Latest Peterson Wealth Advisors, LLC Stock Portfolio
Peterson Wealth Advisors, LLC Performance:
2024 Q3: 0.34%YTD: 1.01%2023: 1.41%
Performance for 2024 Q3 is 0.34%, and YTD is 1.01%, and 2023 is 1.41%.
About Peterson Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Peterson Wealth Advisors, LLC reported an equity portfolio of $529.3 Millions as of 30 Sep, 2024.
The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, BBAX. The fund has invested 30.6% of it's portfolio in SPDR SER TR and 11.3% of portfolio in SPDR INDEX SHS FDS.
The fund managers got completely rid off VISA INC (V) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), HOME DEPOT INC (HD) and ISHARES TR (IJR). Peterson Wealth Advisors, LLC opened new stock positions in GLOBAL X FDS (BITS), EA SERIES TRUST (BOB) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and J P MORGAN EXCHANGE TRADED F (BBAX).
The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, BBAX. The fund has invested 30.6% of it's portfolio in SPDR SER TR and 11.3% of portfolio in SPDR INDEX SHS FDS.
The fund managers got completely rid off VISA INC (V) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), HOME DEPOT INC (HD) and ISHARES TR (IJR). Peterson Wealth Advisors, LLC opened new stock positions in GLOBAL X FDS (BITS), EA SERIES TRUST (BOB) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and J P MORGAN EXCHANGE TRADED F (BBAX).
Peterson Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Peterson Wealth Advisors, LLC made a return of 0.34% in the last quarter. In trailing 12 months, it's portfolio return was 1.56%.
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 12,446,500 |
| ea series trust | 261,323 |
| schwab strategic tr | 251,724 |
| capital grp fixed incm etf t | 248,333 |
| spdr s&p 500 etf tr | 214,580 |
| first tr exchange-traded fd | 212,074 |
| schwab strategic tr | 206,689 |
| pepsico inc | 203,721 |
New stocks bought by Peterson Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 179 |
| vanguard index fds | 62.13 |
| j p morgan exchange traded f | 60.26 |
| eaton corp plc | 59.23 |
| intel corp | 40.4 |
| amazon com inc | 35.21 |
| j p morgan exchange traded f | 22.7 |
| jpmorgan chase & co. | 20.84 |
Additions to existing portfolio by Peterson Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| broadcom inc | -39.18 |
| home depot inc | -16.52 |
| ishares tr | -14.4 |
| first tr nas100 eq weighted | -12.52 |
| invesco exchange traded fd t | -11.68 |
| ishares tr | -10.87 |
| ishares tr | -10.24 |
| first tr exchange-traded fd | -9.56 |
Peterson Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| visa inc | -243,092 |
Peterson Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Peterson Wealth Advisors, LLC has about 96.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.6 |
| Technology | 1.1 |
Market Cap. Distribution
Peterson Wealth Advisors, LLC has about 2.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96.6 |
| MEGA-CAP | 2.5 |
Stocks belong to which Index?
About 2.8% of the stocks held by Peterson Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.8 |
| S&P 500 | 2.8 |
Peterson Wealth Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Peterson Wealth Advisors, LLC
Peterson Wealth Advisors, LLC has 83 stocks in it's portfolio. About 80.9% of the portfolio is in top 10 stocks. BAER proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Peterson Wealth Advisors, LLC last quarter.
Last Reported on: 24 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.55 | 12,443 | 2,899,190 | added | 4.03 | ||
| AAXJ | ishares tr | 0.21 | 17,877 | 1,100,660 | reduced | -5.17 | ||
| ABBV | abbvie inc | 0.16 | 4,209 | 831,102 | added | 4.99 | ||
| ACWF | ishares tr | 0.44 | 45,403 | 2,303,740 | reduced | -10.87 | ||
| AGGH | simplify exchange traded fun | 0.21 | 37,663 | 1,087,720 | reduced | -8.21 | ||
| AGT | ishares tr | 1.67 | 124,835 | 8,842,090 | added | 0.48 | ||
| AIRR | first tr exchange-traded fd | 0.04 | 4,843 | 212,074 | new | |||
| AMPS | ishares tr | 0.34 | 23,332 | 1,789,590 | added | 1.98 | ||
| AMZN | amazon com inc | 0.06 | 1,659 | 309,121 | added | 35.21 | ||
| AVGO | broadcom inc | 0.05 | 1,484 | 255,984 | reduced | -39.18 | ||
| BAER | bridger aerospace grp hldgs | 0.10 | 233,323 | 517,977 | added | 20.00 | ||
| BBAX | j p morgan exchange traded f | 9.07 | 946,435 | 48,022,100 | reduced | -3.04 | ||
| BBAX | j p morgan exchange traded f | 3.30 | 361,948 | 17,460,400 | added | 5.68 | ||
| BBAX | j p morgan exchange traded f | 1.46 | 158,662 | 7,719,700 | added | 6.39 | ||
| BBAX | j p morgan exchange traded f | 0.12 | 12,949 | 659,636 | added | 60.26 | ||
| BBAX | j p morgan exchange traded f | 0.07 | 7,747 | 397,177 | added | 10.97 | ||
| BIL | spdr ser tr | 30.64 | 2,401,890 | 162,152,000 | added | 2.16 | ||
| BIL | spdr ser tr | 6.75 | 653,336 | 35,724,400 | added | 4.66 | ||
| BIL | spdr ser tr | 5.84 | 679,407 | 30,919,800 | added | 2.88 | ||
| BIL | spdr ser tr | 0.92 | 69,613 | 4,877,120 | reduced | -3.38 | ||