Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TR | 19 | Q2 2024 | 9.4% |
SPDR S&P 500 ETF TR | 19 | Q2 2024 | 9.3% |
VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 8.8% |
SPDR SER TR | 19 | Q2 2024 | 10.1% |
SELECT SECTOR SPDR TR | 19 | Q2 2024 | 6.6% |
PEPSICO INC | 19 | Q2 2024 | 5.7% |
COSTCO WHSL CORP NEW | 19 | Q2 2024 | 3.8% |
SELECT SECTOR SPDR TR | 19 | Q2 2024 | 2.2% |
MICROSOFT CORP | 19 | Q2 2024 | 3.1% |
HOME DEPOT INC | 19 | Q2 2024 | 1.8% |
View PETERSON WEALTH MANAGEMENT's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-08-05 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-22 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-17 |
13F-HR | 2023-08-17 |
13F-HR | 2023-02-08 |
13F-HR | 2022-10-14 |
13F-HR | 2022-08-03 |
View PETERSON WEALTH MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.