Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $566 Million
  • Q3 2025

Peterson Wealth Advisors, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $566 Million distributed in 99 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 $180M, Spdr Ser Tr Fds Spdr Portfolio with a value of $69.1M, Spdr Portfolio with a value of $42M, Jp Morgan ETF Tr Ultra Short I with a value of $41.4M, and Spdr Portfolio S&P 600 Small C with a value of $33.8M.

Examining the 13F form we can see an increase of $38.4M in the current position value, from $527M to 566M.

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

Portfolio value $566 Million
ETFs: $539 Million
Technology: $7.13 Million
Energy: $2.54 Million
Consumer Cyclical: $2.07 Million
Healthcare: $1.63 Million
Consumer Defensive: $1.55 Million
Financial Services: $1.43 Million
Communication Services: $987,000
Other: $791,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22T
$3.27 Million 0.58% of portfolio
12,855
Q3 2025 Added 3.47%
$470B
$2.54 Million 0.45% of portfolio
22,549
Q3 2025 Added 0.27%
$3.86T
$2.29 Million 0.41% of portfolio
4,426
Q3 2025 Added 0.94%
$1.4T
$1.08 Million 0.19% of portfolio
2,423
Q3 2025 Added 0.92%
$288B
$994,000 0.18% of portfolio
9,652
Q3 2025 Added 1.09%
$409B
$985,000 0.17% of portfolio
4,257
Q3 2025 Added 0.16%
$1.65T
$771,000 0.14% of portfolio
1,051
Q3 2025 Added 3.96%
$451B
$632,000 0.11% of portfolio
3,388
Q3 2025 Reduced 3.28%
$871B
$650,000 0.11% of portfolio
2,063
Q3 2025 Added 1.63%
$760B
$643,000 0.11% of portfolio
844
Q3 2025 Added 0.6%
$415B
$560,000 0.1% of portfolio
605
Q3 2025 Added 1.34%
$400B
$524,000 0.09% of portfolio
1,295
Q3 2025 Reduced 1.97%
$646B
$513,000 0.09% of portfolio
1,022
Q3 2025 Added 1.59%
$2.26T
$469,000 0.08% of portfolio
2,140
Q3 2025 Added 6.89%
$277B
$400,000 0.07% of portfolio
840
Q3 2025 Reduced 1.06%
$1.5T
$216,000 0.04% of portfolio
890
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $566 Million
  • Prior Value $527 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 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