Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $485 Million
  • Q1 2025

Peterson Wealth Advisors, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $485 Million distributed in 89 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 $148M, Spdr Ser Tr Fds Spdr Portfolio with a value of $57M, Jp Morgan ETF Tr Ultra Short I with a value of $47.2M, Spdr Portfolio with a value of $35.1M, and Spdr Portfolio S&P 600 Small C with a value of $27.8M.

Examining the 13F form we can see an increase of $3.27M in the current position value, from $482M to 485M.

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

Portfolio value $485 Million
ETFs: $466 Million
Technology: $4.94 Million
Energy: $2.67 Million
Healthcare: $1.55 Million
Consumer Cyclical: $1.38 Million
Consumer Defensive: $1.38 Million
Financial Services: $1.28 Million
Communication Services: $582,000
Other: $531,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$148 Million 30.53% of portfolio
2,251,634
Q1 2025 Reduced 4.87%
$0
$57 Million 11.75% of portfolio
1,565,058
Q1 2025 Reduced 0.75%
$0
$47.2 Million 9.73% of portfolio
931,809
Q1 2025 Reduced 1.74%
$0
$35.1 Million 7.24% of portfolio
686,382
Q1 2025 Added 2.03%
$0
$27.8 Million 5.73% of portfolio
682,022
Q1 2025 Reduced 0.01%
$0
$17.1 Million 3.53% of portfolio
364,232
Q1 2025 Added 7.7%
$0
$15 Million 3.09% of portfolio
54,599
Q1 2025 Reduced 3.69%
$0
$13.7 Million 2.82% of portfolio
24,365
Q1 2025 Added 130.73%
$0
$9.52 Million 1.96% of portfolio
138,160
Q1 2025 Reduced 22.8%
$0
$9.4 Million 1.94% of portfolio
386,250
Q1 2025 Added 5.23%
$0
$9.19 Million 1.89% of portfolio
101,456
Q1 2025 Reduced 0.15%
$0
$7.74 Million 1.6% of portfolio
161,611
Q1 2025 Added 2.79%
$0
$6.03 Million 1.24% of portfolio
230,051
Q1 2025 Added 24.98%
$0
$5.97 Million 1.23% of portfolio
26,935
Q1 2025 Added 43.62%
$0
$5.38 Million 1.11% of portfolio
57,972
Q1 2025 Added 2.64%
$0
$5.12 Million 1.06% of portfolio
100,763
Q1 2025 Added 533.17%
$0
$4.58 Million 0.94% of portfolio
101,216
Q1 2025 Added 33.26%
$0
$4.46 Million 0.92% of portfolio
156,031
Q1 2025 Added 191.0%
$0
$4.14 Million 0.85% of portfolio
60,841
Q1 2025 Reduced 4.21%
$0
$4.09 Million 0.84% of portfolio
154,515
Q1 2025 Added 25.97%
$3.42T
$2.75 Million 0.57% of portfolio
12,385
Q1 2025 Reduced 2.92%
$0
$2.74 Million 0.56% of portfolio
69,575
Q1 2025 Added 17.31%
$440B
$2.67 Million 0.55% of portfolio
22,478
Q1 2025 Reduced 0.2%
$0
$2.59 Million 0.53% of portfolio
51,165
Q1 2025 Reduced 4.44%
$0
$2.49 Million 0.51% of portfolio
23,801
Q1 2025 Added 5.0%
$2.95T
$1.65 Million 0.34% of portfolio
4,384
Q1 2025 Added 1.11%
$0
$1.63 Million 0.34% of portfolio
28,017
Q1 2025 Added 205.66%
$0
$1.58 Million 0.33% of portfolio
73,575
Q1 2025 Reduced 9.32%
$0
$1.44 Million 0.3% of portfolio
18,470
Q1 2025 Reduced 0.86%
$0
$1.41 Million 0.29% of portfolio
2,745
Q1 2025 Added 130.87%
$0
$1.18 Million 0.24% of portfolio
20,545
Q1 2025 Added 38.19%
$0
$1.03 Million 0.21% of portfolio
17,582
Q1 2025 Reduced 1.71%
$0
$994,000 0.2% of portfolio
42,428
Q1 2025 New
$345B
$890,000 0.18% of portfolio
4,249
Q1 2025 Added 2.04%
$0
$854,000 0.18% of portfolio
4,922
Q1 2025 Added 12.37%
$264B
$838,000 0.17% of portfolio
9,549
Q1 2025 Reduced 3.72%
$0
$798,000 0.16% of portfolio
9,776
Q1 2025 Reduced 2.36%
$0
$798,000 0.16% of portfolio
3,086
Q1 2025 Reduced 2.68%
$0
$723,000 0.15% of portfolio
11,643
Q1 2025 New
$0
$688,000 0.14% of portfolio
8,273
Q1 2025 Added 6.46%
$854B
$664,000 0.14% of portfolio
804
Q1 2025 Added 0.12%
$0
$691,000 0.14% of portfolio
15,018
Q1 2025 New
$0
$593,000 0.12% of portfolio
2,311
Q1 2025 Reduced 4.35%
$0
$581,000 0.12% of portfolio
23,227
Q1 2025 Added 96.82%
$0
$585,000 0.12% of portfolio
11,519
Q1 2025 Added 5.47%
$1.25T
$582,000 0.12% of portfolio
1,011
Q1 2025 Reduced 28.3%
$891B
$518,000 0.11% of portfolio
1,999
Q1 2025 Reduced 0.55%
$694B
$553,000 0.11% of portfolio
1,040
Q4 2024 Added 4.73%
$440B
$540,000 0.11% of portfolio
571
Q1 2025 Added 28.31%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $485 Million
  • Prior Value $482 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Peterson Wealth Advisors, LLC Portfolio

Follow Peterson Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email