PETERSON WEALTH MANAGEMENT
186 holdingsFiling period: 2026-06-30Current AUM: $215.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 44.7K | $32.9M | $31.5M | 14.62% | +6.0K | 2026-06-30 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 40.6K | $30.4M | $30.8M | 14.28% | +6.0K | 2026-06-30 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 227.3K | $18.8M | $18.1M | 8.38% | +42.8K | 2026-06-30 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 60.5K | $14.3M | $14.4M | 6.67% | +15.3K | 2026-06-30 |
| 5 | XLU | SELECT SECTOR SPDR TR | 219.3K | $9.9M | $9.1M | 4.20% | +1.5K | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 37.6K | $9.0M | $9.3M | 4.33% | +1.9K | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP | 23.7K | $8.8M | $11.8M | 5.47% | +11.4K | 2026-06-30 |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 8.5K | $7.9M | $7.6M | 3.55% | +1.9K | 2026-06-30 |
| 9 | WMT | WALMART INC | 64.6K | $7.3M | $7.0M | 3.24% | +20.3K | 2026-06-30 |
| 10 | XLY | SELECT SECTOR SPDR TR | 59.6K | $7.0M | $6.6M | 3.06% | +19.5K | 2026-06-30 |
| 11 | XLV | SELECT SECTOR SPDR TR | 42.1K | $6.7M | $7.1M | 3.28% | +1.9K | 2026-06-30 |
| 12 | NEE | NEXTERA ENERGY INC | 63.6K | $5.6M | $5.2M | 2.39% | +14.8K | 2026-06-30 |
| 13 | JPM | JPMORGAN CHASE & CO | 14.1K | $4.6M | $5.0M | 2.30% | +528 | 2026-06-30 |
| 14 | LLY | ELI LILLY & CO | 3.8K | $4.6M | $4.3M | 2.00% | +3.5K | 2026-06-30 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.5K | $4.5M | $3.9M | 1.82% | +32 | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 21.6K | $4.3M | $4.6M | 2.13% | +2.6K | 2026-06-30 |
| 17 | AVGO | BROADCOM INC | 11.2K | $4.2M | $3.8M | 1.76% | +6.7K | 2026-06-30 |
| 18 | META | META PLATFORMS INC | 7.2K | $4.1M | $4.9M | 2.25% | +2.5K | 2026-06-30 |
| 19 | AAPL | APPLE INC | 12.9K | $3.7M | $4.3M | 1.98% | +9.3K | 2026-06-30 |
| 20 | XLF | SELECT SECTOR SPDR TR | 45.5K | $2.4M | $2.6M | 1.20% | +21.3K | 2026-06-30 |
| 21 | TFLO | ISHARES TR | 45.2K | $2.3M | $2.3M | 1.06% | -- | 2026-06-30 |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | 2.5K | $1.8M | $1.7M | 0.78% | -19 | 2026-06-30 |
| 23 | XLC | SELECT SECTOR SPDR TR | 15.2K | $1.6M | $1.7M | 0.80% | -288 | 2026-06-30 |
| 24 | XLP | SELECT SECTOR SPDR TR | 17.2K | $1.4M | $1.4M | 0.67% | +1.0K | 2026-06-30 |
| 25 | PEP | PEPSICO INC | 9.7K | $1.3M | $1.3M | 0.61% | +24 | 2026-06-30 |
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