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CIK: 0001785144
Total reported value
$214.6M
$214.6M
50 檔
24.4%
During the Q1 2025 filing period, Peterson Wealth Management (CIK: 0001785144) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $214.6M across 50 reported positions.
In Q1 2025, Peterson Wealth Management displayed an active expansion posture, initiating 2 new positions and adding to 30 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 | 10.09% | +1.08% | +1.70% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.38% | +2.41% | +0.99% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 5.53% | -0.01% | +4.31% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.22% | +0.09% | +1.61% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.08% | +1.04% | -26.86% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.83% | -0.10% | -0.46% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.08% | +0.73% | +1.38% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.96% | +0.05% | +1.54% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.94% | -0.14% | +5.20% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | +1.47% | +4.48% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.97% | +0.22% | +3.53% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.78% | -0.06% | -31.15% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.53% | -0.09% | +15.73% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.49% | +0.03% | +4.36% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.44% | +0.26% | +1.89% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.31% | +1.95% | -16.04% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.15% | -1.03% | EXIT | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.05% | -0.26% | -40.37% | |
| 19 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.98% | — | +39.40% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.95% | -0.10% | +1.46% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.02% | +3.17% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | -0.30% | +5.06% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.55% | +1.20% | -60.01% | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 1.50% | -0.03% | +118.61% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.44% | +0.01% | NEW | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.04% | -0.01% | -25.36% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +1.17% | +2.17% | |
| 28 | SKYY | First Trust Cloud Computing | ETF-Other | 0.94% | +0.24% | +0.71% | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.91% | -4.71% | -21.90% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.90% | — | +1.48% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.82% | — | +0.11% | |
| 32 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.79% | -0.11% | -16.64% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.65% | -0.08% | +3.42% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.64% | -3.17% | +326.73% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.61% | -0.24% | +14.09% | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.54% | — | NEW | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -2.36% | -77.34% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | +0.45% | +8.20% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.42% | — | -0.02% | |
| 40 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.41% | — | +0.90% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | — | +3.74% | |
| 42 | EIG | Employers Holdings Inc | Stock-Other | 0.34% | — | +0.59% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.24% | +0.01% | NEW | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.22% | -0.01% | -0.03% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.09% | +3.33% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.20% | -0.02% | — | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.19% | — | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | +0.34% | +40.58% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.16% | -0.02% | — | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WM | Waste Management Inc | +1% | +118.61% | Add |
| 2 | SDY | Ss Spdr S&p Dividend ETF | +1% | +4.31% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +1.70% | Add |
| 4 | COST | Costco Wholesale CORP | +0.7% | -0.46% | Trim |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +326.73% | Add |
| 6 | HD | Home Depot Inc | +0.5% | +15.73% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +0.99% | Add |
| 8 | DLR | Digital Realty Trust Inc | +0.4% | +39.40% | Add |
| 9 | WMT | Walmart Inc | +0.4% | +3.53% | Add |
| 10 | XLV | Ss Health Care Select Sector | +0.3% | +5.06% | Add |
| 11 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +1.46% | Add |
| 12 | ETN | Eaton Corporation plc | +0.2% | NEW | New buy |
| 13 | CVX | Chevron CORP | +0.2% | +1.48% | Add |
| 14 | MCK | Mckesson CORP | +0.2% | +0.11% | Add |
| 15 | SPLV | Invesco S&p 500 Low Volatili | +0.2% | NEW | New buy |
| 16 | MSFT | Microsoft CORP | +0.2% | +4.48% | Add |
| 17 | XLC | Ss Comm Select Sector Spdr | +0.1% | +14.09% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +5.20% | Add |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +8.20% | Add |
| 20 | XLK | Ss Technology Select Sector | +0.1% | +1.54% | Add |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | -1.91% | Trim |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | +4.36% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +40.58% | Add |
| 24 | MDY | State Street Spdr S&p Midcap | +0.1% | +3.42% | Add |
| 25 | XLY | Ss Consumer Disc Select Sect | 0% | +1.38% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | -16.04% | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | +3.33% | Add |
| 28 | XLE | Ss Energy Select Sector | 0% | -0.03% | Trim |
| 29 | HACK | Amplify Cybersecurity ETF | 0% | +0.90% | Add |
| 30 | CAT | Caterpillar Inc | 0% | +3.74% | Add |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | — | Unchanged |
| 32 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 33 | SKYY | First Trust Cloud Computing | 0% | +0.71% | Add |
| 34 | RBLX | Roblox CORP -class A | 0% | -16.64% | Trim |
| 35 | TGT | Target CORP | -0.1% | -0.02% | Trim |
| 36 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | +1.89% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.17% | Add |
| 38 | CRM | Salesforce Inc | -0.1% | +3.39% | Add |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | EXIT | Sold out |
| 40 | SCHM | Schwab US Mid Cap ETF | -0.1% | EXIT | Sold out |
| 41 | CIBR | First Trust Nasdaq Cybersecu | -0.1% | -21.90% | Trim |
| 42 | AVGO | Broadcom Inc | -0.2% | +2.17% | Add |
| 43 | FDN | First Trust Dj Internet Ind | -0.3% | -25.36% | Trim |
| 44 | NVDA | Nvidia CORP | -0.4% | +1.61% | Add |
| 45 | MRVL | Marvell Technology Inc | -0.6% | -24.69% | Trim |
| 46 | MA | Mastercard Inc - A | -0.6% | -31.15% | Trim |
| 47 | PEP | Pepsico Inc | -1% | -40.37% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | -77.34% | Trim |
| 49 | VIG | Vanguard Dividend Apprec ETF | -1.1% | -26.86% | Trim |
| 50 | AAPL | Apple Inc | -2.3% | -60.01% | Trim |
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 Q1 2025.
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, SDY) accounted for 24.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
ETN
市值: $362.9K
Top Position Liquidated / Trimmed
JPM
前期市值: $201.8K
During Q1 2025, Peterson Wealth Management's top holdings by market value included SPY (10.1%)、QQQ (9.4%)、SDY (5.5%). The largest single position, SPY, represented 10.1% of total portfolio value.
In Q1 2025, Peterson Wealth Management made 48 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 14 holdings, and fully liquidating 2 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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