Peterson Wealth Advisors
Latest statistics and disclosures from Peterson Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, SPDW, JPST, SPMD, SPSM, and represent 66.05% of Peterson Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: HELO (+$11M), JPST (+$9.3M), JCPB, BAER, SPLG, SCHO, SPMD, IJH, VNQ, SPSM.
- Started 4 new stock positions in AMZN, ETN, BAER, VOO.
- Reduced shares in these 10 stocks: SPTM, VTI, FIXD, ICSH, IDEV, COST, SPEM, FBND, EFAV, NVDA.
- Sold out of its position in FIXD.
- Peterson Wealth Advisors was a net buyer of stock by $24M.
- Peterson Wealth Advisors has $471M in assets under management (AUM), dropping by 11.73%.
- Central Index Key (CIK): 0001713558
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Peterson Wealth Advisors holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Peterson Wealth Advisors
SEC 13F filings are viewable for Peterson Wealth Advisors going back to 2017
- Peterson Wealth Advisors 2024 Q1 filed April 15, 2024
- Peterson Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- Peterson Wealth Advisors 2023 Q3 filed Oct. 5, 2023
- Peterson Wealth Advisors 2023 Q2 filed July 13, 2023
- Peterson Wealth Advisors 2023 Q1 filed April 6, 2023
- Peterson Wealth Advisors 2022 Q4 filed Jan. 20, 2023
- Peterson Wealth Advisors 2022 Q3 filed Oct. 17, 2022
- Peterson Wealth Advisors 2022 Q2 filed July 21, 2022
- Peterson Wealth Advisors 2022 Q1 filed April 21, 2022
- Peterson Wealth Advisors 2021 Q4 filed Jan. 25, 2022
- Peterson Wealth Advisors 2021 Q3 filed Oct. 21, 2021
- Peterson Wealth Advisors 2021 Q2 filed Aug. 2, 2021
- Peterson Wealth Advisors 2021 Q1 filed April 28, 2021
- Peterson Wealth Advisors 2020 Q4 filed Jan. 25, 2021
- Peterson Wealth Advisors 2020 Q3 filed Oct. 20, 2020
- Peterson Wealth Advisors 2020 Q2 filed July 20, 2020