Latest PETERSON WEALTH MANAGEMENT Stock Portfolio
PETERSON WEALTH MANAGEMENT Performance:
2025 Q2: 9.79%YTD: 3.58%2024: 15.4%
Performance for 2025 Q2 is 9.79%, and YTD is 3.58%, and 2024 is 15.4%.
About PETERSON WEALTH MANAGEMENT and 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 $168.7 Millions as of 30 Jun, 2025.
The top stock holdings of PETERSON WEALTH MANAGEMENT are QQQ, SPY, VIG. The fund has invested 11.6% of it's portfolio in INVESCO QQQ TR and 11.3% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off SPDR SER TR (BIL), HOME DEPOT INC (HD) and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), APPLE INC (AAPL) and PEPSICO INC (PEP). PETERSON WEALTH MANAGEMENT opened new stock positions in SPDR SERIES TRUST (BIL), JPMORGAN CHASE & CO. (JPM) and CASEYS GEN STORES INC (CASY). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), META PLATFORMS INC (META) and SELECT SECTOR SPDR TR (XLB).
The top stock holdings of PETERSON WEALTH MANAGEMENT are QQQ, SPY, VIG. The fund has invested 11.6% of it's portfolio in INVESCO QQQ TR and 11.3% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off SPDR SER TR (BIL), HOME DEPOT INC (HD) and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), APPLE INC (AAPL) and PEPSICO INC (PEP). PETERSON WEALTH MANAGEMENT opened new stock positions in SPDR SERIES TRUST (BIL), JPMORGAN CHASE & CO. (JPM) and CASEYS GEN STORES INC (CASY). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), META PLATFORMS INC (META) and SELECT SECTOR SPDR TR (XLB).
PETERSON WEALTH MANAGEMENT Annual Return Estimates Vs S&P 500
Our best estimate is that PETERSON WEALTH MANAGEMENT made a return of 9.79% in the last quarter. In trailing 12 months, it's portfolio return was 9.45%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 5,136,220 |
| jpmorgan chase & co. | 4,709,500 |
| caseys gen stores inc | 4,000,020 |
| cintas corp | 3,708,120 |
| ishares tr | 3,425,790 |
| servicenow inc | 1,420,810 |
| tesla inc | 303,365 |
| ishares tr | 237,208 |
New stocks bought by PETERSON WEALTH MANAGEMENT
Additions
| Ticker | % Inc. |
|---|---|
| invesco exch traded fd tr ii | 1,075 |
| meta platforms inc | 822 |
| select sector spdr tr | 624 |
| select sector spdr tr | 279 |
| crowdstrike hldgs inc | 98.82 |
| spdr s&p midcap 400 etf tr | 90.36 |
| vanguard specialized funds | 80.68 |
| broadcom inc | 69.59 |
Additions to existing portfolio by PETERSON WEALTH MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -95.59 |
| apple inc | -78.67 |
| select sector spdr tr | -51.72 |
| pepsico inc | -31.78 |
| first tr exchange traded fd | -25.82 |
| roblox corp | -17.47 |
| costco whsl corp new | -16.65 |
| palo alto networks inc | -14.34 |
PETERSON WEALTH MANAGEMENT reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr ser tr | -8,217,940 |
| first tr exchange traded fd | -1,353,160 |
| digital rlty tr inc | -2,948,410 |
| vaneck etf trust | -3,698,410 |
| alphabet inc | -2,619,590 |
| select sector spdr tr | -2,357,880 |
| marvell technology inc | -799,502 |
| home depot inc | -3,762,300 |
PETERSON WEALTH MANAGEMENT got rid off the above stocks
Sector Distribution
PETERSON WEALTH MANAGEMENT has about 54.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 54.9 |
| Technology | 17.5 |
| Consumer Defensive | 7.5 |
| Consumer Cyclical | 7 |
| Financial Services | 5.9 |
| Communication Services | 3 |
| Industrials | 2.2 |
| Healthcare | 1.9 |
Market Cap. Distribution
PETERSON WEALTH MANAGEMENT has about 44.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 54.9 |
| MEGA-CAP | 34.8 |
| LARGE-CAP | 10 |
Stocks belong to which Index?
About 39.8% of the stocks held by PETERSON WEALTH MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 59.9 |
| S&P 500 | 39.8 |
PETERSON WEALTH MANAGEMENT Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of PETERSON WEALTH MANAGEMENT
PETERSON WEALTH MANAGEMENT has 40 stocks in it's portfolio. About 60.5% of the portfolio is in top 10 stocks. PEP proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for PETERSON WEALTH MANAGEMENT last quarter.
Last Reported on: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.27 | 2,211 | 453,657 | reduced | -78.67 | ||
| AAXJ | ishares tr | 2.03 | 25,478 | 3,425,790 | new | |||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMLX | amplify etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 4.41 | 33,882 | 7,433,370 | added | 10.13 | ||
| AVGO | broadcom inc | 2.34 | 14,288 | 3,938,590 | added | 69.59 | ||
| BGLD | first tr exchange-traded fd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr series trust | 3.04 | 121,023 | 5,136,220 | new | |||
| BIL | spdr ser tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIV | vanguard bd index fds | 0.14 | 3,138 | 231,051 | unchanged | 0.00 | ||
| CARZ | first tr exchange traded fd | 0.73 | 10,080 | 1,226,130 | reduced | -25.82 | ||
| CARZ | first tr exchange traded fd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CASY | caseys gen stores inc | 2.37 | 7,839 | 4,000,020 | new | |||
| CAT | caterpillar inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CGW | invesco exch traded fd tr ii | 1.97 | 45,561 | 3,317,790 | added | 1,075 | ||
| COST | costco whsl corp new | 3.71 | 6,324 | 6,260,140 | reduced | -16.65 | ||
| CRM | salesforce inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CRWD | crowdstrike hldgs inc | 1.63 | 5,396 | 2,748,240 | added | 98.82 | ||
| CTAS | cintas corp | 2.20 | 16,638 | 3,708,120 | new | |||
| CVX | chevron corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||