PETERSON WEALTH MANAGEMENT
CIK: 0001785144SEC EDGAR →
Portfolio Value
$134.6M
Holdings
41
As of
Q4 2025
New Positions
39
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 38,430 | $23.6M | 17.54% |
| 2 | SPDR S&P 500 ETF TR | 34,194 | $23.3M | 17.32% |
| 3 | VANGUARD SPECIALIZED FUNDS | 43,950 | $9.7M | 7.18% |
| 4 | AMAZON COM INC | 34,824 | $8.0M | 5.97% |
| 5 | CROWDSTRIKE HLDGS INC | 13,153 | $6.2M | 4.58% |
| 6 | SELECT SECTOR SPDR TR | 39,664 | $6.1M | 4.56% |
| 7 | COSTCO WHSL CORP NEW | 6,078 | $5.2M | 3.89% |
| 8 | WALMART INC | 42,923 | $4.8M | 3.55% |
| 9 | JPMORGAN CHASE & CO. | 14,746 | $4.8M | 3.53% |
| 10 | SELECT SECTOR SPDR TR | 38,280 | $4.6M | 3.39% |
Quarterly Changes
New Positions (41)
$23.6M · 38K shares
$23.3M · 34K shares
$9.7M · 44K shares
$8.0M · 35K shares
$6.2M · 13K shares
$6.1M · 40K shares
$5.2M · 6K shares
$4.8M · 43K shares
$4.8M · 15K shares
$4.6M · 38K shares
$4.2M · 8K shares
$3.7M · 46K shares
$3.5M · 19K shares
$3.0M · 4K shares
$2.9M · 10K shares
$2.8M · 28K shares
$1.8M · 15K shares
$1.8M · 10K shares
$1.5M · 2K shares
$1.5M · 4K shares
$1.4M · 10K shares
$1.3M · 24K shares
$1.3M · 16K shares
$1.2M · 14K shares
$1.0M · 2K shares
$649K · 2K shares
$590K · 1K shares
$555K · 4K shares
$442K · 10K shares
$360K · 13K shares
$331K · 965 shares
$319K · 2K shares
$297K · 2K shares
$288K · 6K shares
$285K · 266 shares
$267K · 1K shares
$264K · 800 shares
$238K · 365 shares
$236K · 3K shares
$230K · 263 shares
$220K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $59.6M | 44.3% |
| Unknown | 3 | $29.0M | 21.6% |
| Technology | 7 | $17.6M | 13.1% |
| Consumer Defensive | 3 | $11.4M | 8.5% |
| Consumer Cyclical | 3 | $9.0M | 6.7% |
| Utilities | 2 | $4.0M | 2.9% |
| Communication Services | 1 | $3.0M | 2.2% |
| Healthcare | 2 | $549K | 0.4% |
| Energy | 1 | $297K | 0.2% |
| Industrials | 1 | $230K | 0.2% |