Peterson Wealth Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Peterson Wealth Management reported 53 stock positions worth $138.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.1%) and Vanguard Dividend Apprec ETF (VIG, 6.3%). Compared with Q4 2023, it opened 7 new positions, sold out of 4, added to 32 and reduced 13. The biggest buy was a new position in Palo Alto Networks (PANW) and the biggest sale SS SPDR S&P Dividend ETF (SDY, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $138.5M (Q1 2024)
- SEC Filing
- 0001172661-24-002449 ↗ filed May 15, 2024
Holdings Value
Holdings 53 stocks · $138.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.44% | 22,331 | $11.7M | Add +3.4% |
| QQQ Invesco QQQ Trust Series 1 | 8.11% | 25,289 | $11.2M | Add +3.3% |
| VIG Vanguard Dividend Apprec ETF | 6.30% | 47,758 | $8.7M | Reduce -6.1% |
| SDY SS SPDR S&P Dividend ETF | 4.96% | 52,318 | $6.9M | Reduce -16.8% |
| PEP Pepsico Inc. | 4.30% | 34,001 | $6.0M | Add +4.9% |
| COST Costco Wholesale Corp. | 3.83% | 7,229 | $5.3M | Add +43.6% |
| XLK SS Technology Select Sector | 3.34% | 22,233 | $4.6M | Add +3.1% |
| MSFT Microsoft Corp. | 3.06% | 10,070 | $4.2M | Add +20.6% |
| XLY SS Consumer Disc Select Sect | 3.05% | 22,940 | $4.2M | Add +2.3% |
| AAPL Apple Inc. | 2.91% | 23,513 | $4.0M | Add +105.5% |
| AGG iShares Core U.S. Aggregate | 2.75% | 38,907 | $3.8M | Reduce -1.4% |
| SMH Vaneck Semiconductor ETF | 2.62% | 16,094 | $3.6M | Add +8.4% |
| NVDA Nvidia Corp. | 2.48% | 3,805 | $3.4M | Add +31.8% |
| AMZN Amazon.com Inc. | 2.45% | 18,801 | $3.4M | Add +5.9% |
| TLT iShares 20+ Year Treasury BD | 2.37% | 34,747 | $3.3M | Reduce -2.3% |
| WMT Walmart Inc. | 2.19% | 50,456 | $3.0M | Add +34.5% |
| PANW Palo Alto Networks Inc. | 1.98% | 9,668 | $2.7M | New |
| LLY Eli Lilly & Co. | 1.96% | 3,489 | $2.7M | Add +25.1% |
| MA Mastercard Inc. Class A | 1.74% | 5,003 | $2.4M | Add +33.6% |
| XLP SS Consumer Staples Sel Sect | 1.72% | 31,254 | $2.4M | Add +6.9% |
| SKYY First Trust Cloud Computing | 1.71% | 24,744 | $2.4M | Add +2.2% |
| FDN First Trust DJ Internet Ind | 1.69% | 11,392 | $2.3M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 1.58% | 14,453 | $2.2M | Add +42.3% |
| AMD Advanced Micro Devices | 1.50% | 11,497 | $2.1M | Add +25.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.49% | 6,423 | $2.1M | Add +43.5% |
| ABBV Abbvie Inc. | 1.49% | 11,306 | $2.1M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.42% | 4,675 | $2.0M | Add +14.2% |
| CRM Salesforce Inc. | 1.40% | 6,445 | $1.9M | Add +36.2% |
| SNOW Snowflake Inc. | 1.40% | 11,990 | $1.9M | Add +115.0% |
| DLR Digital Realty Trust Inc. | 1.38% | 13,298 | $1.9M | Add +28.2% |
| ABT Abbott Laboratories | 1.32% | 16,075 | $1.8M | Add +298.6% |
| MRVL Marvell Technology Inc. | 1.28% | 25,031 | $1.8M | Add +190.2% |
| HD Home Depot Inc. | 1.26% | 4,565 | $1.8M | Add +7.9% |
| RBLX Roblox Corp. Class A | 1.08% | 39,122 | $1.5M | Add +90.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.94% | 5,218 | $1.3M | Add +295.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.89% | 21,851 | $1.2M | Add +455.4% |
| CVX Chevron Corp. | 0.88% | 7,765 | $1.2M | New |
| MDY State Street SPDR S&P Midcap | 0.88% | 2,188 | $1.2M | Reduce -2.7% |
| HSY The Hershey Co. | 0.73% | 5,200 | $1.0M | New |
| TGT Target Corp. | 0.68% | 5,301 | $939K | New |
| XLV SS Health Care Select Sector | 0.68% | 6,333 | $936K | Add +4.8% |
| AMT American Tower Corp. | 0.61% | 4,251 | $840K | Add +109.5% |
| XLF SS Financial Select Sector | 0.45% | 14,730 | $620K | Reduce -1.6% |
| HACK Amplify Cybersecurity ETF | 0.42% | 8,990 | $576K | Reduce -1.0% |
| HON Honeywell International Inc. | 0.35% | 2,364 | $485K | Reduce -44.3% |
| EIG Employers Holdings Inc. | 0.33% | 9,979 | $453K | No change |
| HYD Vaneck High Yield Muni ETF | 0.32% | 8,578 | $448K | Reduce -6.4% |
| FMB First Trust Managed Municipa | 0.31% | 8,355 | $429K | Reduce -7.2% |
| XLE SS Energy Select Sector | 0.28% | 4,035 | $381K | Add +1.5% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 4,440 | $276K | New |
| XOM Exxon Mobil Corp. | 0.17% | 2,069 | $241K | Reduce -0.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 6,375 | $228K | New |
| BND Vanguard Total Bond Market | 0.16% | 3,138 | $228K | New |
Options reported separately and not counted above: PEP calls ($3K).
Portfolio Sells Q4 2023 → Q1 2024
| SDY SS SPDR S&P Dividend ETF | Reduce -16.8% | 4.96% | −2.12 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −2.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.1% | 6.30% | −1.50 |
| FPEI First Trust Institutional PR | Sold out | 0.00% | −1.48 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.3% | 2.37% | −0.79 |
| AGG iShares Core U.S. Aggregate | Reduce -1.4% | 2.75% | −0.77 |
| PFFA Virtus Infracap US Pref STCK | Sold out | 0.00% | −0.66 |
| HON Honeywell International Inc. | Reduce -44.3% | 0.35% | −0.45 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.43 |
| FDN First Trust DJ Internet Ind | Reduce -0.4% | 1.69% | −0.23 |
| ABBV Abbvie Inc. | Reduce -4.1% | 1.49% | −0.16 |
| MDY State Street SPDR S&P Midcap | Reduce -2.7% | 0.88% | −0.15 |
| FMB First Trust Managed Municipa | Reduce -7.2% | 0.31% | −0.11 |
| HYD Vaneck High Yield Muni ETF | Reduce -6.4% | 0.32% | −0.10 |
| HACK Amplify Cybersecurity ETF | Reduce -1.0% | 0.42% | −0.08 |
| XLF SS Financial Select Sector | Reduce -1.6% | 0.45% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.17% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| PANW Palo Alto Networks Inc. | New | 1.98% | +1.98 |
| NVDA Nvidia Corp. | Add +31.8% | 2.48% | +1.20 |
| AAPL Apple Inc. | Add +105.5% | 2.91% | +0.93 |
| ABT Abbott Laboratories | Add +298.6% | 1.32% | +0.92 |
| CVX Chevron Corp. | New | 0.88% | +0.88 |
| COST Costco Wholesale Corp. | Add +43.6% | 3.83% | +0.83 |
| MRVL Marvell Technology Inc. | Add +190.2% | 1.28% | +0.81 |
| HSY The Hershey Co. | New | 0.73% | +0.73 |
| CIBR First Trust Nasdaq Cybersecu | Add +455.4% | 0.89% | +0.70 |
| TGT Target Corp. | New | 0.68% | +0.68 |
| AJG Arthur J Gallagher & Co. | Add +295.9% | 0.94% | +0.68 |
| LLY Eli Lilly & Co. | Add +25.1% | 1.96% | +0.50 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +43.5% | 1.49% | +0.46 |
| WMT Walmart Inc. | Add +34.5% | 2.19% | +0.42 |
| SNOW Snowflake Inc. | Add +115.0% | 1.40% | +0.40 |
| MA Mastercard Inc. Class A | Add +33.6% | 1.74% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +42.3% | 1.58% | +0.30 |
| AMD Advanced Micro Devices | Add +25.5% | 1.50% | +0.28 |
| CRM Salesforce Inc. | Add +36.2% | 1.40% | +0.28 |
| SMH Vaneck Semiconductor ETF | Add +8.4% | 2.62% | +0.28 |
| RBLX Roblox Corp. Class A | Add +90.6% | 1.08% | +0.23 |
| MSFT Microsoft Corp. | Add +20.6% | 3.06% | +0.23 |
| AMT American Tower Corp. | Add +109.5% | 0.61% | +0.21 |
| SCHX Schwab US Large-Cap ETF | New | 0.20% | +0.20 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.17% | +0.17 |
| BND Vanguard Total Bond Market | New | 0.16% | +0.16 |
| DLR Digital Realty Trust Inc. | Add +28.2% | 1.38% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.2% | 1.42% | +0.11 |
| AMZN Amazon.com Inc. | Add +5.9% | 2.45% | +0.02 |
| XLE SS Energy Select Sector | Add +1.5% | 0.28% | −0.02 |
| HD Home Depot Inc. | Add +7.9% | 1.26% | −0.06 |
| XLV SS Health Care Select Sector | Add +4.8% | 0.68% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Add +6.9% | 1.72% | −0.17 |
| SKYY First Trust Cloud Computing | Add +2.2% | 1.71% | −0.20 |
| XLK SS Technology Select Sector | Add +3.1% | 3.34% | −0.39 |
| XLY SS Consumer Disc Select Sect | Add +2.3% | 3.05% | −0.56 |
| PEP Pepsico Inc. | Add +4.9% | 4.30% | −0.66 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.4% | 8.44% | −0.81 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 8.11% | −0.91 |
Options Activity Q4 2023 → Q1 2024
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 183 | $214.6M | QQQ, SPY, VCIT, VIG, XLU |
| Q1 2026 | 166 | $172.5M | SPY, QQQ, VCIT, XLU, VIG |
| Q4 2025 | 41 | $134.6M | QQQ, SPY, VIG, AMZN, CRWD |
| Q3 2025 | 39 | $144.3M | QQQ, SPY, VIG, NVDA, AMZN |
| Q2 2025 | 40 | $168.7M | QQQ, SPY, VIG, NVDA, AMZN |
| Q1 2025 | 50 | $148.6M | SPY, QQQ, SDY, NVDA, VIG |
| Q4 2024 | 50 | $168.0M | SPY, QQQ, VIG, NVDA, SDY |
| Q3 2024 | 48 | $156.5M | SPY, QQQ, VIG, NVDA, SDY |
| Q2 2024 | 51 | $162.0M | SPY, QQQ, VIG, SDY, NVDA |
| Q1 2024 | 53 | $138.5M | SPY, QQQ, VIG, SDY, PEP |