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Hldgs shares owned by Peterson Wealth Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Peterson Wealth Advisors from 13F filings

Historical chart of Peterson Wealth Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 1.8k 135.99

More positions owned by Peterson Wealth Advisors

Spdr Series Trust St Str P500etf (SPYM)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust ST STR SP600 SML (SPSM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Global X Fds 1 3 Mo T Bi Et (CLIP)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Peterson Wealth Advisors

Top funds holding Hldgs

BlackRock
Vanguard Capital Management
FMR
PRIMECAP Management Company
Sanders Capital
Vanguard Portfolio Management
Jane Street
State Street Corporation
Capital World Investors
Geode Capital Management
Citadel Advisors
Susquehanna International
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Par Capital Management

View all funds holding Hldgs