Peterson-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  "HD",
  "META",
  "MRVL",
  "MA",
  "MSFT",
  "PANW",
  "PEP",
  "AAPL",
  "SPY",
  "NVDA",
  "SCHX",
  null,
  null,
  "SPDW",
  null,
  null,
  null,
  "TGT",
  "EIG",
  "VIG",
  null,
  "TSM",
  null,
  null,
  "SDY",
  "WM",
  "AMZN",
  null,
  "BND",
  "WMT",
  null,
  "CRM",
  "RBLX",
  null,
  "MCK",
  "BRK-B",
  "CVX",
  "COST",
  "CRWD",
  "DLR",
  "QQQ",
  "MDY",
  "XOM",
  "LLY",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-14
Total Holdings: 50
Total Value: 168033755
Accession Number: 0001172661-25-001218
Form Type: 13F-HR
CIK: peterson-wealth-management
Manager Name: Peterson-Wealth-Management

Data Enrichment

76% identified

38 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $168.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y308

Shares:35.0K

Value:$2.8M

% of Portfolio:1.6% ($2.8M/$168.0M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:14.8K

Value:$2.6M

% of Portfolio:1.6% ($2.6M/$168.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.7K

Value:$2.6M

% of Portfolio:1.5% ($2.6M/$168.0M)

Salesforce, Inc.

CRM|79466L302

Shares:7.7K

Value:$2.6M

% of Portfolio:1.5% ($2.6M/$168.0M)

33733E302

Shares:9.3K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$168.0M)

81369Y209

Shares:15.4K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$168.0M)

Broadcom Inc.

AVGO|11135F101

Shares:8.2K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$168.0M)

Marvell Technology, Inc.

MRVL|573874104

Shares:17.2K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$168.0M)

33734X846

Shares:27.5K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$168.0M)

33734X192

Shares:13.5K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$168.0M)

Roblox Corp

RBLX|771049103

Shares:24.0K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$168.0M)

CHEVRON CORP

CVX|166764100

Shares:7.9K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$168.0M)

MCKESSON CORP

MCK|58155Q103

Shares:1.8K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$168.0M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.8K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$168.0M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:4.4K

Value:$888.3K

% of Portfolio:0.5% ($888.3K/$168.0M)

TARGET CORP

TGT|87612E106

Shares:6.0K

Value:$809.5K

% of Portfolio:0.5% ($809.5K/$168.0M)

81369Y852

Shares:8.3K

Value:$801.6K

% of Portfolio:0.5% ($801.6K/$168.0M)

032108664

Shares:8.4K

Value:$624.1K

% of Portfolio:0.4% ($624.1K/$168.0M)

CATERPILLAR INC

CAT|149123101

Shares:1.7K

Value:$611.6K

% of Portfolio:0.4% ($611.6K/$168.0M)

81369Y605

Shares:12.6K

Value:$611.1K

% of Portfolio:0.4% ($611.1K/$168.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y308)✕	35.0K	QoQ +5.92% (+2.0K) YoY-	All Managers (Combined)	$2.8M	1.6% ($2.8M/$168.0M)	QoQ +0.32% (+$9.0K) YoY-
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	14.8K	QoQ +2.87% (+413) YoY-	All Managers (Combined)	$2.6M	1.6% ($2.6M/$168.0M)	QoQ +12.73% (+$295.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.7K	QoQ +3.50% (+194) YoY-	All Managers (Combined)	$2.6M	1.5% ($2.6M/$168.0M)	QoQ +1.93% (+$49.3K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	7.7K	QoQ +4.91% (+362) YoY-	All Managers (Combined)	$2.6M	1.5% ($2.6M/$168.0M)	QoQ +28.13% (+$567.1K) YoY-
(cusip33733E302)✕	9.3K	QoQ -59.60% (-13.7K) YoY-	All Managers (Combined)	$2.3M	1.3% ($2.3M/$168.0M)	QoQ -33.46% (-$1.1M) YoY-
(cusip81369Y209)✕	15.4K	QoQ +11.44% (-1.6K) YoY-	All Managers (Combined)	$2.1M	1.3% ($2.1M/$168.0M)	QoQ -0.45% (-$9.6K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	8.2K	QoQ NEW(+8.2K) YoY-	All Managers (Combined)	$1.9M	1.1% ($1.9M/$168.0M)	QoQ NEW(+$1.9M) YoY-
Marvell Technology, Inc.(MRVLcusip573874104)	17.2K	QoQ -1.65% (-291) YoY-	All Managers (Combined)	$1.9M	1.1% ($1.9M/$168.0M)	QoQ +50.60% (-$639.9K) YoY-
(cusip33734X846)✕	27.5K	QoQ +5.25% (+1.4K) YoY-	All Managers (Combined)	$1.7M	1.0% ($1.7M/$168.0M)	QoQ +12.75% (+$197.4K) YoY-
(cusip33734X192)✕	13.5K	QoQ NEW(+13.5K) YoY-	All Managers (Combined)	$1.6M	1.0% ($1.6M/$168.0M)	QoQ NEW(+$1.6M) YoY-
Roblox Corp(RBLXcusip771049103)	24.0K	QoQ -17.22% (-5.0K) YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$168.0M)	QoQ +8.21% (-$105.6K) YoY-
CHEVRON CORP(CVXcusip166764100)	7.9K	QoQ -5.56% (-465) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$168.0M)	QoQ -7.12% (-$87.7K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	1.8K	QoQ -4.58% (-87) YoY-	All Managers (Combined)	$1.0M	0.6% ($1.0M/$168.0M)	QoQ +9.98% (-$93.6K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.8K	QoQ +3.84% (+65) YoY-	All Managers (Combined)	$1.0M	0.6% ($1.0M/$168.0M)	QoQ +3.83% (+$37.0K) YoY-
WASTE MANAGEMENT INC(WMcusip94106L109)	4.4K	QoQ +10.40% (+415) YoY-	All Managers (Combined)	$888.3K	0.5% ($888.3K/$168.0M)	QoQ +7.32% (+$60.6K) YoY-
TARGET CORP(TGTcusip87612E106)	6.0K	QoQ -5.83% (-371) YoY-	All Managers (Combined)	$809.5K	0.5% ($809.5K/$168.0M)	QoQ -18.32% (-$181.7K) YoY-
(cusip81369Y852)✕	8.3K	QoQ +8.74% (+666) YoY-	All Managers (Combined)	$801.6K	0.5% ($801.6K/$168.0M)	QoQ +16.46% (+$113.3K) YoY-
(cusip032108664)✕	8.4K	QoQ +0.07% (+6) YoY-	All Managers (Combined)	$624.1K	0.4% ($624.1K/$168.0M)	QoQ +9.17% (+$52.4K) YoY-
CATERPILLAR INC(CATcusip149123101)	1.7K	QoQ +5.11% (-82) YoY-	All Managers (Combined)	$611.6K	0.4% ($611.6K/$168.0M)	QoQ -2.50% (-$15.7K) YoY-
(cusip81369Y605)✕	12.6K	QoQ -0.48% (-62) YoY-	All Managers (Combined)	$611.1K	0.4% ($611.1K/$168.0M)	QoQ +6.12% (-$35.3K) YoY-