Peterson Wealth Management Portfolio Holdings
Peterson Wealth Management
- $167 Million
- Q4 2024
Peterson Wealth Management has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $167 Million distributed in 50 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 $15.4M, Invesco Qqq Trust, Series 1 with a value of $15M, Vanguard Dividend Appreciation with a value of $9.69M, Nvidia Corp with a value of $9.45M, and Spdr Series Tr Spdr S&P Divide with a value of $7.67M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $156M to 167M.
Below you can find more details about Peterson Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$167 Million
ETFs: $79.3 Million
Technology: $35.9 Million
Consumer Defensive: $17.4 Million
Consumer Cyclical: $9.87 Million
Financial Services: $9.06 Million
Healthcare: $4.85 Million
Communication Services: $4.7 Million
Real Estate: $2.62 Million
Other: $2.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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