The Analysis of PETERSON WEALTH MANAGEMENT's Holdings
Currently, PETERSON WEALTH MANAGEMENT holds 41 types of securities in its portfolio with a total value $134.6M. In the most recent quarter, they have increased their positions in SPY (+10.6K shares, valued at $7.2M), N/A (+11.7K shares, valued at $7.2M), XLV (+39.7K shares, valued at $6.1M); decreased their positions in NVDA (-33.3K shares, valued at $6.2M), MA (-7.0K shares, valued at $4.0M), VIG (-16.4K shares, valued at $3.6M); initiated new positions in XLV (+39.7K shares, valued at $6.1M), N/A (+8.3K shares, valued at $4.2M), NEE (+46.3K shares, valued at $3.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR34.2K shares45.00%2025-12-312026-02-04
VIG VANGUARD SPECIALIZED FUNDS44.0K shares-27.19%2025-12-312026-02-04 AMZN AMAZON COM INC34.8K shares-0.38%2025-12-312026-02-04 CRWD CROWDSTRIKE HLDGS INC13.2K shares333.81%2025-12-312026-02-04 XLV SELECT SECTOR SPDR TR39.7K sharesnew addition2025-12-312026-02-04 COST COSTCO WHSL CORP NEW6.1K shares-7.02%2025-12-312026-02-04 WMT WALMART INC42.9K shares-12.72%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.14.7K shares1.20%2025-12-312026-02-04 XLY SELECT SECTOR SPDR TR38.3K shares51.92%2025-12-312026-02-04 NEE NEXTERA ENERGY INC46.3K sharesnew addition2025-12-312026-02-04 NVDA NVIDIA CORPORATION19.0K shares-63.63%2025-12-312026-02-04 META META PLATFORMS INC4.5K shares6.06%2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR MFG LTD9.5K shares-49.76%2025-12-312026-02-04 XHB SPDR SERIES TRUST27.6K shares-31.16%2025-12-312026-02-04 XLC SELECT SECTOR SPDR TR15.2K shares-46.53%2025-12-312026-02-04 PANW PALO ALTO NETWORKS INC9.6K shares28.03%2025-12-312026-02-04 MDY SPDR S&P MIDCAP 400 ETF TR2.5K shares-0.87%2025-12-312026-02-04 BROADCOM INC BROADCOM INC4.2K shares-45.88%2025-12-312026-02-04 PEP PEPSICO INC9.6K shares-25.97%2025-12-312026-02-04 XLF SELECT SECTOR SPDR TR23.7K shares-71.21%2025-12-312026-02-04 XLP SELECT SECTOR SPDR TR16.3K shares-8.23%2025-12-312026-02-04 RBLX ROBLOX CORP14.4K shares-0.27%2025-12-312026-02-04 MA MASTERCARD INCORPORATED1.8K shares-79.67%2025-12-312026-02-04 AAPL APPLE INC2.4K shares8.14%2025-12-312026-02-04 TSLA TESLA INC1.3K shares-7.08%2025-12-312026-02-04 SKYY FIRST TR EXCHANGE TRADED FD4.3K shares-46.59%2025-12-312026-02-04 EIG EMPLOYERS HLDGS INC10.3K shares0.81%2025-12-312026-02-04 SCHX SCHWAB STRATEGIC TR13.4K shares0.30%2025-12-312026-02-04 HD HOME DEPOT INC965 shares-35.75%2025-12-312026-02-04 XLK SELECT SECTOR SPDR TR2.2K shares62.14%2025-12-312026-02-04 XOM EXXON MOBIL CORP2.5K shares0.86%2025-12-312026-02-04 SPDW SPDR INDEX SHS FDS6.5K shares1.79%2025-12-312026-02-04 LLY ELI LILLY & CO266 sharesnew addition2025-12-312026-02-04 IWM ISHARES TR1.1K shares-1.54%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC800 sharesnew addition2025-12-312026-02-04 GEV GE VERNOVA INC365 sharesnew addition2025-12-312026-02-04 BND VANGUARD BD INDEX FDS3.2K shares1.30%2025-12-312026-02-04 PH PARKER-HANNIFIN CORP263 sharesnew addition2025-12-312026-02-04 SCHM SCHWAB STRATEGIC TR7.3K shares0.44%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available