Peterson Wealth Management Portfolio Holdings

Peterson Wealth Management

  • $156 Million
  • Q3 2024

Peterson Wealth Management has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $156 Million distributed in 48 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 $14.5M, Invesco Qqq Trust, Series 1 with a value of $14M, Vanguard Dividend Appreciation with a value of $9M, Nvidia Corp with a value of $7.64M, and Spdr Series Tr Spdr S&P Divide with a value of $7.57M.

Examining the 13F form we can see an decrease of $5.03M in the current position value, from $161M to 156M.

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

Portfolio value $156 Million
ETFs: $78.5 Million
Technology: $28.8 Million
Consumer Defensive: $17.1 Million
Consumer Cyclical: $8.49 Million
Financial Services: $8.34 Million
Healthcare: $6.03 Million
Communication Services: $3.79 Million
Real Estate: $2.32 Million
Other: $2.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Million 9.29% of portfolio
25,314
Q3 2024 Added 6.38%
$0
$14 Million 8.92% of portfolio
28,587
Q3 2024 Added 6.08%
$0
$9 Million 5.76% of portfolio
49,435
Q3 2024 Reduced 18.86%
$336B
$7.64 Million 4.89% of portfolio
62,917
Q3 2024 Added 13.03%
$0
$7.57 Million 4.84% of portfolio
53,284
Q3 2024 Reduced 22.48%
$422B
$6.47 Million 4.14% of portfolio
7,297
Q3 2024 Added 0.51%
$0
$6 Million 3.84% of portfolio
26,581
Q3 2024 Added 8.07%
$0
$5.89 Million 3.77% of portfolio
29,401
Q3 2024 Added 1.44%
$211B
$5.9 Million 3.77% of portfolio
34,691
Q3 2024 Added 0.44%
$4.09T
$5.59 Million 3.58% of portfolio
24,013
Q3 2024 Added 0.51%
$504B
$5.32 Million 3.4% of portfolio
10,771
Q3 2024 Reduced 0.34%
$3.25T
$5.22 Million 3.34% of portfolio
12,122
Q3 2024 Added 7.19%
$2.29T
$5.06 Million 3.24% of portfolio
27,165
Q3 2024 Added 8.01%
$0
$4.87 Million 3.11% of portfolio
22,983
Q3 2024 Added 87.43%
$0
$3.77 Million 2.41% of portfolio
15,361
Q3 2024 Added 7.0%
$250B
$3.76 Million 2.4% of portfolio
46,562
Q3 2024 Reduced 21.34%
$402B
$3.43 Million 2.2% of portfolio
8,470
Q3 2024 Reduced 2.1%
$730B
$3.44 Million 2.2% of portfolio
3,886
Q3 2024 Reduced 17.09%
$55.9B
$3.2 Million 2.05% of portfolio
9,366
Q3 2024 Reduced 4.59%
$0
$3.19 Million 2.04% of portfolio
25,604
Q3 2024 New
$590B
$2.55 Million 1.63% of portfolio
5,531
Q3 2024 Reduced 25.35%
$0
$2.51 Million 1.61% of portfolio
33,074
Q3 2024 Added 3.27%
$1.14T
$2.51 Million 1.6% of portfolio
15,118
Q3 2024 Reduced 6.95%
$51.3B
$2.32 Million 1.48% of portfolio
14,348
Q3 2024 Reduced 0.83%
$0
$2.12 Million 1.36% of portfolio
13,792
Q3 2024 Added 19.02%
$344B
$2.02 Million 1.29% of portfolio
7,363
Q3 2024 Reduced 14.41%
$200B
$1.65 Million 1.05% of portfolio
14,457
Q3 2024 Reduced 15.11%
$0
$1.55 Million 0.99% of portfolio
26,129
Q3 2024 Reduced 7.0%
$32.8B
$1.29 Million 0.82% of portfolio
29,035
Q3 2024 Reduced 25.62%
$95.4B
$1.26 Million 0.81% of portfolio
17,532
Q3 2024 Added 1.08%
$280B
$1.23 Million 0.79% of portfolio
8,362
Q3 2024 Added 1.81%
$60.5B
$991,000 0.63% of portfolio
6,359
Q3 2024 Reduced 7.06%
$0
$963,000 0.62% of portfolio
1,691
Q3 2024 Reduced 16.9%
$83.3B
$937,000 0.6% of portfolio
1,897
Q3 2024 New
$84.5B
$827,000 0.53% of portfolio
3,987
Q3 2024 Added 29.79%
$0
$688,000 0.44% of portfolio
7,614
Q3 2024 Added 54.5%
$193B
$627,000 0.4% of portfolio
1,604
Q3 2024 Reduced 1.84%
$0
$575,000 0.37% of portfolio
12,707
Q3 2024 Reduced 0.93%
$1.39B
$478,000 0.31% of portfolio
9,979
Q2 2021 Reduced 49.92%
$0
$327,000 0.21% of portfolio
3,734
Q3 2024 Reduced 8.14%
$0
$301,000 0.19% of portfolio
4,440
Q1 2024 New
$0
$235,000 0.15% of portfolio
3,138
Q1 2024 New
$441B
$238,000 0.15% of portfolio
2,035
Q3 2024 Added 2.52%
$0
$239,000 0.15% of portfolio
6,375
Q1 2024 New
$53.2B
$229,000 0.15% of portfolio
1,995
Q3 2024 Reduced 41.43%
$0
$200,000 0.13% of portfolio
2,419
Q3 2024 New
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 6.87%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $156 Million
  • Prior Value $161 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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