Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $527 Million
  • Q2 2025

Peterson Wealth Advisors, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $527 Million distributed in 97 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 $165M, Spdr Ser Tr Fds Spdr Portfolio with a value of $64.6M, Jp Morgan ETF Tr Ultra Short I with a value of $47.3M, Spdr Portfolio with a value of $37.9M, and Spdr Portfolio S&P 600 Small C with a value of $29.6M.

Examining the 13F form we can see an increase of $42.3M in the current position value, from $485M to 527M.

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

Portfolio value $527 Million
ETFs: $505 Million
Technology: $6.16 Million
Energy: $2.42 Million
Consumer Cyclical: $1.69 Million
Financial Services: $1.55 Million
Consumer Defensive: $1.52 Million
Healthcare: $1.44 Million
Communication Services: $746,000
Other: $698,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.9M
$123,000 0.02% of portfolio
71,224
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $527 Million
  • Prior Value $485 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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