Filling information for PETERSON WEALTH MANAGEMENT as Treemap, investor disclosed 66 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 960103 | 4627 | |
| 037833100 | 037833100 | APPLE INC | COM | 1541829 | 7949 | |
| 931142103 | 931142103 | WALMART INC | COM | 921949 | 5866 | |
| 78468R788 | 78468R788 | SPDR SER TR | PRTFLO S&P500 HI | 245401 | 6618 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1247134 | 3662 | |
| 33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 1470659 | 9023 | |
| 46138E362 | 46138E362 | INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 594861 | 14386 | |
| 29355A107 | 29355A107 | ENPHASE ENERGY INC | COM | 608622 | 3634 | |
| 833445109 | 833445109 | SNOWFLAKE INC | CL A | 342281 | 1945 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 435788 | 2633 | |
| 22788C105 | 22788C105 | CROWDSTRIKE HLDGS INC | CL A | 578227 | 3937 | |
| 26923G822 | 26923G822 | ETFIS SER TR I | VIRTUS INFRCAP | 3012061 | 153364 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1156672 | 3392 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 10896938 | 29497 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 503396 | 1464 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 873913 | 2222 | |
| 26923G400 | 26923G400 | ETFIS SER TR I | INFRACP REIT PFD | 1709941 | 96267 | |
| 292218104 | 292218104 | EMPLOYERS HLDGS INC | COM | 373314 | 9979 | |
| 253868103 | 253868103 | DIGITAL RLTY TR INC | COM | 239241 | 2101 | |
| 33739Q408 | 33739Q408 | FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 3879761 | 65305 | |
| 25179M103 | 25179M103 | DEVON ENERGY CORP NEW | COM | 375989 | 7778 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 5048283 | 27256 | |
| 26922A198 | 26922A198 | ETF SER SOLUTIONS | AAM LW DUR PFD | 2702872 | 129077 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 991232 | 4692 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 1939701 | 4136 | |
| 857477103 | 857477103 | STATE STR CORP | COM | 228468 | 3122 | |
| 33734X192 | 33734X192 | FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 952667 | 12545 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 10553530 | 64973 | |
| 771049103 | 771049103 | ROBLOX CORP | CL A | 942093 | 23377 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 495267 | 3676 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 1404630 | 41668 | |
| 81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 1766440 | 10402 | |
| 26924G201 | 26924G201 | ETF MANAGERS TR | PRIME CYBR SCRTY | 464426 | 9182 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 1567417 | 36283 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 1168831 | 10261 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 534942 | 1117 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1195195 | 9005 | |
| 717081103 | 717081103 | PFIZER INC | COM | 518949 | 14148 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 3783417 | 38626 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 3454605 | 19870 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 215444 | 978 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 510290 | 9003 | |
| 46138E354 | 46138E354 | INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 7318353 | 116516 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 655595 | 4970 | |
| 33739P855 | 33739P855 | FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 3851191 | 228557 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 242272 | 2259 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 9499429 | 77496 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 411810 | 3837 | |
| 33739N108 | 33739N108 | FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 1412509 | 27871 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 388067 | 3242 | |
| 461202103 | 461202103 | INTUIT | COM | 250630 | 547 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 10576885 | 23861 | |
| 74460D109 | 74460D109 | PUBLIC STORAGE | COM | 304723 | 1044 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1235128 | 3976 | |
| 427866108 | 427866108 | HERSHEY CO | COM | 321987 | 1289 | |
| 92189F676 | 92189F676 | VANECK ETF TRUST | SEMICONDUCTR ETF | 1315897 | 8643 | |
| 464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 461754 | 3637 | |
| 78468R721 | 78468R721 | SPDR SER TR | NUVEEN BLMBRG MU | 378810 | 8206 | |
| 92189H409 | 92189H409 | VANECK ETF TRUST | HIGH YLD MUNIETF | 1624070 | 31634 | |
| 81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 1949346 | 26282 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 1156503 | 10608 | |
| 573874104 | 573874104 | MARVELL TECHNOLOGY INC | COM | 353360 | 5911 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1126050 | 8638 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 1633187 | 9418 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 3613694 | 6712 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 3770178 | 36625 |