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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$446,000 0.09% of portfolio
3,388
Q3 2024 Added 0.21%
$0
$414,000 0.09% of portfolio
2,104
Q3 2024 Reduced 10.24%
$699B
$380,000 0.08% of portfolio
1,803
Q3 2024 Added 20.84%
$198B
$393,000 0.08% of portfolio
1,007
Q3 2024 Reduced 4.19%
$435B
$374,000 0.08% of portfolio
422
Q3 2024 Added 3.94%
$0
$397,000 0.08% of portfolio
7,747
Q3 2024 Added 10.97%
$138B
$342,000 0.07% of portfolio
1,035
Q3 2024 Added 59.23%
$0
$297,000 0.06% of portfolio
4,729
Q3 2024 Added 0.4%
$2.35T
$309,000 0.06% of portfolio
1,659
Q3 2024 Added 35.21%
$0
$299,000 0.06% of portfolio
2,390
Q3 2024 Reduced 12.52%
$0
$292,000 0.06% of portfolio
6,380
Q4 2023 Reduced 0.16%
$0
$305,000 0.06% of portfolio
9,079
Q3 2024 Reduced 9.56%
$0
$311,000 0.06% of portfolio
5,280
Q3 2024 Reduced 7.68%
$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%
$2.92B
$222,000 0.05% of portfolio
3,548
Q2 2024 New
$97.3B
$256,000 0.05% of portfolio
1,484
Q3 2024 Added 508.2%
$0
$214,000 0.04% of portfolio
374
Q3 2024 New
$83.9B
$214,000 0.04% of portfolio
9,158
Q3 2024 Added 40.4%
$0
$206,000 0.04% of portfolio
7,083
Q3 2024 New
$215B
$203,000 0.04% of portfolio
1,198
Q3 2024 New
$24.4B
$176,000 0.04% of portfolio
12,000
Q3 2024 New
$0
$212,000 0.04% of portfolio
4,843
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 New
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 2.12%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q3 2024 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 22.7%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 8.87%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q3 2024 Added 6.73%
-
$0 0.0% of portfolio
-
Q3 2024 Added 4.73%
Bridger Aerospace Grp Hldgs
-
$0 0.0% of portfolio
-
Q3 2024 Added 20.0%

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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