Latest PETERSON WEALTH MANAGEMENT Stock Portfolio

PETERSON WEALTH MANAGEMENT Performance:

2025 Q3: 6.09%YTD: 10.66%2024: 18.25%

Performance for 2025 Q3 is 6.09%, and YTD is 10.66%, and 2024 is 18.25%.

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 $144.3 Millions as of 30 Sep, 2025.

The top stock holdings of PETERSON WEALTH MANAGEMENT are QQQ, SPY, VIG. The fund has invested 11.1% of it's portfolio in INVESCO QQQ TR and 10.9% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in PALO ALTO NETWORKS INC (PANW), BROADCOM INC (AVGO) and CROWDSTRIKE HLDGS INC (CRWD). PETERSON WEALTH MANAGEMENT opened new stock positions in SPDR SERIES TRUST (BIL), SUPER MICRO COMPUTER INC (SMCI) and HOME DEPOT INC (HD). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), SELECT SECTOR SPDR TR (XLB) and MASTERCARD INCORPORATED (MA).

PETERSON WEALTH MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that PETERSON WEALTH MANAGEMENT made a return of 6.09% in the last quarter. In trailing 12 months, it's portfolio return was 12.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	4,435,150
super micro computer inc	993,077
home depot inc	608,479

New stocks bought by PETERSON WEALTH MANAGEMENT

Additions

Ticker	% Inc.
tesla inc	47.85
select sector spdr tr	9.07
mastercard incorporated	4.68
walmart inc	4.12
select sector spdr tr	3.58
costco whsl corp new	3.37
amazon com inc	3.17
invesco exch traded fd tr ii	1.24

Additions to existing portfolio by PETERSON WEALTH MANAGEMENT

Reductions

Ticker	% Reduced
palo alto networks inc	-53.25
broadcom inc	-45.6
crowdstrike hldgs inc	-43.81
nvidia corporation	-27.61
spdr s&p midcap 400 etf tr	-27.19
taiwan semiconductor mfg ltd	-26.22
microsoft corp	-25.18
invesco qqq tr	-24.72

PETERSON WEALTH MANAGEMENT reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-5,136,220
ishares tr	-3,425,790
eli lilly & co	-3,154,760
servicenow inc	-1,420,810

PETERSON WEALTH MANAGEMENT got rid off the above stocks

Sector Distribution

PETERSON WEALTH MANAGEMENT has about 53.6% of it's holdings in Others sector.

Sector	%
Others	53.6
Technology	15.1
Consumer Cyclical	9.3
Consumer Defensive	9
Financial Services	7
Communication Services	3.5
Industrials	2.3

Market Cap. Distribution

PETERSON WEALTH MANAGEMENT has about 46.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	53.6
MEGA-CAP	36.5
LARGE-CAP	9.6

Stocks belong to which Index?

About 39.9% of the stocks held by PETERSON WEALTH MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59.2
S&P 500	39.9

Top 5 Winners (%)		%
TSLA	tesla inc	31.5 %
RBLX	roblox corp	29.6 %
AAPL	apple inc	24.1 %
TSM	taiwan semiconductor mfg ltd	20.3 %
NVDA	nvidia corporation	15.6 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	1.8 M
QQQ	invesco qqq tr	1.5 M
SPY	spdr s&p 500 etf tr	1.3 M
TSM	taiwan semiconductor mfg ltd	1.2 M
VIG	vanguard specialized funds	0.7 M

Top 5 Losers (%)		%
EIG	employers hldgs inc	-9.9 %
CTAS	cintas corp	-7.9 %
COST	costco whsl corp new	-6.4 %
XLB	select sector spdr tr	-3.2 %
CRWD	crowdstrike hldgs inc	-2.9 %

Top 5 Losers ($)		$
COST	costco whsl corp new	-0.4 M
CTAS	cintas corp	-0.3 M
CRWD	crowdstrike hldgs inc	-0.1 M
EIG	employers hldgs inc	0.0 M
XLB	select sector spdr tr	0.0 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 39 stocks in it's portfolio. About 62.1% of the portfolio is in top 10 stocks. COST 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: 17 Dec, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.39	2,211	562,907	unchanged	0.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	5.32	34,957	7,675,510	added	3.17

AVGO	broadcom inc	1.78	7,773	2,564,420	reduced	-45.6

BIL	spdr series trust	3.07	40,028	4,435,150	new

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BIV	vanguard bd index fds	0.16	3,148	234,141	added	0.32

CARZ	first tr exchange traded fd	0.74	7,998	1,075,090	reduced	-20.65

CASY	caseys gen stores inc	3.10	7,919	4,476,640	added	1.02

CGW	invesco exch traded fd tr ii	2.35	46,127	3,389,380	added	1.24

COST	costco whsl corp new	4.19	6,537	6,050,600	added	3.37

CRWD	crowdstrike hldgs inc	1.03	3,032	1,486,830	reduced	-43.81

CTAS	cintas corp	2.35	16,503	3,387,470	reduced	-0.81

CWI	spdr index shs fds	0.19	6,375	272,786	unchanged	0.00

EIG	employers hldgs inc	0.30	10,178	432,382	added	0.73

FNDA	schwab strategic tr	0.24	13,357	351,826	added	0.28

FNDA	schwab strategic tr	0.15	7,288	216,013	added	0.43

HD	home depot inc	0.42	1,502	608,479	new

IJR	ishares tr	0.18	1,102	266,712	added	0.27

JPM	jpmorgan chase & co.	3.18	14,571	4,596,060	reduced	-10.3