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PETERSON WEALTH MANAGEMENT13F | |
| PETERSON WEALTH MANAGEMENT | |
| Last update 2025-06-16 | 50 Stocks (2 new) |
| Value $149.00 Mil | Turnover 4 % |
PETERSON WEALTH MANAGEMENT Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 26,795 | 14,989.0 | +1.70% | 10.090 | +0.17% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
QQQ | INVESCO QQQ Trust | 29,719 | 13,935.7 | +0.99% | 9.380 | +0.09% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
SDY | SPDR Dividend ETF | 60,569 | 8,217.9 | +4.31% | 5.530 | +0.23% | 0.040 | +8.70% | +7.44% | 20,523.7 | ||
NVDA | NVIDIA Corp | 71,486 | 7,747.7 | +1.61% | 5.220 | +0.08% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
VIG | Vanguard Dividend Appreciation FTF | 38,917 | 7,549.4 | -26.86% | 5.080 | -1.67% | 0.010 | +12.58% | +7.35% | 90,302.9 | ||
COST | Costco Wholesale Corp | 7,587 | 7,176.0 | -0.46% | 4.830 | -0.02% | 0.000 | -3.43% | +2.97% | 417,396.2 | Retail - Defensive | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 30,711 | 6,064.2 | +1.38% | 4.080 | +0.06% | 0.030 | +19.29% | +1.47% | 23,063.5 | ||
XLK | Technology Select Sector SPDR ETF | 28,474 | 5,879.4 | +1.54% | 3.960 | +0.06% | 0.010 | +31.65% | +12.33% | 82,708.7 | ||
AMZN | Amazon.com Inc | 30,765 | 5,853.4 | +5.20% | 3.940 | +0.19% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
MSFT | Microsoft Corp | 14,047 | 5,273.2 | +4.48% | 3.550 | +0.15% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software |
PETERSON WEALTH MANAGEMENT's Historical Top Holdings Breakdowns
PETERSON WEALTH MANAGEMENT's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.32% | 209.68 ($231.67) 247.1 | $214.29 | -7.50% | Reduce -60.01% | 10,366 | -15,558 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -1.67% | 190.34 ($198.85) 205.23 | $208.32 | 4.76% | Reduce -26.86% | 38,917 | -14,295 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -1.25% | 142.64 ($148.84) 156.42 | $145.67 | -2.13% | Reduce -40.37% | 20,348 | -13,776 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -1.19% | 442.66 ($486.15) 534.52 | $482.63 | -0.72% | Reduce -77.34% | 1,297 | -4,428 | |
MA | Mastercard Inc | 2025-03-31 | Reduce Reduce | -1.07% | 504.67 ($544.39) 576.31 | $562.09 | 3.25% | Reduce -31.15% | 7,525 | -3,404 | |
WM | Waste Management Inc | 2025-03-31 | Add Add | +0.81% | 200.54 ($221.47) 233.78 | $228.12 | 3.00% | Add 118.61% | 9,623 | 5,221 | |
DLR | Digital Realty Trust Inc | 2025-03-31 | Add Add | +0.56% | 142.1 ($162.65) 183.56 | $179.24 | 10.20% | Add 39.4% | 20,577 | 5,816 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Add Add | +0.49% | 308.86 ($381.06) 455.36 | $461.52 | 21.11% | Add 326.73% | 2,714 | 2,078 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.36% | 725.72 ($832.09) 929.72 | $798.89 | -3.99% | Reduce -16.04% | 4,157 | -794 | |
FDN |
First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
| 2025-03-31 | Reduce Reduce | -0.34% | 221.38 ($246.48) 266.98 | $270.05 | 9.56% | Reduce -25.36% | 6,930 | -2,354 |
PETERSON WEALTH MANAGEMENT Total Holding History ($B)
PETERSON WEALTH MANAGEMENT's Asset Allocation
PETERSON WEALTH MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PETERSON WEALTH MANAGEMENT's Hypothetical Growth since 2025-03-31
PETERSON WEALTH MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PETERSON WEALTH MANAGEMENT's Holdings Heat Map
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PETERSON WEALTH MANAGEMENT's Holdings Bubble Chart
PETERSON WEALTH MANAGEMENT News
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