Peterson Wealth Management Portfolio Holdings

Peterson Wealth Management

  • $167 Million
  • Q4 2024

Peterson Wealth Management has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $167 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 $15.4M, Invesco Qqq Trust, Series 1 with a value of $15M, Vanguard Dividend Appreciation with a value of $9.69M, Nvidia Corp with a value of $9.45M, and Spdr Series Tr Spdr S&P Divide with a value of $7.67M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $156M to 167M.

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

Portfolio value $167 Million
ETFs: $79.3 Million
Technology: $35.9 Million
Consumer Defensive: $17.4 Million
Consumer Cyclical: $9.87 Million
Financial Services: $9.06 Million
Healthcare: $4.85 Million
Communication Services: $4.7 Million
Real Estate: $2.62 Million
Other: $2.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Million 9.27% of portfolio
26,348
Q4 2024 Added 4.08%
$0
$15 Million 9.03% of portfolio
29,427
Q4 2024 Added 2.94%
$0
$9.69 Million 5.82% of portfolio
53,212
Q4 2024 Added 7.64%
$335B
$9.45 Million 5.67% of portfolio
70,353
Q4 2024 Added 11.82%
$0
$7.67 Million 4.6% of portfolio
58,065
Q4 2024 Added 8.97%
$458B
$6.98 Million 4.19% of portfolio
7,622
Q4 2024 Added 4.45%
$0
$6.8 Million 4.08% of portfolio
30,294
Q4 2024 Added 3.04%
$0
$6.52 Million 3.91% of portfolio
28,041
Q4 2024 Added 5.49%
$3.95T
$6.49 Million 3.9% of portfolio
25,924
Q4 2024 Added 7.96%
$2.21T
$6.42 Million 3.85% of portfolio
29,243
Q4 2024 Added 7.65%
$532B
$5.75 Million 3.45% of portfolio
10,929
Q4 2024 Added 1.47%
$3.04T
$5.67 Million 3.4% of portfolio
13,445
Q4 2024 Added 10.91%
$211B
$5.19 Million 3.11% of portfolio
34,124
Q4 2024 Reduced 1.63%
$257B
$4.39 Million 2.64% of portfolio
48,592
Q4 2024 Added 4.36%
$1.03T
$4.24 Million 2.54% of portfolio
21,450
Q4 2024 New
$0
$4.06 Million 2.44% of portfolio
16,758
Q4 2024 Added 9.09%
$57.2B
$3.47 Million 2.09% of portfolio
19,090
Q4 2024 Added 103.82%
$394B
$3.45 Million 2.07% of portfolio
8,871
Q4 2024 Added 4.73%
$1.1T
$3.11 Million 1.87% of portfolio
16,419
Q4 2024 Added 8.61%
$0
$2.66 Million 1.6% of portfolio
35,035
Q4 2024 Added 5.93%
$47.5B
$2.62 Million 1.57% of portfolio
14,761
Q4 2024 Added 2.88%
$627B
$2.6 Million 1.56% of portfolio
5,725
Q4 2024 Added 3.51%
$310B
$2.58 Million 1.55% of portfolio
7,725
Q4 2024 Added 4.92%
$0
$2.26 Million 1.35% of portfolio
9,284
Q4 2024 Reduced 59.6%
$0
$2.11 Million 1.27% of portfolio
15,371
Q4 2024 Added 11.45%
$88.6B
$1.91 Million 1.15% of portfolio
8,246
Q4 2024 New
$88.5B
$1.9 Million 1.14% of portfolio
17,241
Q4 2024 Reduced 1.66%
$0
$1.75 Million 1.05% of portfolio
27,502
Q4 2024 Added 5.25%
$0
$1.61 Million 0.96% of portfolio
13,493
Q4 2024 New
$34.1B
$1.39 Million 0.83% of portfolio
24,035
Q4 2024 Reduced 17.22%
$307B
$1.14 Million 0.69% of portfolio
7,897
Q4 2024 Reduced 5.56%
$85.9B
$1.03 Million 0.62% of portfolio
1,810
Q4 2024 Reduced 4.59%
$0
$1 Million 0.6% of portfolio
1,756
Q4 2024 Added 3.84%
$93.6B
$888,000 0.53% of portfolio
4,402
Q4 2024 Added 10.41%
$57.2B
$809,000 0.49% of portfolio
5,988
Q4 2024 Reduced 5.83%
$0
$801,000 0.48% of portfolio
8,280
Q4 2024 Added 8.75%
$0
$611,000 0.37% of portfolio
12,645
Q4 2024 Reduced 0.49%
$180B
$611,000 0.37% of portfolio
1,686
Q4 2024 Added 5.11%
$1.34B
$511,000 0.31% of portfolio
9,979
Q2 2021 Reduced 49.92%
$0
$300,000 0.18% of portfolio
3,511
Q4 2024 Reduced 5.97%
$0
$308,000 0.18% of portfolio
13,320
Q4 2024 Added 200.0%
$461B
$262,000 0.16% of portfolio
2,436
Q4 2024 Added 19.71%
$0
$225,000 0.14% of portfolio
3,138
Q1 2024 New
$0
$217,000 0.13% of portfolio
6,375
Q1 2024 New
$87.4B
$217,000 0.13% of portfolio
636
Q4 2024 New
$1.56T
$203,000 0.12% of portfolio
345
Q4 2024 New
$0
$201,000 0.12% of portfolio
7,257
Q4 2024 Added 200.0%
$775B
$201,000 0.12% of portfolio
842
Q4 2024 New
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $167 Million
  • Prior Value $156 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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