PETERSON WEALTH MANAGEMENT
167 holdingsFiling period: 2026-03-31Current AUM: $198.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 34.6K | $22.5M | $25.9M | 13.05% | +445 | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 38.7K | $22.3M | $26.6M | 13.42% | +250 | 2026-03-31 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 184.6K | $15.3M | $15.0M | 7.56% | -- | 2026-03-31 |
| 4 | XLU | SELECT SECTOR SPDR TR | 217.8K | $10.0M | $9.7M | 4.87% | -- | 2026-03-31 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 45.2K | $9.7M | $10.8M | 5.45% | +1.2K | 2026-03-31 |
| 6 | CIBR | FIRST TR EXCHANGE-TRADED FD | 131.1K | $8.2M | $12.0M | 6.07% | -- | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 35.7K | $7.4M | $9.7M | 4.89% | +888 | 2026-03-31 |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 6.6K | $6.6M | $6.3M | 3.16% | +506 | 2026-03-31 |
| 9 | XLV | SELECT SECTOR SPDR TR | 40.2K | $5.9M | $6.5M | 3.30% | +577 | 2026-03-31 |
| 10 | WMT | WALMART INC | 44.3K | $5.5M | $4.9M | 2.48% | +1.4K | 2026-03-31 |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | 14.0K | $5.5M | $10.7M | 5.40% | +888 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 12.3K | $4.6M | $5.7M | 2.89% | -- | 2026-03-31 |
| 13 | NEE | NEXTERA ENERGY INC | 48.9K | $4.5M | $4.2M | 2.14% | +2.5K | 2026-03-31 |
| 14 | XLY | SELECT SECTOR SPDR TR | 40.0K | $4.4M | $4.6M | 2.34% | +1.8K | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.5K | $4.1M | $4.1M | 2.05% | +229 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 13.6K | $4.0M | $4.8M | 2.40% | -1,196 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 19.1K | $3.3M | $3.8M | 1.93% | +32 | 2026-03-31 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.5K | $3.2M | $3.8M | 1.93% | -50 | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 4.7K | $2.7M | $2.6M | 1.32% | +199 | 2026-03-31 |
| 20 | PANW | PALO ALTO NETWORKS INC | 11.1K | $1.8M | $3.7M | 1.86% | +1.5K | 2026-03-31 |
| 21 | XLC | SELECT SECTOR SPDR TR | 15.5K | $1.7M | $1.7M | 0.85% | +292 | 2026-03-31 |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | 2.5K | $1.6M | $1.7M | 0.87% | +23 | 2026-03-31 |
| 23 | PEP | PEPSICO INC | 9.6K | $1.5M | $1.3M | 0.68% | +89 | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 4.5K | $1.4M | $1.7M | 0.88% | +252 | 2026-03-31 |
| 25 | XLP | SELECT SECTOR SPDR TR | 16.2K | $1.3M | $1.4M | 0.70% | -93 | 2026-03-31 |
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