Notify me when PETERSON WEALTH MANAGEMENT files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 39 | $144,341,410 | +$7,273,965 | -$42,758,188 | -$35,484,223 | QQQ, SPY, VIG, NVDA, AMZN | 13F-HR | 17 Dec 2025, 16:58 |
| Q2 2025 | 40 | $168,663,008 | +$54,701,605 | -$52,096,913 | +$2,604,692 | QQQ, SPY, VIG, NVDA, AMZN | 13F-HR | 15 Oct 2025, 09:42 |
| Q1 2025 | 50 | $148,559,926 | +$6,530,221 | -$15,070,232 | -$8,540,011 | SPY, QQQ, SDY, NVDA, VIG | 13F-HR | 16 Jun 2025, 12:01 |
| Q4 2024 | 50 | $168,033,755 | +$19,049,698 | -$9,351,816 | +$9,697,882 | SPY, QQQ, VIG, NVDA, SDY | 13F-HR | 14 Feb 2025, 16:47 |
| Q3 2024 | 48 | $153,084,623 | +$9,370,903 | -$22,831,667 | -$13,460,764 | SPY, QQQ, VIG, NVDA, SDY | 13F-HR | 13 Nov 2024, 18:08 |
| Q2 2024 | 51 | $161,975,980 | +$31,105,187 | -$9,104,960 | +$22,000,227 | SPY, QQQ, VIG, SDY, NVDA | 13F-HR | 05 Aug 2024, 09:02 |
| Q1 2024 | 53 | $138,456,425 | +$27,581,343 | -$8,343,365 | +$19,237,978 | SPY, QQQ, VIG, SDY, PEP | 13F-HR | 15 May 2024, 13:45 |
| Q4 2023 | 50 | $111,080,781 | +$5,499,550 | -$29,318,479 | -$23,818,929 | SPY, QQQ, VIG, SDY, PEP | 13F-HR | 22 Feb 2024, 14:24 |
| Q3 2023 | 58 | $121,408,667 | +$16,265,214 | -$15,999,140 | +$266,074 | QQQ, SPY, VIG, SDY, SPLV | 13F-HR | 14 Nov 2023, 16:23 |
| Q2 2023 | 66 | $126,163,789 | +$30,734,644 | -$13,972,204 | +$16,762,440 | QQQ, SPY, VIG, SDY, SPLV | 13F-HR | 17 Aug 2023, 10:09 |
| Q1 2023 | 59 | $104,480,589 | +$6,302,342 | -$3,835,148 | +$2,467,194 | SDY, QQQ, SPY, VIG, SPLV | 13F-HR | 17 Aug 2023, 10:03 |
| Q4 2022 | 55 | $98,102,366 | +$3,169,771 | -$18,154,300 | -$14,984,529 | SDY, SPY, VIG, QQQ, SPLV | 13F-HR | 07 Feb 2023, 20:37 |
| Q3 2022 | 57 | $107,267,000 | +$36,879,688 | -$2,952,547 | +$33,927,141 | SDY, VIG, SPY, QQQ, SPLV | 13F-HR | 13 Oct 2022, 20:16 |
| Q2 2022 | 46 | $77,367,000 | +$5,534,780 | -$64,015,369 | -$58,480,589 | SDY, PFFA, VIG, FPEI, SPLV | 13F-HR | 02 Aug 2022, 20:58 |
| Q1 2022 | 59 | $149,059,000 | +$36,800,227 | -$28,049,380 | +$8,750,847 | SDY, PFFA, VIG, SPY, PFFR | 13F-HR | 26 Apr 2022, 17:08 |
| Q4 2021 | 58 | $149,742,000 | +$14,409,253 | -$3,634,289 | +$10,774,964 | QQQ, SPY, SPLB, VIG, SDY | 13F-HR | 08 Feb 2022, 17:43 |
| Q3 2021 | 57 | $129,085,000 | +$5,708,267 | -$1,488,697 | +$4,219,570 | QQQ, SPY, SPLB, VIG, SDY | 13F-HR | 12 Nov 2021, 10:00 |
| Q2 2021 | 61 | $125,654,000 | +$27,851,909 | -$26,632,498 | +$1,219,411 | QQQ, SPLB, SPY, VIG, SDY | 13F-HR | 02 Aug 2021, 21:34 |
| Q1 2021 | 45 | $117,803,000 | +$11,609,468 | -$18,482,604 | -$6,873,136 | QQQ, SPY, TOTL, SPLB, FPEI | 13F-HR | 19 Apr 2021, 09:38 |
| Q4 2020 | 42 | $123,182,000 | +$4,361,745 | -$1,259,770 | +$3,101,975 | QQQ, TOTL, FPEI, SPY, XLK | 13F-HR | 10 Mar 2021, 08:43 |
| Q3 2020 | 43 | $112,902,000 | +$15,919,104 | -$9,237,287 | +$6,681,817 | QQQ, TOTL, FPEI, SPY, FTSM | 13F-HR | 02 Nov 2020, 21:10 |
| Q2 2020 | 43 | $100,620,000 | +$11,314,015 | -$3,900,637 | +$7,413,378 | TOTL, FPEI, QQQ, XLK, SPLB | 13F-HR | 22 Jul 2020, 16:55 |
| Q1 2020 | 47 | $82,115,000 | +$5,022,036 | -$17,822,101 | -$12,800,065 | TOTL, FPEI, SPLB, SPIB, QQQ | 13F-HR | 23 Apr 2020, 16:30 |
| Q4 2019 | 46 | $110,050,000 | $0 | $0 | $0 | QQQ, SPY, TOTL, FPEI, XLK | 13F-HR | 16 Jan 2020, 18:38 |