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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 : 2023-12-31
  Total Value : $111,080,000
  Total Value Change : $-10,332,000
  Securities Held Change : -8
   
All Securities Held : 50
  New Positions : 2
  Closed Positions : 10
  Increased Positions : 21
  Unchanged Positions : 1
  Decreased Positions : 26

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Holdings Found : 10     View All Holdings Currently Viewing:  Closed 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
   (DVN)1 Year Chart         DVN Devon Energy Corp 51 Closed $49.24 $0 0 0% -221,000 -4,625 0    Independent Oil & Gas
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 57 Closed $45.34 $0 0 0% -403,000 -10,271 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 56 Closed $78.04 $0 0 0% -245,000 -4,463 0    Investment Brokerage ...
   (PSA)1 Year Chart         PSA Public Storage Inc 55 Closed $287.02 $0 0 0% -201,000 -762 0    REIT - Industrial
   (DIA)1 Year Chart         DIA Diamonds Trust 54 Closed $399.21 $0 0 0% -490,000 -1,463 0    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 60 Closed $125.19 $0 0 0% -270,000 -2,663 0    Closed - End Fund - E...
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond 53 Closed $46.08 $0 0 0% -361,000 -8,257 0    Closed - End Fund - E...
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 59 Closed $116.85 $0 0 0% -307,000 -2,558 0    Semiconductor Equipme...
   (WM)1 Year Chart         WM Waste Management Inc 52 Closed $212.20 $0 0 0% -1,384,000 -9,077 0    Waste Management
   (TGT)1 Year Chart         TGT Target Corp 58 Closed $160.65 $0 0 0% -325,000 -2,940 0    Discount, Variety Stores

      10 Records Found
  1    
Page 1 of 1
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