$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EIG | EMPLOYERS HLDGS INC | $344,000 | -17.7% | 9,979 | 0.0% | 0.32% | -40.6% |
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.