13F-HR filed by PETERSON WEALTH MANAGEMENT
PETERSON WEALTH MANAGEMENT filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-10-15, with 40 holding rows worth $168,663,008.
- Accession
- 0001172661-25-004290
- Filer
- CIK 1785144
- Filed
- 2025-10-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 40 entries on the cover page, a total value of $168,663,008 stated on the cover page (in dollars after the unit check, H1), rows summing to $168,663,008 with VALUE read as dollars as filed, 13F file number 028-19661. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 35,453 | $19,557,032 | dollars as filed | |
| SPY | 78462F103 | SHS | 30,931 | $19,110,956 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 70,314 | $14,391,148 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 72,264 | $11,417,038 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 33,882 | $7,433,372 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 30,392 | $6,605,047 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,621 | $6,278,015 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 6,324 | $6,260,141 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 25,690 | $5,818,528 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 99,158 | $5,192,924 | dollars as filed | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 121,023 | $5,136,219 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 8,416 | $4,729,442 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 16,245 | $4,709,496 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 47,230 | $4,618,176 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 7,839 | $4,000,021 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 14,288 | $3,938,589 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 35,842 | $3,889,888 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 16,638 | $3,708,121 | dollars as filed | |
| ISHARES TR | 464288786 | U.S. INSRNCE ETF | 25,478 | $3,425,794 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 45,561 | $3,317,787 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,475 | $3,302,792 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 16,040 | $3,282,426 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,047 | $3,154,765 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 5,396 | $2,748,237 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 3,457 | $1,958,569 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 13,882 | $1,832,984 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 16,535 | $1,739,482 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,382 | $1,420,807 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 17,160 | $1,389,417 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X192 | CLOUD COMPUTING | 10,080 | $1,226,131 | dollars as filed | |
| EMPLOYERS HOLDINGS INC | 292218104 | COMMON STOCK | 10,104 | $476,689 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,211 | $453,657 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 13,320 | $325,541 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,257 | $318,383 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 955 | $303,365 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,431 | $262,087 | dollars as filed | |
| SPDW | 78463X889 | COM | 6,375 | $258,124 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,099 | $237,208 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,138 | $231,051 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 7,257 | $203,559 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-004290 | this filing | 2025-10-15 | acceptance time not in the bulk data set |