Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024

Peterson Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $480 Million distributed in 83 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 $162M, Spdr Ser Tr Fds Spdr Portfolio with a value of $59.8M, Jp Morgan ETF Tr Ultra Short I with a value of $48M, Spdr Portfolio with a value of $35.7M, and Spdr Portfolio S&P 600 Small C with a value of $30.9M.

Examining the 13F form we can see an increase of $35.5M in the current position value, from $445M to 480M.

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

Portfolio value $480 Million
ETFs: $463 Million
Technology: $5.78 Million
Energy: $2.59 Million
Healthcare: $1.47 Million
Consumer Cyclical: $1.42 Million
Consumer Defensive: $1.37 Million
Financial Services: $1.24 Million
Industrials: $1.23 Million
Other: $1.08 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$162 Million 33.77% of portfolio
2,401,889
Q3 2024 Added 2.16%
$0
$59.8 Million 12.46% of portfolio
1,592,521
Q3 2024 Added 2.95%
$0
$48 Million 10.0% of portfolio
946,435
Q3 2024 Reduced 3.04%
$0
$35.7 Million 7.44% of portfolio
653,336
Q3 2024 Added 4.66%
$0
$30.9 Million 6.44% of portfolio
679,407
Q3 2024 Added 2.88%
$0
$17.5 Million 3.64% of portfolio
361,948
Q3 2024 Added 5.68%
$0
$17.2 Million 3.57% of portfolio
60,622
Q3 2024 Reduced 4.74%
$0
$10.5 Million 2.18% of portfolio
107,502
Q3 2024 Added 2.58%
$0
$8.84 Million 1.84% of portfolio
124,835
Q3 2024 Added 0.48%
$0
$8.37 Million 1.74% of portfolio
170,830
Q3 2024 Added 8.19%
$0
$7.72 Million 1.61% of portfolio
158,662
Q3 2024 Added 6.39%
$0
$5.75 Million 1.2% of portfolio
60,026
Q3 2024 Reduced 3.03%
$0
$4.88 Million 1.02% of portfolio
69,613
Q3 2024 Reduced 3.38%
$0
$4.91 Million 1.02% of portfolio
8,516
Q3 2024 Reduced 1.21%
$0
$4.83 Million 1.01% of portfolio
58,137
Q3 2024 Added 0.4%
$0
$4.25 Million 0.89% of portfolio
17,936
Q3 2024 Added 0.6%
$4.07T
$2.9 Million 0.6% of portfolio
12,443
Q3 2024 Added 4.03%
$0
$2.63 Million 0.55% of portfolio
22,517
Q3 2024 Added 0.52%
$450B
$2.59 Million 0.54% of portfolio
22,133
Q3 2024 Added 2.75%
$0
$2.3 Million 0.48% of portfolio
45,403
Q3 2024 Reduced 10.87%
$0
$1.99 Million 0.41% of portfolio
70,614
Q3 2024 Added 179.65%
$0
$1.96 Million 0.41% of portfolio
84,765
Q3 2024 Reduced 5.81%
$0
$1.79 Million 0.37% of portfolio
23,332
Q3 2024 Added 1.98%
$0
$1.73 Million 0.36% of portfolio
9,937
Q3 2024 Added 1.17%
$3.39T
$1.74 Million 0.36% of portfolio
4,054
Q3 2024 Added 4.48%
$0
$1.53 Million 0.32% of portfolio
37,090
Q3 2024 Added 1.1%
$0
$1.47 Million 0.31% of portfolio
31,396
Q3 2024 Added 0.79%
$0
$1.09 Million 0.23% of portfolio
37,663
Q3 2024 Reduced 8.21%
$0
$1.1 Million 0.23% of portfolio
17,877
Q3 2024 Reduced 5.17%
$0
$857,000 0.18% of portfolio
3,251
Q3 2024 Reduced 1.93%
$310B
$831,000 0.17% of portfolio
4,209
Q3 2024 Added 4.99%
$1.39T
$831,000 0.17% of portfolio
1,452
Q3 2024 Reduced 0.14%
$0
$837,000 0.17% of portfolio
10,017
Q2 2024 Reduced 0.74%
$0
$836,000 0.17% of portfolio
4,372
Q3 2024 Added 6.56%
$0
$830,000 0.17% of portfolio
15,721
Q3 2024 Reduced 1.82%
$259B
$796,000 0.17% of portfolio
9,865
Q3 2024 Added 3.67%
$0
$712,000 0.15% of portfolio
7,754
Q3 2024 Added 4.68%
$0
$659,000 0.14% of portfolio
12,949
Q3 2024 Added 60.26%
$0
$667,000 0.14% of portfolio
12,629
Q3 2024 Added 3.68%
$0
$633,000 0.13% of portfolio
2,405
Q3 2024 Reduced 1.64%
$0
$632,000 0.13% of portfolio
3,532
Q3 2024 Reduced 11.68%
$740B
$634,000 0.13% of portfolio
716
Q3 2024 Added 8.48%
$1.52T
$596,000 0.12% of portfolio
2,278
Q3 2024 Reduced 0.65%
$0
$571,000 0.12% of portfolio
1,083
Q3 2024 Added 62.13%
$0
$593,000 0.12% of portfolio
9,521
Q3 2024 Reduced 14.4%
$418B
$513,000 0.11% of portfolio
1,268
Q3 2024 Reduced 16.52%
$593B
$457,000 0.1% of portfolio
993
Q2 2024 Reduced 4.06%
$39B
$499,000 0.1% of portfolio
9,843
Q2 2024 Added 0.01%
$325B
$415,000 0.09% of portfolio
3,422
Q3 2024 Added 13.54%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $480 Million
  • Prior Value $445 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 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