Peterson Wealth Management Portfolio Holdings
Peterson Wealth Management
- $161 Million
- Q2 2024
Peterson Wealth Management has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $161 Million distributed in 51 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 $13M, Invesco Qqq Trust, Series 1 with a value of $12.9M, Vanguard Dividend Appreciation with a value of $11.1M, Spdr Series Tr Spdr S&P Divide with a value of $8.74M, and Nvidia Corp with a value of $6.88M.
Examining the 13F form we can see an increase of $23.4M in the current position value, from $138M to 161M.
Below you can find more details about Peterson Wealth Management portfolio as well as his latest detailed transactions.