Peterson Wealth Management Top Holdings and 13F Report (2025) About Peterson Wealth ManagementInvestment ActivityPeterson Wealth Management has $148.56 million in total holdings as of March 31, 2025.Peterson Wealth Management owns shares of 50 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.40% of the portfolio was purchased this quarter.About 10.14% of the portfolio was sold this quarter.This quarter, Peterson Wealth Management has purchased 50 new stocks and bought additional shares in 31 stocks.Peterson Wealth Management sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $14,988,947Invesco QQQ $13,935,694SPDR S&P Dividend ETF $8,217,941NVIDIA $7,747,663Vanguard Dividend Appreciation ETF $7,549,431 Largest New Holdings this Quarter G29183103 - Eaton $362,893 Holding46138E354 - Invesco S&P 500 Low Volatility ETF $289,572 Holding Largest Purchases this Quarter Waste Management 5,221 shares (about $1.21M)Digital Realty Trust 5,816 shares (about $833.36K)CrowdStrike 2,078 shares (about $732.66K)Home Depot 1,395 shares (about $511.24K)Eaton 1,335 shares (about $362.89K) Largest Sales this Quarter Apple 15,558 shares (about $3.46M)Vanguard Dividend Appreciation ETF 14,295 shares (about $2.77M)Berkshire Hathaway 4,428 shares (about $2.36M)PepsiCo 13,776 shares (about $2.07M)Mastercard 3,404 shares (about $1.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeterson Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$14,988,947$250,049 ▲1.7%26,79510.1%FinanceQQQInvesco QQQ$13,935,694$136,923 ▲1.0%29,7199.4%FinanceSDYSPDR S&P Dividend ETF$8,217,941$339,740 ▲4.3%60,5695.5%ETFNVDANVIDIA$7,747,663$122,795 ▲1.6%71,4865.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$7,549,431$2,773,058 ▼-26.9%38,9175.1%ETFCOSTCostco Wholesale$7,175,962$33,104 ▼-0.5%7,5874.8%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$6,064,239$82,341 ▲1.4%30,7114.1%FinanceXLKTechnology Select Sector SPDR Fund$5,879,391$89,407 ▲1.5%28,4744.0%ETFAMZNAmazon.com$5,853,349$289,576 ▲5.2%30,7653.9%Retail/WholesaleMSFTMicrosoft$5,273,194$225,989 ▲4.5%14,0473.5%Computer and TechnologyWMTWalmart$4,416,474$150,561 ▲3.5%50,3073.0%Retail/WholesaleMAMastercard$4,124,508$1,865,758 ▼-31.1%7,5252.8%Business ServicesHDHome Depot$3,762,299$511,242 ▲15.7%10,2662.5%Retail/WholesaleSMHVanEck Semiconductor ETF$3,698,409$154,585 ▲4.4%17,4892.5%ManufacturingTSMTaiwan Semiconductor Manufacturing$3,627,930$67,230 ▲1.9%21,8552.4%Computer and TechnologyLLYEli Lilly and Company$3,433,202$655,752 ▼-16.0%4,1572.3%MedicalPANWPalo Alto Networks$3,195,234$62,284 ▼-1.9%18,7252.2%Computer and TechnologyPEPPepsiCo$3,050,935$2,065,544 ▼-40.4%20,3482.1%Consumer StaplesDLRDigital Realty Trust$2,948,412$833,356 ▲39.4%20,5772.0%FinanceXLPConsumer Staples Select Sector SPDR Fund$2,902,946$41,651 ▲1.5%35,5452.0%ETFGOOGLAlphabet$2,619,587$80,567 ▲3.2%16,9401.8%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$2,357,885$113,594 ▲5.1%16,1491.6%ETFAAPLApple$2,302,502$3,455,752 ▼-60.0%10,3661.5%Computer and TechnologyWMWaste Management$2,227,795$1,208,700 ▲118.6%9,6231.5%Business ServicesCRMSalesforce$2,143,431$70,312 ▲3.4%7,9871.4%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$1,539,500$522,941 ▼-25.4%6,9301.0%ETFAVGOBroadcom$1,410,678$29,972 ▲2.2%8,4250.9%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$1,389,203$9,814 ▲0.7%13,5890.9%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$1,353,161$379,445 ▼-21.9%21,4790.9%ManufacturingCVXChevron$1,340,637$19,573 ▲1.5%8,0140.9%Oils/EnergyMCKMcKesson$1,219,619$1,346 ▲0.1%1,8120.8%MedicalRBLXRoblox$1,167,840$233,160 ▼-16.6%20,0350.8%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$968,997$32,015 ▲3.4%1,8160.7%ETFCRWDCrowdStrike$956,902$732,661 ▲326.7%2,7140.6%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$911,117$112,551 ▲14.1%9,4470.6%ETFMRVLMarvell Technology$799,502$262,047 ▼-24.7%12,9850.5%Computer and TechnologyBRK.BBerkshire Hathaway$690,756$2,358,263 ▼-77.3%1,2970.5%FinanceXLFFinancial Select Sector SPDR Fund$681,510$51,654 ▲8.2%13,6820.5%ETFTGTTarget$624,767$104 ▼0.0%5,9870.4%Retail/WholesaleAMPLIFY ETF TR$606,955$5,385 ▲0.9%8,4530.4%AMPLIFY CYBERSECCATCaterpillar$576,713$20,774 ▲3.7%1,7490.4%Industrial ProductsEIGEmployers$508,339$2,988 ▲0.6%10,0380.3%FinanceETNEaton$362,893$362,893 ▲New Holding1,3350.2%Industrial ProductsXLEEnergy Select Sector SPDR Fund$327,990$93 ▼0.0%3,5100.2%ETFXOMExxon Mobil$299,397$9,635 ▲3.3%2,5170.2%Oils/EnergySCHXSchwab US Large-Cap ETF$294,1060.0%13,3200.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$289,572$289,572 ▲New Holding3,8750.2%ETFMETAMeta Platforms$279,812$80,770 ▲40.6%4850.2%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$232,1140.0%6,3750.2%ETFBNDVanguard Total Bond Market ETF$230,4860.0%3,1380.2%ETFJPMJPMorgan Chase & Co.$0$201,836 ▼-100.0%00.0%FinanceSCHMSchwab U.S. Mid-Cap ETF$0$201,091 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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