$118 Million is the total value of PETERSON WEALTH MANAGEMENT's 49 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | New | JPMORGAN CHASE & CO | $1,084,000 | – | 7,119 | +100.0% | 0.92% | – |
| JNJ | New | JOHNSON & JOHNSON | $587,000 | – | 3,569 | +100.0% | 0.50% | – |
| DOCU | New | DOCUSIGN INC | $511,000 | – | 2,524 | +100.0% | 0.43% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $398,000 | – | 6,400 | +100.0% | 0.34% | – |
| NVDA | New | NVIDIA CORPORATION | $324,000 | – | 606 | +100.0% | 0.28% | – |
| NKE | New | NIKE INCcl b | $276,000 | – | 2,075 | +100.0% | 0.23% | – |
| DIS | New | DISNEY WALT CO | $274,000 | – | 1,485 | +100.0% | 0.23% | – |
| HON | New | HONEYWELL INTL INC | $243,000 | – | 1,119 | +100.0% | 0.21% | – |
| NKE | New | NIKE INCcall | $0 | – | 100 | +100.0% | 0.00% | – |
| TGT | New | TARGET CORPput | $0 | – | 100 | +100.0% | 0.00% | – |
| JPM | New | JPMORGAN CHASE & COcall | $0 | – | 100 | +100.0% | 0.00% | – |
| MSFT | New | MICROSOFT CORPcall | $0 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 16 | Q3 2023 | 9.4% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 9.3% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 8.8% |
| SPDR SER TR | 16 | Q3 2023 | 10.1% |
| FIRST TR EXCH TRADED FD III | 16 | Q3 2023 | 8.0% |
| INVESCO EXCH TRADED FD TR II | 16 | Q3 2023 | 6.8% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 6.6% |
| PEPSICO INC | 16 | Q3 2023 | 5.7% |
| COSTCO WHSL CORP NEW | 16 | Q3 2023 | 3.3% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 2.2% |
View PETERSON WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-09 |
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.