$98.1 Million is the total value of PETERSON WEALTH MANAGEMENT's 55 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSA | Exit | PUBLIC STORAGE | $0 | – | -686 | -100.0% | -0.19% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -4,960 | -100.0% | -0.20% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,451 | -100.0% | -0.22% | – |
| Exit | FIRST TR EXCHANGE-TRADED FDnasdaq lux digi | $0 | – | -4,709 | -100.0% | -0.55% | – | |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -19,178 | -100.0% | -1.06% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -55,825 | -100.0% | -1.63% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -68,841 | -100.0% | -2.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
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.