$77.4 Million is the total value of PETERSON WEALTH MANAGEMENT's 46 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $4,715,000 | -6.2% | 76,045 | +1.5% | 6.09% | +80.8% |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,424,000 | – | 40,814 | +100.0% | 3.13% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,006,000 | -6.5% | 19,720 | +3.1% | 2.59% | +80.1% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,887,000 | +3.1% | 57,821 | +7.9% | 2.44% | +98.6% |
| PFLD | Buy | ETF SER SOLUTIONSaam lw dur pfd | $1,635,000 | +16.3% | 73,503 | +24.5% | 2.11% | +124.1% |
| LLY | Buy | LILLY ELI & CO | $1,359,000 | +14.0% | 4,192 | +0.7% | 1.76% | +119.6% |
| DVN | New | DEVON ENERGY CORP NEW | $779,000 | – | 14,128 | +100.0% | 1.01% | – |
| PG | New | PROCTER AND GAMBLE CO | $777,000 | – | 5,407 | +100.0% | 1.00% | – |
| PFE | Buy | PFIZER INC | $767,000 | +34.3% | 14,637 | +32.8% | 0.99% | +158.7% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $658,000 | – | 2,411 | +100.0% | 0.85% | – |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $382,000 | +24.4% | 8,654 | +33.0% | 0.49% | +139.8% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $309,000 | -5.8% | 7,754 | +3.9% | 0.40% | +81.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-03
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 | 2024-02-22 |
| 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 |
| 13F-HR | 2021-11-12 |
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.