13F HOLDINGS REPORT
PETERSON WEALTH MANAGEMENT
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001218
Total Value
$168.0M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 26,348 | $15.4M | 9.19% |
| 2 | INVESCO QQQ TR | IVZ | 29,427 | $15.0M | 8.95% |
| 3 | VANGUARD SPECIALIZED FUNDS | 921908844 | 53,212 | $10.4M | 6.20% |
| 4 | NVIDIA CORPORATION | NVDA | 70,353 | $9.4M | 5.62% |
| 5 | SPDR SER TR | 78464A763 | 58,065 | $7.7M | 4.56% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 7,622 | $7.0M | 4.16% |
| 7 | SELECT SECTOR SPDR TR | 81369Y407 | 30,294 | $6.8M | 4.04% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 28,041 | $6.5M | 3.88% |
| 9 | APPLE INC | AAPL | 25,924 | $6.5M | 3.86% |
| 10 | AMAZON COM INC | AMZN | 29,243 | $6.4M | 3.82% |
| 11 | MASTERCARD INCORPORATED | MA | 10,929 | $5.8M | 3.42% |
| 12 | MICROSOFT CORP | MSFT | 13,445 | $5.7M | 3.37% |
| 13 | PEPSICO INC | PEP | 34,124 | $5.2M | 3.09% |
| 14 | WALMART INC | WMT | 48,592 | $4.4M | 2.61% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 21,450 | $4.2M | 2.52% |
| 16 | VANECK ETF TRUST | 92189F676 | 16,758 | $4.1M | 2.42% |
| 17 | ELI LILLY & CO | LLY | 4,951 | $3.8M | 2.27% |
| 18 | PALO ALTO NETWORKS INC | PANW | 19,090 | $3.5M | 2.07% |
| 19 | HOME DEPOT INC | HD | 8,871 | $3.5M | 2.05% |
| 20 | ALPHABET INC | GOOG | 16,419 | $3.1M | 1.85% |
| 21 | SELECT SECTOR SPDR TR | 81369Y308 | 35,035 | $2.8M | 1.64% |
| 22 | DIGITAL RLTY TR INC | 253868103 | 14,761 | $2.6M | 1.56% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,725 | $2.6M | 1.54% |
| 24 | SALESFORCE INC | CRM | 7,725 | $2.6M | 1.54% |
| 25 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 9,284 | $2.3M | 1.34% |
| 26 | SELECT SECTOR SPDR TR | 81369Y209 | 15,371 | $2.1M | 1.26% |
| 27 | BROADCOM INC | AVGO | 8,246 | $1.9M | 1.14% |
| 28 | MARVELL TECHNOLOGY INC | MRVL | 17,241 | $1.9M | 1.13% |
| 29 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 27,502 | $1.7M | 1.04% |
| 30 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 13,493 | $1.6M | 0.96% |
| 31 | ROBLOX CORP | RBLX | 24,035 | $1.4M | 0.83% |
| 32 | CHEVRON CORP NEW | CVX | 7,897 | $1.1M | 0.68% |
| 33 | MCKESSON CORP | MCK | 1,810 | $1.0M | 0.61% |
| 34 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,756 | $1.0M | 0.60% |
| 35 | WASTE MGMT INC DEL | 94106L109 | 4,402 | $888,302 | 0.53% |
| 36 | TARGET CORP | TGT | 5,988 | $809,458 | 0.48% |
| 37 | SELECT SECTOR SPDR TR | 81369Y852 | 8,280 | $801,605 | 0.48% |
| 38 | AMPLIFY ETF TR | 032108664 | 8,378 | $624,108 | 0.37% |
| 39 | CATERPILLAR INC | CAT | 1,686 | $611,613 | 0.36% |
| 40 | SELECT SECTOR SPDR TR | 81369Y605 | 12,645 | $611,122 | 0.36% |
| 41 | EMPLOYERS HLDGS INC | EIG | 9,979 | $511,224 | 0.30% |
| 42 | SCHWAB STRATEGIC TR | 808524201 | 13,320 | $308,758 | 0.18% |
| 43 | SELECT SECTOR SPDR TR | 81369Y506 | 3,511 | $300,718 | 0.18% |
| 44 | EXXON MOBIL CORP | XOM | 2,436 | $262,022 | 0.16% |
| 45 | VANGUARD BD INDEX FDS | 921937835 | 3,138 | $225,654 | 0.13% |
| 46 | CROWDSTRIKE HLDGS INC | CRWD | 636 | $217,614 | 0.13% |
| 47 | SPDR INDEX SHS FDS | 78463X889 | 6,375 | $217,579 | 0.13% |
| 48 | META PLATFORMS INC | META | 345 | $202,167 | 0.12% |
| 49 | JPMORGAN CHASE & CO. | VYLD | 842 | $201,836 | 0.12% |
| 50 | SCHWAB STRATEGIC TR | 808524508 | 7,257 | $201,091 | 0.12% |