Q2 2025 · 13F-HR
PETERSON WEALTH MANAGEMENTholdings as filed
Filed 2025-10-15 · accession 0001172661-25-004290
$168.7M
Reported value
40
Positions
2025-06-30
Period end
The Brief · PETERSON WEALTH MANAGEMENT · Q2 2025
AI · grounded in 13F
Peterson Wealth Management established a new position in QQQ worth $19.56M. The fund also initiated new stakes in SPY for $19.11M and VIG for $14.39M. Additional new positions include NVDA at $11.42M and AMZN at $7.43M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46090E103 | QQQ | INVESCO QQQ TR | $19.6M | 11.6% | 35,453 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $19.1M | 11.3% | 30,931 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $14.4M | 8.53% | 70,314 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.4M | 6.77% | 72,264 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $7.4M | 4.41% | 33,882 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $6.6M | 3.92% | 30,392 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $6.3M | 3.72% | 12,621 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $6.3M | 3.71% | 6,324 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $5.8M | 3.45% | 25,690 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $5.2M | 3.08% | 99,158 | Common | NONE |
| 78468R788 | SPYD | SPDR SERIES TRUST | $5.1M | 3.05% | 121,023 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $4.7M | 2.80% | 8,416 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $4.7M | 2.79% | 16,245 | Common | NONE |
| 931142103 | WMT | WALMART INC | $4.6M | 2.74% | 47,230 | Common | NONE |
| 147528103 | CASY | CASEYS GEN STORES INC | $4.0M | 2.37% | 7,839 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $3.9M | 2.34% | 14,288 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $3.9M | 2.31% | 35,842 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $3.7M | 2.20% | 16,638 | Common | NONE |
| 464288786 | IAK | ISHARES TR | $3.4M | 2.03% | 25,478 | Common | NONE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $3.3M | 1.97% | 45,561 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $3.3M | 1.96% | 4,475 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $3.3M | 1.95% | 16,040 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $3.2M | 1.87% | 4,047 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.7M | 1.63% | 5,396 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $2.0M | 1.16% | 3,457 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $1.8M | 1.09% | 13,882 | Common | NONE |
| 771049103 | RBLX | ROBLOX CORP | $1.7M | 1.03% | 16,535 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $1.4M | 0.84% | 1,382 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $1.4M | 0.82% | 17,160 | Common | NONE |
| 33734X192 | SKYY | FIRST TR EXCHANGE TRADED FD | $1.2M | 0.73% | 10,080 | Common | NONE |
| 292218104 | EIG | EMPLOYERS HLDGS INC | $476,689 | 0.28% | 10,104 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $453,657 | 0.27% | 2,211 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $325,541 | 0.19% | 13,320 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $318,383 | 0.19% | 1,257 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $303,365 | 0.18% | 955 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $262,087 | 0.16% | 2,431 | Common | NONE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $258,124 | 0.15% | 6,375 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $237,208 | 0.14% | 1,099 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $231,051 | 0.14% | 3,138 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $203,559 | 0.12% | 7,257 | 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.