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
$162 Million 33.77% of portfolio
2,401,889
Q3 2024 Added 2.16%
$0
$59.8 Million 12.46% of portfolio
1,592,521
Q3 2024 Added 2.95%
$0
$48 Million 10.0% of portfolio
946,435
Q3 2024 Reduced 3.04%
$0
$35.7 Million 7.44% of portfolio
653,336
Q3 2024 Added 4.66%
$0
$30.9 Million 6.44% of portfolio
679,407
Q3 2024 Added 2.88%
$0
$17.5 Million 3.64% of portfolio
361,948
Q3 2024 Added 5.68%
$0
$17.2 Million 3.57% of portfolio
60,622
Q3 2024 Reduced 4.74%
$0
$10.5 Million 2.18% of portfolio
107,502
Q3 2024 Added 2.58%
$0
$8.84 Million 1.84% of portfolio
124,835
Q3 2024 Added 0.48%
$0
$8.37 Million 1.74% of portfolio
170,830
Q3 2024 Added 8.19%
$0
$7.72 Million 1.61% of portfolio
158,662
Q3 2024 Added 6.39%
$0
$5.75 Million 1.2% of portfolio
60,026
Q3 2024 Reduced 3.03%
$0
$4.88 Million 1.02% of portfolio
69,613
Q3 2024 Reduced 3.38%
$0
$4.91 Million 1.02% of portfolio
8,516
Q3 2024 Reduced 1.21%
$0
$4.83 Million 1.01% of portfolio
58,137
Q3 2024 Added 0.4%
$0
$4.25 Million 0.89% of portfolio
17,936
Q3 2024 Added 0.6%
$4.15T
$2.9 Million 0.6% of portfolio
12,443
Q3 2024 Added 4.03%
$0
$2.63 Million 0.55% of portfolio
22,517
Q3 2024 Added 0.52%
$443B
$2.59 Million 0.54% of portfolio
22,133
Q3 2024 Added 2.75%
$0
$2.3 Million 0.48% of portfolio
45,403
Q3 2024 Reduced 10.87%
$0
$1.99 Million 0.41% of portfolio
70,614
Q3 2024 Added 179.65%
$0
$1.96 Million 0.41% of portfolio
84,765
Q3 2024 Reduced 5.81%
$0
$1.79 Million 0.37% of portfolio
23,332
Q3 2024 Added 1.98%
$0
$1.73 Million 0.36% of portfolio
9,937
Q3 2024 Added 1.17%
$3.27T
$1.74 Million 0.36% of portfolio
4,054
Q3 2024 Added 4.48%
$0
$1.53 Million 0.32% of portfolio
37,090
Q3 2024 Added 1.1%
$0
$1.47 Million 0.31% of portfolio
31,396
Q3 2024 Added 0.79%
$0
$1.09 Million 0.23% of portfolio
37,663
Q3 2024 Reduced 8.21%
$0
$1.1 Million 0.23% of portfolio
17,877
Q3 2024 Reduced 5.17%
$0
$857,000 0.18% of portfolio
3,251
Q3 2024 Reduced 1.93%
$318B
$831,000 0.17% of portfolio
4,209
Q3 2024 Added 4.99%
$1.37T
$831,000 0.17% of portfolio
1,452
Q3 2024 Reduced 0.14%
$0
$837,000 0.17% of portfolio
10,017
Q2 2024 Reduced 0.74%
$0
$836,000 0.17% of portfolio
4,372
Q3 2024 Added 6.56%
$0
$830,000 0.17% of portfolio
15,721
Q3 2024 Reduced 1.82%
$252B
$796,000 0.17% of portfolio
9,865
Q3 2024 Added 3.67%
$0
$712,000 0.15% of portfolio
7,754
Q3 2024 Added 4.68%
$0
$659,000 0.14% of portfolio
12,949
Q3 2024 Added 60.26%
$0
$667,000 0.14% of portfolio
12,629
Q3 2024 Added 3.68%
$0
$633,000 0.13% of portfolio
2,405
Q3 2024 Reduced 1.64%
$0
$632,000 0.13% of portfolio
3,532
Q3 2024 Reduced 11.68%
$756B
$634,000 0.13% of portfolio
716
Q3 2024 Added 8.48%
$1.46T
$596,000 0.12% of portfolio
2,278
Q3 2024 Reduced 0.65%
$0
$571,000 0.12% of portfolio
1,083
Q3 2024 Added 62.13%
$0
$593,000 0.12% of portfolio
9,521
Q3 2024 Reduced 14.4%
$406B
$513,000 0.11% of portfolio
1,268
Q3 2024 Reduced 16.52%
$597B
$457,000 0.1% of portfolio
993
Q2 2024 Reduced 4.06%
$40.1B
$499,000 0.1% of portfolio
9,843
Q2 2024 Added 0.01%
$349B
$415,000 0.09% of portfolio
3,422
Q3 2024 Added 13.54%

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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