Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: PETERSON WEALTH MANAGEMENT
  City: Sparks
  State: NV
  Zip: 89431
   
Achive data
  View Filing Period:
  
 
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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 3 - $180.90 $8,721,000 47,758 6.3% 58,000 -3,080 0.013    Closed - End Fund - Debt
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 4 - $130.11 $6,866,000 52,318 4.96% -995,000 -10,586 0.033    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 11 - $96.52 $3,811,000 38,907 2.75% -105,000 -554 0.001    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 15 - $90.45 $3,288,000 34,747 2.37% -228,000 -808 0.003    Closed - End Fund - E...
   (FDN)1 Year Chart         FDN First Trust Dow Jones Inter... 22 - $193.70 $2,336,000 11,392 1.69% 202,000 -47 0.022    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 25 - $161.24 $2,059,000 11,306 1.49% 233,000 -478 0.004    Drug Manufacturers - ...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 38 - $546.18 $1,217,000 2,188 0.88% 76,000 -61 0.005    Closed - End Fund - E...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 43 - $41.64 $620,000 14,730 0.45% 57,000 -236 0    Closed - End Fund - E...
   (HACK)1 Year Chart         HACK Amplify Cybersecurity Etf 44 - $63.39 $576,000 8,990 0.42% 28,000 -88 0.027    N/A
   (HON)1 Year Chart         HON Honeywell International Inc 45 - $202.19 $485,000 2,364 0.35% -404,000 -1,877 0    Conglomerates
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 47 - $0.00 $448,000 8,578 0.32% -25,000 -584 0.018    Closed - End Fund - Debt
   (FMB)1 Year Chart         FMB First Trust Managed Municipal 48 - $0.00 $429,000 8,355 0.31% -36,000 -652 0.027    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 51 - $117.26 $241,000 2,069 0.17% 34,000 -6 0    Integrated Oil & Gas
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us