PETERSON WEALTH MANAGEMENT Portfolio Holdings
Q3 2025•39 long positions•$144.3M portfolio value
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Holding43 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $16.0M 11.1% | -$5.3M Sold | — 26.7K shares | 35.5K → 26.7K −$5.3M | -24.72% | — — | Q4 2019 Held for 6 years | |
ETF ETF | $15.7M 10.88% | -$4.9M Sold | — 23.6K shares | 30.9K → 23.6K −$4.9M | -23.76% | — — | Q4 2019 Held for 6 years | |
Unknown Unknown | $13.0M 9.02% | -$2.1M Sold | — 60.4K shares | 70.3K → 60.4K −$2.1M | -14.16% | — — | Q4 2022 Held for 3 years | |
Semiconductors Technology | $9.8M 6.76% | -$3.7M Sold | 0.0% 52.3K shares | 72.3K → 52.3K −$3.7M | -27.61% | $4.54T Mega Cap | Q3 2023 Held for 2y 3m | |
Specialty Retail Consumer Cyclical | $7.7M 5.32% | +$236.0K Bought | 0.0% 35.0K shares | 33.9K → 35.0K +$236.0K | +3.17% | $2.34T Mega Cap | Q4 2019 Held for 6 years | |
Discount Stores Consumer Defensive | $6.1M 4.19% | +$197.2K Bought | 0.001% 6.5K shares | 6.3K → 6.5K +$197.2K | +3.37% | $410.27B Mega Cap | Q4 2019 Held for 6 years | |
ETF ETF | $6.0M 4.18% | -$1.2M Sold | — 25.2K shares | 30.4K → 25.2K −$1.2M | -17.09% | — — | Q4 2019 Held for 6 years | |
Semiconductors Technology | $5.3M 3.67% | -$1.9M Sold | — 19.0K shares | 25.7K → 19.0K −$1.9M | -26.22% | — — | Q4 2024 Held for 1 year | |
Discount Stores Consumer Defensive | $5.1M 3.51% | +$200.7K Bought | 0.001% 49.2K shares | 47.2K → 49.2K +$200.7K | +4.12% | $821.68B Mega Cap | Q4 2019 Held for 6 years | |
Financial - Credit Services Financial Services | $5.0M 3.47% | +$224.1K Bought | 0.001% 8.8K shares | 8.4K → 8.8K +$224.1K | +4.68% | $514.21B Mega Cap | Q2 2023 Held for 2y 6m | |
Software - Infrastructure Technology | $4.9M 3.39% | -$1.6M Sold | 0.0% 9.4K shares | 12.6K → 9.4K −$1.6M | -25.18% | $3.85T Mega Cap | Q1 2022 Held for 3y 9m | |
Banks - Diversified Financial Services | $4.6M 3.18% | -$528.0K Sold | 0.001% 14.6K shares | 16.2K → 14.6K −$528.0K | -10.3% | $867.35B Mega Cap | Q4 2024 Held for 1 year | |
Specialty Retail Consumer Cyclical | $4.5M 3.1% | +$45.2K Bought | 0.021% 7.9K shares | 7.8K → 7.9K +$45.2K | +1.02% | $21.0B Large Cap | Q2 2025 Held for 6 months | |
ETF ETF | $4.4M 3.08% | -$898.0K Sold | — 82.5K shares | 99.2K → 82.5K −$898.0K | -16.81% | — — | Q1 2022 Held for 3y 9m | |
ETF ETF | $4.4M 3.07% | +$4.4M Bought | — 40.0K shares | — | — | — — | Q3 2025 Held for 3 months | |
ETF ETF | $3.4M 2.35% | +$41.6K Bought | — 46.1K shares | 45.6K → 46.1K +$41.6K | +1.24% | — — | Q1 2025 Held for 9 months | |
Specialty Business Services Industrials | $3.4M 2.35% | -$27.7K Sold | 0.004% 16.5K shares | 16.6K → 16.5K −$27.7K | -0.81% | $82.7B Large Cap | Q2 2025 Held for 6 months | |
ETF ETF | $3.4M 2.33% | -$878.3K Sold | — 28.4K shares | 35.8K → 28.4K −$878.3K | -20.7% | — — | Q2 2024 Held for 1y 6m | |
Internet Content & Information Communication Services | $3.1M 2.16% | -$171.8K Sold | 0.0% 4.2K shares | 4.5K → 4.2K −$171.8K | -5.23% | $1.84T Mega Cap | Q4 2024 Held for 1 year | |
Semiconductors Technology | $2.6M 1.78% | -$2.1M Sold | 0.0% 7.8K shares | 14.3K → 7.8K −$2.1M | -45.6% | $1.56T Mega Cap | Q4 2024 Held for 1 year | |
Electronic Gaming & Multimedia Technology | $2.0M 1.38% | -$293.1K Sold | 0.002% 14.4K shares | 16.5K → 14.4K −$293.1K | -12.8% | $96.0B Large Cap | Q4 2021 Held for 4 years | |
Beverages - Non-Alcoholic Consumer Defensive | $1.8M 1.26% | -$135.9K Sold | 0.001% 12.9K shares | 13.9K → 12.9K −$135.9K | -6.97% | $192.27B Large Cap | Q4 2019 Held for 6 years | |
Software - Infrastructure Technology | $1.5M 1.06% | -$1.7M Sold | 0.001% 7.5K shares | 16.0K → 7.5K −$1.7M | -53.25% | $137.82B Large Cap | Q1 2024 Held for 1y 9m | |
ETF ETF | $1.5M 1.04% | -$560.3K Sold | — 2.5K shares | 3.5K → 2.5K −$560.3K | -27.19% | — — | Q2 2023 Held for 2y 6m | |
Software - Infrastructure Technology | $1.5M 1.03% | -$1.2M Sold | 0.001% 3.0K shares | 5.4K → 3.0K −$1.2M | -43.81% | $123.06B Large Cap | Q2 2023 Held for 2y 6m | |
ETF ETF | $1.4M 0.965% | +$48.1K Bought | — 17.8K shares | 17.2K → 17.8K +$48.1K | +3.58% | — — | Q4 2019 Held for 6 years | |
ETF ETF | $1.1M 0.745% | -$279.9K Sold | — 8.0K shares | 10.1K → 8.0K −$279.9K | -20.65% | — — | Q2 2023 Held for 2y 6m | |
Computer Hardware Technology | $993.1K 0.688% | +$993.1K New | 0.003% 20.7K shares | 0 → 20.7K +$993.1K | New | $28.5B Large Cap | Q3 2025 Held for 3 months | |
Auto - Manufacturers Consumer Cyclical | $627.9K 0.435% | +$203.2K Bought | 0.0% 1.4K shares | 955.0 → 1.4K +$203.2K | +47.85% | $1.48T Mega Cap | Q2 2025 Held for 6 months | |
Home Improvement Consumer Cyclical | $608.5K 0.422% | +$608.5K Bought | 0.0% 1.5K shares | — | — | $403.32B Mega Cap | Q4 2019 Held for 6 years | |
Consumer Electronics Technology | $562.9K 0.39% | — | 0.0% 2.2K shares | — | — | $3.78T Mega Cap | Q1 2020 Held for 5y 9m | |
Insurance - Specialty Financial Services | $432.4K 0.3% | +$3.1K Bought | 0.043% 10.2K shares | 10.1K → 10.2K +$3.1K | +0.73% | $998.8M Small Cap | Q3 2020 Held for 5y 3m | |
ETF ETF | $386.4K 0.268% | +$32.1K Bought | — 1.4K shares | 1.3K → 1.4K +$32.1K | +9.07% | — — | Q4 2019 Held for 6 years | |
ETF ETF | $351.8K 0.244% | +$974.6 Bought | — 13.4K shares | 13.3K → 13.4K +$974.6 | +0.28% | — — | Q1 2024 Held for 1y 9m | |
Oil & Gas Integrated Energy | $276.5K 0.192% | +$2.5K Bought | 0.0% 2.5K shares | 2.4K → 2.5K +$2.5K | +0.9% | $480.68B Mega Cap | Q4 2022 Held for 3 years | |
ETF ETF | $272.8K 0.189% | — | — 6.4K shares | — | — | — — | Q1 2024 Held for 1y 9m | |
ETF ETF | $266.7K 0.185% | +$726.1 Bought | — 1.1K shares | 1.1K → 1.1K +$726.1 | +0.27% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $234.1K 0.162% | +$743.8 Bought | — 3.1K shares | 3.1K → 3.1K +$743.8 | +0.32% | — — | Q1 2024 Held for 1y 9m | |
ETF ETF | $216.0K 0.15% | +$918.8 Bought | — 7.3K shares | 7.3K → 7.3K +$918.8 | +0.43% | — — | Q3 2024 Held for 1y 3m | |
ETF ETF | - — | -$5.1M Sold | — - shares | 121.0K → 0 −$5.1M | Sold | — — | Q2 2025 Held for 6 months | |
Software - Application Technology | - — | -$1.4M Sold | — - shares | 1.4K → 0 −$1.4M | Sold | $206.39B Mega Cap | Q2 2025 Held for 6 months | |
Drug Manufacturers - General Healthcare | - — | -$3.2M Sold | — - shares | 4.0K → 0 −$3.2M | Sold | $698.51B Mega Cap | Q1 2022 Held for 3y 9m | |
ETF ETF | - — | -$3.4M Sold | — - shares | 25.5K → 0 −$3.4M | Sold | — — | Q2 2025 Held for 6 months |
