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:

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Employers Holdings, Inc.

EIG|292218104

Shares:10.0K

Value:$511.2K

% of Portfolio:0.3% ($511.2K/$168.0M)

808524201

SCHX|808524201

Shares:13.3K

Value:$308.8K

% of Portfolio:0.2% ($308.8K/$168.0M)

81369Y506

Shares:3.5K

Value:$300.7K

% of Portfolio:0.2% ($300.7K/$168.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.4K

Value:$262.0K

% of Portfolio:0.2% ($262.0K/$168.0M)

921937835

BND|921937835

Shares:3.1K

Value:$225.7K

% of Portfolio:0.1% ($225.7K/$168.0M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:636

Value:$217.6K

% of Portfolio:0.1% ($217.6K/$168.0M)

78463X889

SPDW|78463X889

Shares:6.4K

Value:$217.6K

% of Portfolio:0.1% ($217.6K/$168.0M)

Meta Platforms, Inc.

META|30303M102

Shares:345

Value:$202.2K

% of Portfolio:0.1% ($202.2K/$168.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:842

Value:$201.8K

% of Portfolio:0.1% ($201.8K/$168.0M)

808524508

Shares:7.3K

Value:$201.1K

% of Portfolio:0.1% ($201.1K/$168.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Employers Holdings, Inc.(EIGcusip292218104)	10.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$511.2K	0.3% ($511.2K/$168.0M)	QoQ +6.79% (+$32.5K) YoY-
(SCHXcusip808524201)	13.3K	QoQ +200.00% (+8.9K) YoY-	All Managers (Combined)	$308.8K	0.2% ($308.8K/$168.0M)	QoQ +2.49% (+$7.5K) YoY-
(cusip81369Y506)✕	3.5K	QoQ -5.97% (-223) YoY-	All Managers (Combined)	$300.7K	0.2% ($300.7K/$168.0M)	QoQ -8.27% (-$27.1K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.4K	QoQ +19.70% (+401) YoY-	All Managers (Combined)	$262.0K	0.2% ($262.0K/$168.0M)	QoQ +9.82% (+$23.4K) YoY-
(BNDcusip921937835)	3.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$225.7K	0.1% ($225.7K/$168.0M)	QoQ -4.26% (-$10.0K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	636	QoQ NEW(+636) YoY-	All Managers (Combined)	$217.6K	0.1% ($217.6K/$168.0M)	QoQ NEW(+$217.6K) YoY-
(SPDWcusip78463X889)	6.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$217.6K	0.1% ($217.6K/$168.0M)	QoQ -9.13% (-$21.9K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	345	QoQ NEW(+345) YoY-	All Managers (Combined)	$202.2K	0.1% ($202.2K/$168.0M)	QoQ NEW(+$202.2K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	842	QoQ NEW(+842) YoY-	All Managers (Combined)	$201.8K	0.1% ($201.8K/$168.0M)	QoQ NEW(+$201.8K) YoY-
(cusip808524508)✕	7.3K	QoQ +200.00% (+4.8K) YoY-	All Managers (Combined)	$201.1K	0.1% ($201.1K/$168.0M)	QoQ +0.04% (+$96) YoY-