13F HOLDINGS REPORT
PETERSON WEALTH MANAGEMENT
Quarter ended Q2 2025 · Filed June 16, 2025 · Accession 0001172661-25-002444
Total Value
$148.6M
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 | 26,795 | $15.0M | 10.09% |
| 2 | INVESCO QQQ TR | IVZ | 29,719 | $13.9M | 9.38% |
| 3 | SPDR SER TR | 78464A763 | 60,569 | $8.2M | 5.53% |
| 4 | NVIDIA CORPORATION | NVDA | 71,486 | $7.7M | 5.22% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 38,917 | $7.5M | 5.08% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 7,587 | $7.2M | 4.83% |
| 7 | SELECT SECTOR SPDR TR | 81369Y407 | 30,711 | $6.1M | 4.08% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 28,474 | $5.9M | 3.96% |
| 9 | AMAZON COM INC | AMZN | 30,765 | $5.9M | 3.94% |
| 10 | MICROSOFT CORP | MSFT | 14,047 | $5.3M | 3.55% |
| 11 | WALMART INC | WMT | 50,307 | $4.4M | 2.97% |
| 12 | MASTERCARD INCORPORATED | MA | 7,525 | $4.1M | 2.78% |
| 13 | HOME DEPOT INC | HD | 10,266 | $3.8M | 2.53% |
| 14 | VANECK ETF TRUST | 92189F676 | 17,489 | $3.7M | 2.49% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 21,855 | $3.6M | 2.44% |
| 16 | ELI LILLY & CO | LLY | 4,157 | $3.4M | 2.31% |
| 17 | PALO ALTO NETWORKS INC | PANW | 18,725 | $3.2M | 2.15% |
| 18 | PEPSICO INC | PEP | 20,348 | $3.1M | 2.05% |
| 19 | DIGITAL RLTY TR INC | 253868103 | 20,577 | $2.9M | 1.98% |
| 20 | SELECT SECTOR SPDR TR | 81369Y308 | 35,545 | $2.9M | 1.95% |
| 21 | ALPHABET INC | GOOG | 16,940 | $2.6M | 1.76% |
| 22 | SELECT SECTOR SPDR TR | 81369Y209 | 16,149 | $2.4M | 1.59% |
| 23 | APPLE INC | AAPL | 10,366 | $2.3M | 1.55% |
| 24 | WASTE MGMT INC DEL | 94106L109 | 9,623 | $2.2M | 1.50% |
| 25 | SALESFORCE INC | CRM | 7,987 | $2.1M | 1.44% |
| 26 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 6,930 | $1.5M | 1.04% |
| 27 | BROADCOM INC | AVGO | 8,425 | $1.4M | 0.95% |
| 28 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 13,589 | $1.4M | 0.94% |
| 29 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 21,479 | $1.4M | 0.91% |
| 30 | CHEVRON CORP NEW | CVX | 8,014 | $1.3M | 0.90% |
| 31 | MCKESSON CORP | MCK | 1,812 | $1.2M | 0.82% |
| 32 | ROBLOX CORP | RBLX | 20,035 | $1.2M | 0.79% |
| 33 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,816 | $968,997 | 0.65% |
| 34 | CROWDSTRIKE HLDGS INC | CRWD | 2,714 | $956,902 | 0.64% |
| 35 | SELECT SECTOR SPDR TR | 81369Y852 | 9,447 | $911,117 | 0.61% |
| 36 | MARVELL TECHNOLOGY INC | MRVL | 12,985 | $799,502 | 0.54% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,297 | $690,756 | 0.46% |
| 38 | SELECT SECTOR SPDR TR | 81369Y605 | 13,682 | $681,510 | 0.46% |
| 39 | TARGET CORP | TGT | 5,987 | $624,767 | 0.42% |
| 40 | AMPLIFY ETF TR | 032108664 | 8,453 | $606,955 | 0.41% |
| 41 | CATERPILLAR INC | CAT | 1,749 | $576,713 | 0.39% |
| 42 | EMPLOYERS HLDGS INC | EIG | 10,038 | $508,339 | 0.34% |
| 43 | EATON CORP PLC | ETN | 1,335 | $362,893 | 0.24% |
| 44 | SELECT SECTOR SPDR TR | 81369Y506 | 3,510 | $327,990 | 0.22% |
| 45 | EXXON MOBIL CORP | XOM | 2,517 | $299,397 | 0.20% |
| 46 | SCHWAB STRATEGIC TR | 808524201 | 13,320 | $294,106 | 0.20% |
| 47 | INVESCO EXCH TRADED FD TR II | IVZ | 3,875 | $289,572 | 0.19% |
| 48 | META PLATFORMS INC | META | 485 | $279,812 | 0.19% |
| 49 | SPDR INDEX SHS FDS | 78463X889 | 6,375 | $232,114 | 0.16% |
| 50 | VANGUARD BD INDEX FDS | 921937835 | 3,138 | $230,486 | 0.16% |