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
$354B
$7.64 Million 4.89% of portfolio
62,917
Q3 2024 Added 13.03%
$401B
$6.47 Million 4.14% of portfolio
7,297
Q3 2024 Added 0.51%
$219B
$5.9 Million 3.77% of portfolio
34,691
Q3 2024 Added 0.44%
$3.62T
$5.59 Million 3.58% of portfolio
24,013
Q3 2024 Added 0.51%
$498B
$5.32 Million 3.4% of portfolio
10,771
Q3 2024 Reduced 0.34%
$3.09T
$5.22 Million 3.34% of portfolio
12,122
Q3 2024 Added 7.19%
$2.06T
$5.06 Million 3.24% of portfolio
27,165
Q3 2024 Added 8.01%
$229B
$3.76 Million 2.4% of portfolio
46,562
Q3 2024 Reduced 21.34%
$218B
$3.69 Million 2.36% of portfolio
22,479
Q3 2024 Reduced 6.68%
$418B
$3.43 Million 2.2% of portfolio
8,470
Q3 2024 Reduced 2.1%
$709B
$3.44 Million 2.2% of portfolio
3,886
Q3 2024 Reduced 17.09%
$116B
$3.2 Million 2.05% of portfolio
9,366
Q3 2024 Reduced 4.59%
$609B
$2.55 Million 1.63% of portfolio
5,531
Q3 2024 Reduced 25.35%
$1.05T
$2.51 Million 1.6% of portfolio
15,118
Q3 2024 Reduced 6.95%
$51.7B
$2.32 Million 1.48% of portfolio
14,348
Q3 2024 Reduced 0.83%
$325B
$2.02 Million 1.29% of portfolio
7,363
Q3 2024 Reduced 14.41%
$27.7B
$1.29 Million 0.82% of portfolio
29,035
Q3 2024 Reduced 25.62%
$74.9B
$1.26 Million 0.81% of portfolio
17,532
Q3 2024 Added 1.08%
$316B
$1.23 Million 0.79% of portfolio
8,362
Q3 2024 Added 1.81%
$70B
$991,000 0.63% of portfolio
6,359
Q3 2024 Reduced 7.06%
$87.1B
$937,000 0.6% of portfolio
1,897
Q3 2024 New
$89.4B
$827,000 0.53% of portfolio
3,987
Q3 2024 Added 29.79%
$203B
$627,000 0.4% of portfolio
1,604
Q3 2024 Reduced 1.84%
$1.44B
$478,000 0.31% of portfolio
9,979
Q2 2021 Reduced 49.92%
$497B
$238,000 0.15% of portfolio
2,035
Q3 2024 Added 2.52%
$40.3B
$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
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