Latest PETERSON WEALTH MANAGEMENT Stock Portfolio

PETERSON WEALTH MANAGEMENT Performance:

2025 Q1: -5.67%YTD: -5.67%2024: 3.66%

Performance for 2025 Q1 is -5.67%, and YTD is -5.67%, and 2024 is 3.66%.

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 $148.6 Millions as of 31 Mar, 2025.

The top stock holdings of PETERSON WEALTH MANAGEMENT are SPY, QQQ, BIL. The fund has invested 10.1% of it's portfolio in SPDR S&P 500 ETF TR and 9.4% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off JPMORGAN CHASE & CO. (JPM) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, APPLE INC (AAPL) and PEPSICO INC (PEP). PETERSON WEALTH MANAGEMENT opened new stock positions in EATON CORP PLC (ETN) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to CROWDSTRIKE HLDGS INC (CRWD), WASTE MGMT INC DEL (WM) and META PLATFORMS INC (META).

PETERSON WEALTH MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that PETERSON WEALTH MANAGEMENT made a return of -5.67% in the last quarter. In trailing 12 months, it's portfolio return was -5.5%.

New Buys

Ticker	$ Bought
eaton corp plc	362,893
invesco exch traded fd tr ii	289,572

New stocks bought by PETERSON WEALTH MANAGEMENT

Additions

Ticker	% Inc.
crowdstrike hldgs inc	326
waste mgmt inc del	118
meta platforms inc	40.58
digital rlty tr inc	39.4
home depot inc	15.73
select sector spdr tr	14.09
select sector spdr tr	8.2
amazon com inc	5.2

Additions to existing portfolio by PETERSON WEALTH MANAGEMENT

Reductions

Ticker	% Reduced
berkshire hathaway inc del	-77.34
apple inc	-60.01
pepsico inc	-40.37
mastercard incorporated	-31.15
vanguard specialized funds	-26.86
first tr exchange-traded fd	-25.36
marvell technology inc	-24.69
first tr exchange traded fd	-21.9

PETERSON WEALTH MANAGEMENT reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-201,091
jpmorgan chase & co.	-201,836

PETERSON WEALTH MANAGEMENT got rid off the above stocks

Sector Distribution

PETERSON WEALTH MANAGEMENT has about 52.6% of it's holdings in Others sector.

Sector	%
Others	52.6
Technology	16
Consumer Defensive	10.3
Consumer Cyclical	6.5
Healthcare	3.5
Financial Services	3.1
Communication Services	2.7
Industrials	2.1
Real Estate	2
Energy	1.1

Market Cap. Distribution

PETERSON WEALTH MANAGEMENT has about 46.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	52.6
MEGA-CAP	37.2
LARGE-CAP	9.5

Stocks belong to which Index?

About 44.7% of the stocks held by PETERSON WEALTH MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	54.6
S&P 500	44.7

Top 5 Winners (%)		%
MCK	mckesson corp	18.1 %
CVX	chevron corp new	15.4 %
XOM	exxon mobil corp	10.5 %
XLB	select sector spdr tr	9.1 %
WM	waste mgmt inc del	8.0 %

Top 5 Winners ($)		$
LLY	eli lilly & co	0.3 M
MA	mastercard incorporated	0.2 M
COST	costco whsl corp new	0.2 M
MCK	mckesson corp	0.2 M
CVX	chevron corp new	0.2 M

Top 5 Losers (%)		%
MRVL	marvell technology inc	-34.8 %
AVGO	broadcom inc	-27.7 %
TGT	target corp	-22.8 %
CRM	salesforce inc	-19.5 %
NVDA	nvidia corporation	-19.2 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-1.8 M
QQQ	invesco qqq tr	-1.3 M
AMZN	amazon com inc	-0.9 M
XLB	select sector spdr tr	-0.8 M
XLB	select sector spdr tr	-0.7 M

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 50 stocks in it's portfolio. About 55.7% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for PETERSON WEALTH MANAGEMENT last quarter.

Last Reported on: 16 Jun, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	SPY	spdr s&p 500 etf tr	10.09	26,795	14,988,900	added	1.7
Historical Trend of SPDR S&P 500 ETF TR Position Held By PETERSON WEALTH MANAGEMENT What % of Portfolio is SPY?: Number of SPY shares held: Change in No. of Shares Held:
	QQQ	invesco qqq tr	9.38	29,719	13,935,700	added	0.99

	BIL	spdr ser tr	5.53	60,569	8,217,940	added	4.31

	NVDA	nvidia corporation	5.22	71,486	7,747,660	added	1.61

	VIG	vanguard specialized funds	5.08	38,917	7,549,430	reduced	-26.86

	COST	costco whsl corp new	4.83	7,587	7,175,960	reduced	-0.46

	XLB	select sector spdr tr	4.08	30,711	6,064,240	added	1.38

	XLB	select sector spdr tr	3.96	28,474	5,879,390	added	1.54

	AMZN	amazon com inc	3.94	30,765	5,853,350	added	5.2

	MSFT	microsoft corp	3.55	14,047	5,273,190	added	4.48

	WMT	walmart inc	2.97	50,307	4,416,470	added	3.53

	MA	mastercard incorporated	2.78	7,525	4,124,510	reduced	-31.15

	HD	home depot inc	2.53	10,266	3,762,300	added	15.73

	AFK	vaneck etf trust	2.49	17,489	3,698,410	added	4.36

	TSM	taiwan semiconductor mfg ltd	2.44	21,855	3,627,930	added	1.89

	LLY	eli lilly & co	2.31	4,157	3,433,200	reduced	-16.04

	PANW	palo alto networks inc	2.15	18,725	3,195,230	reduced	-1.91

	PEP	pepsico inc	2.05	20,348	3,050,940	reduced	-40.37

	DLR	digital rlty tr inc	1.99	20,577	2,948,410	added	39.4

	XLB	select sector spdr tr	1.95	35,545	2,902,950	added	1.46