Peterson Wealth Management Portfolio Holdings

Peterson Wealth Management

$147 Million
Q1 2025

Peterson Wealth Management has filed its 13F form on June 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15M, Invesco Qqq Trust, Series 1 with a value of $13.9M, Spdr Series Tr Spdr S&P Divide with a value of $8.22M, Nvidia Corp with a value of $7.75M, and Costco Wholesale Corp with a value of $7.18M.

Examining the 13F form we can see an decrease of $19.3M in the current position value, from $167M to 147M.

Below you can find more details about Peterson Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $147 Million

ETFs: $73.1 Million

Technology: $27.5 Million

Consumer Defensive: $15.3 Million

Consumer Cyclical: $9.62 Million

Financial Services: $5.32 Million

Healthcare: $4.65 Million

Communication Services: $4.07 Million

Industrials: $3.17 Million

Other: $4.59 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$15 Million 10.18% of portfolio	26,795	Q1 2025 Added 1.7%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$13.9 Million 9.46% of portfolio	29,719	Q1 2025 Added 0.99%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$8.22 Million 5.58% of portfolio	60,569	Q1 2025 Added 4.31%
NVDA Nvidia Corp Technology	$359B	$7.75 Million 5.26% of portfolio	71,486	Q1 2025 Added 1.61%
COST Costco Wholesale Corp Consumer Defensive	$433B	$7.18 Million 4.87% of portfolio	7,587	Q1 2025 Reduced 0.46%
VIG Vanguard Dividend Appreciation ETFs	$0	$7.09 Million 4.81% of portfolio	38,917	Q1 2025 Reduced 26.86%
XLY Select Sector Spdr Consumer Di ETFs	$0	$6.06 Million 4.12% of portfolio	30,711	Q1 2025 Added 1.38%
XLK Technology Sector Spdr ETFs	$0	$5.88 Million 3.99% of portfolio	28,474	Q1 2025 Added 1.54%
AMZN Amazon Com Inc Consumer Cyclical	$2.19T	$5.85 Million 3.97% of portfolio	30,765	Q1 2025 Added 5.2%
MSFT Microsoft Corp Technology	$3.56T	$5.27 Million 3.58% of portfolio	14,047	Q1 2025 Added 4.48%
WMT Walmart Inc. Consumer Defensive	$256B	$4.42 Million 3.0% of portfolio	50,307	Q1 2025 Added 3.53%
MA Mastercard Inc Financial Services	$543B	$4.12 Million 2.8% of portfolio	7,525	Q1 2025 Reduced 31.15%
HD Home Depot, Inc. Consumer Cyclical	$357B	$3.76 Million 2.55% of portfolio	10,266	Q1 2025 Added 15.73%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$3.7 Million 2.51% of portfolio	17,489	Q1 2025 Added 4.36%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.11T	$3.63 Million 2.46% of portfolio	21,855	Q1 2025 Added 1.89%
LLY Eli Lilly & CO Healthcare	$752B	$3.43 Million 2.33% of portfolio	4,157	Q1 2025 Reduced 16.04%
PANW Palo Alto Networks Inc Technology	$60.5B	$3.2 Million 2.17% of portfolio	18,725	Q1 2025 Reduced 1.91%
PEP Pepsico Inc Consumer Defensive	$178B	$3.05 Million 2.07% of portfolio	20,348	Q1 2025 Reduced 40.37%
DLR Digital Realty Trust, Inc. Real Estate	$50.6B	$2.95 Million 2.0% of portfolio	20,577	Q1 2025 Added 39.4%
XLP Consumer Staples Sector Spdr ETFs	$0	$2.7 Million 1.83% of portfolio	35,545	Q1 2025 Added 1.46%
GOOGL Alphabet Inc. Communication Services	$993B	$2.62 Million 1.78% of portfolio	16,940	Q1 2025 Added 3.17%
XLV Select Sector Spdr Fund Health ETFs	$0	$2.36 Million 1.6% of portfolio	16,149	Q1 2025 Added 5.06%
AAPL Apple Inc. Technology	$3.14T	$2.3 Million 1.56% of portfolio	10,366	Q1 2025 Reduced 60.01%
WM Waste Management Inc Industrials	$96.2B	$2.23 Million 1.51% of portfolio	9,623	Q1 2025 Added 118.61%
CRM Salesforce, Inc. Technology	$263B	$2.14 Million 1.46% of portfolio	7,987	Q1 2025 Added 3.39%
FDN First Tr Fd Dow Jones ETFs	$0	$1.54 Million 1.05% of portfolio	6,930	Q1 2025 Reduced 25.36%
AVGO Broadcom Inc. Technology	$101B	$1.41 Million 0.96% of portfolio	8,425	Q1 2025 Added 2.17%
SKYY First Trust Cloud Computing Et ETFs	$0	$1.39 Million 0.94% of portfolio	13,589	Q1 2025 Added 0.71%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.35 Million 0.92% of portfolio	21,479	Q1 2025 Reduced 21.9%
CVX Chevron Corp Energy	$291B	$1.34 Million 0.91% of portfolio	8,014	Q1 2025 Added 1.48%
MCK Mckesson Corp Healthcare	$104B	$1.22 Million 0.83% of portfolio	1,812	Q1 2025 Added 0.11%
RBLX Roblox Corp Communication Services	$55.2B	$1.17 Million 0.79% of portfolio	20,035	Q1 2025 Reduced 16.64%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$968,000 0.66% of portfolio	1,816	Q1 2025 Added 3.42%
CRWD Crowd Strike Holdings, Inc. Technology	$106B	$956,000 0.65% of portfolio	2,714	Q1 2025 Added 326.73%
XLC Select Sector Spdr Tr Communic ETFs	$0	$911,000 0.62% of portfolio	9,447	Q1 2025 Added 14.09%
MRVL Marvell Technology, Inc. Technology	$59.7B	$799,000 0.54% of portfolio	12,985	Q1 2025 Reduced 24.69%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$648B	$690,000 0.47% of portfolio	1,297	Q1 2025 Reduced 77.34%
XLF Financial Sector Spdr ETFs	$0	$681,000 0.46% of portfolio	13,682	Q1 2025 Added 8.2%
TGT Target Corp Consumer Defensive	$43.7B	$624,000 0.42% of portfolio	5,987	Q1 2025 Reduced 0.02%
CAT Caterpillar Inc Industrials	$189B	$576,000 0.39% of portfolio	1,749	Q1 2025 Added 3.74%
EIG Employers Holdings, Inc. Financial Services	$1.28B	$508,000 0.34% of portfolio	10,038	Q1 2025 Added 0.59%
ETN Eaton Corp PLC Industrials	$132B	$362,000 0.25% of portfolio	1,335	Q1 2025 New
XLE Energy Sector Spdr ETFs	$0	$328,000 0.22% of portfolio	3,510	Q1 2025 Reduced 0.03%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$289,000 0.2% of portfolio	3,875	Q1 2025 New
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$294,000 0.2% of portfolio	13,320	Q4 2024 Added 200.0%
XOM Exxon Mobil Corp Energy	$475B	$299,000 0.2% of portfolio	2,517	Q1 2025 Added 3.33%
META Meta Platforms, Inc. Communication Services	$1.57T	$279,000 0.19% of portfolio	485	Q1 2025 Added 40.58%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$230,000 0.16% of portfolio	3,138	Q1 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$232,000 0.16% of portfolio	6,375	Q1 2024 New
Amplify ETF Tr	-	$0 0.0% of portfolio	-	Q1 2025 Added 0.9%

Summary

Portfolio
No. of Stocks 50
Current Value $147 Million
Prior Value $167 Million
Filing
Period Q1 2025
Filing Date June 16, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 2 stocks
Additional Purchases 31 stocks
Sold out of 0 stocks
Reduced holdings in 14 stocks

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Peterson Wealth Management Portfolio Holdings