PW

PETERSON WEALTH MANAGEMENT

13F
PETERSON WEALTH MANAGEMENT
Last update 2024-08-05 51 Stocks (3 new)
Value $162.00 Mil Turnover 17 %
Countries:
Top Holdings: SPY(8.00%)QQQ(7.97%)VIG(6.87%)SDY(5.40%)NVDA(4.25%)
Portfolio Report
Summary Stock Picks Current Portfolio
PETERSON WEALTH MANAGEMENT Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
23,796
12950.260
+6.56%
8.000
+0.49%
-
+11.93%
+25.58%
617362.995
 
QQQ 		INVESCO QQQ Trust
26,949
12911.410
+6.56%
7.970
+0.49%
-
+13.63%
+25.25%
312157.026
 
VIG 		Vanguard Dividend Appreciation FTF
60,922
11121.300
+27.56%
6.870
+1.48%
-
+8.86%
+18.30%
81537.782
 
SDY 		SPDR Dividend ETF
68,739
8742.170
+31.39%
5.400
+1.29%
-
+6.16%
+12.72%
21347.151
 
NVDA 		NVIDIA Corp
55,663
6876.620
+46.29%
4.250
+1.34%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
COST 		Costco Wholesale Corp
7,260
6170.620
+0.43%
3.810
+0.02%
0.000
+8.11%
+42.08%
413112.904
Retail - Defensive
PEP 		PepsiCo Inc
34,538
5696.430
+1.58%
3.520
+0.05%
0.000
-3.40%
-0.98%
225472.676
Beverages - Non-Alcoholic
XLK 		Technology Select Sector SPDR ETF
24,595
5564.180
+10.62%
3.440
+0.33%
-
+13.91%
+22.69%
73445.655
 
XLY 		Consumer Discretionary Select Sector SPDR
28,983
5286.560
+26.34%
3.260
+0.68%
-
+24.69%
+21.10%
21967.673
 
MSFT 		Microsoft Corp
11,309
5054.650
+12.30%
3.120
+0.34%
0.000
+4.17%
+13.11%
3145177.615
Software

PETERSON WEALTH MANAGEMENT's Historical Top Holdings Breakdowns

PETERSON WEALTH MANAGEMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Reduce
-1.64%
●
95.11 ($96.53) 97.92
$97.72
1.23%
Reduce -59.73%
15,667
-23,240
MA 		Mastercard Inc2024-06-30Add
+1.58%
●
441.1 ($455.54) 479.43
$529.17
16.16%
Add 116.03%
10,808
5,805
ABBV 		AbbVie Inc2024-06-30Sold Out
-1.49%
●
154.79 ($165.65) 180.76
$171.09
3.28%
Sold Out
0
-11,306
VIG 		Vanguard Dividend Appreciation FTF2024-06-30Add
+1.48%
●
173.33 ($179.98) 185.29
$201.59
12.01%
Add 27.56%
60,922
13,164
NVDA 		NVIDIA Corp2024-06-30Add
+1.34%
●
76.2 ($101.1) 135.58
$148.29
46.68%
Add 46.29%
55,663
17,613
SDY 		SPDR Dividend ETF2024-06-30Add
+1.29%
●
124.6 ($128.81) 132.46
$140.86
9.35%
Add 31.39%
68,739
16,421
AMD 		Advanced Micro Devices Inc2024-06-30Add
+1.26%
●
144.27 ($160.87) 183.34
$143.63
-10.72%
Add 109.52%
24,089
12,592
CRWD 		CrowdStrike Holdings Inc2024-06-30Add
+1.00%
●
282.64 ($332.59) 390.43
$343.50
3.28%
Add 65.67%
10,641
4,218
SNOW 		Snowflake Inc2024-06-30Reduce
-1.00%
●
124.21 ($147.69) 165.04
$125.46
-15.05%
Reduce -71.59%
3,406
-8,584
HD 		The Home Depot Inc2024-06-30Add
+0.87%
●
325.1 ($341.12) 368.03
$403.08
18.16%
Add 89.53%
8,652
4,087

PETERSON WEALTH MANAGEMENT Total Holding History ($B)

To

PETERSON WEALTH MANAGEMENT's Asset Allocation

To

PETERSON WEALTH MANAGEMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PETERSON WEALTH MANAGEMENT's Hypothetical Growth since 2024-06-30

PETERSON WEALTH MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

PETERSON WEALTH MANAGEMENT's Holdings Heat Map

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PETERSON WEALTH MANAGEMENT's Holdings Bubble Chart

PETERSON WEALTH MANAGEMENT News

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