PETERSON WEALTH MANAGEMENT holdings history

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129 is the total number of securities PETERSON WEALTH MANAGEMENT has owned. The longest PETERSON WEALTH MANAGEMENT has owned a single stock is 16 quarters.

PETERSON WEALTH MANAGEMENT historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
QQQ INVESCO QQQ TR16163.81%7.16%9.39%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16163.84%6.75%9.32%Q4 2019Q3 202316
VIG VANGUARD SPECIALIZED F...16164.63%5.98%8.77%Q4 2019Q3 202316
SDY SPDR SER TR16163.00%5.81%10.14%Q4 2019Q3 202316
FPEI FIRST TR EXCH TRADED F...16162.82%5.40%7.99%Q4 2019Q3 202316
SPLV INVESCO EXCH TRADED FD...16162.55%4.36%6.84%Q4 2019Q3 202316
XLK SELECT SECTOR SPDR TR16160.68%3.99%6.63%Q4 2019Q3 202316
PEP PEPSICO INC16162.88%3.81%5.70%Q4 2019Q3 202316
COST COSTCO WHSL CORP NEW16161.59%2.18%3.30%Q4 2019Q3 202316
XLP SELECT SECTOR SPDR TR16161.09%1.78%2.18%Q4 2019Q3 202316
MSFT MICROSOFT CORP16160.75%1.51%2.46%Q4 2019Q3 202316
WM WASTE MGMT INC DEL16160.66%1.15%1.50%Q4 2019Q3 202316
HD HOME DEPOT INC16160.34%0.79%1.30%Q4 2019Q3 202316
FMB FIRST TR EXCH TRADED F...16160.23%0.77%1.57%Q4 2019Q3 202316
TFI SPDR SER TR16160.30%0.50%0.64%Q4 2019Q3 202316
XLY SELECT SECTOR SPDR TR1050.28%1.92%3.84%Q4 2019Q3 202315
XLV SELECT SECTOR SPDR TR15150.90%1.85%3.20%Q1 2020Q3 202315
AMZN AMAZON COM INC1050.33%1.43%2.99%Q4 2019Q3 202315
VTI VANGUARD INDEX FDS15150.17%1.29%2.41%Q4 2019Q2 202315
ABT ABBOTT LABS15150.74%1.22%2.07%Q1 2020Q3 202315
AAPL APPLE INC15150.27%1.11%1.56%Q1 2020Q3 202315
WMT WALMART INC1050.20%0.86%1.50%Q4 2019Q3 202315
SPLB SPDR SER TR14140.26%4.27%6.66%Q4 2019Q1 202314
VYM VANGUARD WHITEHALL FDS...14140.90%1.59%2.59%Q4 2019Q1 202314
TGT TARGET CORP850.22%0.75%1.60%Q2 2020Q3 202313
EIG EMPLOYERS HOLDINGS INC13130.27%0.41%0.73%Q3 2020Q3 202313
TOTL SSGA ACTIVE ETF TR12121.82%5.31%9.07%Q4 2019Q3 202212
SPIB SPDR SER TR12121.23%3.53%5.90%Q4 2019Q3 202212
FTSM FIRST TR EXCHANGE-TRAD...820.82%3.02%6.26%Q4 2019Q2 202312
MA MASTERCARD INCORPORATED1020.69%1.46%3.30%Q4 2019Q3 202312
XLC SELECT SECTOR SPDR TR930.27%0.90%1.53%Q1 2020Q1 202312
HYD VANECK VECTORS ETF TR11110.34%1.13%2.06%Q1 2021Q3 202311
PFFA ETFIS SER TR I10102.14%4.08%7.85%Q2 2021Q3 202310
FDN FIRST TR NASDAQ-100 TE...420.58%1.24%1.86%Q2 2020Q3 202310
XLI SELECT SECTOR SPDR TR10100.22%0.96%1.39%Q2 2021Q3 202310
SPHD INVESCO EXCH TRADED FD...730.21%0.64%1.80%Q4 2019Q3 202310
JNJ JOHNSON & JOHNSON10100.34%0.60%0.89%Q1 2021Q2 202310
STOT SSGA ACTIVE TR990.15%2.45%3.66%Q4 2019Q4 20219
SPYV SPDR SER TR991.24%1.60%2.18%Q2 2021Q2 20239
HSY HERSHEY CO990.26%0.55%1.00%Q2 2021Q2 20239
PG PROCTER & GAMBLE CO540.22%0.53%1.00%Q4 2019Q1 20239
MRVL MARVELL TECHNOLOGY INC630.19%0.25%0.36%Q2 2021Q3 20239
PFFR ETFIS SER TR I441.35%2.72%6.03%Q2 2021Q2 20238
PSK SPDR SER TR881.02%1.88%4.26%Q2 2021Q1 20238
RBLX ROBLOX CORP880.55%0.83%1.39%Q4 2021Q3 20238
PFF ISHARES TR431.16%1.72%2.39%Q2 2021Q1 20237
LLY LILLY ELI & CO770.80%1.32%1.76%Q1 2022Q3 20237
XLF SELECT SECTOR SPDR TR770.81%1.30%1.68%Q1 2022Q3 20237
XSW SPDR SER TR770.29%0.44%0.66%Q2 2020Q4 20217
HACK ETF MANAGERS TR770.29%0.35%0.43%Q1 2022Q3 20237
SPYD SPDR SER TR770.14%0.27%0.40%Q4 2021Q2 20237
PFLD ETF SER SOLUTIONS660.94%2.80%3.94%Q1 2022Q2 20236
FLRN SPDR SER TR660.31%1.42%3.00%Q4 2019Q1 20216
AMT AMERICAN TOWER CORP NEW510.27%1.18%1.66%Q4 2019Q3 20236
BRKB BERKSHIRE HATHAWAY INC...660.69%0.85%0.98%Q2 2022Q3 20236
PFE PFIZER INC660.38%0.64%0.99%Q1 2022Q2 20236
AMD ADVANCED MICRO DEVICES...420.39%0.63%0.87%Q2 2021Q3 20236
NVDA NVIDIA CORPORATION510.28%0.58%0.83%Q1 2021Q3 20236
DVN DEVON ENERGY CORP NEW660.18%0.52%1.01%Q2 2022Q3 20236
NFLX NETFLIX INC660.34%0.50%1.09%Q3 2020Q4 20216
MDY SPDR S&P MIDCAP 400 ET...420.29%0.46%0.63%Q2 2021Q3 20236
HON HONEYWELL INTL INC420.21%0.40%0.76%Q1 2021Q3 20236
GOOGL ALPHABET INC330.22%0.35%0.82%Q1 2022Q3 20236
JPM JPMORGAN CHASE & CO550.68%1.13%1.44%Q1 2021Q1 20225
SMH VANECK ETF TRUST550.22%0.72%1.80%Q3 2022Q3 20235
DIS DISNEY WALT CO410.23%0.52%0.82%Q4 2019Q4 20215
DIA SPDR DOW JONES INDL AV...550.40%0.44%0.52%Q3 2022Q3 20235
XOM EXXON MOBIL CORP410.14%0.21%0.26%Q1 2022Q3 20235
XBI SPDR SER TR440.53%0.60%0.75%Q2 2020Q1 20214
DLR DIGITAL RLTY TR INC220.19%0.46%1.02%Q2 2020Q3 20234
ABBV ABBVIE INC440.28%0.45%0.58%Q4 2022Q3 20234
STT STATE STR CORP310.18%0.31%0.64%Q1 2022Q2 20234
PSA PUBLIC STORAGE210.16%0.26%0.44%Q1 2022Q3 20234
XLE SELECT SECTOR SPDR TR310.19%0.22%0.24%Q3 2022Q3 20234
SCHP SCHWAB STRATEGIC TR331.65%2.15%2.78%Q4 2021Q2 20223
V VISA INC330.67%0.91%1.04%Q4 2019Q2 20203
UPS UNITED PARCEL SERVICE INC330.66%0.71%0.77%Q2 2021Q4 20213
XHB SPDR SER TR330.61%0.65%0.68%Q2 2021Q4 20213
IWM ISHARES TR330.45%0.48%0.50%Q2 2021Q4 20213
D DOMINION ENERGY INC330.38%0.42%0.46%Q4 2019Q2 20203
SCHW SCHWAB CHARLES CORP330.20%0.35%0.44%Q1 2023Q3 20233
VZ VERIZON COMMUNICATIONS...330.20%0.33%0.54%Q2 2020Q4 20203
SBUX STARBUCKS CORP330.25%0.26%0.27%Q2 2021Q4 20213
DOCU DOCUSIGN INC330.16%0.25%0.43%Q1 2021Q3 20213
INTU INTUIT330.20%0.22%0.24%Q4 2022Q2 20233
AGG ISHARES TR223.00%3.02%3.04%Q2 2023Q3 20232
TLT ISHARES TR222.73%2.86%2.99%Q2 2023Q3 20232
SKYY FIRST TR EXCHANGE TRAD...220.76%1.13%1.50%Q2 2023Q3 20232
CRM SALESFORCE INC220.78%0.80%0.81%Q2 2023Q3 20232
FIRST TR EXCHANGE-TRAD...110.55%0.74%0.92%Q1 2022Q3 20222
AEP AMERICAN ELEC PWR CO INC220.53%0.55%0.57%Q4 2019Q1 20202
CRWD CROWDSTRIKE HLDGS INC220.46%0.53%0.59%Q2 2023Q3 20232
BTI BRITISH AMERN TOB PLC220.52%0.52%0.53%Q4 2019Q1 20202
BIL SPDR SER TR220.38%0.51%0.65%Q3 2020Q4 20202
SNOW SNOWFLAKE INC220.27%0.48%0.69%Q2 2023Q3 20232
O REALTY INCOME CORP220.37%0.41%0.44%Q4 2019Q1 20202
IBB ISHARES TR220.37%0.37%0.38%Q2 2023Q3 20232
ENPH ENPHASE ENERGY INC220.25%0.37%0.48%Q2 2023Q3 20232
KMI KINDER MORGAN INC DEL220.32%0.34%0.36%Q4 2019Q1 20202
T AT&T INC220.31%0.32%0.32%Q4 2019Q1 20202
PYPL PAYPAL HLDGS INC220.23%0.23%0.23%Q2 2021Q3 20212
VGR VECTOR GROUP LTD220.18%0.18%0.18%Q4 2019Q1 20202
NEA NUVEEN AMT FREE QLTY M...220.14%0.16%0.18%Q4 2019Q1 20202
NLY ANNALY CAP MGMT INC220.07%0.08%0.09%Q4 2019Q1 20202
ENLC ENLINK MIDSTREAM LLC220.02%0.04%0.06%Q4 2019Q1 20202
AMD ADVANCED MICRO DEVICES...110.00%0.03%0.05%Q4 2021Q2 20232
AT ATLANTIC PWR CORP220.02%0.02%0.03%Q4 2019Q1 20202
MSFT MICROSOFT CORP110.00%0.00%0.00%Q1 2021Q1 20222
FTCS FIRST TR EXCHANGE-TRAD...111.93%1.93%1.93%Q2 2021Q2 20211
XLRE SELECT SECTOR SPDR TR110.58%0.58%0.58%Q1 2022Q1 20221
CCI CROWN CASTLE INTL CORP...110.32%0.32%0.32%Q4 2020Q4 20201
EPD ENTERPRISE PRODS PARTN...110.23%0.23%0.23%Q4 2019Q4 20191
NKE NIKE INC110.23%0.23%0.23%Q1 2021Q1 20211
BMY BRISTOL-MYERS SQUIBB CO110.22%0.22%0.22%Q2 2020Q2 20201
RIO RIO TINTO PLC110.22%0.22%0.22%Q4 2019Q4 20191
MIC MACQUARIE INFRASTRUCTU...110.21%0.21%0.21%Q4 2019Q4 20191
NLOK NORTONLIFELOCK INC110.20%0.20%0.20%Q3 2020Q3 20201
XITK SPDR SER TR110.20%0.20%0.20%Q2 2021Q2 20211
XHE SPDR SER TR110.19%0.19%0.19%Q2 2021Q2 20211
VOT VANGUARD INDEX FDS110.18%0.18%0.18%Q2 2021Q2 20211
XSD SPDR SER TR110.17%0.17%0.17%Q2 2021Q2 20211
SHLX SHELL MIDSTREAM PARTNE...110.16%0.16%0.16%Q1 2020Q1 20201
VTEB VANGUARD MUN BD FDS110.15%0.15%0.15%Q4 2021Q4 20211
PEP PEPSICO INC110.07%0.07%0.07%Q3 2023Q3 20231
AAPL APPLE INC110.03%0.03%0.03%Q3 2023Q3 20231
AMZN AMAZON COM INC110.02%0.02%0.02%Q2 2023Q2 20231
TGT TARGET CORP110.00%0.00%0.00%Q1 2021Q1 20211
NKE NIKE INC110.00%0.00%0.00%Q1 2021Q1 20211
JPM JPMORGAN CHASE & CO110.00%0.00%0.00%Q1 2021Q1 20211
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The securities at the top of the list , including INVESCO QQQ TR, SPDR S&P 500 ETF TR, and VANGUARD SPECIALIZED FUNDS, are the highest-conviction holdings of PETERSON WEALTH MANAGEMENT.

The conviction is calculated by counting the number of quarters a security has been reported by PETERSON WEALTH MANAGEMENT. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that PETERSON WEALTH MANAGEMENT owns currently or has owned in the past.