Peterson Wealth Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Peterson Wealth Management reported 50 stock positions worth $168.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.0%) and Vanguard Dividend Apprec ETF (VIG, 6.2%). Compared with Q3 2024, it opened 6 new positions, sold out of 4, added to 30 and reduced 9. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $168.0M (Q4 2024)
- SEC Filing
- 0001172661-25-001218 ↗ filed Feb 14, 2025
Holdings Value
Holdings 50 stocks · $168.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.19% | 26,348 | $15.4M | Add +4.1% |
| QQQ Invesco QQQ Trust Series 1 | 8.95% | 29,427 | $15.0M | Add +2.9% |
| VIG Vanguard Dividend Apprec ETF | 6.20% | 53,212 | $10.4M | Add +7.6% |
| NVDA Nvidia Corp. | 5.62% | 70,353 | $9.4M | Add +11.8% |
| SDY SS SPDR S&P Dividend ETF | 4.56% | 58,065 | $7.7M | Add +9.0% |
| COST Costco Wholesale Corp. | 4.16% | 7,622 | $7.0M | Add +4.5% |
| XLY SS Consumer Disc Select Sect | 4.04% | 30,294 | $6.8M | Add +3.0% |
| XLK SS Technology Select Sector | 3.88% | 28,041 | $6.5M | Add +5.5% |
| AAPL Apple Inc. | 3.86% | 25,924 | $6.5M | Add +8.0% |
| AMZN Amazon.com Inc. | 3.82% | 29,243 | $6.4M | Add +7.7% |
| MA Mastercard Inc. Class A | 3.42% | 10,929 | $5.8M | Add +1.5% |
| MSFT Microsoft Corp. | 3.37% | 13,445 | $5.7M | Add +10.9% |
| PEP Pepsico Inc. | 3.09% | 34,124 | $5.2M | Reduce -1.6% |
| WMT Walmart Inc. | 2.61% | 48,592 | $4.4M | Add +4.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.52% | 21,450 | $4.2M | New |
| SMH Vaneck Semiconductor ETF | 2.42% | 16,758 | $4.1M | Add +9.1% |
| LLY Eli Lilly & Co. | 2.27% | 4,951 | $3.8M | Add +27.4% |
| PANW Palo Alto Networks Inc. | 2.07% | 19,090 | $3.5M | Add +1.9% |
| HD Home Depot Inc. | 2.05% | 8,871 | $3.5M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 1.85% | 16,419 | $3.1M | Add +8.6% |
| XLP SS Consumer Staples Sel Sect | 1.64% | 35,035 | $2.8M | Add +5.9% |
| DLR Digital Realty Trust Inc. | 1.56% | 14,761 | $2.6M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 5,725 | $2.6M | Add +3.5% |
| CRM Salesforce Inc. | 1.54% | 7,725 | $2.6M | Add +4.9% |
| FDN First Trust DJ Internet Ind | 1.34% | 9,284 | $2.3M | Reduce -59.6% |
| XLV SS Health Care Select Sector | 1.26% | 15,371 | $2.1M | Add +11.4% |
| AVGO Broadcom Inc. | 1.14% | 8,246 | $1.9M | New |
| MRVL Marvell Technology Inc. | 1.13% | 17,241 | $1.9M | Reduce -1.7% |
| CIBR First Trust Nasdaq Cybersecu | 1.04% | 27,502 | $1.7M | Add +5.3% |
| SKYY First Trust Cloud Computing | 0.96% | 13,493 | $1.6M | New |
| RBLX Roblox Corp. Class A | 0.83% | 24,035 | $1.4M | Reduce -17.2% |
| CVX Chevron Corp. | 0.68% | 7,897 | $1.1M | Reduce -5.6% |
| MCK McKesson Corp. | 0.61% | 1,810 | $1.0M | Reduce -4.6% |
| MDY State Street SPDR S&P Midcap | 0.60% | 1,756 | $1.0M | Add +3.8% |
| WM Waste Management Inc. | 0.53% | 4,402 | $888K | Add +10.4% |
| TGT Target Corp. | 0.48% | 5,988 | $809K | Reduce -5.8% |
| XLC SS Comm Select Sector SPDR | 0.48% | 8,280 | $802K | Add +8.8% |
| HACK Amplify Cybersecurity ETF | 0.37% | 8,378 | $624K | Add +0.1% |
| CAT Caterpillar Inc. | 0.36% | 1,686 | $612K | Add +5.1% |
| XLF SS Financial Select Sector | 0.36% | 12,645 | $611K | Reduce -0.5% |
| EIG Employers Holdings Inc. | 0.30% | 9,979 | $511K | No change |
| SCHX Schwab US Large-Cap ETF | 0.18% | 13,320 | $309K | No change |
| XLE SS Energy Select Sector | 0.18% | 3,511 | $301K | Reduce -6.0% |
| XOM Exxon Mobil Corp. | 0.16% | 2,436 | $262K | Add +19.7% |
| BND Vanguard Total Bond Market | 0.13% | 3,138 | $226K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 636 | $218K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.13% | 6,375 | $218K | No change |
| META Meta Platforms Inc. Class A | 0.12% | 345 | $202K | New |
| JPM JPMorgan Chase & Co. | 0.12% | 842 | $202K | New |
| SCHM Schwab US Mid Cap ETF | 0.12% | 7,257 | $201K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| AMD Advanced Micro Devices | Sold out | 0.00% | −2.36 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −2.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −1.05 |
| FDN First Trust DJ Internet Ind | Reduce -59.6% | 1.34% | −0.82 |
| PEP Pepsico Inc. | Reduce -1.6% | 3.09% | −0.68 |
| TGT Target Corp. | Reduce -5.8% | 0.48% | −0.15 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.15 |
| CVX Chevron Corp. | Reduce -5.6% | 0.68% | −0.11 |
| XLE SS Energy Select Sector | Reduce -6.0% | 0.18% | −0.03 |
| XLF SS Financial Select Sector | Reduce -0.5% | 0.36% | −0.00 |
| RBLX Roblox Corp. Class A | Reduce -17.2% | 0.83% | +0.01 |
| MCK McKesson Corp. | Reduce -4.6% | 0.61% | +0.01 |
| MRVL Marvell Technology Inc. | Reduce -1.7% | 1.13% | +0.33 |
Portfolio Buys Q3 2024 → Q4 2024
| TSM Taiwan Semiconductor-SP ADR | New | 2.52% | +2.52 |
| AVGO Broadcom Inc. | New | 1.14% | +1.14 |
| SKYY First Trust Cloud Computing | New | 0.96% | +0.96 |
| NVDA Nvidia Corp. | Add +11.8% | 5.62% | +0.74 |
| AMZN Amazon.com Inc. | Add +7.7% | 3.82% | +0.58 |
| AAPL Apple Inc. | Add +8.0% | 3.86% | +0.29 |
| XLY SS Consumer Disc Select Sect | Add +3.0% | 4.04% | +0.28 |
| CRM Salesforce Inc. | Add +4.9% | 1.54% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +8.6% | 1.85% | +0.25 |
| WMT Walmart Inc. | Add +4.4% | 2.61% | +0.21 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | Add +27.4% | 2.27% | +0.07 |
| DLR Digital Realty Trust Inc. | Add +2.9% | 1.56% | +0.07 |
| CIBR First Trust Nasdaq Cybersecu | Add +5.3% | 1.04% | +0.05 |
| XLK SS Technology Select Sector | Add +5.5% | 3.88% | +0.05 |
| MSFT Microsoft Corp. | Add +10.9% | 3.37% | +0.04 |
| XLC SS Comm Select Sector SPDR | Add +8.8% | 0.48% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.9% | 8.95% | +0.04 |
| MA Mastercard Inc. Class A | Add +1.5% | 3.42% | +0.03 |
| COST Costco Wholesale Corp. | Add +4.5% | 4.16% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +1.9% | 2.07% | +0.02 |
| HACK Amplify Cybersecurity ETF | Add +0.1% | 0.37% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +9.1% | 2.42% | +0.01 |
| XOM Exxon Mobil Corp. | Add +19.7% | 0.16% | +0.00 |
| WM Waste Management Inc. | Add +10.4% | 0.53% | −0.00 |
| MDY State Street SPDR S&P Midcap | Add +3.8% | 0.60% | −0.02 |
| CAT Caterpillar Inc. | Add +5.1% | 0.36% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +7.6% | 6.20% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.5% | 1.54% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.1% | 9.19% | −0.09 |
| XLV SS Health Care Select Sector | Add +11.4% | 1.26% | −0.10 |
| XLP SS Consumer Staples Sel Sect | Add +5.9% | 1.64% | −0.12 |
| HD Home Depot Inc. | Add +4.7% | 2.05% | −0.14 |
| SDY SS SPDR S&P Dividend ETF | Add +9.0% | 4.56% | −0.27 |
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 |