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CIK: 0001785144
Total reported value
$214.6M
$214.6M
50 檔
27.0%
At the close of Q4 2024, Peterson Wealth Management disclosed equity holdings valued at approximately $214.6M, spread across 50 reported holdings.
In Q4 2024, Peterson Wealth Management displayed an active expansion posture, initiating 6 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | 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 | 9.19% | +1.08% | +4.08% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.95% | +2.41% | +2.94% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.20% | +1.04% | +7.64% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.62% | +0.09% | +11.82% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 4.56% | -0.01% | +8.97% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.16% | -0.10% | +4.45% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.04% | +0.73% | +3.04% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.88% | +0.05% | +5.49% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.86% | +1.20% | +7.96% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.82% | -0.14% | +7.65% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 3.42% | -0.06% | +1.47% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | +1.47% | +10.91% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.09% | -0.26% | -1.63% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.61% | +0.22% | +4.36% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.52% | +0.26% | — | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.42% | +0.03% | +9.09% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.27% | +1.95% | +27.41% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.07% | -1.03% | EXIT | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 2.05% | -0.09% | +4.73% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | +0.02% | +8.61% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.64% | -0.10% | +5.93% | |
| 22 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.56% | — | +2.88% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -2.36% | +3.51% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.54% | +0.01% | NEW | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.34% | -0.01% | -59.60% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 1.26% | -0.30% | +11.45% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +1.17% | — | |
| 28 | MRVL | Marvell Technology Inc | Stock-Tech | 1.13% | — | NEW | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.04% | -4.71% | +5.25% | |
| 30 | SKYY | First Trust Cloud Computing | ETF-Other | 0.96% | +0.24% | — | |
| 31 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.83% | -0.11% | -17.22% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.68% | — | -5.56% | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.61% | — | -4.59% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.60% | -0.08% | +3.84% | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 0.53% | -0.03% | +10.41% | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 0.48% | — | -5.83% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.48% | -0.24% | +8.75% | |
| 38 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.37% | — | +0.07% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | — | +5.11% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | +0.45% | -0.49% | |
| 41 | EIG | Employers Holdings Inc | Stock-Other | 0.30% | — | — | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.18% | -0.02% | +200.00% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.18% | -0.01% | -5.97% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.09% | +19.71% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.13% | -0.03% | — | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.13% | -3.17% | — | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.13% | -0.02% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | +0.34% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.16% | — | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.12% | — | +200.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.5% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +1.1% | NEW | New buy |
| 3 | SKYY | First Trust Cloud Computing | +1% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.7% | +11.82% | Add |
| 5 | AMZN | Amazon.com Inc | +0.6% | +7.65% | Add |
| 6 | MRVL | Marvell Technology Inc | +0.3% | -1.66% | Trim |
| 7 | XLY | Ss Consumer Disc Select Sect | +0.3% | +3.04% | Add |
| 8 | AAPL | Apple Inc | +0.3% | +7.96% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +8.61% | Add |
| 10 | CRM | Salesforce Inc | +0.3% | +4.92% | Add |
| 11 | WMT | Walmart Inc | +0.2% | +4.36% | Add |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 15 | DLR | Digital Realty Trust Inc | +0.1% | +2.88% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +27.41% | Add |
| 17 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +5.25% | Add |
| 18 | XLK | Ss Technology Select Sector | 0% | +5.49% | Add |
| 19 | MSFT | Microsoft CORP | 0% | +10.91% | Add |
| 20 | XLC | Ss Comm Select Sector Spdr | 0% | +8.75% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.94% | Add |
| 22 | COST | Costco Wholesale CORP | 0% | +4.45% | Add |
| 23 | MA | Mastercard Inc - A | 0% | +1.47% | Add |
| 24 | PANW | Palo Alto Networks Inc | 0% | +103.82% | Add |
| 25 | SMH | Vaneck Semiconductor ETF | 0% | +9.09% | Add |
| 26 | RBLX | Roblox CORP -class A | 0% | -17.22% | Trim |
| 27 | MCK | Mckesson CORP | 0% | -4.59% | Trim |
| 28 | XOM | Exxon Mobil CORP | 0% | +19.71% | Add |
| 29 | WM | Waste Management Inc | — | +10.41% | Add |
| 30 | HACK | Amplify Cybersecurity ETF | — | +0.07% | Add |
| 31 | XLF | Ss Financial Select Sector | 0% | -0.49% | Trim |
| 32 | EIG | Employers Holdings Inc | 0% | — | Unchanged |
| 33 | MDY | State Street Spdr S&p Midcap | 0% | +3.84% | Add |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | — | Unchanged |
| 35 | BND | Vanguard Total Bond Market | 0% | — | Unchanged |
| 36 | XLE | Ss Energy Select Sector | 0% | -5.97% | Trim |
| 37 | CAT | Caterpillar Inc | 0% | +5.11% | Add |
| 38 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +7.64% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +4.08% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.51% | Add |
| 41 | CVX | Chevron CORP | -0.1% | -5.56% | Trim |
| 42 | HD | Home Depot Inc | -0.1% | +4.73% | Add |
| 43 | SNOW | Snowflake Inc | -0.2% | EXIT | Sold out |
| 44 | TGT | Target CORP | -0.2% | -5.83% | Trim |
| 45 | SDY | Ss Spdr S&p Dividend ETF | -0.3% | +8.97% | Add |
| 46 | PEP | Pepsico Inc | -0.7% | -1.63% | Trim |
| 47 | FDN | First Trust Dj Internet Ind | -0.8% | -59.60% | Trim |
| 48 | ABT | Abbott Laboratories | -1.1% | EXIT | Sold out |
| 49 | XHB | Ss Spdr S&p Homebldrs ETF | -2% | EXIT | Sold out |
| 50 | AMD | Advanced Micro Devices | -2.4% | 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 50 disclosed positions in Q4 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 27.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSM
市值: $4.2M
Top Position Liquidated / Trimmed
AMD
前期市值: $3.7M
During Q4 2024, Peterson Wealth Management's top holdings by market value included SPY (9.2%)、QQQ (8.9%)、VIG (6.2%). The largest single position, SPY, represented 9.2% of total portfolio value.
In Q4 2024, Peterson Wealth Management made 47 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 9 holdings, and fully liquidating 4 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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