$107 Million is the total value of PETERSON WEALTH MANAGEMENT's 57 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFFR | New | ETFIS SER TR Iinfracp reit pfd | $2,208,000 | – | 128,725 | +100.0% | 2.06% | – |
| PFF | New | ISHARES TRpfd and incm sec | $2,146,000 | – | 67,764 | +100.0% | 2.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $1,086,000 | – | 7,622 | +100.0% | 1.01% | – |
| XLC | New | SELECT SECTOR SPDR TR | $844,000 | – | 17,633 | +100.0% | 0.79% | – |
| New | FIRST TR EXCHANGE-TRADED FDnasdaq lux digi | $594,000 | – | 4,709 | +100.0% | 0.55% | – | |
| WMT | New | WALMART INC | $495,000 | – | 3,817 | +100.0% | 0.46% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $443,000 | – | 1,542 | +100.0% | 0.41% | – |
| AMZN | New | AMAZON COM INC | $356,000 | – | 3,148 | +100.0% | 0.33% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $263,000 | – | 3,658 | +100.0% | 0.24% | – |
| TGT | New | TARGET CORP | $236,000 | – | 1,588 | +100.0% | 0.22% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $235,000 | – | 1,269 | +100.0% | 0.22% | – |
| PSA | New | PUBLIC STORAGE | $201,000 | – | 686 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-14
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.