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CIK: 0001785144
Total reported value
$214.6M
$214.6M
51 檔
24.5%
The Q2 2024 SEC filing reveals that Peterson Wealth Management held a total portfolio value of $214.6M, covering 51 public equity positions.
During Q2 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 | 8.00% | +1.08% | +6.56% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.97% | +2.41% | +6.56% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.87% | +1.04% | +27.56% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 5.40% | -0.01% | +31.39% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.25% | +0.09% | +1362.89% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.81% | -0.10% | +0.43% | |
| 7 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.52% | -0.26% | -0.47% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.44% | +0.05% | +10.62% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.26% | +0.73% | +26.34% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | +1.47% | +12.30% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.11% | +1.20% | +1.61% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.00% | -0.14% | +33.77% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.94% | -0.06% | +116.03% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.62% | +1.95% | +34.34% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.52% | -3.17% | +65.67% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 2.47% | +0.22% | +17.31% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 2.41% | +0.04% | +109.52% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.31% | +0.03% | -10.80% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.05% | -1.03% | EXIT | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.03% | — | +2.91% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -2.36% | +58.48% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.84% | -0.09% | +89.53% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | +0.02% | +12.41% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.55% | -0.01% | +7.64% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.51% | -0.10% | +2.47% | |
| 26 | SKYY | First Trust Cloud Computing | ETF-Other | 1.46% | +0.24% | +0.28% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.37% | +0.01% | NEW | |
| 28 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.36% | — | +8.80% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | — | +5.95% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 1.04% | -0.30% | +82.98% | |
| 31 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.98% | -4.71% | +28.58% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.94% | — | -59.73% | |
| 33 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.90% | -0.11% | -0.22% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.79% | — | +5.77% | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.79% | — | -5.77% | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.75% | — | NEW | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.67% | -0.08% | -6.99% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.63% | — | +29.07% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.50% | — | -1.83% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.40% | -0.03% | — | |
| 41 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.36% | — | — | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | — | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.33% | +0.45% | -12.93% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.28% | — | -71.59% | |
| 45 | EIG | Employers Holdings Inc | Stock-Other | 0.26% | — | — | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.26% | -0.24% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.23% | -0.01% | +0.74% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.18% | -0.02% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.09% | -4.06% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.03% | — |
According to official SEC Form 13F filings, Peterson Wealth Management reported a total U.S. public equity portfolio value of $214.6M across 51 disclosed positions in Q2 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 24.5% of total reported equity market value during Q2 2024.
During Q2 2024, Peterson Wealth Management's top holdings by market value included SPY (8.0%)、QQQ (8.0%)、VIG (6.9%). The largest single position, SPY, represented 8.0% of total portfolio value.
In Q2 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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