Portfolio (Quarterly)
Guide ↗
PETERSON WEALTH MANAGEMENT
· CIK 0001785144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | ON | ON SEMICONDUCTOR CORP | Technology | 15.0 | $1K | 0.00% | NEW | — | $94.53 | -23.1% |
| 182 | MU | MICRON TECHNOLOGY INC | Technology | 1.0 | $1K | 0.00% | NEW | — | $1154.00 | -19.1% |
| 183 | FPEI | FIRST TR EXCH TRADED FD III | — | 5.0 | $91.0 | — | NEW | — | $18.20 | +4.2% |
| 184 | FMB | FIRST TR EXCH TRADED FD III | — | — | $15.0 | — | NEW | — | — | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
49.5%
Technology
19.3%
Consumer Defensive
11.7%
Consumer Cyclical
7.3%
Utilities
4.7%
Healthcare
3.3%
Communication Services
3.2%
Industrials
0.4%
Energy
0.3%
Real Estate
0.2%