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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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