Peterson Wealth Management
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Peterson Wealth Management reported 48 stock positions worth $156.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.3% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.9%) and Vanguard Dividend Apprec ETF (VIG, 6.3%). Compared with Q2 2024, it opened 3 new positions, sold out of 6, added to 19 and reduced 22. The biggest buy was a new position in SS SPDR S&P Homebldrs ETF (XHB) and the biggest sale an exit from CrowdStrike Class A (CRWD).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $156.5M (Q3 2024)
- SEC Filing
- 0001172661-24-004711 ↗ filed Nov 14, 2024
Holdings Value
Holdings 48 stocks · $156.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.28% | 25,314 | $14.5M | Add +6.4% |
| QQQ Invesco QQQ Trust Series 1 | 8.92% | 28,587 | $14.0M | Add +6.1% |
| VIG Vanguard Dividend Apprec ETF | 6.26% | 49,435 | $9.8M | Reduce -18.9% |
| NVDA Nvidia Corp. | 4.88% | 62,917 | $7.6M | Add +13.0% |
| SDY SS SPDR S&P Dividend ETF | 4.84% | 53,284 | $7.6M | Reduce -22.5% |
| COST Costco Wholesale Corp. | 4.13% | 7,297 | $6.5M | Add +0.5% |
| XLK SS Technology Select Sector | 3.83% | 26,581 | $6.0M | Add +8.1% |
| PEP Pepsico Inc. | 3.77% | 34,691 | $5.9M | Add +0.4% |
| XLY SS Consumer Disc Select Sect | 3.76% | 29,401 | $5.9M | Add +1.4% |
| AAPL Apple Inc. | 3.58% | 24,013 | $5.6M | Add +0.5% |
| MA Mastercard Inc. Class A | 3.40% | 10,771 | $5.3M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.33% | 12,122 | $5.2M | Add +7.2% |
| AMZN Amazon.com Inc. | 3.23% | 27,165 | $5.1M | Add +8.0% |
| SMH Vaneck Semiconductor ETF | 2.41% | 15,361 | $3.8M | Add +7.0% |
| WMT Walmart Inc. | 2.40% | 46,562 | $3.8M | Reduce -21.3% |
| AMD Advanced Micro Devices | 2.36% | 22,479 | $3.7M | Reduce -6.7% |
| LLY Eli Lilly & Co. | 2.20% | 3,886 | $3.4M | Reduce -17.1% |
| HD Home Depot Inc. | 2.19% | 8,470 | $3.4M | Reduce -2.1% |
| FDN First Trust DJ Internet Ind | 2.17% | 22,983 | $3.4M | Add +87.4% |
| PANW Palo Alto Networks Inc. | 2.05% | 9,366 | $3.2M | Reduce -4.6% |
| XHB SS SPDR S&P Homebldrs ETF | 2.04% | 25,604 | $3.2M | New |
| XLP SS Consumer Staples Sel Sect | 1.75% | 33,074 | $2.7M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.63% | 5,531 | $2.5M | Reduce -25.4% |
| GOOGL Alphabet Inc. Class A | 1.60% | 15,118 | $2.5M | Reduce -7.0% |
| DLR Digital Realty Trust Inc. | 1.48% | 14,348 | $2.3M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 1.36% | 13,792 | $2.1M | Add +19.0% |
| CRM Salesforce Inc. | 1.29% | 7,363 | $2.0M | Reduce -14.4% |
| ABT Abbott Laboratories | 1.05% | 14,457 | $1.6M | Reduce -15.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.99% | 26,129 | $1.5M | Reduce -7.0% |
| RBLX Roblox Corp. Class A | 0.82% | 29,035 | $1.3M | Reduce -25.6% |
| MRVL Marvell Technology Inc. | 0.81% | 17,532 | $1.3M | Add +1.1% |
| CVX Chevron Corp. | 0.79% | 8,362 | $1.2M | Add +1.8% |
| TGT Target Corp. | 0.63% | 6,359 | $991K | Reduce -7.1% |
| MDY State Street SPDR S&P Midcap | 0.62% | 1,691 | $963K | Reduce -16.9% |
| MCK McKesson Corp. | 0.60% | 1,897 | $938K | New |
| WM Waste Management Inc. | 0.53% | 3,987 | $828K | Add +29.8% |
| XLC SS Comm Select Sector SPDR | 0.44% | 7,614 | $688K | Add +54.5% |
| CAT Caterpillar Inc. | 0.40% | 1,604 | $627K | Reduce -1.8% |
| XLF SS Financial Select Sector | 0.37% | 12,707 | $576K | Reduce -0.9% |
| HACK Amplify Cybersecurity ETF | 0.37% | 8,372 | $572K | Reduce -6.9% |
| EIG Employers Holdings Inc. | 0.31% | 9,979 | $479K | No change |
| XLE SS Energy Select Sector | 0.21% | 3,734 | $328K | Reduce -8.1% |
| SCHX Schwab US Large-Cap ETF | 0.19% | 4,440 | $301K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 6,375 | $239K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 2,035 | $239K | Add +2.5% |
| BND Vanguard Total Bond Market | 0.15% | 3,138 | $236K | No change |
| SNOW Snowflake Inc. | 0.15% | 1,995 | $229K | Reduce -41.4% |
| SCHM Schwab US Mid Cap ETF | 0.13% | 2,419 | $201K | New |
Portfolio Sells Q2 2024 → Q3 2024
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −2.52 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −2.03 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −1.46 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.94 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.79 |
| VIG Vanguard Dividend Apprec ETF | Reduce -18.9% | 6.26% | −0.61 |
| SDY SS SPDR S&P Dividend ETF | Reduce -22.5% | 4.84% | −0.56 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.50 |
| LLY Eli Lilly & Co. | Reduce -17.1% | 2.20% | −0.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -25.4% | 1.63% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -7.0% | 1.60% | −0.22 |
| SNOW Snowflake Inc. | Reduce -41.4% | 0.15% | −0.14 |
| CRM Salesforce Inc. | Reduce -14.4% | 1.29% | −0.08 |
| RBLX Roblox Corp. Class A | Reduce -25.6% | 0.82% | −0.08 |
| WMT Walmart Inc. | Reduce -21.3% | 2.40% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -16.9% | 0.62% | −0.06 |
| AMD Advanced Micro Devices | Reduce -6.7% | 2.36% | −0.06 |
| ABT Abbott Laboratories | Reduce -15.1% | 1.05% | −0.04 |
| XLE SS Energy Select Sector | Reduce -8.1% | 0.21% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -4.6% | 2.05% | −0.01 |
| HACK Amplify Cybersecurity ETF | Reduce -6.9% | 0.37% | +0.01 |
| TGT Target Corp. | Reduce -7.1% | 0.63% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -7.0% | 0.99% | +0.01 |
| XLF SS Financial Select Sector | Reduce -0.9% | 0.37% | +0.04 |
| CAT Caterpillar Inc. | Reduce -1.8% | 0.40% | +0.06 |
| DLR Digital Realty Trust Inc. | Reduce -0.8% | 1.48% | +0.13 |
| HD Home Depot Inc. | Reduce -2.1% | 2.19% | +0.35 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 3.40% | +0.46 |
Portfolio Buys Q2 2024 → Q3 2024
| XHB SS SPDR S&P Homebldrs ETF | New | 2.04% | +2.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.4% | 9.28% | +1.29 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.1% | 8.92% | +0.95 |
| NVDA Nvidia Corp. | Add +13.0% | 4.88% | +0.64 |
| FDN First Trust DJ Internet Ind | Add +87.4% | 2.17% | +0.62 |
| MCK McKesson Corp. | New | 0.60% | +0.60 |
| XLY SS Consumer Disc Select Sect | Add +1.4% | 3.76% | +0.50 |
| AAPL Apple Inc. | Add +0.5% | 3.58% | +0.47 |
| XLK SS Technology Select Sector | Add +8.1% | 3.83% | +0.40 |
| COST Costco Wholesale Corp. | Add +0.5% | 4.13% | +0.32 |
| XLV SS Health Care Select Sector | Add +19.0% | 1.36% | +0.31 |
| PEP Pepsico Inc. | Add +0.4% | 3.77% | +0.25 |
| XLP SS Consumer Staples Sel Sect | Add +3.3% | 1.75% | +0.24 |
| AMZN Amazon.com Inc. | Add +8.0% | 3.23% | +0.23 |
| MSFT Microsoft Corp. | Add +7.2% | 3.33% | +0.21 |
| XLC SS Comm Select Sector SPDR | Add +54.5% | 0.44% | +0.18 |
| SCHM Schwab US Mid Cap ETF | New | 0.13% | +0.13 |
| WM Waste Management Inc. | Add +29.8% | 0.53% | +0.12 |
| SMH Vaneck Semiconductor ETF | Add +7.0% | 2.41% | +0.10 |
| MRVL Marvell Technology Inc. | Add +1.1% | 0.81% | +0.06 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.15% | +0.01 |
| CVX Chevron Corp. | Add +1.8% | 0.79% | −0.01 |
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 |