- New Purchases: CCI,
- Added Positions: FDN, XSW, XLY, XLK, WMT, TOTL, SPIB, TGT, VIG, SPY, AAPL, XLC, FTSM, SDY, XBI, SPLV, NFLX, HD, MA, FMB, XLP, WM, MSFT,
- Reduced Positions: AMT, BIL, VTI, VZ, FLRN, VYM, PG,
- Sold Out: DLR, NLOK,
For the details of PETERSON WEALTH MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/peterson+wealth+management/current-portfolio/portfolio
These are the top 5 holdings of PETERSON WEALTH MANAGEMENT- PowerShares QQQ Trust Ser 1 (QQQ) - 33,644 shares, 10.22% of the total portfolio. Shares added by 0.77%
- SPDR DoubleLine Total Return Tactical ETF (TOTL) - 171,991 shares, 8.21% of the total portfolio. Shares added by 2.58%
- S&P 500 ETF TRUST ETF (SPY) - 22,540 shares, 8.16% of the total portfolio. Shares added by 1.97%
- Technology Select Sector SPDR ETF (XLK) - 58,873 shares, 7.41% of the total portfolio. Shares added by 3.09%
- First Trust Enhanced Short Maturity ETF (FTSM) - 119,834 shares, 6.97% of the total portfolio. Shares added by 1.72%
Peterson Wealth Management initiated holding in Crown Castle International Corp. The purchase prices were between $152.46 and $170.8, with an estimated average price of $162.12. The stock is now traded at around $151.040000. The impact to a portfolio due to this purchase was 0.38%. The holding were 2,459 shares as of 2020-12-31.
Added: First Trust Dow Jones Internet Index Fund (FDN)Peterson Wealth Management added to a holding in First Trust Dow Jones Internet Index Fund by 23.90%. The purchase prices were between $186.35 and $219.82, with an estimated average price of $202.49. The stock is now traded at around $215.660000. The impact to a portfolio due to this purchase was 0.29%. The holding were 7,226 shares as of 2020-12-31.
Added: SPDR S&P Software & Services ETF (XSW)Peterson Wealth Management added to a holding in SPDR S&P Software & Services ETF by 41.13%. The purchase prices were between $117.97 and $156.73, with an estimated average price of $135.34. The stock is now traded at around $158.580000. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,243 shares as of 2020-12-31.
Added: Walmart Inc (WMT)Peterson Wealth Management added to a holding in Walmart Inc by 20.44%. The purchase prices were between $138.75 and $152.79, with an estimated average price of $145.73. The stock is now traded at around $128.890000. The impact to a portfolio due to this purchase was 0.22%. The holding were 9,257 shares as of 2020-12-31.
Added: Target Corp (TGT)Peterson Wealth Management added to a holding in Target Corp by 29.75%. The purchase prices were between $152.22 and $179.82, with an estimated average price of $166.92. The stock is now traded at around $179.180000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,300 shares as of 2020-12-31.
Added: Netflix Inc (NFLX)Peterson Wealth Management added to a holding in Netflix Inc by 24.44%. The purchase prices were between $470.5 and $554.09, with an estimated average price of $506.65. The stock is now traded at around $506.440000. The impact to a portfolio due to this purchase was 0.1%. The holding were 993 shares as of 2020-12-31.
Sold Out: Digital Realty Trust Inc (DLR)Peterson Wealth Management sold out a holding in Digital Realty Trust Inc. The sale prices were between $128.09 and $159.06, with an estimated average price of $142.94.
Sold Out: NortonLifeLock Inc (NLOK)Peterson Wealth Management sold out a holding in NortonLifeLock Inc. The sale prices were between $18.11 and $22.02, with an estimated average price of $20.19.
Reduced: American Tower Corp (AMT)Peterson Wealth Management reduced to a holding in American Tower Corp by 24.24%. The sale prices were between $216.72 and $246.38, with an estimated average price of $232.32. The stock is now traded at around $202.700000. The impact to a portfolio due to this sale was -0.39%. Peterson Wealth Management still held 4,708 shares as of 2020-12-31.
Reduced: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)Peterson Wealth Management reduced to a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF by 36.71%. The sale prices were between $91.51 and $91.53, with an estimated average price of $91.52. The stock is now traded at around $91.500000. The impact to a portfolio due to this sale was -0.29%. Peterson Wealth Management still held 5,085 shares as of 2020-12-31.
Here is the complete portfolio of PETERSON WEALTH MANAGEMENT. Also check out:
1. PETERSON WEALTH MANAGEMENT's Undervalued Stocks
2. PETERSON WEALTH MANAGEMENT's Top Growth Companies, and
3. PETERSON WEALTH MANAGEMENT's High Yield stocks
4. Stocks that PETERSON WEALTH MANAGEMENT keeps buying