Peterson Wealth Management
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Peterson Wealth Management reported 51 stock positions worth $162.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.0%) and Vanguard Dividend Apprec ETF (VIG, 6.9%). Compared with Q1 2024, it opened 3 new positions, sold out of 5, added to 33 and reduced 10. The biggest buy was Nvidia (NVDA, shares +46%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $162.0M (Q2 2024)
- SEC Filing
- 0001172661-24-003065 ↗ filed Aug 5, 2024
Holdings Value
Holdings 51 stocks · $162.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.00% | 23,796 | $13.0M | Add +6.6% |
| QQQ Invesco QQQ Trust Series 1 | 7.97% | 26,949 | $12.9M | Add +6.6% |
| VIG Vanguard Dividend Apprec ETF | 6.87% | 60,922 | $11.1M | Add +27.6% |
| SDY SS SPDR S&P Dividend ETF | 5.40% | 68,739 | $8.7M | Add +31.4% |
| NVDA Nvidia Corp. | 4.25% | 55,663 | $6.9M | Add +46.3% |
| COST Costco Wholesale Corp. | 3.81% | 7,260 | $6.2M | Add +0.4% |
| PEP Pepsico Inc. | 3.52% | 34,538 | $5.7M | Add +1.6% |
| XLK SS Technology Select Sector | 3.44% | 24,595 | $5.6M | Add +10.6% |
| XLY SS Consumer Disc Select Sect | 3.26% | 28,983 | $5.3M | Add +26.3% |
| MSFT Microsoft Corp. | 3.12% | 11,309 | $5.1M | Add +12.3% |
| AAPL Apple Inc. | 3.11% | 23,892 | $5.0M | Add +1.6% |
| AMZN Amazon.com Inc. | 3.00% | 25,151 | $4.9M | Add +33.8% |
| MA Mastercard Inc. Class A | 2.94% | 10,808 | $4.8M | Add +116.0% |
| LLY Eli Lilly & Co. | 2.62% | 4,687 | $4.2M | Add +34.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.52% | 10,641 | $4.1M | Add +65.7% |
| WMT Walmart Inc. | 2.47% | 59,191 | $4.0M | Add +17.3% |
| AMD Advanced Micro Devices | 2.41% | 24,089 | $3.9M | Add +109.5% |
| SMH Vaneck Semiconductor ETF | 2.31% | 14,356 | $3.7M | Reduce -10.8% |
| PANW Palo Alto Networks Inc. | 2.05% | 9,817 | $3.3M | Add +1.5% |
| TLT iShares 20+ Year Treasury BD | 2.03% | 35,758 | $3.3M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.86% | 7,409 | $3.0M | Add +58.5% |
| HD Home Depot Inc. | 1.84% | 8,652 | $3.0M | Add +89.5% |
| GOOGL Alphabet Inc. Class A | 1.83% | 16,247 | $3.0M | Add +12.4% |
| FDN First Trust DJ Internet Ind | 1.55% | 12,262 | $2.5M | Add +7.6% |
| XLP SS Consumer Staples Sel Sect | 1.51% | 32,026 | $2.5M | Add +2.5% |
| SKYY First Trust Cloud Computing | 1.46% | 24,813 | $2.4M | Add +0.3% |
| CRM Salesforce Inc. | 1.37% | 8,603 | $2.2M | Add +33.5% |
| DLR Digital Realty Trust Inc. | 1.36% | 14,468 | $2.2M | Add +8.8% |
| ABT Abbott Laboratories | 1.09% | 17,031 | $1.8M | Add +6.0% |
| XLV SS Health Care Select Sector | 1.04% | 11,588 | $1.7M | Add +83.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.98% | 28,097 | $1.6M | Add +28.6% |
| AGG iShares Core U.S. Aggregate | 0.94% | 15,667 | $1.5M | Reduce -59.7% |
| RBLX Roblox Corp. Class A | 0.90% | 39,035 | $1.5M | Reduce -0.2% |
| CVX Chevron Corp. | 0.79% | 8,213 | $1.3M | Add +5.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.79% | 4,917 | $1.3M | Reduce -5.8% |
| MRVL Marvell Technology Inc. | 0.75% | 17,345 | $1.2M | Reduce -30.7% |
| MDY State Street SPDR S&P Midcap | 0.67% | 2,035 | $1.1M | Reduce -7.0% |
| TGT Target Corp. | 0.63% | 6,842 | $1.0M | Add +29.1% |
| AMT American Tower Corp. | 0.50% | 4,173 | $811K | Reduce -1.8% |
| WM Waste Management Inc. | 0.40% | 3,072 | $655K | New |
| HACK Amplify Cybersecurity ETF | 0.36% | 8,990 | $582K | No change |
| CAT Caterpillar Inc. | 0.34% | 1,634 | $544K | New |
| XLF SS Financial Select Sector | 0.33% | 12,826 | $527K | Reduce -12.9% |
| SNOW Snowflake Inc. | 0.28% | 3,406 | $460K | Reduce -71.6% |
| EIG Employers Holdings Inc. | 0.26% | 9,979 | $425K | No change |
| XLC SS Comm Select Sector SPDR | 0.26% | 4,928 | $422K | New |
| XLE SS Energy Select Sector | 0.23% | 4,065 | $370K | Add +0.7% |
| SCHX Schwab US Large-Cap ETF | 0.18% | 4,440 | $285K | No change |
| XOM Exxon Mobil Corp. | 0.14% | 1,985 | $229K | Reduce -4.1% |
| BND Vanguard Total Bond Market | 0.14% | 3,138 | $226K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 6,375 | $224K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| AGG iShares Core U.S. Aggregate | Reduce -59.7% | 0.94% | −1.81 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −1.49 |
| SNOW Snowflake Inc. | Reduce -71.6% | 0.28% | −1.12 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.73 |
| MRVL Marvell Technology Inc. | Reduce -30.7% | 0.75% | −0.53 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.35 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.32 |
| FMB First Trust Managed Municipa | Sold out | 0.00% | −0.31 |
| SMH Vaneck Semiconductor ETF | Reduce -10.8% | 2.31% | −0.30 |
| MDY State Street SPDR S&P Midcap | Reduce -7.0% | 0.67% | −0.21 |
| RBLX Roblox Corp. Class A | Reduce -0.2% | 0.90% | −0.18 |
| AJG Arthur J Gallagher & Co. | Reduce -5.8% | 0.79% | −0.16 |
| XLF SS Financial Select Sector | Reduce -12.9% | 0.33% | −0.12 |
| AMT American Tower Corp. | Reduce -1.8% | 0.50% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -4.1% | 0.14% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +46.3% | 4.25% | +1.76 |
| MA Mastercard Inc. Class A | Add +116.0% | 2.94% | +1.20 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +65.7% | 2.52% | +1.03 |
| AMD Advanced Micro Devices | Add +109.5% | 2.41% | +0.91 |
| LLY Eli Lilly & Co. | Add +34.3% | 2.62% | +0.66 |
| HD Home Depot Inc. | Add +89.5% | 1.84% | +0.57 |
| VIG Vanguard Dividend Apprec ETF | Add +27.6% | 6.87% | +0.57 |
| AMZN Amazon.com Inc. | Add +33.8% | 3.00% | +0.55 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +58.5% | 1.86% | +0.44 |
| SDY SS SPDR S&P Dividend ETF | Add +31.4% | 5.40% | +0.44 |
| WM Waste Management Inc. | New | 0.40% | +0.40 |
| XLV SS Health Care Select Sector | Add +83.0% | 1.04% | +0.37 |
| CAT Caterpillar Inc. | New | 0.34% | +0.34 |
| WMT Walmart Inc. | Add +17.3% | 2.47% | +0.28 |
| XLC SS Comm Select Sector SPDR | New | 0.26% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +12.4% | 1.83% | +0.25 |
| XLY SS Consumer Disc Select Sect | Add +26.3% | 3.26% | +0.22 |
| AAPL Apple Inc. | Add +1.6% | 3.11% | +0.19 |
| XLK SS Technology Select Sector | Add +10.6% | 3.44% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | Add +28.6% | 0.98% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +1.5% | 2.05% | +0.07 |
| MSFT Microsoft Corp. | Add +12.3% | 3.12% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.4% | 3.81% | −0.02 |
| DLR Digital Realty Trust Inc. | Add +8.8% | 1.36% | −0.03 |
| CRM Salesforce Inc. | Add +33.5% | 1.37% | −0.04 |
| XLE SS Energy Select Sector | Add +0.7% | 0.23% | −0.05 |
| TGT Target Corp. | Add +29.1% | 0.63% | −0.05 |
| CVX Chevron Corp. | Add +5.8% | 0.79% | −0.09 |
| FDN First Trust DJ Internet Ind | Add +7.6% | 1.55% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.6% | 7.97% | −0.14 |
| XLP SS Consumer Staples Sel Sect | Add +2.5% | 1.51% | −0.21 |
| ABT Abbott Laboratories | Add +6.0% | 1.09% | −0.23 |
| SKYY First Trust Cloud Computing | Add +0.3% | 1.46% | −0.25 |
| TLT iShares 20+ Year Treasury BD | Add +2.9% | 2.03% | −0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.6% | 8.00% | −0.44 |
| PEP Pepsico Inc. | Add +1.6% | 3.52% | −0.78 |
Options Activity Q1 2024 → Q2 2024
| PEP Pepsico Inc. | call | Sold out | 700 | $3Kbefore exit |
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 |