Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $485 Million
  • Q1 2025

Peterson Wealth Advisors, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $485 Million distributed in 89 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 $148M, Spdr Ser Tr Fds Spdr Portfolio with a value of $57M, Jp Morgan ETF Tr Ultra Short I with a value of $47.2M, Spdr Portfolio with a value of $35.1M, and Spdr Portfolio S&P 600 Small C with a value of $27.8M.

Examining the 13F form we can see an increase of $3.27M in the current position value, from $482M to 485M.

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

Portfolio value $485 Million
ETFs: $466 Million
Technology: $4.94 Million
Energy: $2.67 Million
Healthcare: $1.55 Million
Consumer Cyclical: $1.38 Million
Consumer Defensive: $1.38 Million
Financial Services: $1.28 Million
Communication Services: $582,000
Other: $531,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $485 Million
  • Prior Value $482 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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