Peterson Wealth Management Reduced Holdings in Q1 2025

Peterson Wealth Management

Stock	Shares change	Price Range	Shares Held
AAPL Apple Inc. Technology	-15.6K - 60.01%	$209.68 - $247.1 $3.26M - $3.84M	10.4K $2.3M
VIG Vanguard Dividend Appreciation ETFs	-14.3K - 26.86%	N/A	38.9K $7.09M
PEP Pepsico Inc Consumer Defensive	-13.8K - 40.37%	$142.64 - $156.42 $1.97M - $2.15M	20.3K $3.05M
BRK-B Berkshire Hathaway Inc Class B Financial Services	-4.43K - 77.34%	$442.66 - $534.52 $1.96M - $2.37M	1.3K $690K
MA Mastercard Inc Financial Services	-3.4K - 31.15%	$504.67 - $576.31 $1.72M - $1.96M	7.53K $4.12M
MRVL Marvell Technology, Inc. Technology	-4.26K - 24.69%	$61.57 - $126.06 $262K - $537K	13K $799K
FDN First Tr Fd Dow Jones ETFs	-2.35K - 25.36%	$221.38 - $266.86 $521K - $628K	6.93K $1.54M
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	-6.02K - 21.9%	$62.72 - $71.92 $378K - $433K	21.5K $1.35M
LLY Eli Lilly & CO Healthcare	-794 - 16.04%	$725.72 - $929.72 $576K - $738K	4.16K $3.43M
PANW Palo Alto Networks Inc Technology	-365 - 1.91%	$167.82 - $208.28 $61.3K - $76K	18.7K $3.2M
RBLX Roblox Corp Communication Services	-4K - 16.64%	$53.77 - $75.47 $215K - $302K	20K $1.17M
TGT Target Corp Consumer Defensive	-1 - 0.02%	$103.65 - $142.5 $104 - $143	5.99K $624K
XLE Energy Sector Spdr ETFs	-1 - 0.03%	$85.7 - $93.96 $85.7 - $94	3.51K $328K
COST Costco Wholesale Corp Consumer Defensive	-35 - 0.46%	$890.62 - $1076.86 $31.2K - $37.7K	7.59K $7.18M

Get notified when there are updates to the investment portfolio of Peterson Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Peterson Wealth Management with notifications on news.