HoldingsChannel.com
Peterson Wealth Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SSGA ACTIVE ETF TR (TOTL) 155,297 -6,639 $7,448
     TOTL155,297-6,639$7,448
FIRST TR EXCH TRADED FD III (FPEI) 387,823 +18,707 $6,558
     FPEI387,823+18,707$6,558
SPDR SER TR (SPLB) 181,335 -6,761 $5,163
     SPLB181,335-6,761$5,163
SPDR SER TR (SPIB) 142,351 -3,060 $4,841
     SPIB142,351-3,060$4,841
INVESCO QQQ TR 24,200 -18,100 $4,608
     QQQ24,200-18,100$4,608
SELECT SECTOR SPDR TR (XLK) 57,033 -19,744 $4,584
     XLK57,033-19,744$4,584
SPDR S&P 500 ETF TR (SPY) 15,281 -11,384 $3,939
     SPY15,281-11,384$3,939
VANGUARD SPECIALIZED FUNDS (VIG) 36,764 -3,970 $3,801
     VIG36,764-3,970$3,801
PEPSICO INC 27,879 -803 $3,348
     PEP27,879-803$3,348
INVESCO EXCHANGE TRADED FD T (SPLV) 67,023 -36,270 $3,145
     SPLV67,023-36,270$3,145
SSGA ACTIVE TR 62,381 -1,346 $3,008
     STOT62,381-1,346$3,008
FIRST TR EXCHANGE TRADED FD (FTSM) 44,669 -2,650 $2,637
     FTSM44,669-2,650$2,637
SPDR SER TR (FLRN) 83,838 -1,391 $2,465
     FLRN83,838-1,391$2,465
SPDR SER TR (SDY) 30,816 -5,260 $2,461
     SDY30,816-5,260$2,461
SELECT SECTOR SPDR TR (XLV) 24,057 +24,057 $2,131
     XLV24,057+24,057$2,131
AMAZON COM INC 1,042 -44 $2,032
     AMZN1,042-44$2,032
COSTCO WHSL CORP NEW 7,118 +90 $2,030
     COST7,118+90$2,030
MASTERCARD INC 8,081 -3,624 $1,952
     MA8,081-3,624$1,952
MICROSOFT CORP 10,843 -827 $1,710
     MSFT10,843-827$1,710
SELECT SECTOR SPDR TR (XLP) 30,944 +9,076 $1,686
     XLP30,944+9,076$1,686
VANGUARD INDEX FDS (VTI) 11,744 -4,185 $1,514
     VTI11,744-4,185$1,514
ABBOTT LABS 17,612 +17,612 $1,390
     ABT17,612+17,612$1,390
AMERICAN TOWER CORP NEW 6,028 -286 $1,313
     AMT6,028-286$1,313
VANGUARD WHITEHALL FDS (VYM) 15,786 -3,421 $1,117
     VYM15,786-3,421$1,117
WASTE MGMT INC DEL 11,585 -33 $1,072
     WM11,585-33$1,072
VISA INC 5,199 -652 $838
     V5,199-652$838
SPDR SER TR (TFI) 10,564 +32 $528
     TFI10,564+32$528
AMERICAN ELEC PWR CO INC 5,809 -317 $465
     AEP5,809-317$465
INVESCO EXCHANGE TRADED FD T (SPHD) 15,333 -29,814 $460
     SPHD15,333-29,814$460
BRITISH AMERN TOB PLC 12,624 UNCH $432
     BTI12,624UNCH$432
DOMINION ENERGY INC 5,185 +96 $374
     D5,185+96$374
HOME DEPOT INC 1,709 +11 $319
     HD1,709+11$319
REALTY INCOME CORP 6,078 -448 $303
     O6,078-448$303
WALMART INC 2,396 +519 $272
     WMT2,396+519$272
KINDER MORGAN INC DEL 18,595 UNCH $259
     KMI18,595UNCH$259
AT&T INC 8,793 -500 $256
     T8,793-500$256
PROCTER & GAMBLE CO 2,277 +145 $250
     PG2,277+145$250
SELECT SECTOR SPDR TR (XLY) 2,328 -23,953 $228
     XLY2,328-23,953$228
SELECT SECTOR SPDR TR (XLC) 5,083 +5,083 $225
     XLC5,083+5,083$225
APPLE INC 872 +872 $222
     AAPL872+872$222
FIRST TR EXCH TRADED FD III (FMB) 4,111 -405 $222
     FMB4,111-405$222
NUVEEN AMT FREE QLTY MUN INC 10,818 +56 $146
     NEA10,818+56$146
VECTOR GROUP LTD 15,365 UNCH $145
     VGR15,365UNCH$145
SHELL MIDSTREAM PARTNERS L P 13,000 +13,000 $130
     SHLX13,000+13,000$130
ANNALY CAPITAL MANAGEMENT IN 10,750 +265 $55
     NLY10,750+265$55
ATLANTIC POWER CORP 10,000 UNCH $21
     AT10,000UNCH$21

See Full List: All Stocks Held By Peterson Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Peterson Wealth Management

Size ($ in 1000's)
At 03/31/2020: $82,115
At 12/31/2019: $110,050

Peterson Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peterson Wealth Management 13F filings. Link to 13F filings: SEC filings

Peterson Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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