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.