PETERSON WEALTH MANAGEMENT
RIA/Wealth
PETERSON WEALTH MANAGEMENT is a RIA/Wealth based in Sparks, NV led by Cindy Peterson, reporting $222.3M in AUM as of Q3 2025 with 41% ETF concentration and 62% concentrated in top 10 holdings.
MemberCindy Peterson
- Portfolio Value
- $144.3M
- Positions
- 39
- Top Holding
- QQQ at 11.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PETERSON WEALTH MANAGEMENT's portfolio (62.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.0M | 11.10% | -$5.3M Sold | — 26.7K shares | |
ETF ETF | $15.7M | 10.88% | -$4.9M Sold | — 23.6K shares | |
Unknown Unknown | $13.0M | 9.02% | -$2.1M Sold | — 60.4K shares | |
Semiconductors Technology | $9.8M | 6.76% | -$3.7M Sold | 0.00% 52.3K shares | |
Specialty Retail Consumer Cyclical | $7.7M | 5.32% | +$236.0K Bought | 0.00% 35.0K shares | |
Discount Stores Consumer Defensive | $6.1M | 4.19% | +$197.2K Bought | 0.00% 6.5K shares | |
ETF ETF | $6.0M | 4.18% | -$1.2M Sold | — 25.2K shares | |
Semiconductors Technology | $5.3M | 3.67% | -$1.9M Sold | — 19.0K shares | |
Discount Stores Consumer Defensive | $5.1M | 3.51% | +$200.7K Bought | 0.00% 49.2K shares | |
Financial - Credit Services Financial Services | $5.0M | 3.47% | +$224.1K Bought | 0.00% 8.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PETERSON WEALTH MANAGEMENT's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+47.85% | |
+9.07% | |
+4.68% | |
+4.12% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-53.25% |
Analytics
Portfolio insights and performance metrics for PETERSON WEALTH MANAGEMENT
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