The Analysis of PETERSON WEALTH MANAGEMENT's Holdings
Currently, PETERSON WEALTH MANAGEMENT holds 39 types of securities in its portfolio with a total value $144.3M. In the most recent quarter, they have increased their positions in XHB (+40.0K shares, valued at $4.4M), N/A (+20.7K shares, valued at $993.1K), HD (+1.5K shares, valued at $608.5K); decreased their positions in N/A (-8.8K shares, valued at $5.3M), SPY (-7.3K shares, valued at $4.9M), NVDA (-20.0K shares, valued at $3.7M); initiated new positions in XHB (+40.0K shares, valued at $4.4M), N/A (+20.7K shares, valued at $993.1K), HD (+1.5K shares, valued at $608.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR23.6K shares-23.76%2025-09-302025-12-17
VIG VANGUARD SPECIALIZED FUNDS60.4K shares-14.16%2025-09-302025-12-17 NVDA NVIDIA CORPORATION52.3K shares-27.61%2025-09-302025-12-17 AMZN AMAZON COM INC35.0K shares3.17%2025-09-302025-12-17 COST COSTCO WHSL CORP NEW6.5K shares3.37%2025-09-302025-12-17 XLY SELECT SECTOR SPDR TR25.2K shares-17.09%2025-09-302025-12-17 TSM TAIWAN SEMICONDUCTOR MFG LTD19.0K shares-26.22%2025-09-302025-12-17 WMT WALMART INC49.2K shares4.12%2025-09-302025-12-17 MA MASTERCARD INCORPORATED8.8K shares4.68%2025-09-302025-12-17 MSFT MICROSOFT CORP9.4K shares-25.18%2025-09-302025-12-17 JPM JPMORGAN CHASE & CO.14.6K shares-10.30%2025-09-302025-12-17 CASY CASEYS GEN STORES INC7.9K shares1.02%2025-09-302025-12-17 XLF SELECT SECTOR SPDR TR82.5K shares-16.81%2025-09-302025-12-17 XHB SPDR SERIES TRUST40.0K sharesnew addition2025-09-302025-12-17 CTAS CINTAS CORP16.5K shares-0.81%2025-09-302025-12-17 XLC SELECT SECTOR SPDR TR28.4K shares-20.70%2025-09-302025-12-17 META META PLATFORMS INC4.2K shares-5.23%2025-09-302025-12-17 BROADCOM INC BROADCOM INC7.8K shares-45.60%2025-09-302025-12-17 RBLX ROBLOX CORP14.4K shares-12.80%2025-09-302025-12-17 PEP PEPSICO INC12.9K shares-6.97%2025-09-302025-12-17 PANW PALO ALTO NETWORKS INC7.5K shares-53.25%2025-09-302025-12-17 MDY SPDR S&P MIDCAP 400 ETF TR2.5K shares-27.19%2025-09-302025-12-17 CRWD CROWDSTRIKE HLDGS INC3.0K shares-43.81%2025-09-302025-12-17 XLP SELECT SECTOR SPDR TR17.8K shares3.58%2025-09-302025-12-17 SKYY FIRST TR EXCHANGE TRADED FD8.0K shares-20.65%2025-09-302025-12-17 TSLA TESLA INC1.4K shares47.85%2025-09-302025-12-17 HD HOME DEPOT INC1.5K sharesnew addition2025-09-302025-12-17 AAPL APPLE INC2.2K shares0.00%2025-09-302025-12-17 EIG EMPLOYERS HLDGS INC10.2K shares0.73%2025-09-302025-12-17 XLK SELECT SECTOR SPDR TR1.4K shares9.07%2025-09-302025-12-17 SCHX SCHWAB STRATEGIC TR13.4K shares0.28%2025-09-302025-12-17 XOM EXXON MOBIL CORP2.5K shares0.90%2025-09-302025-12-17 SPDW SPDR INDEX SHS FDS6.4K shares0.00%2025-09-302025-12-17 IWM ISHARES TR1.1K shares0.27%2025-09-302025-12-17 BND VANGUARD BD INDEX FDS3.1K shares0.32%2025-09-302025-12-17 SCHM SCHWAB STRATEGIC TR7.3K shares0.43%2025-09-302025-12-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available