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CIK: 0001785144
Total reported value
$214.6M
$214.6M
40 檔
33.5%
In Q2 2025, Peterson Wealth Management's U.S. equity holdings reached a combined market value of $214.6M, distributed across 40 disclosed stock positions.
In Q2 2025, Peterson Wealth Management displayed an active expansion posture, initiating 40 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.60% | +2.41% | +19.29% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.33% | +1.08% | +15.44% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.53% | +1.04% | +80.68% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.77% | +0.09% | +1.09% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.41% | -0.14% | +10.13% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.92% | +0.73% | -1.04% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | +1.47% | -10.15% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.71% | -0.10% | -16.65% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.45% | +0.26% | +17.55% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 3.08% | +0.45% | +624.73% | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 3.05% | -0.02% | EXIT | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.80% | -0.06% | +11.84% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.79% | -0.16% | — | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.74% | +0.22% | -6.12% | |
| 15 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.37% | — | — | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | +1.17% | +69.59% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.31% | -0.24% | +279.40% | |
| 18 | CTAS | Cintas CORP | Stock-Industrials | 2.20% | -0.01% | — | |
| 19 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 2.03% | — | — | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.97% | — | +1075.77% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | +0.34% | +822.68% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.95% | -1.03% | EXIT | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.87% | +1.95% | -2.65% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.63% | -3.17% | +98.82% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.16% | -0.08% | +90.36% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.26% | -31.78% | |
| 27 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.03% | -0.11% | -17.47% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.84% | — | — | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.82% | -0.10% | -51.72% | |
| 30 | SKYY | First Trust Cloud Computing | ETF-Other | 0.73% | +0.24% | -25.82% | |
| 31 | EIG | Employers Holdings Inc | Stock-Other | 0.28% | — | +0.66% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.27% | +1.20% | -78.67% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.19% | -0.02% | — | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.05% | -95.59% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.05% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.09% | -3.42% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.15% | -0.02% | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.14% | -0.01% | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.03% | — | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 9 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 10 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | NEW | New buy |
| 12 | MA | Mastercard Inc - A | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | WMT | Walmart Inc | — | NEW | New buy |
| 15 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 16 | AVGO | Broadcom Inc | — | NEW | New buy |
| 17 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 18 | CTAS | Cintas CORP | — | NEW | New buy |
| 19 | IAK | Ishares U.s. Insurance ETF | — | NEW | New buy |
| 20 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 21 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 22 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 23 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 24 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 25 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 26 | PEP | Pepsico Inc | — | NEW | New buy |
| 27 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 28 | NOW | Servicenow Inc | — | NEW | New buy |
| 29 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 30 | SKYY | First Trust Cloud Computing | — | NEW | New buy |
| 31 | EIG | Employers Holdings Inc | — | NEW | New buy |
| 32 | AAPL | Apple Inc | — | NEW | New buy |
| 33 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 34 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 35 | TSLA | Tesla Inc | — | NEW | New buy |
| 36 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 38 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 39 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 40 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Peterson Wealth Management reported a total U.S. public equity portfolio value of $214.6M across 40 disclosed positions in Q2 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 QQQ, SPY, VIG) accounted for 33.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
QQQ
市值: $19.6M
During Q2 2025, Peterson Wealth Management's top holdings by market value included QQQ (11.6%)、SPY (11.3%)、VIG (8.5%). The largest single position, QQQ, represented 11.6% of total portfolio value.
In Q2 2025, Peterson Wealth Management made 40 total portfolio adjustments, initiating 40 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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