Peterson Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$2.34M |
| 2 |
Abbott
ABT
|
+$1.47M |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$551K |
| 4 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$362K |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$263K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$3.83M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.47M |
| 3 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$2.83M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$2.03M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 7.89% |
| 2 | Financials | 3.4% |
| 3 | Consumer Discretionary | 2.86% |
| 4 | Technology | 2.35% |
| 5 | Real Estate | 2.03% |
Similar funds
Peterson Wealth Management's Q1 2020 Portfolio in Review
As of Q1 2020, Peterson Wealth Management held 51 positions worth $82.1M, down 25% from $110M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Peterson Wealth Management withdrew a net $15.1M in Q1 2020, closing 4 positions and reducing 27 holdings. Its most notable exit was Walt Disney, an estimated $258K position sold in full.
By sector, the portfolio is most concentrated in Consumer Staples at 7.9% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Peterson Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF worth $2.13M.
- Peterson Wealth Management's largest Q1 2020 buy was State Street Health Care Select Sector SPDR ETF: 24,057 shares worth $2.13M.
- Peterson Wealth Management added most to State Street Consumer Staples Select Sector SPDR ETF in Q1 2020, an estimated $551K increase.
- Peterson Wealth Management's biggest Q1 2020 reduction was Invesco QQQ Trust, cutting an estimated $3.83M.
- Peterson Wealth Management fully exited Walt Disney in Q1 2020, selling an estimated $258K.
- Peterson Wealth Management's ten largest holdings make up 58% of its $82.1M portfolio in Q1 2020.
- Peterson Wealth Management opened 5 new positions and closed 4 in Q1 2020.
- Peterson Wealth Management's portfolio value fell 25% quarter-over-quarter to $82.1M.
Based on Peterson Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.