Sponsored

The Analysis of PETERSON WEALTH MANAGEMENT's Holdings & P&L

Currently, PETERSON WEALTH MANAGEMENT holds 166 types of securities in its portfolio with a total value $172.5M. In the most recent quarter, they have increased their positions in VCIT (+184.6K shares, valued at $15.3M), XLU (+217.8K shares, valued at $10.0M), CIBR (+131.1K shares, valued at $8.2M); decreased their positions in XHB (-27.5K shares, valued at $2.7M), JPM (-1.2K shares, valued at $351.8K), SKYY (-421 shares, valued at $46.0K); initiated new positions in VCIT (+184.6K shares, valued at $15.3M), XLU (+217.8K shares, valued at $10.0M), CIBR (+131.1K shares, valued at $8.2M).

1M P&L

+5.2M+4.67%

3M P&L

+8.7M+8.11%

HY P&L

+11.5M+11.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A54.6M

51.8%

2Discount Stores10.0M

9.5%

3Internet Retail8.0M

7.6%

Top Industries by Stock Count

1N/A16 stocks

42.1%

2Semiconductors2 stocks

5.3%

3Software - Infrastructure2 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T34.6K shares1.30%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR38.7K shares0.65%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS184.6K sharesnew addition2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR217.8K sharesnew addition2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS45.2K shares2.80%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD131.1K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC35.7K shares2.55%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION6.6K shares8.33%2026-03-312026-05-15

Sponsored

XLV SELECT SECTOR SPDR TR40.2K shares1.45%2026-03-312026-05-15

WMT WALMART INC44.3K shares3.17%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC14.0K shares6.75%2026-03-312026-05-15

MSFT MICROSOFT CORP12.3K sharesnew addition2026-03-312026-05-15

NEE NEXTERA ENERGY INC48.9K shares5.46%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR40.0K shares4.57%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.5K shares2.77%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO13.6K shares-8.11%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION19.1K shares0.17%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC9.5K shares-0.53%2026-03-312026-05-15

META META PLATFORMS INC4.7K shares4.42%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC11.1K shares15.65%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR15.5K shares1.92%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 402.5K shares0.92%2026-03-312026-05-15

PEP PEPSICO INC9.6K shares0.93%2026-03-312026-05-15

BROADCOM INC BROADCOM INC4.5K shares5.99%2026-03-312026-05-15

Sponsored

XLP SELECT SECTOR SPDR TR16.2K shares-0.57%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR24.1K shares1.60%2026-03-312026-05-15

MA MASTERCARD INCORPORATED1.9K shares8.65%2026-03-312026-05-15

AAPL APPLE INC3.6K shares52.07%2026-03-312026-05-15

RBLX ROBLOX CORP14.4K shares0.00%2026-03-312026-05-15

TSLA TESLA INC2.1K shares59.68%2026-03-312026-05-15

GEV GE VERNOVA INC583 shares59.73%2026-03-312026-05-15

EIG EMPLOYERS HLDGS INC10.3K shares0.81%2026-03-312026-05-15

Sponsored

XOM EXXON MOBIL CORP2.5K shares0.69%2026-03-312026-05-15

SKYY FIRST TR EXCHANGE-TRADED FD3.9K shares-9.85%2026-03-312026-05-15

HD HOME DEPOT INC1.1K shares8.81%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR13.4K shares0.29%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR2.5K shares13.23%2026-03-312026-05-15

LLY ELI LILLY & CO328 shares23.31%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS6.5K shares0.00%2026-03-312026-05-15

IWM ISHARES TR1.1K shares0.18%2026-03-312026-05-15

Sponsored

BND VANGUARD BD INDEX FDS3.2K shares0.66%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR7.3K shares0.25%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP213 shares-19.01%2026-03-312026-05-15

XBI SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP255 sharesnew addition2026-03-312026-05-15

WM WASTE MGMT INC DEL609 sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC482 sharesnew addition2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR4.1K sharesnew addition2026-03-312026-05-15

Sponsored

O REALTY INCOME CORP2.2K sharesnew addition2026-03-312026-05-15

IVT INVENTRUST PPTYS CORP4.2K sharesnew addition2026-03-312026-05-15

IDEV ISHARES TR1.4K sharesnew addition2026-03-312026-05-15

MO ALTRIA GROUP INC1.7K sharesnew addition2026-03-312026-05-15

IEMG ISHARES INC1.5K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.1.1K sharesnew addition2026-03-312026-05-15

MCRI MONARCH CASINO & RESORT INC1.0K sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP309 sharesnew addition2026-03-312026-05-15

Sponsored

COKE COCA COLA CONS INC500 sharesnew addition2026-03-312026-05-15

ATO ATMOS ENERGY CORP516 sharesnew addition2026-03-312026-05-15

DGS WISDOMTREE TR1.5K sharesnew addition2026-03-312026-05-15

SDY SPDR SERIES TRUST621 sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR205 sharesnew addition2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC1.4K sharesnew addition2026-03-312026-05-15

VV VANGUARD INDEX FDS275 sharesnew addition2026-03-312026-05-15

KEY KEYCORP3.9K sharesnew addition2026-03-312026-05-15

Sponsored

COP CONOCOPHILLIPS500 sharesnew addition2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC1.1K sharesnew addition2026-03-312026-05-15

RDDT REDDIT INC405 sharesnew addition2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC400 sharesnew addition2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST816 sharesnew addition2026-03-312026-05-15

GOF GUGGENHEIM STRATEGIC OPPORTU4.6K sharesnew addition2026-03-312026-05-15

SMH VANECK ETF TRUST130 sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON201 sharesnew addition2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC171 sharesnew addition2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD207 sharesnew addition2026-03-312026-05-15

GBCI GLACIER BANCORP INC NEW1.0K sharesnew addition2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST641 sharesnew addition2026-03-312026-05-15

PSX PHILLIPS 66250 sharesnew addition2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC520 sharesnew addition2026-03-312026-05-15

OKE ONEOK INC NEW476 sharesnew addition2026-03-312026-05-15

NEA NUVEEN AMT FREE QLTY MUN INC3.8K sharesnew addition2026-03-312026-05-15

Sponsored

LINDE PLC LINDE PLC79 sharesnew addition2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T204 sharesnew addition2026-03-312026-05-15

XEL XCEL ENERGY INC491 sharesnew addition2026-03-312026-05-15

AXP AMERICAN EXPRESS CO124 sharesnew addition2026-03-312026-05-15

ALAB ASTERA LABS INC340 sharesnew addition2026-03-312026-05-15

IDHQ INVESCO EXCH TRADED FD TR II1.5K sharesnew addition2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC62 sharesnew addition2026-03-312026-05-15

MP MP MATERIALS CORP725 sharesnew addition2026-03-312026-05-15

Sponsored

OXY OCCIDENTAL PETE CORP534 sharesnew addition2026-03-312026-05-15

NVG NUVEEN AMT FREE MUN CR INC F2.8K sharesnew addition2026-03-312026-05-15

PATH UIPATH INC3.0K sharesnew addition2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP117 sharesnew addition2026-03-312026-05-15

NKX NUVEEN CALIF AMT FREE MUNI I2.7K sharesnew addition2026-03-312026-05-15

EXG EATON VANCE TAX-MANAGED GLOB3.7K sharesnew addition2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF825 sharesnew addition2026-03-312026-05-15

NAC NUVEEN CA DIVI ADV MUN2.7K sharesnew addition2026-03-312026-05-15

Sponsored

VEA VANGUARD TAX-MANAGED FDS480 sharesnew addition2026-03-312026-05-15

DVA DAVITA INC200 sharesnew addition2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR500 sharesnew addition2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC150 sharesnew addition2026-03-312026-05-15

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE1.5K sharesnew addition2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC496 sharesnew addition2026-03-312026-05-15

SPYD SPDR SERIES TRUST610 sharesnew addition2026-03-312026-05-15

VNQ VANGUARD INDEX FDS302 sharesnew addition2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC117 sharesnew addition2026-03-312026-05-15

BARRICK MNG CORP BARRICK MNG CORP622 sharesnew addition2026-03-312026-05-15

F FORD MTR CO2.2K sharesnew addition2026-03-312026-05-15

QUAL ISHARES TR122 sharesnew addition2026-03-312026-05-15

CVX CHEVRON CORPORATION108 sharesnew addition2026-03-312026-05-15

SYY SYSCO CORP304 sharesnew addition2026-03-312026-05-15

TEM TEMPUS AI INC475 sharesnew addition2026-03-312026-05-15

MAIN MAIN STR CAP CORP400 sharesnew addition2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC233 sharesnew addition2026-03-312026-05-15

CRWV COREWEAVE INC221 sharesnew addition2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS67 sharesnew addition2026-03-312026-05-15

CTAS CINTAS CORP96 sharesnew addition2026-03-312026-05-15

GLW CORNING INC116 sharesnew addition2026-03-312026-05-15

IJR ISHARES TR125 sharesnew addition2026-03-312026-05-15

IREN IREN LIMITED450 sharesnew addition2026-03-312026-05-15

BA BOEING CO74 sharesnew addition2026-03-312026-05-15

Sponsored

REMX VANECK ETF TRUST165 sharesnew addition2026-03-312026-05-15

TTAN SERVICETITAN INC200 sharesnew addition2026-03-312026-05-15

AMGN AMGEN INC35 sharesnew addition2026-03-312026-05-15

PML PIMCO MUN INCOME FD II1.6K sharesnew addition2026-03-312026-05-15

JQUA J P MORGAN EXCHANGE TRADED F197 sharesnew addition2026-03-312026-05-15

HAL HALLIBURTON CO300 sharesnew addition2026-03-312026-05-15

RYN RAYONIER INC550 sharesnew addition2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND24 sharesnew addition2026-03-312026-05-15

Sponsored

WEBULL CORP WEBULL CORP2.3K sharesnew addition2026-03-312026-05-15

TGT TARGET CORP90 sharesnew addition2026-03-312026-05-15

USAS AMERICAS GOLD AND SILVER COR2.0K sharesnew addition2026-03-312026-05-15

AGNC AGNC INVT CORP1.0K sharesnew addition2026-03-312026-05-15

BROS DUTCH BROS INC200 sharesnew addition2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC50 sharesnew addition2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI20 sharesnew addition2026-03-312026-05-15

ARCC ARES CAPITAL CORP517 sharesnew addition2026-03-312026-05-15

Sponsored

CCL CARNIVAL CORP352 sharesnew addition2026-03-312026-05-15

V VISA INC29 sharesnew addition2026-03-312026-05-15

CLSK CLEANSPARK INC1.0K sharesnew addition2026-03-312026-05-15

CASY CASEYS GEN STORES INC11 sharesnew addition2026-03-312026-05-15

DIS DISNEY WALT CO81 sharesnew addition2026-03-312026-05-15

UNP UNION PAC CORP31 sharesnew addition2026-03-312026-05-15

OKLO OKLO INC150 sharesnew addition2026-03-312026-05-15

ATLASSIAN CORPORATION ATLASSIAN CORPORATION100 sharesnew addition2026-03-312026-05-15

Sponsored

DOW DOW HLDGS INC150 sharesnew addition2026-03-312026-05-15

SOUN SOUNDHOUND AI INC825 sharesnew addition2026-03-312026-05-15

CRDO CREDO TECHNOLOGY GROUP HOLDI60 sharesnew addition2026-03-312026-05-15

SRE SEMPRA57 sharesnew addition2026-03-312026-05-15

PGF INVESCO EXCHANGE TRADED FD T400 sharesnew addition2026-03-312026-05-15

FSK FS KKR CAP CORP537 sharesnew addition2026-03-312026-05-15

APP APPLOVIN CORP13 sharesnew addition2026-03-312026-05-15

AI C3 AI INC600 sharesnew addition2026-03-312026-05-15

Sponsored

COPX GLOBAL X FDS62 sharesnew addition2026-03-312026-05-15

BRSL BRIGHTSTAR LOTTERY PLC334 sharesnew addition2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC50 sharesnew addition2026-03-312026-05-15

COMSTOCK INC COMSTOCK INC1.1K sharesnew addition2026-03-312026-05-15

XHB SPDR SERIES TRUST35 shares-99.87%2026-03-312026-05-15

ROCKET LAB CORP ROCKET LAB CORP50 sharesnew addition2026-03-312026-05-15

GPN GLOBAL PMTS INC42 sharesnew addition2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II33 sharesnew addition2026-03-312026-05-15

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC28 sharesnew addition2026-03-312026-05-15

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV111 sharesnew addition2026-03-312026-05-15

WHEELS UP EXPERIENCE INC WHEELS UP EXPERIENCE INC2.0K sharesnew addition2026-03-312026-05-15

IONQ IONQ INC10 sharesnew addition2026-03-312026-05-15

RGTI RIGETTI COMPUTING INC10 sharesnew addition2026-03-312026-05-15

FPEI FIRST TR EXCH TRADED FD III5 sharesnew addition2026-03-312026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

1.30%

Shares34.6K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

0.65%

Shares38.7K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares184.6K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

New

Shares217.8K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

2.80%

Shares45.2K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares131.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

2.55%

Shares35.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

8.33%

Shares6.6K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

1.45%

Shares40.2K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

3.17%

Shares44.3K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

6.75%

Shares14.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

New

Shares12.3K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

5.46%

Shares48.9K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

4.57%

Shares40.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

2.77%

Shares8.5K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-8.11%

Shares13.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

0.17%

Shares19.1K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.53%

Shares9.5K

Event2026-03-31

Filed2026-05-15