Peterson Wealth Management Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Peterson Wealth ManagementInvestment ActivityPeterson Wealth Management has $138.46 million in total holdings as of March 31, 2024.Peterson Wealth Management owns shares of 53 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 19.96% of the portfolio was purchased this quarter.About 6.03% of the portfolio was sold this quarter.This quarter, Peterson Wealth Management has purchased 50 new stocks and bought additional shares in 32 stocks.Peterson Wealth Management sold shares of 12 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $11,680,926Invesco QQQ $11,228,516Vanguard Dividend Appreciation ETF $8,721,012SPDR S&P Dividend ETF $6,866,264PepsiCo $5,953,911 Largest New Holdings this Quarter Palo Alto Networks $2,746,969 HoldingChevron $1,224,870 HoldingHershey $1,011,359 HoldingTarget $939,390 HoldingAMPLIFY ETF TR $576,349 Holding Largest Purchases this Quarter Palo Alto Networks 9,668 shares (about $2.75M)Walmart 37,455 shares (about $2.25M)Apple 12,069 shares (about $2.07M)Costco Wholesale 2,195 shares (about $1.61M)Abbott Laboratories 12,042 shares (about $1.37M) Largest Sales this Quarter SPDR S&P Dividend ETF 10,586 shares (about $1.39M)Vanguard Dividend Appreciation ETF 3,080 shares (about $562.43K)Honeywell International 1,877 shares (about $385.33K)AbbVie 478 shares (about $87.04K)iShares 20+ Year Treasury Bond ETF 808 shares (about $76.45K) 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$11,680,926$382,895 ▲3.4%22,3318.4%FinanceQQQInvesco QQQ$11,228,516$363,198 ▲3.3%25,2898.1%FinanceVIGVanguard Dividend Appreciation ETF$8,721,012$562,434 ▼-6.1%47,7586.3%ETFSDYSPDR S&P Dividend ETF$6,866,264$1,389,317 ▼-16.8%52,3185.0%ETFPEPPepsiCo$5,953,911$358,082 ▲6.4%34,7014.3%Consumer StaplesCOSTCostco Wholesale$5,296,341$1,608,171 ▲43.6%7,2293.8%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$4,630,425$139,331 ▲3.1%22,2333.3%ETFMSFTMicrosoft$4,236,550$722,780 ▲20.6%10,0703.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$4,218,422$92,680 ▲2.2%22,9403.0%FinanceAAPLApple$4,032,001$2,069,588 ▲105.5%23,5132.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,810,597$54,259 ▼-1.4%38,9072.8%FinanceSMHVanEck Semiconductor ETF$3,620,886$281,904 ▲8.4%16,0942.6%ManufacturingNVDANVIDIA$3,438,050$829,469 ▲31.8%3,8052.5%Computer and TechnologyAMZNAmazon.com$3,391,324$187,595 ▲5.9%18,8012.4%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$3,287,784$76,453 ▼-2.3%34,7472.4%ETFWMTWalmart$3,035,947$2,253,674 ▲288.1%50,4562.2%Retail/WholesalePANWPalo Alto Networks$2,746,969$2,746,969 ▲New Holding9,6682.0%Computer and TechnologyLLYEli Lilly and Company$2,714,355$544,583 ▲25.1%3,4892.0%MedicalMAMastercard$2,409,297$606,297 ▲33.6%5,0031.7%Business ServicesXLPConsumer Staples Select Sector SPDR Fund$2,386,537$153,941 ▲6.9%31,2541.7%ETFSKYYFirst Trust Cloud Computing ETF$2,365,526$51,624 ▲2.2%24,7441.7%ManufacturingFDNFirst Trust Dow Jones Internet Index Fund$2,336,385$9,639 ▼-0.4%11,3921.7%ETFGOOGLAlphabet$2,181,391$648,093 ▲42.3%14,4531.6%Computer and TechnologyAMDAdvanced Micro Devices$2,075,094$421,444 ▲25.5%11,4971.5%Computer and TechnologyCRWDCrowdStrike$2,059,150$623,868 ▲43.5%6,4231.5%Computer and TechnologyABBVAbbVie$2,058,823$87,044 ▼-4.1%11,3061.5%MedicalBRK.BBerkshire Hathaway$1,965,931$244,743 ▲14.2%4,6751.4%FinanceCRMSalesforce$1,941,105$515,921 ▲36.2%6,4451.4%Computer and TechnologySNOWSnowflake$1,937,584$1,036,502 ▲115.0%11,9901.4%Computer and TechnologyDLRDigital Realty Trust$1,915,462$421,033 ▲28.2%13,2981.4%FinanceABTAbbott Laboratories$1,827,052$1,368,669 ▲298.6%16,0751.3%MedicalMRVLMarvell Technology$1,774,197$1,162,786 ▲190.2%25,0311.3%Business ServicesHDHome Depot$1,750,948$128,109 ▲7.9%4,5651.3%Retail/WholesaleRBLXRoblox$1,493,678$710,186 ▲90.6%39,1221.1%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$1,304,785$975,213 ▲295.9%5,2180.9%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$1,232,178$1,010,340 ▲455.4%21,8510.9%ManufacturingCVXChevron$1,224,870$1,224,870 ▲New Holding7,7650.9%Oils/EnergyMDYSPDR S&P MidCap 400 ETF Trust$1,217,403$33,940 ▼-2.7%2,1880.9%ETFHSYHershey$1,011,359$1,011,359 ▲New Holding5,2000.7%Consumer StaplesTGTTarget$939,390$939,390 ▲New Holding5,3010.7%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$935,557$43,284 ▲4.9%6,3330.7%ETFAMTAmerican Tower$839,964$439,050 ▲109.5%4,2510.6%FinanceXLFFinancial Select Sector SPDR Fund$620,408$9,940 ▼-1.6%14,7300.4%ETFAMPLIFY ETF TR$576,349$576,349 ▲New Holding8,9900.4%AMPLIFY CYBERSECHONHoneywell International$485,307$385,330 ▼-44.3%2,3640.4%Multi-Sector ConglomeratesEIGEmployers$452,9470.0%9,9790.3%FinanceHYDVanEck High Yield Muni ETF$448,293$30,520 ▼-6.4%8,5780.3%ETFFMBFirst Trust Managed Municipal ETF$429,098$33,486 ▼-7.2%8,3550.3%ManufacturingXLEEnergy Select Sector SPDR Fund$380,969$5,665 ▲1.5%4,0350.3%ETFSCHXSchwab US Large-Cap ETF$275,546$275,546 ▲New Holding4,4400.2%ETFXOMExxon Mobil$240,515$697 ▼-0.3%2,0690.2%Oils/EnergySPDWSPDR Portfolio Developed World ex-US ETF$228,480$228,480 ▲New Holding6,3750.2%ETFBNDVanguard Total Bond Market ETF$227,913$227,913 ▲New Holding3,1380.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$0$2,264,836 ▼-100.0%00.0%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$0$1,640,649 ▼-100.0%00.0%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$0$734,149 ▼-100.0%00.0%ETFHACKAmplify Cybersecurity ETF$0$548,402 ▼-100.0%00.0%ETFIBBiShares Biotechnology ETF$0$482,268 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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