TOWER CORP NEW (AMT) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to DIGITAL RLTY TR INC (DLR), SNOWFLAKE INC (SNOW) and MICROSOFT CORP (MSFT).
The top stock holdings of PETERSON WEALTH MANAGEMENT are QQQ, SPY, VIG. The fund has invested 9.4% of it's portfolio in INVESCO QQQ TR and 9.3% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FCVT), SPDR SER TR (BIL) and PFIZER INC (PFE) stocks. They significantly reduced their stock positions in SCHWAB CHARLES CORP (SCHW), TARGET CORP (TGT) and DEVON ENERGY CORP NEW (DVN). PETERSON WEALTH MANAGEMENT opened new stock positions in NVIDIA CORPORATION (NVDA), AMERICAN TOWER CORP NEW (AMT) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to DIGITAL RLTY TR INC (DLR), SNOWFLAKE INC (SNOW) and MICROSOFT CORP (MSFT).
New Buys
| Ticker | $ Bought |
|---|---|
| GALLAGHER ARTHUR J & CO | 296,392 |
| FIRST TR EXCHANGE TRADED FD | 211,807 |
New stocks bought by PETERSON WEALTH MANAGEMENT
Additions
| Ticker | % Inc. |
|---|---|
| ABBVIE INC | 170 |
| NVIDIA CORPORATION | 57.42 |
| MARVELL TECHNOLOGY INC | 49.14 |
| WALMART INC | 41.93 |
| ALPHABET INC | 33.74 |
| SPDR S&P MIDCAP 400 ETF TR | 33.55 |
| SELECT SECTOR SPDR TR | 23.99 |
| BERKSHIRE HATHAWAY INC DEL | 20.52 |
Additions to existing portfolio by PETERSON WEALTH MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| ETFIS SER TR I | -73.58 |
| INVESCO EXCH TRADED FD TR II | -69.67 |
| VANECK ETF TRUST | -59.9 |
| FIRST TR EXCH TRADED FD III | -58.68 |
| ABBOTT LABS | -57.2 |
| FIRST TR EXCH TRADED FD III | -54.75 |
| SELECT SECTOR SPDR TR | -49.73 |
| COSTCO WHSL CORP NEW | -29.12 |
PETERSON WEALTH MANAGEMENT reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INVESCO EXCH TRADED FD TR II | -402,513 |
| WASTE MGMT INC DEL | -1,383,630 |
| SPDR SER TR | -360,821 |
| DEVON ENERGY CORP NEW | -220,613 |
| SCHWAB CHARLES CORP | -245,019 |
| TARGET CORP | -325,027 |
| SELECT SECTOR SPDR TR | -269,997 |
| ENPHASE ENERGY INC | -307,344 |
PETERSON WEALTH MANAGEMENT got rid off the above stocks
Current Stock Holdings of PETERSON WEALTH MANAGEMENT
Last Reported on: 22 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.98 | 11,444 | 2,203,410 | ADDED | 13.45 | |
| ABBV | ABBVIE INC | 1.64 | 11,784 | 1,826,170 | ADDED | 170 | |
| ABT | ABBOTT LABS | 0.40 | 4,033 | 443,861 | REDUCED | -57.2 | |
| AFK | VANECK ETF TRUST | 2.34 | 14,841 | 2,595,160 | REDUCED | -1.81 | |
| AGG | ISHARES TR | 3.53 | 39,461 | 3,916,480 | ADDED | 0.44 | |
| AGG | ISHARES TR | 3.16 | 35,555 | 3,515,720 | REDUCED | -5.09 | |
| AGG | ISHARES TR | 0.43 | 3,550 | 482,268 | REDUCED | -5.16 | |
| AIEQ | ETF MANAGERS TR | 0.49 | 9,078 | 548,402 | REDUCED | -0.55 | |
| AJG | GALLAGHER ARTHUR J & CO | 0.27 | 1,318 | 296,392 | NEW | ||
| AMD | ADVANCED MICRO DEVICES INC | 1.22 | 9,162 | 1,350,570 | REDUCED | -0.54 | |
| AMT | AMERICAN TOWER CORP NEW | 0.39 | 2,029 | 437,924 | ADDED | 1.2 | |
| AMZA | ETFIS SER TR I | 0.66 | 35,449 | 734,149 | REDUCED | -73.58 | |
| AMZN | AMAZON COM INC | 2.43 | 17,761 | 2,698,610 | ADDED | 2.13 | |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 1.92 | 11,439 | 2,133,940 | REDUCED | -1.98 | |
| BIL | SPDR SER TR | 7.08 | 62,904 | 7,861,150 | REDUCED | -20.28 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BUZZ | VANECK ETF TRUST | 0.43 | 9,162 | 473,057 | REDUCED | -59.9 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 1.91 | 24,204 | 2,121,960 | ADDED | 1.04 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.19 | 3,934 | 211,807 | NEW | ||
| COST | COSTCO WHSL CORP NEW | 2.99 | 5,034 | 3,322,700 | REDUCED | -29.12 | |
| CRM | SALESFORCE INC | 1.12 | 4,732 | 1,245,180 | REDUCED | -2.13 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.03 | 4,477 | 1,143,070 | ADDED | 3.8 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DLR | DIGITAL RLTY TR INC | 1.26 | 10,375 | 1,396,310 | ADDED | 1.27 | |
| DVN | DEVON ENERGY CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EIG | EMPLOYERS HLDGS INC | 0.35 | 9,979 | 393,173 | UNCHANGED | 0.00 | |
| ENPH | ENPHASE ENERGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FCAL | FIRST TR EXCH TRADED FD III | 1.48 | 92,016 | 1,640,650 | REDUCED | -54.75 | |
| FMB | FIRST TR EXCH TRADED FD III | 0.42 | 9,007 | 465,363 | REDUCED | -58.68 | |
| GOOG | ALPHABET INC | 1.28 | 10,159 | 1,419,110 | ADDED | 33.74 | |
| HD | HOME DEPOT INC | 1.32 | 4,231 | 1,466,200 | ADDED | 4.39 | |
| HON | HONEYWELL INTL INC | 0.80 | 4,241 | 889,380 | REDUCED | -7.12 | |
| LLY | ELI LILLY & CO | 1.46 | 2,789 | 1,625,770 | REDUCED | -9.27 | |
| MA | MASTERCARD INCORPORATED | 1.44 | 3,744 | 1,596,850 | ADDED | 8.49 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1.03 | 2,249 | 1,141,100 | ADDED | 33.55 | |
| MRVL | MARVELL TECHNOLOGY INC | 0.47 | 8,626 | 520,234 | ADDED | 49.14 | |
| MSFT | MICROSOFT CORP | 2.83 | 8,352 | 3,140,850 | REDUCED | -4.23 | |
| NVDA | NVIDIA CORPORATION | 1.29 | 2,887 | 1,429,700 | ADDED | 57.42 | |
| PEP | PEPSICO INC | 4.96 | 32,414 | 5,505,130 | ADDED | 3.82 | |
| PSA | PUBLIC STORAGE | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QQQ | INVESCO QQQ TR | 9.02 | 24,471 | 10,021,200 | REDUCED | -23.15 | |
| RBLX | ROBLOX CORP | 0.84 | 20,521 | 938,220 | REDUCED | -10.96 | |
| SCHW | SCHWAB CHARLES CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SNOW | SNOWFLAKE INC | 1.00 | 5,576 | 1,109,620 | ADDED | 1.47 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 2.04 | 36,145 | 2,264,840 | REDUCED | -69.67 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPY | SPDR S&P 500 ETF TR | 9.24 | 21,599 | 10,266,400 | REDUCED | -18.5 | |
| TGT | TARGET CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.80 | 50,838 | 8,662,730 | REDUCED | -25.91 | |
| WM | WASTE MGMT INC DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WMT | WALMART INC | 1.77 | 12,501 | 1,970,720 | ADDED | 41.93 | |
| XLB | SELECT SECTOR SPDR TR | 3.74 | 21,564 | 4,150,560 | REDUCED | -9.73 | |
| XLB | SELECT SECTOR SPDR TR | 3.61 | 22,436 | 4,011,720 | ADDED | 20.28 | |
| XLB | SELECT SECTOR SPDR TR | 1.90 | 29,238 | 2,106,010 | ADDED | 5.22 | |
| XLB | SELECT SECTOR SPDR TR | 0.74 | 6,040 | 823,710 | REDUCED | -29.12 | |
| XLB | SELECT SECTOR SPDR TR | 0.51 | 14,966 | 562,722 | REDUCED | -49.73 | |
| XLB | SELECT SECTOR SPDR TR | 0.30 | 3,975 | 333,264 | ADDED | 23.99 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 0.19 | 2,075 | 207,482 | REDUCED | -1.00 | |
| BERKSHIRE HATHAWAY INC DEL | 1.31 | 4,093 | 1,459,810 | ADDED | 20.52 |