Peterson Wealth Advisors, LLC Portfolio Holdings
Peterson Wealth Advisors, LLC
- $443 Million
- Q1 2024
Peterson Wealth Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $443 Million distributed in 68 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 $147M, Spdr Ser Tr Fds Spdr Portfolio with a value of $53.9M, Jp Morgan ETF Tr Ultra Short I with a value of $49M, Spdr Portfolio with a value of $32.7M, and Spdr Portfolio S&P 600 Small C with a value of $27.9M.
Examining the 13F form we can see an increase of $37M in the current position value, from $406M to 443M.
Below you can find more details about Peterson Wealth Advisors, LLC portfolio as well as his latest detailed transactions.