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  Name: PETERSON WEALTH MANAGEMENT
  City: Sparks
  State: NV
  Zip: 89431
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $138,455,000
  Total Value Change : $27,375,000
  Securities Held Change : 3
   
All Securities Held : 53
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 33
  Unchanged Positions : 1
  Decreased Positions : 13

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 17 New $301.90 $2,747,000 9,668 1.98% 2,747,000 9,668 0.003    Networking & Communic...
   (CVX)1 Year Chart         CVX Chevron Corp 37 New $156.08 $1,225,000 7,765 0.88% 1,225,000 7,765 0    Integrated Oil & Gas
   (HSY)1 Year Chart         HSY Hershey Foods Corp 39 New $196.06 $1,011,000 5,200 0.73% 1,011,000 5,200 0.004    Confectioners
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 50 New $63.10 $276,000 4,440 0.2% 276,000 4,440 0    Closed - End Fund - Debt
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 53 New $36.21 $228,000 6,375 0.16% 228,000 6,375 0    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 52 New $71.72 $228,000 3,138 0.16% 228,000 3,138 0.001    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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