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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.3M
$185,000 0.04% of portfolio
71,224
Q3 2022 New

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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