Q1 2025 · 13F-HR
PETERSON WEALTH MANAGEMENTholdings as filed
Filed 2025-06-16 · accession 0001172661-25-002444
$148.6M
Reported value
50
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $15.0M | 10.1% | 26,795 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $13.9M | 9.38% | 29,719 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $8.2M | 5.53% | 60,569 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.7M | 5.22% | 71,486 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $7.5M | 5.08% | 38,917 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $7.2M | 4.83% | 7,587 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $6.1M | 4.08% | 30,711 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $5.9M | 3.96% | 28,474 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $5.9M | 3.94% | 30,765 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.3M | 3.55% | 14,047 | Common | NONE |
| 931142103 | WMT | WALMART INC | $4.4M | 2.97% | 50,307 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $4.1M | 2.78% | 7,525 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $3.8M | 2.53% | 10,266 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $3.7M | 2.49% | 17,489 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.6M | 2.44% | 21,855 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $3.4M | 2.31% | 4,157 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $3.2M | 2.15% | 18,725 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $3.1M | 2.05% | 20,348 | Common | NONE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $2.9M | 1.98% | 20,577 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $2.9M | 1.95% | 35,545 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.6M | 1.76% | 16,940 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $2.4M | 1.59% | 16,149 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.3M | 1.55% | 10,366 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $2.2M | 1.50% | 9,623 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $2.1M | 1.44% | 7,987 | Common | NONE |
| 33733E302 | FDN | FIRST TR EXCHANGE-TRADED FD | $1.5M | 1.04% | 6,930 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.4M | 0.95% | 8,425 | Common | NONE |
| 33734X192 | SKYY | FIRST TR EXCHANGE TRADED FD | $1.4M | 0.94% | 13,589 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $1.4M | 0.91% | 21,479 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $1.3M | 0.90% | 8,014 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $1.2M | 0.82% | 1,812 | Common | NONE |
| 771049103 | RBLX | ROBLOX CORP | $1.2M | 0.79% | 20,035 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $968,997 | 0.65% | 1,816 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $956,902 | 0.64% | 2,714 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $911,117 | 0.61% | 9,447 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $799,502 | 0.54% | 12,985 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $690,756 | 0.46% | 1,297 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $681,510 | 0.46% | 13,682 | Common | NONE |
| 87612E106 | TGT | TARGET CORP | $624,767 | 0.42% | 5,987 | Common | NONE |
| 032108664 | HACK | AMPLIFY ETF TR | $606,955 | 0.41% | 8,453 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $576,713 | 0.39% | 1,749 | Common | NONE |
| 292218104 | EIG | EMPLOYERS HLDGS INC | $508,339 | 0.34% | 10,038 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $362,893 | 0.24% | 1,335 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $327,990 | 0.22% | 3,510 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $299,397 | 0.20% | 2,517 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $294,106 | 0.20% | 13,320 | Common | NONE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $289,572 | 0.19% | 3,875 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $279,812 | 0.19% | 485 | Common | NONE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $232,114 | 0.16% | 6,375 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $230,486 | 0.16% | 3,138 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.