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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
-5.92%
1 Year Est. Return
+17.58%
3 Year Est. Return
+77.96%
5 Year Est. Return
+83.93%
10 Year Est. Return
–
AUM
$149M
AUM Growth
-$19.5M
Cap. Flow
-$8.38M
Cap. Flow %
-5.64%
Top 10 Hldgs %
55.66%
Holding
52
New
2
Increased
31
Reduced
14
Closed
2

Top Buys

Rank Stock Value
1
WM icon
Waste Management
WM
+$1.16M
2
DLR icon
Digital Realty Trust
DLR
+$946K
3
CRWD icon
CrowdStrike
CRWD
+$792K
4
HD icon
Home Depot
HD
+$544K
5
ETN icon
Eaton
ETN
+$416K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.6M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.84M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M
4
PEP icon
PepsiCo
PEP
+$2.05M
5
MA icon
Mastercard
MA
+$1.85M

Sector Composition

Rank Sector Weight
1 Technology 18.48%
2 Consumer Staples 10.28%
3 Consumer Discretionary 6.47%
4 Financials 3.58%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDN icon
26
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.43B
$1.54M 1.04%
6,930
-2,354
-25% -$580K
AVGO icon
27
Broadcom
AVGO
$1.99T
$1.41M 0.95%
8,425
+179
+2% +$37.9K
SKYY icon
28
First Trust Cloud Computing ETF
SKYY
$3.07B
$1.39M 0.94%
13,589
+96
+0.7% +$11.4K
CIBR icon
29
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$1.35M 0.91%
21,479
-6,023
-22% -$400K
CVX icon
30
Chevron
CVX
$379B
$1.34M 0.9%
8,014
+117
+1% +$18.3K
MCK icon
31
McKesson
MCK
$97.2B
$1.22M 0.82%
1,812
+2
+0.1% +$1.24K
RBLX icon
32
Roblox
RBLX
$26.4B
$1.17M 0.79%
20,035
-4,000
-17% -$251K
MDY icon
33
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$969K 0.65%
1,816
+60
+3% +$34.1K
CRWD icon
34
CrowdStrike
CRWD
$215B
$957K 0.64%
10,856
+8,312
+327% +$792K
XLC icon
35
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$911K 0.61%
9,447
+1,167
+14% +$117K
MRVL icon
36
Marvell Technology
MRVL
$196B
$800K 0.54%
12,985
-4,256
-25% -$413K
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.12T
$691K 0.47%
1,297
-4,428
-77% -$2.15M
XLF icon
38
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$682K 0.46%
13,682
+1,037
+8% +$52K
TGT icon
39
Target
TGT
$67.3B
$625K 0.42%
5,987
-1
-0% -$125
HACK icon
40
Amplify Cybersecurity ETF
HACK
$2.87B
$607K 0.41%
8,453
+75
+0.9% +$5.76K
CAT icon
41
Caterpillar
CAT
$404B
$577K 0.39%
1,749
+63
+4% +$22.4K
EIG icon
42
Employers Holdings
EIG
$911M
$508K 0.34%
10,038
+59
+0.6% +$2.93K
ETN icon
43
Eaton
ETN
$173B
$363K 0.24%
+1,335
New +$416K
XLE icon
44
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$328K 0.22%
7,020
-2
-0% -$90
XOM icon
45
ExxonMobil
XOM
$638B
$299K 0.2%
2,517
+81
+3% +$8.96K
SCHX icon
46
Schwab US Large- Cap ETF
SCHX
$74.2B
$294K 0.2%
13,320
– –
SPLV icon
47
Invesco S&P 500 Low Volatility ETF
SPLV
$7.23B
$290K 0.19%
+3,875
New +$280K
META icon
48
Meta Platforms (Facebook)
META
$1.5T
$280K 0.19%
485
+140
+41% +$90.3K
SPDW icon
49
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$232K 0.16%
6,375
– –
BND icon
50
Vanguard Total Bond Market
BND
$158B
$230K 0.16%
3,138
– –
1
2
3

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RC
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TSS
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CMBA
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Peterson Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Peterson Wealth Management held 52 positions worth $149M, down 12% from $168M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Peterson Wealth Management withdrew a net $8.38M in Q1 2025, closing 2 positions and reducing 14 holdings. Its most notable exit was JPMorgan Chase, an estimated $202K position sold in full.

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

Against the trend, Peterson Wealth Management opened a new position in Eaton worth $363K.

  • Peterson Wealth Management's largest Q1 2025 buy was Eaton: 1,335 shares worth $363K.
  • Peterson Wealth Management added most to Waste Management in Q1 2025, an estimated $1.16M increase.
  • Peterson Wealth Management's biggest Q1 2025 reduction was Apple, cutting an estimated $3.6M.
  • Peterson Wealth Management fully exited JPMorgan Chase in Q1 2025, selling an estimated $202K.
  • Peterson Wealth Management's ten largest holdings make up 56% of its $149M portfolio in Q1 2025.
  • Peterson Wealth Management opened 2 new positions and closed 2 in Q1 2025.
  • Peterson Wealth Management's portfolio value fell 12% quarter-over-quarter to $149M.

Based on Peterson Wealth Management's 13F filing for Q1 2025, filed 16 Jun 2025.