PETERSON WEALTH MANAGEMENT

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$153M
Signature - Title
Jess Peterson - Chief Compliance Officer
Location
Sparks, NV
Summary
This page shows a list of all the recent 13F filings made by PETERSON WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PETERSON WEALTH MANAGEMENT reported 48 stock holdings with total value $153M as of Q3 2024. Top holdings included SPY, QQQ, VIG, NVDA, and SDY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $153M +$9.37M -$22.8M -$13.5M SPY, QQQ, VIG, NVDA, SDY 13F-HR 11/13/2024, 06:08 PM
Q2 2024 51 $162M +$31.1M -$9.1M +$22M SPY, QQQ, VIG, SDY, NVDA 13F-HR 8/5/2024, 09:02 AM
Q1 2024 53 $138M +$27.6M -$8.34M +$19.2M SPY, QQQ, VIG, SDY, PEP 13F-HR 5/15/2024, 01:45 PM
Q4 2023 50 $111M +$5.5M -$29.3M -$23.8M SPY, QQQ, VIG, SDY, PEP 13F-HR 2/22/2024, 02:24 PM
Q3 2023 58 $121M +$16.3M -$16M +$266K QQQ, SPY, VIG, SDY, SPLV 13F-HR 11/14/2023, 04:23 PM
Q2 2023 66 $126M +$30.7M -$14M +$16.8M QQQ, SPY, VIG, SDY, SPLV 13F-HR 8/17/2023, 10:09 AM
Q1 2023 59 $104M +$6.3M -$3.84M +$2.47M SDY, QQQ, SPY, VIG, SPLV 13F-HR 8/17/2023, 10:03 AM
Q4 2022 55 $98.1M +$3.17M -$18.2M -$15M SDY, SPY, VIG, QQQ, SPLV 13F-HR 2/7/2023, 08:37 PM
Q3 2022 57 $107M +$36.9M -$2.95M +$33.9M SDY, VIG, SPY, QQQ, SPLV 13F-HR 10/13/2022, 08:16 PM
Q2 2022 46 $77.4M +$5.53M -$64M -$58.5M SDY, PFFA, VIG, FPEI, SPLV 13F-HR 8/2/2022, 08:58 PM
Q1 2022 59 $149M +$36.8M -$28M +$8.75M SDY, PFFA, VIG, SPY, PFFR 13F-HR 4/26/2022, 05:08 PM
Q4 2021 58 $150M +$14.4M -$3.63M +$10.8M QQQ, SPY, SPLB, VIG, SDY 13F-HR 2/8/2022, 05:43 PM
Q3 2021 57 $129M +$5.71M -$1.49M +$4.22M QQQ, SPY, SPLB, VIG, SDY 13F-HR 11/12/2021, 10:00 AM
Q2 2021 61 $126M +$27.9M -$26.6M +$1.22M QQQ, SPLB, SPY, VIG, SDY 13F-HR 8/2/2021, 09:34 PM
Q1 2021 45 $118M +$11.6M -$18.5M -$6.87M QQQ, SPY, TOTL, SPLB, FPEI 13F-HR 4/19/2021, 09:38 AM
Q4 2020 42 $123M +$4.36M -$1.26M +$3.1M QQQ, TOTL, FPEI, SPY, XLK 13F-HR 3/10/2021, 08:43 AM
Q3 2020 43 $113M +$15.9M -$9.24M +$6.68M QQQ, TOTL, FPEI, SPY, FTSM 13F-HR 11/2/2020, 09:10 PM
Q2 2020 43 $101M +$11.3M -$3.9M +$7.41M TOTL, FPEI, QQQ, XLK, SPLB 13F-HR 7/22/2020, 04:55 PM
Q1 2020 47 $82.1M +$5.02M -$17.8M -$12.8M TOTL, FPEI, SPLB, SPIB, QQQ 13F-HR 4/23/2020, 04:30 PM
Q4 2019 46 $110M $0 $0 QQQ, SPY, TOTL, FPEI, XLK 13F-HR 1/16/2020, 06:38 PM