Peterson Wealth Management
CIK:0001785144
Investment Adviser
$222M AUM
40 holdings
Sparks, NV, USA
Peterson Wealth Management is a registered investment adviser.
Investment Strategy
Information not found
Top Buys
V
VIGVANGUARD SPECIALIZED FUNDS+$6.8M
Q
QQQINVESCO QQQ TR+$5.6M
S
SPYDSPDR SERIES TRUST+$5.1M
J
JPMJPMORGAN CHASE & CO.+$4.7M
X
XLFSELECT SECTOR SPDR TR+$4.5M
Top Sells
S
SDYSPDR SER TR-$8.2M
X
XLKSELECT SECTOR SPDR TR-$5.6M
H
HDHOME DEPOT INC-$3.8M
S
SMHVANECK ETF TRUST-$3.7M
D
DLRDIGITAL RLTY TR INC-$2.9M
Top Holdings
Q
QQQINVESCO QQQ TR+11.6%$19.6M
S
SPYSPDR S&P 500 ETF TR+11.3%$19.1M
V
VIGVANGUARD SPECIALIZED FUNDS+8.5%$14.4M
N
NVDANVIDIA CORPORATION+6.8%$11.4M
A
AMZNAMAZON COM INC+4.4%$7.4M
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 11.60% | $19.6M | 35,453 | $352.45 | $551.64 | +$5.6M |
S SPY | SPDR S&P 500 ETF TR | 11.33% | $19.1M | 30,931 | $435.82 | $617.85 | +$4.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 8.53% | $14.4M | 70,314 | $177.15 | $204.67 | +$6.8M |
N NVDA | NVIDIA CORPORATION | 6.77% | $11.4M | 72,264 | $89.44 | $157.99 | +$3.7M |
A AMZN | AMAZON COM INC | 4.41% | $7.4M | 33,882 | $156.59 | $219.39 | +$1.6M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+12.6%
SERVICES-PREPACKAGED SOFTWARE
+7.2%
RETAIL-VARIETY STORES
+6.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.4%
SERVICES-BUSINESS SERVICES, NEC
+2.8%