- New Purchases: JPM, JNJ, DOCU, HYD, NVDA, NKE, DIS, HON,
- Added Positions: XLY, AAPL, TGT, NFLX, FDN, WMT, FMB, HD, SPLV, TFI, TOTL, FLRN, WM,
- Reduced Positions: FTSM, QQQ, XLK, XLV, XLP, ABT, VTI, COST, PEP, MSFT, SPIB, MA, AMZN, SPY, VIG, XBI, XLC, XSW, VYM,
- Sold Out: AMT, BIL, CCI, PG, VZ,
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) - 29,075 shares, 9.33% of the total portfolio. Shares reduced by 13.58%
- S&P 500 ETF TRUST ETF (SPY) - 21,516 shares, 8.58% of the total portfolio. Shares reduced by 4.54%
- SPDR DoubleLine Total Return Tactical ETF (TOTL) - 174,713 shares, 8.47% of the total portfolio. Shares added by 1.58%
- Technology Select Sector SPDR ETF (XLK) - 47,973 shares, 6.41% of the total portfolio. Shares reduced by 18.51%
- Vanguard Dividend Appreciation FTF (VIG) - 40,159 shares, 5.94% of the total portfolio. Shares reduced by 5.95%
Peterson Wealth Management initiated holding in JPMorgan Chase & Co. The purchase prices were between $125.65 and $157.65, with an estimated average price of $143.83. The stock is now traded at around $153.570000. The impact to a portfolio due to this purchase was 1.09%. The holding were 7,119 shares as of 2021-03-31.
New Purchase: Johnson & Johnson (JNJ)Peterson Wealth Management initiated holding in Johnson & Johnson. The purchase prices were between $153.07 and $170.48, with an estimated average price of $161.89. The stock is now traded at around $162.057100. The impact to a portfolio due to this purchase was 0.59%. The holding were 3,569 shares as of 2021-03-31.
New Purchase: DocuSign Inc (DOCU)Peterson Wealth Management initiated holding in DocuSign Inc. The purchase prices were between $192.84 and $265.16, with an estimated average price of $232.4. The stock is now traded at around $228.680000. The impact to a portfolio due to this purchase was 0.51%. The holding were 2,524 shares as of 2021-03-31.
New Purchase: VanEck Vectors High Yield Muni ETF (HYD)Peterson Wealth Management initiated holding in VanEck Vectors High Yield Muni ETF. The purchase prices were between $60.8 and $62.58, with an estimated average price of $61.74. The stock is now traded at around $62.465000. The impact to a portfolio due to this purchase was 0.4%. The holding were 6,400 shares as of 2021-03-31.
New Purchase: NVIDIA Corp (NVDA)Peterson Wealth Management initiated holding in NVIDIA Corp. The purchase prices were between $463.73 and $613.21, with an estimated average price of $538.61. The stock is now traded at around $630.380000. The impact to a portfolio due to this purchase was 0.33%. The holding were 606 shares as of 2021-03-31.
New Purchase: The Walt Disney Co (DIS)Peterson Wealth Management initiated holding in The Walt Disney Co. The purchase prices were between $163.03 and $201.91, with an estimated average price of $184.47. The stock is now traded at around $189.870000. The impact to a portfolio due to this purchase was 0.28%. The holding were 1,485 shares as of 2021-03-31.
Added: Consumer Discretionary Select Sector SPDR (XLY)Peterson Wealth Management added to a holding in Consumer Discretionary Select Sector SPDR by 93.26%. The purchase prices were between $155.58 and $172.94, with an estimated average price of $166.14. The stock is now traded at around $178.585000. The impact to a portfolio due to this purchase was 2.2%. The holding were 26,933 shares as of 2021-03-31.
Added: Apple Inc (AAPL)Peterson Wealth Management added to a holding in Apple Inc by 103.95%. The purchase prices were between $116.36 and $143.16, with an estimated average price of $128.47. The stock is now traded at around $135.280000. The impact to a portfolio due to this purchase was 0.94%. The holding were 15,043 shares as of 2021-03-31.
Added: Target Corp (TGT)Peterson Wealth Management added to a holding in Target Corp by 107.70%. The purchase prices were between $169.82 and $200.95, with an estimated average price of $187.23. The stock is now traded at around $209.505000. The impact to a portfolio due to this purchase was 0.92%. The holding were 8,931 shares as of 2021-03-31.
Added: Netflix Inc (NFLX)Peterson Wealth Management added to a holding in Netflix Inc by 146.93%. The purchase prices were between $493.33 and $586.34, with an estimated average price of $530.86. The stock is now traded at around $550.900000. The impact to a portfolio due to this purchase was 0.77%. The holding were 2,452 shares as of 2021-03-31.
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 39.23%. The purchase prices were between $206.49 and $243.18, with an estimated average price of $222.41. The stock is now traded at around $232.921000. The impact to a portfolio due to this purchase was 0.62%. The holding were 10,061 shares as of 2021-03-31.
Added: Walmart Inc (WMT)Peterson Wealth Management added to a holding in Walmart Inc by 40.77%. The purchase prices were between $127.53 and $148.97, with an estimated average price of $139.05. The stock is now traded at around $140.120000. The impact to a portfolio due to this purchase was 0.52%. The holding were 13,031 shares as of 2021-03-31.
Sold Out: American Tower Corp (AMT)Peterson Wealth Management sold out a holding in American Tower Corp. The sale prices were between $198.66 and $241.83, with an estimated average price of $222.76.
Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)Peterson Wealth Management sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF. The sale prices were between $91.5 and $91.52, with an estimated average price of $91.51.
Sold Out: Crown Castle International Corp (CCI)Peterson Wealth Management sold out a holding in Crown Castle International Corp. The sale prices were between $146.77 and $175.03, with an estimated average price of $160.26.
Sold Out: Procter & Gamble Co (PG)Peterson Wealth Management sold out a holding in Procter & Gamble Co. The sale prices were between $122.15 and $140.16, with an estimated average price of $130.43.
Sold Out: Verizon Communications Inc (VZ)Peterson Wealth Management sold out a holding in Verizon Communications Inc. The sale prices were between $54.15 and $59.29, with an estimated average price of $56.4.
Reduced: First Trust Enhanced Short Maturity ETF (FTSM)Peterson Wealth Management reduced to a holding in First Trust Enhanced Short Maturity ETF by 44.91%. The sale prices were between $59.94 and $60, with an estimated average price of $59.97. The stock is now traded at around $59.970000. The impact to a portfolio due to this sale was -3.13%. Peterson Wealth Management still held 66,022 shares as of 2021-03-31.
Reduced: Health Care Select Sector SPDR (XLV)Peterson Wealth Management reduced to a holding in Health Care Select Sector SPDR by 39.99%. The sale prices were between $110.42 and $118.09, with an estimated average price of $115.08. The stock is now traded at around $121.250000. The impact to a portfolio due to this sale was -1.35%. Peterson Wealth Management still held 18,412 shares as of 2021-03-31.
Reduced: Consumer Staples Select Sector SPDR (XLP)Peterson Wealth Management reduced to a holding in Consumer Staples Select Sector SPDR by 41.2%. The sale prices were between $62.96 and $69.27, with an estimated average price of $65.45. The stock is now traded at around $69.660000. The impact to a portfolio due to this sale was -0.86%. Peterson Wealth Management still held 18,846 shares as of 2021-03-31.
Reduced: Abbott Laboratories (ABT)Peterson Wealth Management reduced to a holding in Abbott Laboratories by 35.61%. The sale prices were between $108.84 and $128.23, with an estimated average price of $118.64. The stock is now traded at around $124.370000. The impact to a portfolio due to this sale was -0.81%. Peterson Wealth Management still held 13,828 shares as of 2021-03-31.
Reduced: Vanguard Total Stock Market ETF (VTI)Peterson Wealth Management reduced to a holding in Vanguard Total Stock Market ETF by 45.59%. The sale prices were between $191.23 and $208.16, with an estimated average price of $201.72. The stock is now traded at around $216.710000. The impact to a portfolio due to this sale was -0.75%. Peterson Wealth Management still held 4,740 shares as of 2021-03-31.
Reduced: SPDR Biotech ETF (XBI)Peterson Wealth Management reduced to a holding in SPDR Biotech ETF by 26.4%. The sale prices were between $129.36 and $173.94, with an estimated average price of $149.69. The stock is now traded at around $131.135000. The impact to a portfolio due to this sale was -0.23%. Peterson Wealth Management still held 4,813 shares as of 2021-03-31.
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