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PWM

Peterson Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 17.58%
This Fund
S&P 500
This Quarter Est. Return
+5.04%
1 Year Est. Return
+17.58%
3 Year Est. Return
+77.96%
5 Year Est. Return
+83.93%
10 Year Est. Return
–
AUM
$168M
AUM Growth
+$11.6M
Cap. Flow
+$4.04M
Cap. Flow %
2.4%
Top 10 Hldgs %
54.29%
Holding
54
New
6
Increased
30
Reduced
9
Closed
4

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$4.15M
2
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$1.55M
3
AVGO icon
Broadcom
AVGO
+$1.53M
4
NVDA icon
NVIDIA
NVDA
+$1.02M
5
LLY icon
Eli Lilly
LLY
+$882K

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$3.69M
2
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.2M
3
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.19M
4
ABT icon
Abbott
ABT
+$1.65M
5
RBLX icon
Roblox
RBLX
+$252K

Sector Composition

Rank Sector Weight
1 Technology 21.38%
2 Consumer Staples 10.34%
3 Consumer Discretionary 5.87%
4 Financials 5.39%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
26
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$2.11M 1.26%
15,371
+1,579
+11% +$231K
AVGO icon
27
Broadcom
AVGO
$1.84T
$1.91M 1.14%
+8,246
New +$1.53M
MRVL icon
28
Marvell Technology
MRVL
$172B
$1.9M 1.13%
17,241
-291
-2% -$27K
CIBR icon
29
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.5B
$1.74M 1.04%
27,502
+1,373
+5% +$86.2K
SKYY icon
30
First Trust Cloud Computing ETF
SKYY
$2.93B
$1.61M 0.96%
+13,493
New +$1.55M
RBLX icon
31
Roblox
RBLX
$25.9B
$1.39M 0.83%
24,035
-5,000
-17% -$252K
CVX icon
32
Chevron
CVX
$387B
$1.14M 0.68%
7,897
-465
-6% -$71.2K
MCK icon
33
McKesson
MCK
$99.6B
$1.03M 0.61%
1,810
-87
-5% -$48.7K
MDY icon
34
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$1M 0.6%
1,756
+65
+4% +$38.1K
WM icon
35
Waste Management
WM
$89.6B
$888K 0.53%
4,402
+415
+10% +$89.1K
TGT icon
36
Target
TGT
$67.5B
$809K 0.48%
5,988
-371
-6% -$53.2K
XLC icon
37
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$802K 0.48%
8,280
+666
+9% +$63.5K
HACK icon
38
Amplify Cybersecurity ETF
HACK
$2.73B
$624K 0.37%
8,378
+6
+0.1% +$436
CAT icon
39
Caterpillar
CAT
$384B
$612K 0.36%
1,686
+82
+5% +$31.8K
XLF icon
40
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
$611K 0.36%
12,645
-62
-0.5% -$3K
EIG icon
41
Employers Holdings
EIG
$917M
$511K 0.3%
9,979
– –
SCHX icon
42
Schwab US Large- Cap ETF
SCHX
$72.7B
$309K 0.18%
13,320
– –
XLE icon
43
State Street Energy Select Sector SPDR ETF
XLE
$38.7B
$301K 0.18%
7,022
-446
-6% -$20.3K
XOM icon
44
ExxonMobil
XOM
$642B
$262K 0.16%
2,436
+401
+20% +$46.9K
BND icon
45
Vanguard Total Bond Market
BND
$157B
$226K 0.13%
3,138
– –
CRWD icon
46
CrowdStrike
CRWD
$200B
$218K 0.13%
+2,544
New +$211K
SPDW icon
47
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
$218K 0.13%
6,375
– –
META icon
48
Meta Platforms (Facebook)
META
$1.5T
$202K 0.12%
+345
New +$203K
JPM icon
49
JPMorgan Chase
JPM
$938B
$202K 0.12%
+842
New +$196K
SCHM icon
50
Schwab US Mid-Cap ETF
SCHM
$14.7B
$201K 0.12%
7,257
– –
1
2
3

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RC
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TSS
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CMBA
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VEA
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VCM
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IH
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Peterson Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Peterson Wealth Management held 54 positions worth $168M, up 7.4% from $156M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Peterson Wealth Management's Q4 2024 filing shows 6 new, 30 increased, 9 reduced and 4 closed positions. Its largest new stake was TSMC: 21,450 shares worth $4.24M. The largest sale was Advanced Micro Devices, an estimated $3.69M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 18% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

  • Peterson Wealth Management's largest Q4 2024 buy was TSMC: 21,450 shares worth $4.24M.
  • Peterson Wealth Management added most to NVIDIA in Q4 2024, an estimated $1.02M increase.
  • Peterson Wealth Management's biggest Q4 2024 reduction was First Trust Dow Jones Internet Index Fund ETF, cutting an estimated $3.2M.
  • Peterson Wealth Management fully exited Advanced Micro Devices in Q4 2024, selling an estimated $3.69M.
  • Peterson Wealth Management's ten largest holdings make up 54% of its $168M portfolio in Q4 2024.
  • Peterson Wealth Management opened 6 new positions and closed 4 in Q4 2024.
  • Peterson Wealth Management's portfolio value rose 7.4% quarter-over-quarter to $168M.

Based on Peterson Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.