Peterson Wealth Management Top Holdings and 13F Report (2024) About Peterson Wealth ManagementInvestment ActivityPeterson Wealth Management has $156.48 million in total holdings as of September 30, 2024.Peterson Wealth Management owns shares of 48 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.00% of the portfolio was purchased this quarter.About 14.59% of the portfolio was sold this quarter.This quarter, Peterson Wealth Management has purchased 51 new stocks and bought additional shares in 19 stocks.Peterson Wealth Management sold shares of 22 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $14,524,081Invesco QQQ $13,952,684Vanguard Dividend Appreciation ETF $9,791,077NVIDIA $7,640,654SPDR S&P Dividend ETF $7,568,406 Largest New Holdings this Quarter SPDR S&P Homebuilders ETF $3,189,234 HoldingMcKesson $937,915 HoldingSchwab U.S. Mid-Cap ETF $200,995 Holding Largest Purchases this Quarter SPDR S&P Homebuilders ETF 25,604 shares (about $3.19M)First Trust Dow Jones Internet Index Fund 10,721 shares (about $1.58M)McKesson 1,897 shares (about $937.92K)NVIDIA 7,254 shares (about $880.93K)SPDR S&P 500 ETF Trust 1,518 shares (about $870.96K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 11,487 shares (about $2.28M)SPDR S&P Dividend ETF 15,455 shares (about $2.20M)Walmart 12,629 shares (about $1.02M)Berkshire Hathaway 1,878 shares (about $864.37K)Eli Lilly and Company 801 shares (about $709.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeterson Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$14,524,081$870,963 ▲6.4%25,3149.3%FinanceQQQInvesco QQQ$13,952,684$799,472 ▲6.1%28,5878.9%FinanceVIGVanguard Dividend Appreciation ETF$9,791,077$2,275,111 ▼-18.9%49,4356.3%ETFNVDANVIDIA$7,640,654$880,927 ▲13.0%62,9174.9%Computer and TechnologySDYSPDR S&P Dividend ETF$7,568,406$2,195,213 ▼-22.5%53,2844.8%ETFCOSTCostco Wholesale$6,468,820$32,801 ▲0.5%7,2974.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$6,000,856$448,354 ▲8.1%26,5813.8%ETFPEPPepsiCo$5,899,241$26,018 ▲0.4%34,6913.8%Consumer StaplesXLYConsumer Discretionary Select Sector SPDR Fund$5,891,011$83,754 ▲1.4%29,4013.8%FinanceAAPLApple$5,595,056$28,193 ▲0.5%24,0133.6%Computer and TechnologyMAMastercard$5,318,918$18,271 ▼-0.3%10,7713.4%Business ServicesMSFTMicrosoft$5,215,965$349,825 ▲7.2%12,1223.3%Computer and TechnologyAMZNAmazon.com$5,061,654$375,269 ▲8.0%27,1653.2%Retail/WholesaleSMHVanEck Semiconductor ETF$3,770,480$246,685 ▲7.0%15,3612.4%ManufacturingWMTWalmart$3,759,916$1,019,801 ▼-21.3%46,5622.4%Retail/WholesaleAMDAdvanced Micro Devices$3,688,354$264,169 ▼-6.7%22,4792.4%Computer and TechnologyLLYEli Lilly and Company$3,443,078$709,703 ▼-17.1%3,8862.2%MedicalHDHome Depot$3,432,184$73,749 ▼-2.1%8,4702.2%Retail/WholesaleFDNFirst Trust Dow Jones Internet Index Fund$3,392,909$1,582,708 ▲87.4%22,9832.2%ETFPANWPalo Alto Networks$3,201,299$154,152 ▼-4.6%9,3662.0%Computer and TechnologyXHBSPDR S&P Homebuilders ETF$3,189,234$3,189,234 ▲New Holding25,6042.0%ETFXLPConsumer Staples Select Sector SPDR Fund$2,745,171$86,985 ▲3.3%33,0741.8%ETFBRK.BBerkshire Hathaway$2,545,698$864,368 ▼-25.3%5,5311.6%FinanceGOOGLAlphabet$2,507,343$187,246 ▼-6.9%15,1181.6%Computer and TechnologyDLRDigital Realty Trust$2,321,891$19,419 ▼-0.8%14,3481.5%FinanceXLVHealth Care Select Sector SPDR Fund$2,124,199$339,453 ▲19.0%13,7921.4%ETFCRMSalesforce$2,015,430$339,418 ▼-14.4%7,3631.3%Computer and TechnologyABTAbbott Laboratories$1,648,243$293,462 ▼-15.1%14,4571.1%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$1,547,622$116,565 ▼-7.0%26,1291.0%ManufacturingRBLXRoblox$1,285,089$442,600 ▼-25.6%29,0350.8%Consumer DiscretionaryMRVLMarvell Technology$1,264,395$13,486 ▲1.1%17,5320.8%Computer and TechnologyCVXChevron$1,231,544$21,945 ▲1.8%8,3620.8%Oils/EnergyTGTTarget$991,114$75,280 ▼-7.1%6,3590.6%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$963,444$195,993 ▼-16.9%1,6910.6%ETFMCKMcKesson$937,915$937,915 ▲New Holding1,8970.6%MedicalWMWaste Management$827,701$189,954 ▲29.8%3,9870.5%Business ServicesXLCCommunication Services Select Sector SPDR Fund$688,306$242,815 ▲54.5%7,6140.4%ETFCATCaterpillar$627,356$11,734 ▼-1.8%1,6040.4%Industrial ProductsXLFFinancial Select Sector SPDR Fund$575,871$5,393 ▼-0.9%12,7070.4%ETFAMPLIFY ETF TR$571,665$42,199 ▼-6.9%8,3720.4%AMPLIFY CYBERSECEIGEmployers$478,6930.0%9,9790.3%FinanceXLEEnergy Select Sector SPDR Fund$327,849$29,062 ▼-8.1%3,7340.2%ETFSCHXSchwab US Large-Cap ETF$301,2540.0%4,4400.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$239,4450.0%6,3750.2%ETFXOMExxon Mobil$238,581$5,862 ▲2.5%2,0350.2%Oils/EnergyBNDVanguard Total Bond Market ETF$235,6950.0%3,1380.2%ETFSNOWSnowflake$229,146$162,068 ▼-41.4%1,9950.1%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$200,995$200,995 ▲New Holding2,4190.1%ETFCRWDCrowdStrike$0$4,077,525 ▼-100.0%00.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$0$3,281,908 ▼-100.0%00.0%ETFSKYYFirst Trust Cloud Computing ETF$0$2,370,386 ▼-100.0%00.0%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$0$1,520,779 ▼-100.0%00.0%FinanceAJGArthur J. Gallagher & Co.$0$1,274,958 ▼-100.0%00.0%FinanceAMTAmerican Tower$0$811,135 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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