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 $300 Millions to $2 Billions

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

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
Track This Portfolio

Track Peterson Wealth Advisors, LLC Portfolio

Follow Peterson Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email