13F HOLDINGS REPORT
PETERSON WEALTH MANAGEMENT
Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001172661-25-004290
Total Value
$168.7M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 35,453 | $19.6M | 11.60% |
| 2 | SPDR S&P 500 ETF TR | SPY | 30,931 | $19.1M | 11.33% |
| 3 | VANGUARD SPECIALIZED FUNDS | 921908844 | 70,314 | $14.4M | 8.53% |
| 4 | NVIDIA CORPORATION | NVDA | 72,264 | $11.4M | 6.77% |
| 5 | AMAZON COM INC | AMZN | 33,882 | $7.4M | 4.41% |
| 6 | SELECT SECTOR SPDR TR | 81369Y407 | 30,392 | $6.6M | 3.92% |
| 7 | MICROSOFT CORP | MSFT | 12,621 | $6.3M | 3.72% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 6,324 | $6.3M | 3.71% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 25,690 | $5.8M | 3.45% |
| 10 | SELECT SECTOR SPDR TR | 81369Y605 | 99,158 | $5.2M | 3.08% |
| 11 | SPDR SERIES TRUST | 78468R788 | 121,023 | $5.1M | 3.05% |
| 12 | MASTERCARD INCORPORATED | MA | 8,416 | $4.7M | 2.80% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 16,245 | $4.7M | 2.79% |
| 14 | WALMART INC | WMT | 47,230 | $4.6M | 2.74% |
| 15 | CASEYS GEN STORES INC | 147528103 | 7,839 | $4.0M | 2.37% |
| 16 | BROADCOM INC | AVGO | 14,288 | $3.9M | 2.34% |
| 17 | SELECT SECTOR SPDR TR | 81369Y852 | 35,842 | $3.9M | 2.31% |
| 18 | CINTAS CORP | CTAS | 16,638 | $3.7M | 2.20% |
| 19 | ISHARES TR | 464288786 | 25,478 | $3.4M | 2.03% |
| 20 | INVESCO EXCH TRADED FD TR II | IVZ | 45,561 | $3.3M | 1.97% |
| 21 | META PLATFORMS INC | META | 4,475 | $3.3M | 1.96% |
| 22 | PALO ALTO NETWORKS INC | PANW | 16,040 | $3.3M | 1.95% |
| 23 | ELI LILLY & CO | LLY | 4,047 | $3.2M | 1.87% |
| 24 | CROWDSTRIKE HLDGS INC | CRWD | 5,396 | $2.7M | 1.63% |
| 25 | SPDR S&P MIDCAP 400 ETF TR | MDY | 3,457 | $2.0M | 1.16% |
| 26 | PEPSICO INC | PEP | 13,882 | $1.8M | 1.09% |
| 27 | ROBLOX CORP | RBLX | 16,535 | $1.7M | 1.03% |
| 28 | SERVICENOW INC | NOW | 1,382 | $1.4M | 0.84% |
| 29 | SELECT SECTOR SPDR TR | 81369Y308 | 17,160 | $1.4M | 0.82% |
| 30 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 10,080 | $1.2M | 0.73% |
| 31 | EMPLOYERS HLDGS INC | EIG | 10,104 | $476,689 | 0.28% |
| 32 | APPLE INC | AAPL | 2,211 | $453,657 | 0.27% |
| 33 | SCHWAB STRATEGIC TR | 808524201 | 13,320 | $325,541 | 0.19% |
| 34 | SELECT SECTOR SPDR TR | 81369Y803 | 1,257 | $318,383 | 0.19% |
| 35 | TESLA INC | TSLA | 955 | $303,365 | 0.18% |
| 36 | EXXON MOBIL CORP | XOM | 2,431 | $262,087 | 0.16% |
| 37 | SPDR INDEX SHS FDS | 78463X889 | 6,375 | $258,124 | 0.15% |
| 38 | ISHARES TR | 464287655 | 1,099 | $237,208 | 0.14% |
| 39 | VANGUARD BD INDEX FDS | 921937835 | 3,138 | $231,051 | 0.14% |
| 40 | SCHWAB STRATEGIC TR | 808524508 | 7,257 | $203,559 | 0.12% |