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CIK: 0001785144
Total reported value
$214.6M
$214.6M
53 檔
20.7%
According to the latest 13F quarterly dataset, Peterson Wealth Management managed an equity portfolio of $214.6M at the end of Q1 2024, spanning 53 distinct U.S. exchange-listed positions.
During Q1 2024, Peterson Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.44% | +1.08% | +3.39% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.11% | +2.41% | +3.34% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.30% | +1.04% | -6.06% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 4.96% | -0.01% | -16.83% | |
| 5 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.30% | -0.26% | +6.40% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.83% | -0.10% | +43.60% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.34% | +0.05% | +3.10% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | +1.47% | +20.57% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.05% | +0.73% | +2.25% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.91% | +1.20% | +105.46% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.75% | — | -1.40% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.62% | +0.03% | +8.44% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.09% | +31.80% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.14% | +5.86% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.37% | — | -2.27% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 2.19% | +0.22% | +288.09% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.98% | -1.03% | EXIT | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.96% | +1.95% | +25.10% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.74% | -0.06% | +33.63% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.72% | -0.10% | +6.90% | |
| 21 | SKYY | First Trust Cloud Computing | ETF-Other | 1.71% | +0.24% | +2.23% | |
| 22 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.69% | -0.01% | -0.41% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | +0.02% | +42.27% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.50% | +0.04% | +25.49% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.49% | -3.17% | +43.47% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 1.49% | — | -4.06% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -2.36% | +14.22% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.40% | +0.01% | NEW | |
| 29 | SNOW | Snowflake Inc | Stock-Tech | 1.40% | — | +115.03% | |
| 30 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.38% | — | +28.17% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.32% | — | +298.59% | |
| 32 | MRVL | Marvell Technology Inc | Stock-Tech | 1.28% | — | NEW | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.09% | +7.89% | |
| 34 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.08% | -0.11% | +90.64% | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.94% | — | +295.90% | |
| 36 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.89% | -4.71% | +455.44% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.88% | — | — | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.08% | -2.71% | |
| 39 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.73% | — | — | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.68% | — | — | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.68% | -0.30% | +4.85% | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.61% | — | +109.51% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | +0.45% | -1.58% | |
| 44 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.42% | — | — | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.35% | -0.02% | EXIT | |
| 46 | EIG | Employers Holdings Inc | Stock-Other | 0.33% | — | — | |
| 47 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.32% | — | -6.37% | |
| 48 | FMB | First Trust Managed Municipa | ETF-Other | 0.31% | — | -7.24% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.28% | -0.01% | +1.51% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.20% | -0.02% | — |
According to official SEC Form 13F filings, Peterson Wealth Management reported a total U.S. public equity portfolio value of $214.6M across 53 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, VIG) accounted for 20.7% of total reported equity market value during Q1 2024.
During Q1 2024, Peterson Wealth Management's top holdings by market value included SPY (8.4%)、QQQ (8.1%)、VIG (6.3%). The largest single position, SPY, represented 8.4% of total portfolio value.
In Q1 2024, Peterson Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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