Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $527 Million
  • Q2 2025

Peterson Wealth Advisors, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $527 Million distributed in 97 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 $165M, Spdr Ser Tr Fds Spdr Portfolio with a value of $64.6M, Jp Morgan ETF Tr Ultra Short I with a value of $47.3M, Spdr Portfolio with a value of $37.9M, and Spdr Portfolio S&P 600 Small C with a value of $29.6M.

Examining the 13F form we can see an increase of $42.3M in the current position value, from $485M to 527M.

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

Portfolio value $527 Million
ETFs: $505 Million
Technology: $6.16 Million
Energy: $2.42 Million
Consumer Cyclical: $1.69 Million
Financial Services: $1.55 Million
Consumer Defensive: $1.52 Million
Healthcare: $1.44 Million
Communication Services: $746,000
Other: $698,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$165 Million 31.22% of portfolio
2,264,471
Q2 2025 Added 0.57%
$0
$64.6 Million 12.25% of portfolio
1,595,482
Q2 2025 Added 1.94%
$0
$47.3 Million 8.97% of portfolio
932,776
Q2 2025 Added 0.1%
$0
$37.9 Million 7.19% of portfolio
696,729
Q2 2025 Added 1.51%
$0
$29.6 Million 5.62% of portfolio
695,826
Q2 2025 Added 2.02%
$0
$17.2 Million 3.26% of portfolio
365,188
Q2 2025 Added 0.26%
$0
$16.5 Million 3.13% of portfolio
54,221
Q2 2025 Reduced 0.69%
$0
$15.8 Million 2.99% of portfolio
25,390
Q2 2025 Added 4.21%
$0
$10.8 Million 2.05% of portfolio
142,485
Q2 2025 Added 3.13%
$0
$9.32 Million 1.77% of portfolio
382,422
Q2 2025 Reduced 0.99%
$0
$9.19 Million 1.74% of portfolio
103,179
Q2 2025 Added 1.7%
$0
$8.01 Million 1.52% of portfolio
164,837
Q2 2025 Added 2.0%
$0
$6.63 Million 1.26% of portfolio
236,356
Q2 2025 Added 2.74%
$0
$6.59 Million 1.25% of portfolio
27,789
Q2 2025 Added 3.17%
$0
$5.8 Million 1.1% of portfolio
101,721
Q2 2025 Added 0.95%
$0
$5.46 Million 1.03% of portfolio
49,551
Q2 2025 Reduced 14.53%
$0
$5.12 Million 0.97% of portfolio
103,482
Q2 2025 Added 2.24%
$0
$4.56 Million 0.87% of portfolio
99,756
Q2 2025 Reduced 6.64%
$0
$4.43 Million 0.84% of portfolio
147,533
Q2 2025 Reduced 5.45%
$0
$4.31 Million 0.82% of portfolio
57,599
Q2 2025 Reduced 5.33%
$0
$2.89 Million 0.55% of portfolio
67,676
Q2 2025 Reduced 2.73%
$3.54T
$2.55 Million 0.48% of portfolio
12,424
Q2 2025 Added 0.31%
$442B
$2.42 Million 0.46% of portfolio
22,488
Q2 2025 Added 0.04%
$0
$2.44 Million 0.46% of portfolio
48,187
Q2 2025 Reduced 5.82%
$3.88T
$2.18 Million 0.41% of portfolio
4,385
Q2 2025 Added 0.02%
$0
$2.09 Million 0.4% of portfolio
19,138
Q2 2025 Reduced 19.59%
$0
$1.78 Million 0.34% of portfolio
28,682
Q2 2025 Added 2.37%
$0
$1.61 Million 0.3% of portfolio
2,828
Q2 2025 Added 3.02%
$0
$1.6 Million 0.3% of portfolio
75,618
Q2 2025 Added 2.78%
$0
$1.5 Million 0.28% of portfolio
17,800
Q2 2025 Reduced 3.63%
$0
$1.43 Million 0.27% of portfolio
28,016
Q2 2025 Added 143.22%
$0
$1.36 Million 0.26% of portfolio
29,350
Q2 2025 Added 95.43%
$0
$1.16 Million 0.22% of portfolio
20,523
Q2 2025 Reduced 0.11%
$0
$1.11 Million 0.21% of portfolio
43,871
Q2 2025 Added 3.4%
$0
$940,000 0.18% of portfolio
16,001
Q2 2025 Reduced 8.99%
$280B
$933,000 0.18% of portfolio
9,548
Q2 2025 Reduced 0.01%
$0
$874,000 0.17% of portfolio
9,779
Q2 2025 Added 0.03%
$0
$861,000 0.16% of portfolio
3,079
Q2 2025 Reduced 0.23%
$0
$821,000 0.16% of portfolio
3,861
Q2 2025 Reduced 21.56%
$0
$804,000 0.15% of portfolio
11,643
Q1 2025 New
$352B
$788,000 0.15% of portfolio
4,250
Q2 2025 Added 0.02%
$1.02T
$762,000 0.14% of portfolio
2,401
Q2 2025 Added 20.11%
$1.71T
$746,000 0.14% of portfolio
1,011
Q1 2025 Reduced 28.3%
$0
$674,000 0.13% of portfolio
23,092
Q2 2025 Reduced 0.58%
$0
$688,000 0.13% of portfolio
7,563
Q2 2025 Reduced 8.58%
$609B
$654,000 0.12% of portfolio
839
Q2 2025 Added 4.35%
$0
$659,000 0.12% of portfolio
2,311
Q1 2025 Reduced 4.35%
$433B
$590,000 0.11% of portfolio
597
Q2 2025 Added 4.55%
$842B
$588,000 0.11% of portfolio
2,030
Q2 2025 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $527 Million
  • Prior Value $485 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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