PETERSON WEALTH MANAGEMENT Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
XLV	SELECT SECTOR SPDR TR	39,664	$6,140	4.6%	$154.80	—	STATE STREET HEA	81369Y209
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,257	$4,150	3.1%	$497.53	0.0%	CL B NEW	084670702
NEE	NEXTERA ENERGY INC	46,329	$3,719	2.8%	$82.50	0.0%	COM	65339F101
LLY	ELI LILLY & CO	266	$286	0.2%	$955.55	0.0%	COM	532457108
UNH	UNITEDHEALTH GROUP INC	800	$264	0.2%	$337.21	0.0%	COM	91324P102
GEV	GE VERNOVA INC	365	$239	0.2%	$609.04	0.0%	COM	36828A101
PH	PARKER-HANNIFIN CORP	263	$231	0.2%	$817.77	0.0%	COM	701094104

Increased Positions (11)

SPY SPDR S&P 500 ETF TR 17.3%

Value ($000) $23,318 (+48.4%) Shares 34,194 (+45.0%) Est. Cost $512.68 Unrealized —

QQQ INVESCO QQQ TR 17.5%

Value ($000) $23,608 (+47.3%) Shares 38,430 (+44.0%) Est. Cost $432.15 Unrealized —

CRWD CROWDSTRIKE HLDGS INC 4.6%

Value ($000) $6,166 (+314.7%) Shares 13,153 (+333.8%) Est. Cost $484.37 Unrealized +5.1%

XLY SELECT SECTOR SPDR TR 3.4%

Value ($000) $4,571 (-24.3%) Shares 38,280 (+51.9%) Est. Cost $150.42 Unrealized —

PANW PALO ALTO NETWORKS INC 1.3%

Value ($000) $1,769 (+15.8%) Shares 9,601 (+28.0%) Est. Cost $179.73 Unrealized +12.3%

JPM JPMORGAN CHASE & CO. 3.5%

Value ($000) $4,751 (+3.4%) Shares 14,746 (+1.2%) Est. Cost $253.34 Unrealized +22.2%

META META PLATFORMS INC 2.2%

Value ($000) $2,969 (-4.7%) Shares 4,498 (+6.1%) Est. Cost $617.98 Unrealized +8.0%

AAPL APPLE INC 0.5%

Value ($000) $650 (+15.5%) Shares 2,391 (+8.1%) Est. Cost $176.64 Unrealized +51.9%

XLK SELECT SECTOR SPDR TR 0.2%

Value ($000) $320 (-17.2%) Shares 2,223 (+62.1%) Est. Cost $154.19 Unrealized —

SPDW SPDR INDEX SHS FDS 0.2%

Value ($000) $288 (+5.6%) Shares 6,489 (+1.8%) Est. Cost $35.99 Unrealized —

BND VANGUARD BD INDEX FDS 0.2%

Value ($000) $236 (+0.9%) Shares 3,189 (+1.3%) Est. Cost $72.65 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	34,194 (+45.0%)	$23,318 (+48.4%)	17.3%	$512.68	—	TR UNIT	78462F103
QQQ	INVESCO QQQ TR	38,430 (+44.0%)	$23,608 (+47.3%)	17.5%	$432.15	—	UNIT SER 1	46090E103
CRWD	CROWDSTRIKE HLDGS INC	13,153 (+333.8%)	$6,166 (+314.7%)	4.6%	$484.37	+5.1%	CL A	22788C105
XLY	SELECT SECTOR SPDR TR	38,280 (+51.9%)	$4,571 (-24.3%)	3.4%	$150.42	—	STATE STREET CON	81369Y407
PANW	PALO ALTO NETWORKS INC	9,601 (+28.0%)	$1,769 (+15.8%)	1.3%	$179.73	+12.3%	COM	697435105
JPM	JPMORGAN CHASE & CO.	14,746 (+1.2%)	$4,751 (+3.4%)	3.5%	$253.34	+22.2%	COM	46625H100
META	META PLATFORMS INC	4,498 (+6.1%)	$2,969 (-4.7%)	2.2%	$617.98	+8.0%	CL A	30303M102
AAPL	APPLE INC	2,391 (+8.1%)	$650 (+15.5%)	0.5%	$176.64	+51.9%	COM	037833100
XLK	SELECT SECTOR SPDR TR	2,223 (+62.1%)	$320 (-17.2%)	0.2%	$154.19	—	STATE STREET TEC	81369Y803
SPDW	SPDR INDEX SHS FDS	6,489 (+1.8%)	$288 (+5.6%)	0.2%	$35.99	—	PORTFOLIO DEVLPD	78463X889
BND	VANGUARD BD INDEX FDS	3,189 (+1.3%)	$236 (+0.9%)	0.2%	$72.65	—	TOTAL BND MRKT	921937835

Exited Positions (5)

MSFT MICROSOFT CORP 3.6%

Value ($000) $4,891 Shares 9,443 Est. Cost $323.31 Unrealized +54.8%

CASY CASEYS GEN STORES INC 3.3%

Value ($000) $4,477 Shares 7,919 Est. Cost $459.85 Unrealized +19.5%

SPLV INVESCO EXCH TRADED FD TR II 2.5%

Value ($000) $3,389 Shares 46,127 Est. Cost $72.99 Unrealized —

CTAS CINTAS CORP 2.5%

Value ($000) $3,387 Shares 16,503 Est. Cost $214.11 Unrealized -12.1%

SMCI SUPER MICRO COMPUTER INC 0.7%

Value ($000) $993 Shares 20,715 Est. Cost $47.75 Unrealized -13.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	9,443	$4,891	3.6%	$323.31	+54.8%	—	594918104
CASY	CASEYS GEN STORES INC	7,919	$4,477	3.3%	$459.85	+19.5%	—	147528103
SPLV	INVESCO EXCH TRADED FD TR II	46,127	$3,389	2.5%	$72.99	—	—	46138E354
CTAS	CINTAS CORP	16,503	$3,387	2.5%	$214.11	-12.1%	—	172908105
SMCI	SUPER MICRO COMPUTER INC	20,715	$993	0.7%	$47.75	-13.8%	—	86800U302

Decreased Positions (16)

NVDA NVIDIA CORPORATION 2.6%

Value ($000) $3,548 (-63.6%) Shares 19,025 (-63.6%) Est. Cost $104.62 Unrealized +77.9%

MA MASTERCARD INCORPORATED 0.8%

Value ($000) $1,023 (-79.6%) Shares 1,791 (-79.7%) Est. Cost $447.34 Unrealized +24.9%

VIG VANGUARD SPECIALIZED FUNDS 7.2%

Value ($000) $9,659 (-25.8%) Shares 43,950 (-27.2%) Est. Cost $177.38 Unrealized —

XLF SELECT SECTOR SPDR TR 1.0%

Value ($000) $1,301 (-70.7%) Shares 23,746 (-71.2%) Est. Cost $50.44 Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 2.1%

Value ($000) $2,894 (-45.3%) Shares 9,523 (-49.8%) Est. Cost $201.32 Unrealized —

XHB SPDR SERIES TRUST 2.1%

Value ($000) $2,837 (-36.0%) Shares 27,557 (-31.2%) Est. Cost $110.80 Unrealized —

XLC SELECT SECTOR SPDR TR 1.3%

Value ($000) $1,789 (-46.8%) Shares 15,196 (-46.5%) Est. Cost $103.41 Unrealized —

AVGO BROADCOM INC 1.1%

Value ($000) $1,456 (-43.2%) Shares 4,207 (-45.9%) Est. Cost $196.77 Unrealized +81.4%

COST COSTCO WHSL CORP NEW 3.9%

Value ($000) $5,242 (-13.4%) Shares 6,078 (-7.0%) Est. Cost $521.30 Unrealized +73.7%

SKYY FIRST TR EXCHANGE TRADED FD 0.4%

Value ($000) $556 (-48.3%) Shares 4,272 (-46.6%) Est. Cost $119.12 Unrealized —

PEP PEPSICO INC 1.0%

Value ($000) $1,372 (-24.4%) Shares 9,560 (-26.0%) Est. Cost $129.24 Unrealized +12.9%

WMT WALMART INC 3.6%

Value ($000) $4,782 (-5.6%) Shares 42,923 (-12.7%) Est. Cost $59.36 Unrealized +80.6%

HD HOME DEPOT INC 0.2%

Value ($000) $332 (-45.4%) Shares 965 (-35.8%) Est. Cost $389.16 Unrealized -6.3%

XLP SELECT SECTOR SPDR TR 0.9%

Value ($000) $1,267 (-9.0%) Shares 16,311 (-8.2%) Est. Cost $69.63 Unrealized —

TSLA TESLA INC 0.4%

Value ($000) $590 (-6.0%) Shares 1,312 (-7.1%) Est. Cost $316.02 Unrealized +40.3%

IWM ISHARES TR 0.2%

Value ($000) $267 (+0.1%) Shares 1,085 (-1.5%) Est. Cost $215.84 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	19,025 (-63.6%)	$3,548 (-63.6%)	2.6%	$104.62	+77.9%	COM	67066G104
MA	MASTERCARD INCORPORATED	1,791 (-79.7%)	$1,023 (-79.6%)	0.8%	$447.34	+24.9%	CL A	57636Q104
VIG	VANGUARD SPECIALIZED FUNDS	43,950 (-27.2%)	$9,659 (-25.8%)	7.2%	$177.38	—	DIV APP ETF	921908844
XLF	SELECT SECTOR SPDR TR	23,746 (-71.2%)	$1,301 (-70.7%)	1.0%	$50.44	—	STATE STREET FIN	81369Y605
TSM	TAIWAN SEMICONDUCTOR MFG LTD	9,523 (-49.8%)	$2,894 (-45.3%)	2.1%	$201.32	—	SPONSORED ADS	874039100
XHB	SPDR SERIES TRUST	27,557 (-31.2%)	$2,837 (-36.0%)	2.1%	$110.80	—	STATE STREET SPD	78464A888
XLC	SELECT SECTOR SPDR TR	15,196 (-46.5%)	$1,789 (-46.8%)	1.3%	$103.41	—	STATE STREET COM	81369Y852
AVGO	BROADCOM INC	4,207 (-45.9%)	$1,456 (-43.2%)	1.1%	$196.77	+81.4%	COM	11135F101
COST	COSTCO WHSL CORP NEW	6,078 (-7.0%)	$5,242 (-13.4%)	3.9%	$521.30	+73.7%	COM	22160K105
SKYY	FIRST TR EXCHANGE TRADED FD	4,272 (-46.6%)	$556 (-48.3%)	0.4%	$119.12	—	CLOUD COMPUTING	33734X192
PEP	PEPSICO INC	9,560 (-26.0%)	$1,372 (-24.4%)	1.0%	$129.24	+12.9%	COM	713448108
WMT	WALMART INC	42,923 (-12.7%)	$4,782 (-5.6%)	3.6%	$59.36	+80.6%	COM	931142103
HD	HOME DEPOT INC	965 (-35.8%)	$332 (-45.4%)	0.2%	$389.16	-6.3%	COM	437076102
XLP	SELECT SECTOR SPDR TR	16,311 (-8.2%)	$1,267 (-9.0%)	0.9%	$69.63	—	STATE STREET CON	81369Y308
TSLA	TESLA INC	1,312 (-7.1%)	$590 (-6.0%)	0.4%	$316.02	+40.3%	COM	88160R101
IWM	ISHARES TR	1,085 (-1.5%)	$267 (+0.1%)	0.2%	$215.84	—	RUSSELL 2000 ETF	464287655

Unchanged Positions (7)

RBLX ROBLOX CORP 0.9%

Value ($000) $1,165 Shares 14,380 Est. Cost $65.99 Unrealized +60.9%

AMZN AMAZON COM INC 6.0%

Value ($000) $8,038 Shares 34,824 Est. Cost $157.42 Unrealized +45.3%

XOM EXXON MOBIL CORP 0.2%

Value ($000) $298 Shares 2,474 Est. Cost $99.55 Unrealized +16.0%

EIG EMPLOYERS HLDGS INC 0.3%

Value ($000) $443 Shares 10,260 Est. Cost $26.08 Unrealized +55.7%

SCHX SCHWAB STRATEGIC TR 0.3%

Value ($000) $361 Shares 13,397 Est. Cost $36.14 Unrealized —

MDY SPDR S&P MIDCAP 400 ETF TR 1.1%

Value ($000) $1,505 Shares 2,495 Est. Cost $523.92 Unrealized —

SCHM SCHWAB STRATEGIC TR 0.2%

Value ($000) $220 Shares 7,320 Est. Cost $28.05 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RBLX	ROBLOX CORP	14,380	$1,165	0.9%	$65.99	+60.9%	CL A	771049103
AMZN	AMAZON COM INC	34,824	$8,038	6.0%	$157.42	+45.3%	COM	023135106
XOM	EXXON MOBIL CORP	2,474	$298	0.2%	$99.55	+16.0%	COM	30231G102
EIG	EMPLOYERS HLDGS INC	10,260	$443	0.3%	$26.08	+55.7%	COM	292218104
SCHX	SCHWAB STRATEGIC TR	13,397	$361	0.3%	$36.14	—	US LRG CAP ETF	808524201
MDY	SPDR S&P MIDCAP 400 ETF TR	2,495	$1,505	1.1%	$523.92	—	UTSER1 S&PDCRP	78467Y107
SCHM	SCHWAB STRATEGIC TR	7,320	$220	0.2%	$28.05	—	US MID-CAP ETF	808524508