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CIK: 0001785144
Total reported value
$214.6M
$214.6M
48 檔
24.9%
In Q3 2024, Peterson Wealth Management's U.S. equity holdings reached a combined market value of $214.6M, distributed across 48 disclosed stock positions.
In Q3 2024, Peterson Wealth Management adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 6 holdings to manage risk exposure.
| # | 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 | 9.28% | +1.08% | +6.38% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.92% | +2.41% | +6.08% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.26% | +1.04% | -18.86% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.88% | +0.09% | +13.03% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 4.84% | -0.01% | -22.48% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.13% | -0.10% | +0.51% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.83% | +0.05% | +8.07% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.77% | -0.26% | +0.44% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.76% | +0.73% | +1.44% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.58% | +1.20% | +0.51% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 3.40% | -0.06% | -0.34% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | +1.47% | +7.19% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.14% | +8.01% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.41% | +0.03% | +7.00% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.40% | +0.22% | -21.34% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 2.36% | +0.04% | -6.68% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.20% | +1.95% | -17.09% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 2.19% | -0.09% | -2.10% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.17% | -0.01% | +87.43% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.05% | -1.03% | EXIT | |
| 21 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 2.04% | — | — | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.75% | -0.10% | +3.27% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.63% | -2.36% | -25.35% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.02% | -6.95% | |
| 25 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.48% | — | -0.83% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 1.36% | -0.30% | +19.02% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.29% | +0.01% | NEW | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | — | -15.11% | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.99% | -4.71% | -7.00% | |
| 30 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.82% | -0.11% | -25.62% | |
| 31 | MRVL | Marvell Technology Inc | Stock-Tech | 0.81% | — | NEW | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.79% | — | +1.81% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.63% | — | -7.06% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.62% | -0.08% | -16.90% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.60% | — | — | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.53% | -0.03% | +29.79% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.44% | -0.24% | +54.50% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | — | -1.84% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.37% | +0.45% | -0.93% | |
| 40 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.37% | — | -6.87% | |
| 41 | EIG | Employers Holdings Inc | Stock-Other | 0.31% | — | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.21% | -0.01% | -8.14% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.19% | -0.02% | — | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.15% | -0.02% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.09% | +2.52% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | -0.03% | — | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.15% | — | -41.43% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XHB | Ss Spdr S&p Homebldrs ETF | +2% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +6.38% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1% | +6.08% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +13.03% | Add |
| 5 | FDN | First Trust Dj Internet Ind | +0.6% | +87.43% | Add |
| 6 | MCK | Mckesson CORP | +0.6% | NEW | New buy |
| 7 | XLY | Ss Consumer Disc Select Sect | +0.5% | +1.44% | Add |
| 8 | AAPL | Apple Inc | +0.5% | +0.51% | Add |
| 9 | MA | Mastercard Inc - A | +0.5% | -0.34% | Trim |
| 10 | XLK | Ss Technology Select Sector | +0.4% | +8.07% | Add |
| 11 | HD | Home Depot Inc | +0.4% | -2.10% | Trim |
| 12 | XLV | Ss Health Care Select Sector | +0.3% | +19.02% | Add |
| 13 | COST | Costco Wholesale CORP | +0.3% | +0.51% | Add |
| 14 | PEP | Pepsico Inc | +0.3% | +0.44% | Add |
| 15 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +3.27% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +8.01% | Add |
| 17 | MSFT | Microsoft CORP | +0.2% | +7.19% | Add |
| 18 | XLC | Ss Comm Select Sector Spdr | +0.2% | +54.50% | Add |
| 19 | SCHM | Schwab US Mid Cap ETF | +0.1% | NEW | New buy |
| 20 | WM | Waste Management Inc | +0.1% | +29.79% | Add |
| 21 | DLR | Digital Realty Trust Inc | +0.1% | -0.83% | Trim |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | +7.00% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | -1.84% | Trim |
| 24 | MRVL | Marvell Technology Inc | +0.1% | +1.08% | Add |
| 25 | EIG | Employers Holdings Inc | +0.1% | — | Unchanged |
| 26 | XLF | Ss Financial Select Sector | 0% | -0.93% | Trim |
| 27 | CIBR | First Trust Nasdaq Cybersecu | 0% | -7.00% | Trim |
| 28 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 29 | PANW | Palo Alto Networks Inc | — | -4.59% | Trim |
| 30 | CVX | Chevron CORP | — | +1.81% | Add |
| 31 | TGT | Target CORP | — | -7.06% | Trim |
| 32 | XLE | Ss Energy Select Sector | 0% | -8.14% | Trim |
| 33 | ABT | Abbott Laboratories | 0% | -15.11% | Trim |
| 34 | AMD | Advanced Micro Devices | -0.1% | -6.68% | Trim |
| 35 | MDY | State Street Spdr S&p Midcap | -0.1% | -16.90% | Trim |
| 36 | WMT | Walmart Inc | -0.1% | -21.34% | Trim |
| 37 | CRM | Salesforce Inc | -0.1% | -14.41% | Trim |
| 38 | RBLX | Roblox CORP -class A | -0.1% | -25.62% | Trim |
| 39 | SNOW | Snowflake Inc | -0.1% | -41.43% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -25.35% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | -6.95% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.4% | -17.09% | Trim |
| 43 | AMT | American Tower CORP | -0.5% | EXIT | Sold out |
| 44 | SDY | Ss Spdr S&p Dividend ETF | -0.6% | -22.48% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.6% | -18.86% | Trim |
| 46 | AJG | Arthur J Gallagher & Co | -0.8% | EXIT | Sold out |
| 47 | AGG | Ishares Core U.s. Aggregate | -0.9% | EXIT | Sold out |
| 48 | SKYY | First Trust Cloud Computing | -1.5% | EXIT | Sold out |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -2% | EXIT | Sold out |
| 50 | CRWD | Crowdstrike Holdings Inc - A | -2.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Peterson Wealth Management reported a total U.S. public equity portfolio value of $214.6M across 48 disclosed positions in Q3 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 24.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
XHB
市值: $3.2M
Top Position Liquidated / Trimmed
CRWD
前期市值: $4.1M
During Q3 2024, Peterson Wealth Management's top holdings by market value included SPY (9.3%)、QQQ (8.9%)、VIG (6.3%). The largest single position, SPY, represented 9.3% of total portfolio value.
In Q3 2024, Peterson Wealth Management made 48 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 21 holdings, and fully liquidating 6 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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