$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 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPIB | Sell | SPDR SER TRportfolio intrmd | $1,748,000 | -7.4% | 55,825 | -3.5% | 1.63% | -33.2% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,138,000 | -53.1% | 19,178 | -53.0% | 1.06% | -66.1% |
| DVN | Sell | DEVON ENERGY CORP NEW | $813,000 | +4.4% | 13,521 | -4.3% | 0.76% | -24.7% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $314,000 | -5.4% | 7,231 | -0.2% | 0.29% | -31.7% |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -28,115 | -100.0% | -2.03% | – |
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 | 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.