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 UP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,034 | 2,000 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||