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.

Portfolio value $566 Million
ETFs: $539 Million
Technology: $7.13 Million
Energy: $2.54 Million
Consumer Cyclical: $2.07 Million
Healthcare: $1.63 Million
Consumer Defensive: $1.55 Million
Financial Services: $1.43 Million
Communication Services: $987,000
Other: $791,000

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 99
  • Current Value $566 Million
  • Prior Value $527 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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