Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $445 Million
  • Q2 2024

Peterson Wealth Advisors, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $445 Million distributed in 75 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 $150M, Spdr Ser Tr Fds Spdr Portfolio with a value of $54.3M, Jp Morgan ETF Tr Ultra Short I with a value of $49.3M, Spdr Portfolio with a value of $32M, and Spdr Portfolio S&P 600 Small C with a value of $27.4M.

Examining the 13F form we can see an increase of $1.24M in the current position value, from $443M to 445M.

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

Portfolio value $445 Million
ETFs: $429 Million
Technology: $5.37 Million
Energy: $2.48 Million
Healthcare: $1.28 Million
Consumer Cyclical: $1.21 Million
Financial Services: $1.15 Million
Industrials: $1.02 Million
Consumer Defensive: $989,000
Other: $996,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$150 Million 33.84% of portfolio
2,351,124
Q2 2024 Reduced 1.79%
$0
$54.3 Million 12.2% of portfolio
1,546,868
Q2 2024 Added 2.77%
$0
$49.3 Million 11.08% of portfolio
976,151
Q2 2024 Added 0.56%
$0
$32 Million 7.2% of portfolio
624,249
Q2 2024 Added 1.7%
$0
$27.4 Million 6.17% of portfolio
660,370
Q2 2024 Added 1.86%
$0
$17 Million 3.83% of portfolio
63,641
Q2 2024 Reduced 5.3%
$0
$15.9 Million 3.57% of portfolio
342,506
Q2 2024 Added 3.04%
$0
$8.78 Million 1.97% of portfolio
104,796
Q2 2024 Reduced 28.0%
$0
$8.15 Million 1.83% of portfolio
124,235
Q2 2024 Reduced 0.21%
$0
$7.6 Million 1.71% of portfolio
157,893
Q2 2024 Added 1.11%
$0
$7.03 Million 1.58% of portfolio
149,139
Q2 2024 Added 11.53%
$0
$5.73 Million 1.29% of portfolio
61,904
Q2 2024 Reduced 0.21%
$0
$4.78 Million 1.07% of portfolio
72,051
Q2 2024 Reduced 9.35%
$0
$4.72 Million 1.06% of portfolio
8,620
Q2 2024 Reduced 6.95%
$0
$4.51 Million 1.01% of portfolio
57,904
Q2 2024 Reduced 1.27%
$0
$3.89 Million 0.87% of portfolio
17,829
Q2 2024 Reduced 1.9%
$0
$2.57 Million 0.58% of portfolio
50,939
Q2 2024 Added 15.92%
$0
$2.39 Million 0.54% of portfolio
22,400
Q2 2024 Added 0.74%
$0
$1.8 Million 0.4% of portfolio
89,993
Q2 2024 Reduced 4.78%
$0
$1.59 Million 0.36% of portfolio
22,879
Q2 2024 Reduced 3.76%
$0
$1.58 Million 0.35% of portfolio
9,822
Q1 2024 Added 0.62%
$0
$1.4 Million 0.31% of portfolio
31,150
Q2 2024 Reduced 2.0%
$0
$1.38 Million 0.31% of portfolio
36,687
Q2 2024 Added 0.89%
$0
$1.14 Million 0.26% of portfolio
41,033
Q2 2024 Added 26.26%
$0
$1.01 Million 0.23% of portfolio
18,851
Q2 2024 Reduced 9.03%
$0
$784,000 0.18% of portfolio
10,017
Q2 2024 Reduced 0.74%
$0
$810,000 0.18% of portfolio
4,103
Q2 2024 Added 0.32%
$0
$791,000 0.18% of portfolio
16,013
Q2 2024 Added 1.59%
$0
$802,000 0.18% of portfolio
3,315
Q2 2024 Reduced 7.25%
$0
$650,000 0.15% of portfolio
11,123
Q2 2024 Added 0.25%
$0
$652,000 0.15% of portfolio
7,407
Q2 2024 Added 0.15%
$0
$674,000 0.15% of portfolio
25,251
Q2 2024 New
$0
$656,000 0.15% of portfolio
3,999
Q2 2024 Added 0.4%
$0
$610,000 0.14% of portfolio
2,445
Q2 2024 Reduced 3.36%
$0
$593,000 0.13% of portfolio
12,181
Q2 2024 Added 0.59%
$0
$426,000 0.1% of portfolio
2,344
Q2 2024 Reduced 2.17%
$0
$431,000 0.1% of portfolio
3,381
Q2 2024 Added 0.12%
$0
$409,000 0.09% of portfolio
8,080
Q2 2024 New
$0
$334,000 0.08% of portfolio
668
Q2 2024 Added 8.09%
$0
$336,000 0.08% of portfolio
2,732
Q2 2024 Added 0.18%
$0
$351,000 0.08% of portfolio
6,981
Q2 2024 New
$0
$305,000 0.07% of portfolio
10,039
Q2 2024 Reduced 1.5%
$0
$331,000 0.07% of portfolio
5,719
Q2 2024 Reduced 1.06%
$0
$276,000 0.06% of portfolio
4,710
Q2 2024 Added 0.77%
$0
$271,000 0.06% of portfolio
6,380
Q4 2023 Reduced 0.16%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $445 Million
  • Prior Value $443 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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