Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $443 Million
  • Q1 2024

Peterson Wealth Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $443 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $147M, Spdr Ser Tr Fds Spdr Portfolio with a value of $53.9M, Jp Morgan ETF Tr Ultra Short I with a value of $49M, Spdr Portfolio with a value of $32.7M, and Spdr Portfolio S&P 600 Small C with a value of $27.9M.

Examining the 13F form we can see an increase of $37M in the current position value, from $406M to 443M.

Below you can find more details about Peterson Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $443 Million
ETFs: $429 Million
Technology: $4.61 Million
Energy: $2.5 Million
Healthcare: $1.23 Million
Consumer Cyclical: $1.2 Million
Consumer Defensive: $1.09 Million
Industrials: $1.06 Million
Financial Services: $977,000
Other: $1.06 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$147 Million 33.21% of portfolio
2,393,901
Q1 2024 Added 0.58%
$0
$53.9 Million 12.16% of portfolio
1,505,195
Q1 2024 Added 0.66%
$0
$49 Million 11.04% of portfolio
970,685
Q1 2024 Added 23.46%
$0
$32.7 Million 7.38% of portfolio
613,808
Q1 2024 Added 2.18%
$0
$27.9 Million 6.29% of portfolio
648,291
Q1 2024 Added 1.53%
$0
$17.5 Million 3.94% of portfolio
67,201
Q1 2024 Reduced 2.15%
$0
$15.5 Million 3.5% of portfolio
332,386
Q1 2024 Added 8.51%
$0
$12.6 Million 2.84% of portfolio
145,541
Q1 2024 Added 3.81%
$0
$8.36 Million 1.88% of portfolio
124,499
Q1 2024 Reduced 2.14%
$0
$7.53 Million 1.7% of portfolio
156,167
Q1 2024 Added 12.37%
$0
$6.37 Million 1.44% of portfolio
133,724
Q1 2024 Added 3.19%
$0
$5.24 Million 1.18% of portfolio
62,032
Q1 2024 Added 0.02%
$0
$5.1 Million 1.15% of portfolio
79,480
Q1 2024 Reduced 28.5%
$0
$4.87 Million 1.1% of portfolio
9,264
Q1 2024 Added 6.72%
$0
$4.78 Million 1.08% of portfolio
58,651
Q1 2024 Reduced 0.39%
$0
$4.15 Million 0.94% of portfolio
18,174
Q1 2024 Reduced 0.37%
$480B
$2.5 Million 0.56% of portfolio
21,531
Q1 2024 Reduced 2.15%
$0
$2.46 Million 0.55% of portfolio
22,236
Q1 2024 Added 1.62%
$0
$2.22 Million 0.5% of portfolio
43,945
Q1 2024 Reduced 10.56%
$3.38T
$1.89 Million 0.43% of portfolio
11,036
Q1 2024 Reduced 0.34%
$0
$1.92 Million 0.43% of portfolio
94,511
Q1 2024 Reduced 1.29%
$0
$1.69 Million 0.38% of portfolio
23,774
Q1 2024 Reduced 6.13%
$3.33T
$1.61 Million 0.36% of portfolio
3,835
Q1 2024 Reduced 0.26%
$0
$1.6 Million 0.36% of portfolio
9,822
Q1 2024 Added 0.62%
$0
$1.44 Million 0.32% of portfolio
31,787
Q1 2024 Reduced 8.15%
$0
$1.32 Million 0.3% of portfolio
36,365
Q1 2024 Reduced 9.19%
$0
$1.11 Million 0.25% of portfolio
20,722
Q1 2024 Added 2.4%
$0
$892,000 0.2% of portfolio
3,574
Q1 2024 Reduced 0.75%
$0
$860,000 0.19% of portfolio
32,498
Q1 2024 Reduced 0.81%
$0
$779,000 0.18% of portfolio
4,090
Q1 2024 Reduced 7.28%
$0
$790,000 0.18% of portfolio
15,762
Q1 2024 Added 0.61%
$0
$805,000 0.18% of portfolio
10,092
Q4 2023 Added 0.34%
$303B
$724,000 0.16% of portfolio
3,979
Q1 2024 Reduced 11.14%
$1.13T
$707,000 0.16% of portfolio
1,457
Q1 2024 Reduced 0.75%
$0
$674,000 0.15% of portfolio
7,396
Q1 2024 Added 0.41%
$0
$673,000 0.15% of portfolio
11,095
Q1 2024 Added 401.13%
$0
$674,000 0.15% of portfolio
3,983
Q1 2024 Added 0.4%
$0
$606,000 0.14% of portfolio
12,110
Q1 2024 Added 0.51%
$0
$606,000 0.14% of portfolio
2,530
Q1 2024 Reduced 0.63%
$184B
$572,000 0.13% of portfolio
9,516
Q1 2024 Added 184.06%
$352B
$584,000 0.13% of portfolio
1,525
Q1 2024 Reduced 0.2%
$30.4B
$471,000 0.11% of portfolio
9,842
Q4 2023 Reduced 7.13%
$860B
$505,000 0.11% of portfolio
650
Q1 2024 Reduced 3.85%
$0
$447,000 0.1% of portfolio
2,396
Q1 2024 Added 14.26%
$529B
$435,000 0.1% of portfolio
1,035
Q1 2024 Added 7.03%
$176B
$383,000 0.09% of portfolio
1,047
Q1 2024 Added 0.29%
$0
$395,000 0.09% of portfolio
3,377
Q1 2024 Added 0.12%
$625B
$402,000 0.09% of portfolio
2,287
Q1 2024 Reduced 0.61%
$0
$337,000 0.08% of portfolio
2,727
Q1 2024 Added 1.3%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $443 Million
  • Prior Value $406 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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