All Stocks Held By Peterson Wealth Management

As of 12/31/2023, we find all stocks held by Peterson Wealth Management to be as follows, presented in the table below with each row detailing each Peterson Wealth Management position, ordered by largest to smallest position size. The all-stocks-held-by-Peterson Wealth Management table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Peterson Wealth Management as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)	21,599	-4,902	$10,266
SPY	21,599	-4,902	$10,266
INVESCO QQQ TR	24,471	-7,373	$10,021
QQQ	24,471	-7,373	$10,021
VANGUARD SPECIALIZED FUNDS (VIG)	50,838	-17,780	$8,663
VIG	50,838	-17,780	$8,663
SPDR SER TR (SDY)	62,904	-16,004	$7,861
SDY	62,904	-16,004	$7,861
PEPSICO INC			$5,507
PEP	32,414	+1,192	$5,505
Call	200	-300	$2
SELECT SECTOR SPDR TR (XLK)	21,564	-2,324	$4,151
XLK	21,564	-2,324	$4,151
SELECT SECTOR SPDR TR (XLY)	22,436	+3,783	$4,012
XLY	22,436	+3,783	$4,012
ISHARES TR (AGG)	39,461	+172	$3,916
AGG	39,461	+172	$3,916
ISHARES TR (TLT)	35,555	-1,907	$3,516
TLT	35,555	-1,907	$3,516
COSTCO WHSL CORP NEW	5,034	-2,068	$3,323
COST	5,034	-2,068	$3,323
MICROSOFT CORP	8,352	-369	$3,141
MSFT	8,352	-369	$3,141
AMAZON COM INC	17,761	+371	$2,699
AMZN	17,761	+371	$2,699
VANECK ETF TRUST (SMH)	14,841	-274	$2,595
SMH	14,841	-274	$2,595
INVESCO EXCH TRADED FD TR II (SPLV)	36,145	-83,013	$2,265
SPLV	36,145	-83,013	$2,265
APPLE INC	11,444	+1,157	$2,203
AAPL	11,444	+1,357	$2,203
FIRST TR EXCHANGE TRADED FD (FDN)	11,439	-231	$2,134
FDN	11,439	-231	$2,134
FIRST TR EXCHANGE TRADED FD (SKYY)	24,204	+250	$2,122
SKYY	24,204	+250	$2,122
SELECT SECTOR SPDR TR (XLP)	29,238	+1,450	$2,106
XLP	29,238	+1,450	$2,106
WALMART INC			$1,976
WMT	12,501	+3,693	$1,971
Call	500	+500	$5
ABBVIE INC	11,784	+7,429	$1,826
ABBV	11,784	+7,429	$1,826
FIRST TR EXCH TRADED FD III (FPEI)	92,016	-111,314	$1,641
FPEI	92,016	-111,314	$1,641
ELI LILLY & CO	2,789	-285	$1,626
LLY	2,789	-285	$1,626
MASTERCARD INCORPORATED	3,744	+293	$1,597
MA	3,744	+293	$1,597
HOME DEPOT INC	4,231	+178	$1,466
HD	4,231	+178	$1,466
BERKSHIRE HATHAWAY INC DEL			$1,460
BRK.B	4,093	+697	$1,460
NVIDIA CORPORATION	2,887	+1,053	$1,430
NVDA	2,887	+1,053	$1,430
ALPHABET INC	10,159	+2,563	$1,419
GOOGL	10,159	+2,563	$1,419
DIGITAL RLTY TR INC	10,375	+130	$1,396
DLR	10,375	+130	$1,396
ADVANCED MICRO DEVICES INC	9,162	-50	$1,351
AMD	9,162	-50	$1,351
SALESFORCE INC	4,732	-103	$1,245
CRM	4,732	-103	$1,245
CROWDSTRIKE HLDGS INC	4,477	+164	$1,143
CRWD	4,477	+164	$1,143
SPDR S&P MIDCAP 400 ETF TR (MDY)	2,249	+565	$1,141
MDY	2,249	+565	$1,141
SNOWFLAKE INC	5,576	+81	$1,110
SNOW	5,576	+81	$1,110
ROBLOX CORP	20,521	-2,526	$938
RBLX	20,521	-2,526	$938
HONEYWELL INTL INC	4,241	-325	$889
HON	4,241	-325	$889
SELECT SECTOR SPDR TR (XLV)	6,040	-2,481	$824
XLV	6,040	-2,481	$824
ETFIS SER TR I	35,449	-98,748	$734
PFFA	35,449	-98,748	$734
SELECT SECTOR SPDR TR (XLF)	14,966	-14,808	$563
XLF	14,966	-14,808	$563
ETF MANAGERS TR (HACK)	9,078	-50	$548
HACK	9,078	-50	$548
MARVELL TECHNOLOGY INC	8,626	+2,842	$520
MRVL	8,626	+2,842	$520
ISHARES TR (IBB)	3,550	-193	$482
IBB	3,550	-193	$482
VANECK ETF TRUST (HYD)	9,162	-13,687	$473
HYD	9,162	-13,687	$473
FIRST TR EXCH TRADED FD III (FMB)	9,007	-12,793	$465
FMB	9,007	-12,793	$465
ABBOTT LABS	4,033	-5,390	$444
ABT	4,033	-5,390	$444
AMERICAN TOWER CORP NEW	2,029	+24	$438
AMT	2,029	+24	$438
EMPLOYERS HLDGS INC	9,979	UNCH	$393
EIG	9,979	UNCH	$393
SELECT SECTOR SPDR TR (XLE)	3,975	+769	$333
XLE	3,975	+769	$333
GALLAGHER ARTHUR J & CO	1,318	+1,318	$296
AJG	1,318	+1,318	$296
FIRST TR EXCHANGE TRADED FD (CIBR)	3,934	+3,934	$212
CIBR	3,934	+3,934	$212
EXXON MOBIL CORP	2,075	-21	$207
XOM	2,075	-21	$207
SPDR DOW JONES INDL AVERAGE			$0 (exited)
DIA	0	-1,463	$0
DEVON ENERGY CORP NEW			$0 (exited)
DVN	0	-4,625	$0
ENPHASE ENERGY INC			$0 (exited)
ENPH	0	-2,558	$0
PUBLIC STORAGE			$0 (exited)
PSA	0	-762	$0
SCHWAB CHARLES CORP			$0 (exited)
SCHW	0	-4,463	$0
INVESCO EXCH TRADED FD TR II			$0 (exited)
SPHD	0	-10,271	$0
SPDR SER TR			$0 (exited)
TFI	0	-8,257	$0
TARGET CORP			$0 (exited)
TGT	0	-2,940	$0
WASTE MGMT INC DEL			$0 (exited)
WM	0	-9,077	$0
SELECT SECTOR SPDR TR	0	-2,663	$0 (exited)
XLI	0	-2,663	$0

See Summary: Peterson Wealth Management Top Holdings
See Details: Top 10 Stocks Held By Peterson Wealth Management

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
AJG	+1,318	+$296
CIBR	+3,934	+$212

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
WM	-9,077	-$1,384
DIA	-1,463	-$490
SPHD	-10,271	-$403
TFI	-8,257	-$361
TGT	-2,940	-$325
ENPH	-2,558	-$307
XLI	-2,663	-$270
SCHW	-4,463	-$245
DVN	-4,625	-$221
PSA	-762	-$201

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
ABBV	+7,429	+$1,177
WMT	+4,193	+$567
XLY	+3,783	+$1,009
MRVL	+2,842	+$207
GOOGL	+2,563	+$425
XLP	+1,450	+$194
AAPL	+1,157	+$442
NVDA	+1,053	+$632
PEP	+892	+$132
XLE	+769	+$43

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
FPEI	-111,314	-$1,791
PFFA	-98,748	-$1,861
SPLV	-83,013	-$4,740
VIG	-17,780	-$1,999
SDY	-16,004	-$1,214
XLF	-14,808	-$425
HYD	-13,687	-$648
FMB	-12,793	-$601
QQQ	-7,373	-$1,388

Peterson Wealth Management Info

Size ($ in 1000's)
At 12/31/2023: $111,087
At 09/30/2023: $121,531

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

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