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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$7.64 Million 4.89% of portfolio
62,917
Q3 2024 Added 13.03%
$422B
$6.47 Million 4.14% of portfolio
7,297
Q3 2024 Added 0.51%
$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%
$250B
$3.76 Million 2.4% of portfolio
46,562
Q3 2024 Reduced 21.34%
$192B
$3.69 Million 2.36% of portfolio
22,479
Q3 2024 Reduced 6.68%
$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%
$590B
$2.55 Million 1.63% of portfolio
5,531
Q3 2024 Reduced 25.35%
$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%
$344B
$2.02 Million 1.29% of portfolio
7,363
Q3 2024 Reduced 14.41%
$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%
$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%
$193B
$627,000 0.4% of portfolio
1,604
Q3 2024 Reduced 1.84%
$1.39B
$478,000 0.31% of portfolio
9,979
Q2 2021 Reduced 49.92%
$441B
$238,000 0.15% of portfolio
2,035
Q3 2024 Added 2.52%
$53.2B
$229,000 0.15% of portfolio
1,995
Q3 2024 Reduced 41.43%

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
Track This Portfolio

Track Peterson Wealth Management Portfolio

Follow Peterson Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Peterson Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email