PETERSON WEALTH MANAGEMENT 13F Holdings
CIK 0001785144 · Sparks, NV
As of Jun 30, 2025, PETERSON WEALTH MANAGEMENT reported 40 positions worth
CIK 0001785144 · Sparks, NV
As of Jun 30, 2025, PETERSON WEALTH MANAGEMENT reported 40 positions worth
68.7M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 35,453 | 9.6M | 11.60% |
| SPDR S&P 500 ETF TRUST | SPY | — | 30,931 | 9.1M | 11.33% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 70,314 | 4.4M | 8.53% |
| NVIDIA CORP | NVDA | Technology | 72,264 | 1.4M | 6.77% |
| AMAZON.COM INC | AMZN | Equity | 33,882 | $7.4M | 4.41% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 30,392 | $6.6M | 3.92% |
| MICROSOFT CORP | MSFT | Technology | 12,621 | $6.3M | 3.72% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 6,324 | $6.3M | 3.71% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 25,690 | $5.8M | 3.45% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 99,158 | $5.2M | 3.08% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF | SPYD | — | 121,023 | $5.1M | 3.05% |
| MASTERCARD INC | MA | Financial Services | 8,416 | $4.7M | 2.80% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 16,245 | $4.7M | 2.79% |
| WALMART INC | WMT | Consumer Defensive | 47,230 | $4.6M | 2.74% |
| CASEYS GENERAL STORES INC | CASY | Consumer Cyclical | 7,839 | $4.0M | 2.37% |
| BROADCOM INC | AVGO | Technology | 14,288 | $3.9M | 2.34% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 35,842 | $3.9M | 2.31% |
| CINTAS CORP | CTAS | Industrials | 16,638 | $3.7M | 2.20% |
| ISHARES TR | IAK | — | 25,478 | $3.4M | 2.03% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 45,561 | $3.3M | 1.97% |
| META PLATFORMS INC | META | Communication Services | 4,475 | $3.3M | 1.96% |
| PALO ALTO NETWORKS INC | PANW | Technology | 16,040 | $3.3M | 1.95% |
| ELI LILLY & CO | LLY | Healthcare | 4,047 | $3.2M | 1.87% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 5,396 | $2.7M | 1.63% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 3,457 | $2.0M | 1.16% |