Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024

Peterson Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $480 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 $162M, Spdr Ser Tr Fds Spdr Portfolio with a value of $59.8M, Jp Morgan ETF Tr Ultra Short I with a value of $48M, Spdr Portfolio with a value of $35.7M, and Spdr Portfolio S&P 600 Small C with a value of $30.9M.

Examining the 13F form we can see an increase of $35.5M in the current position value, from $445M to 480M.

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

Portfolio value $480 Million
ETFs: $463 Million
Technology: $5.78 Million
Energy: $2.59 Million
Healthcare: $1.47 Million
Consumer Cyclical: $1.42 Million
Consumer Defensive: $1.37 Million
Financial Services: $1.24 Million
Industrials: $1.23 Million
Other: $1.08 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.6M
$253,000 0.05% of portfolio
71,224
Q3 2022 New
$178M
$253,000 0.05% of portfolio
186,655
Q2 2023 Added 0.47%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $480 Million
  • Prior Value $445 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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