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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
ABT icon
51
Abbott
ABT
$182B
– –
-14,457
Closed -$1.65M
AMD icon
52
Advanced Micro Devices
AMD
$846B
– –
-22,479
Closed -$3.69M
SNOW icon
53
Snowflake
SNOW
$110B
– –
-1,995
Closed -$229K
XHB icon
54
State Street SPDR S&P Homebuilders ETF
XHB
$1.54B
– –
-25,604
Closed -$3.19M
1 2
3

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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.