Filer Name: PETERSON WEALTH MANAGEMENT
CIK: 1785144
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 50
Portfolio Value: $0.17B

Peterson Wealth Management Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 26,348 $15M 9.19% 4.1% -
QQQ US INVESCO QQQ TRUST SERIES 1 29,427 $15M 8.95% 2.9% -
VIG US VANGUARD DIVIDEND APPREC ETF 53,212 $10M 6.20% 7.6% -
NVDA US NVIDIA CORP 70,353 $9M 5.62% 11.8% -
SDY US SPDR S&P DIVIDEND ETF 58,065 $8M 4.56% 9.0% -
COST US COSTCO WHOLESALE CORP 7,622 $7M 4.16% 4.5% -
XLY US CONSUMER DISCRETIONARY SELT 30,294 $7M 4.04% 3.0% -
XLK US TECHNOLOGY SELECT SECT SPDR 28,041 $7M 3.88% 5.5% -
AAPL US APPLE INC 25,924 $6M 3.86% 8.0% -
AMZN US AMAZON.COM INC 29,243 $6M 3.82% 7.6% -
MA US MASTERCARD INC - A 10,929 $6M 3.42% 1.5% -
MSFT US MICROSOFT CORP 13,445 $6M 3.37% 10.9% -
PEP US PEPSICO INC 34,124 $5M 3.09% -1.6% -
WMT US WALMART INC 48,592 $4M 2.61% 4.4% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 21,450 $4M 2.52% 100.0% -
SMH US VANECK SEMICONDUCTOR ETF 16,758 $4M 2.42% 9.1% -
LLY US ELI LILLY & CO 4,951 $4M 2.27% 27.4% -
PANW US PALO ALTO NETWORKS INC 19,090 $3M 2.07% 103.8% -
HD US HOME DEPOT INC 8,871 $3M 2.05% 4.7% -
GOOGL US ALPHABET INC-CL A 16,419 $3M 1.85% 8.6% -
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