Peterson Wealth Management Top Holdings and 13F Report (2025) About Peterson Wealth ManagementInvestment ActivityPeterson Wealth Management has $168.03 million in total holdings as of December 31, 2024.Peterson Wealth Management owns shares of 50 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 11.34% of the portfolio was purchased this quarter.About 7.55% of the portfolio was sold this quarter.This quarter, Peterson Wealth Management has purchased 48 new stocks and bought additional shares in 32 stocks.Peterson Wealth Management sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $15,442,151Invesco QQQ $15,044,086Vanguard Dividend Appreciation ETF $10,420,513NVIDIA $9,447,719SPDR S&P Dividend ETF $7,670,416 Largest New Holdings this Quarter Taiwan Semiconductor Manufacturing $4,236,161 HoldingBroadcom $1,911,702 HoldingFirst Trust Cloud Computing ETF $1,607,286 HoldingCrowdStrike $217,614 HoldingMeta Platforms $202,167 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 21,450 shares (about $4.24M)Broadcom 8,246 shares (about $1.91M)Palo Alto Networks 9,724 shares (about $1.77M)First Trust Cloud Computing ETF 13,493 shares (about $1.61M)NVIDIA 7,436 shares (about $998.58K) Largest Sales this Quarter First Trust Dow Jones Internet Index Fund 13,699 shares (about $3.33M)Roblox 5,000 shares (about $289.30K)PepsiCo 567 shares (about $86.22K)Chevron 465 shares (about $67.35K)Target 371 shares (about $50.15K) 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$15,442,151$606,011 ▲4.1%26,3489.2%FinanceQQQInvesco QQQ$15,044,086$429,437 ▲2.9%29,4279.0%FinanceVIGVanguard Dividend Appreciation ETF$10,420,513$739,650 ▲7.6%53,2126.2%ETFNVDANVIDIA$9,447,719$998,582 ▲11.8%70,3535.6%Computer and TechnologySDYSPDR S&P Dividend ETF$7,670,416$631,573 ▲9.0%58,0654.6%ETFCOSTCostco Wholesale$6,983,711$297,784 ▲4.5%7,6224.2%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$6,796,380$200,342 ▲3.0%30,2944.0%FinanceXLKTechnology Select Sector SPDR Fund$6,520,093$339,479 ▲5.5%28,0413.9%ETFAAPLApple$6,491,770$478,544 ▲8.0%25,9243.9%Computer and TechnologyAMZNAmazon.com$6,415,622$455,892 ▲7.6%29,2433.8%Retail/WholesaleMAMastercard$5,754,692$83,195 ▲1.5%10,9293.4%Business ServicesMSFTMicrosoft$5,667,158$557,653 ▲10.9%13,4453.4%Computer and TechnologyPEPPepsiCo$5,188,838$86,217 ▼-1.6%34,1243.1%Consumer StaplesWMTWalmart$4,390,244$183,409 ▲4.4%48,5922.6%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$4,236,161$4,236,161 ▲New Holding21,4502.5%Computer and TechnologySMHVanEck Semiconductor ETF$4,058,348$338,317 ▲9.1%16,7582.4%ManufacturingLLYEli Lilly and Company$3,822,545$822,260 ▲27.4%4,9512.3%MedicalPANWPalo Alto Networks$3,473,616$1,769,379 ▲103.8%19,0902.1%Computer and TechnologyHDHome Depot$3,450,554$155,977 ▲4.7%8,8712.1%Retail/WholesaleGOOGLAlphabet$3,108,089$246,277 ▲8.6%16,4191.8%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$2,754,127$154,156 ▲5.9%35,0351.6%ETFDLRDigital Realty Trust$2,617,591$73,238 ▲2.9%14,7611.6%FinanceBRK.BBerkshire Hathaway$2,595,028$87,936 ▲3.5%5,7251.5%FinanceCRMSalesforce$2,582,572$121,021 ▲4.9%7,7251.5%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$2,257,590$3,331,185 ▼-59.6%9,2841.3%ETFXLVHealth Care Select Sector SPDR Fund$2,114,603$217,225 ▲11.4%15,3711.3%ETFAVGOBroadcom$1,911,702$1,911,702 ▲New Holding8,2461.1%Computer and TechnologyMRVLMarvell Technology$1,904,274$32,141 ▼-1.7%17,2411.1%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$1,744,985$87,116 ▲5.3%27,5021.0%ManufacturingSKYYFirst Trust Cloud Computing ETF$1,607,286$1,607,286 ▲New Holding13,4931.0%ManufacturingRBLXRoblox$1,390,665$289,300 ▼-17.2%24,0350.8%Consumer DiscretionaryCVXChevron$1,143,807$67,351 ▼-5.6%7,8970.7%EnergyMCKMcKesson$1,031,537$49,582 ▼-4.6%1,8100.6%MedicalMDYSPDR S&P MidCap 400 ETF Trust$1,000,411$37,031 ▲3.8%1,7560.6%ETFWMWaste Management$888,302$83,745 ▲10.4%4,4020.5%Business ServicesTGTTarget$809,458$50,152 ▼-5.8%5,9880.5%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$801,605$64,477 ▲8.7%8,2800.5%ETFAMPLIFY ETF TR$624,108$447 ▲0.1%8,3780.4%AMPLIFY CYBERSECCATCaterpillar$611,613$29,746 ▲5.1%1,6860.4%IndustrialsXLFFinancial Select Sector SPDR Fund$611,122$2,996 ▼-0.5%12,6450.4%ETFEIGEmployers$511,2240.0%9,9790.3%FinanceSCHXSchwab US Large-Cap ETF$308,758$205,839 ▲200.0%13,3200.2%ETFXLEEnergy Select Sector SPDR Fund$300,718$19,100 ▼-6.0%3,5110.2%ETFXOMExxon Mobil$262,022$43,133 ▲19.7%2,4360.2%EnergyBNDVanguard Total Bond Market ETF$225,6540.0%3,1380.1%ETFCRWDCrowdStrike$217,614$217,614 ▲New Holding6360.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$217,5790.0%6,3750.1%ETFMETAMeta Platforms$202,167$202,167 ▲New Holding3450.1%Computer and TechnologyJPMJPMorgan Chase & Co.$201,836$201,836 ▲New Holding8420.1%FinanceSCHMSchwab U.S. Mid-Cap ETF$201,091$134,061 ▲200.0%7,2570.1%ETFAMDAdvanced Micro Devices$0$3,688,354 ▼-100.0%00.0%Computer and TechnologyXHBSPDR S&P Homebuilders ETF$0$3,189,234 ▼-100.0%00.0%ETFABTAbbott Laboratories$0$1,648,243 ▼-100.0%00.0%MedicalSNOWSnowflake$0$229,146 ▼-100.0%00.0%Computer and TechnologyShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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