Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $482 Million
  • Q4 2024

Peterson Wealth Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $482 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 $163M, Spdr Ser Tr Fds Spdr Portfolio with a value of $53.8M, Jp Morgan ETF Tr Ultra Short I with a value of $47.8M, Spdr Portfolio with a value of $36.8M, and Spdr Portfolio S&P 600 Small C with a value of $30.6M.

Examining the 13F form we can see an increase of $1.53M in the current position value, from $480M to 482M.

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

Portfolio value $482 Million
ETFs: $464 Million
Technology: $6.15 Million
Energy: $2.42 Million
Consumer Cyclical: $1.76 Million
Consumer Defensive: $1.52 Million
Healthcare: $1.36 Million
Financial Services: $1.17 Million
Communication Services: $831,000
Other: $630,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$163 Million 33.87% of portfolio
2,366,964
Q4 2024 Reduced 1.45%
$0
$53.8 Million 11.17% of portfolio
1,576,858
Q4 2024 Reduced 0.98%
$0
$47.8 Million 9.92% of portfolio
948,344
Q4 2024 Added 0.2%
$0
$36.8 Million 7.64% of portfolio
672,749
Q4 2024 Added 2.97%
$0
$30.6 Million 6.36% of portfolio
682,080
Q4 2024 Added 0.39%
$0
$16.4 Million 3.41% of portfolio
56,693
Q4 2024 Reduced 6.48%
$0
$15.6 Million 3.23% of portfolio
338,195
Q4 2024 Reduced 6.56%
$0
$11.5 Million 2.39% of portfolio
178,964
Q4 2024 Added 43.36%
$0
$9.05 Million 1.88% of portfolio
101,606
Q4 2024 Reduced 5.48%
$0
$8.83 Million 1.83% of portfolio
367,063
Q4 2024 Added 114.87%
$0
$7.43 Million 1.54% of portfolio
157,230
Q4 2024 Reduced 0.9%
$0
$6.22 Million 1.29% of portfolio
10,560
Q4 2024 Added 24.0%
$0
$5.73 Million 1.19% of portfolio
56,483
Q4 2024 Reduced 5.9%
$0
$5.1 Million 1.06% of portfolio
184,067
Q4 2024 Added 216.61%
$0
$5.04 Million 1.05% of portfolio
112,366
Q4 2024 Added 257.9%
$0
$4.51 Million 0.94% of portfolio
18,754
Q4 2024 Added 4.56%
$0
$3.35 Million 0.69% of portfolio
75,956
Q4 2024 Reduced 1.53%
$0
$3.21 Million 0.67% of portfolio
122,665
Q4 2024 Added 73.71%
$0
$2.7 Million 0.56% of portfolio
53,544
Q4 2024 Added 17.93%
$0
$2.61 Million 0.54% of portfolio
22,667
Q4 2024 Added 0.67%
$0
$2.28 Million 0.47% of portfolio
59,311
Q4 2024 Added 59.91%
$0
$1.71 Million 0.35% of portfolio
81,134
Q4 2024 Reduced 4.28%
$0
$1.62 Million 0.34% of portfolio
9,549
Q4 2024 Reduced 3.9%
$0
$1.58 Million 0.33% of portfolio
53,619
Q4 2024 Added 42.37%
$0
$1.32 Million 0.27% of portfolio
18,631
Q4 2024 Reduced 20.15%
$0
$1.04 Million 0.22% of portfolio
17,888
Q4 2024 Added 238.79%
$0
$852,000 0.18% of portfolio
14,867
Q4 2024 Reduced 16.84%
$0
$824,000 0.17% of portfolio
4,380
Q4 2024 Added 0.18%
$0
$837,000 0.17% of portfolio
3,171
Q4 2024 Reduced 2.46%
$0
$757,000 0.16% of portfolio
10,012
Q4 2024 Reduced 0.05%
$0
$761,000 0.16% of portfolio
15,914
Q4 2024 Added 1.23%
$0
$706,000 0.15% of portfolio
7,771
Q4 2024 Added 0.22%
$0
$651,000 0.14% of portfolio
2,416
Q4 2024 Added 0.46%
$0
$640,000 0.13% of portfolio
1,189
Q4 2024 Added 9.79%
$0
$571,000 0.12% of portfolio
9,166
Q4 2024 Reduced 3.73%
$0
$524,000 0.11% of portfolio
2,993
Q4 2024 Reduced 15.26%
$0
$553,000 0.11% of portfolio
10,922
Q4 2024 Reduced 15.65%
$0
$477,000 0.1% of portfolio
5,098
Q4 2024 New
$0
$472,000 0.1% of portfolio
3,394
Q4 2024 Added 0.18%
$0
$424,000 0.09% of portfolio
19,152
Q4 2024 New
$0
$393,000 0.08% of portfolio
7,844
Q4 2024 Added 1.25%
$0
$402,000 0.08% of portfolio
2,109
Q4 2024 Added 0.24%
$0
$328,000 0.07% of portfolio
11,801
Q4 2024 New
$0
$324,000 0.07% of portfolio
6,340
Q4 2024 Reduced 49.8%
$0
$271,000 0.06% of portfolio
6,490
Q4 2024 Added 1.72%
$0
$299,000 0.06% of portfolio
2,393
Q4 2024 Added 0.13%
$0
$279,000 0.06% of portfolio
7,853
Q4 2024 Reduced 13.5%
$0
$275,000 0.06% of portfolio
4,806
Q4 2024 Added 1.63%
$0
$263,000 0.05% of portfolio
11,384
Q4 2024 Added 206.85%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $482 Million
  • Prior Value $480 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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