PETERSON WEALTH MANAGEMENT
Top Portfolio Positions
122 positions ·
$107,287,762 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
34,639 | $22,527,127 | 21.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
38,680 | $22,325,322 | 20.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,712 | $7,437,738 | 6.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,584 | $6,560,495 | 6.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
44,285 | $5,503,739 | 5.13% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
14,041 | $5,481,746 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
12,343 | $4,569,008 | 4.26% | |
| NEE |
Nextera Energy Inc
Utilities
|
48,859 | $4,538,023 | 4.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,550 | $3,985,868 | 3.72% | |
| NVDA |
Nvidia Corp
Technology
|
19,057 | $3,323,540 | 3.10% |
Portfolio Trend
Holdings in EIG
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,511 | 10,343 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $442,924 | 10,260 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $432,361 | 10,178 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $476,706 | 10,104 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $508,324 | 10,038 | Shares | Sole | 2025-06-16 | |
| 2024-12-31 | $511,224 | 9,979 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $478,692 | 9,979 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $425,404 | 9,979 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $452,946 | 9,979 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $393,172 | 9,979 | Shares | Sole | 2024-02-22 | |
| 2023-09-30 | $398,661 | 9,979 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $373,314 | 9,979 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $416,024 | 9,979 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 | $430,394 | 9,979 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $344,175 | 9,979 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $418,020 | 9,979 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $409,338 | 9,979 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $412,931 | 9,979 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $394,070 | 9,979 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $427,101 | 9,979 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $858,056 | 19,927 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $647,855 | 20,126 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $611,080 | 20,201 | Shares | Sole | 2020-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||