Peterson Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
InfraCap REIT Preferred ETF
PFFR
|
+$5.08M |
| 2 |
Virtus InfraCap US Preferred Stock ETF
PFFA
|
+$4.88M |
| 3 |
State Street SPDR ICE Preferred Securities ETF
PSK
|
+$4.31M |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$2.73M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.34M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$2.67M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$2.44M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$2.18M |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$1.71M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.59M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 6.73% |
| 2 | Technology | 4% |
| 3 | Healthcare | 2.49% |
| 4 | Financials | 2.33% |
| 5 | Consumer Discretionary | 1.73% |
Similar funds
Peterson Wealth Management's Q1 2022 Portfolio in Review
As of Q1 2022, Peterson Wealth Management held 70 positions worth $149M, down 0.46% from $150M the previous quarter. Its ten largest holdings account for 52% of the portfolio.
Peterson Wealth Management deployed $7.66M of net new capital in Q1 2022, opening 12 new positions and adding to 17 existing holdings. Its largest new stake was State Street Financial Select Sector SPDR ETF: 44,512 shares worth $1.71M.
By sector, the portfolio is most concentrated in Consumer Staples at 6.7% of assets, down from 8.6% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was State Street SPDR Portfolio Long Term Corporate Bond ETF, an estimated $2.67M trimmed.
- Peterson Wealth Management's largest Q1 2022 buy was State Street Financial Select Sector SPDR ETF: 44,512 shares worth $1.71M.
- Peterson Wealth Management added most to InfraCap REIT Preferred ETF in Q1 2022, an estimated $5.08M increase.
- Peterson Wealth Management's biggest Q1 2022 reduction was State Street SPDR Portfolio Long Term Corporate Bond ETF, cutting an estimated $2.67M.
- Peterson Wealth Management fully exited First Trust Dow Jones Internet Index Fund ETF in Q1 2022, selling an estimated $2.44M.
- Peterson Wealth Management's ten largest holdings make up 52% of its $149M portfolio in Q1 2022.
- Peterson Wealth Management opened 12 new positions and closed 11 in Q1 2022.
- Peterson Wealth Management's portfolio value fell 0.46% quarter-over-quarter to $149M.
Based on Peterson Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.