Peterson Wealth Management Portfolio Holdings by Sector

Peterson Wealth Management

$141 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ SPY VIG XLY XLF XHB SPLV XLC 17 stocks	$70,046 49.59% of portfolio	8	8	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AVGO 3 stocks	$17,617 12.47% of portfolio	-	3	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$11,118 7.87% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW CRWD 3 stocks	$7,903 5.59% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$7,675 5.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$5,011 3.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$4,596 3.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY 1 stocks	$4,476 3.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$3,387 2.4% of portfolio	-	1	-	-	0 Calls 0 Puts

Internet Content & Information \| Communication Services META 1 stocks	$3,114 2.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$1,997 1.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,813 1.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$627 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$608 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$562 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services EIG 1 stocks	$432 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$276 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts

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