PETERSON WEALTH MANAGEMENT

PrivateCIK: 1785144
Location

SPARKS, NV

166
Positions
$172.49M
Total AUM (reported)
1.20M
Total Shares

Allocation by class

TOTAL AUM$172.49M166 positions
COM$46.72M27.1%
TR UNIT$22.53M13.1%
UNIT SER 1$22.33M12.9%
INT-TERM CORP$15.27M8.9%
CL A$10.09M5.8%
STATE STREET UTI$9.99M5.8%
DIV APP ETF$9.72M5.6%

Portfolio Concentration

Top 334.9%4–1030.9%11–2526.4%Rest7.9%TOP 1065.8%0%100%
Top 3$60.12M34.9%
4–10$53.33M30.9%
11–25$45.47M26.4%
Rest$13.57M7.9%

Top 3 weight

34.9%

Top 10 weight

65.8%

Voting Authority Distribution

Total shares with voting rights: 1.20M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.20M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole166
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings166
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares34.64K
TypeSH
Market value$22.53M
13.06%
Sole
0.00
Shared
0.00
None
34.64K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares38.68K
TypeSH
Market value$22.33M
12.94%
Sole
0.00
Shared
0.00
None
38.68K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares184.55K
TypeSH
Market value$15.27M
8.85%
Sole
0.00
Shared
0.00
None
184.55K

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares217.80K
TypeSH
Market value$9.99M
5.79%
Sole
0.00
Shared
0.00
None
217.80K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares45.18K
TypeSH
Market value$9.72M
5.63%
Sole
0.00
Shared
0.00
None
45.18K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDAQ CYB ETF
Shares131.06K
TypeSH
Market value$8.21M
4.76%
Sole
0.00
Shared
0.00
None
131.06K

AMAZON COM INC

SOLE
COM
Shares35.71K
TypeSH
Market value$7.44M
4.31%
Sole
0.00
Shared
0.00
None
35.71K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares6.58K
TypeSH
Market value$6.56M
3.80%
Sole
0.00
Shared
0.00
None
6.58K

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares40.24K
TypeSH
Market value$5.90M
3.42%
Sole
0.00
Shared
0.00
None
40.24K

WALMART INC

SOLE
COM
Shares44.28K
TypeSH
Market value$5.50M
3.19%
Sole
0.00
Shared
0.00
None
44.28K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares14.04K
TypeSH
Market value$5.48M
3.18%
Sole
0.00
Shared
0.00
None
14.04K

MICROSOFT CORP

SOLE
COM
Shares12.34K
TypeSH
Market value$4.57M
2.65%
Sole
0.00
Shared
0.00
None
12.34K

NEXTERA ENERGY INC

SOLE
COM
Shares48.86K
TypeSH
Market value$4.54M
2.63%
Sole
0.00
Shared
0.00
None
48.86K

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares40.03K
TypeSH
Market value$4.36M
2.53%
Sole
0.00
Shared
0.00
None
40.03K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares8.49K
TypeSH
Market value$4.07M
2.36%
Sole
0.00
Shared
0.00
None
8.49K

JPMORGAN CHASE & CO

SOLE
COM
Shares13.55K
TypeSH
Market value$3.99M
2.31%
Sole
0.00
Shared
0.00
None
13.55K

NVIDIA CORPORATION

SOLE
COM
Shares19.06K
TypeSH
Market value$3.32M
1.93%
Sole
0.00
Shared
0.00
None
19.06K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares9.47K
TypeSH
Market value$3.20M
1.86%
Sole
0.00
Shared
0.00
None
9.47K

META PLATFORMS INC

SOLE
CL A
Shares4.70K
TypeSH
Market value$2.69M
1.56%
Sole
0.00
Shared
0.00
None
4.70K

PALO ALTO NETWORKS INC

SOLE
COM
Shares11.10K
TypeSH
Market value$1.78M
1.03%
Sole
0.00
Shared
0.00
None
11.10K

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares15.49K
TypeSH
Market value$1.72M
1.00%
Sole
0.00
Shared
0.00
None
15.49K

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares2.52K
TypeSH
Market value$1.55M
0.90%
Sole
0.00
Shared
0.00
None
2.52K

PEPSICO INC

SOLE
COM
Shares9.65K
TypeSH
Market value$1.50M
0.87%
Sole
0.00
Shared
0.00
None
9.65K

BROADCOM INC

SOLE
COM
Shares4.46K
TypeSH
Market value$1.38M
0.80%
Sole
0.00
Shared
0.00
None
4.46K

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares16.22K
TypeSH
Market value$1.33M
0.77%
Sole
0.00
Shared
0.00
None
16.22K
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