Latest Peterson Wealth Advisors, LLC Stock Portfolio
$470Million
Equity Portfolio Value
Last Reported on: 15 Apr, 2024
About Peterson Wealth Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Peterson Wealth Advisors, LLC reported an equity portfolio of $470.6 Millions as of 31 Mar, 2024.
The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, BBAX. The fund has invested 31.3% of it's portfolio in SPDR SER TR and 11.5% of portfolio in SPDR INDEX SHS FDS.
The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG) stocks. They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), SPDR SER TR (BIL) and NVIDIA CORPORATION (NVDA). Peterson Wealth Advisors, LLC opened new stock positions in BRIDGER AEROSPACE GRP HLDGS (BAER), VANGUARD INDEX FDS (VOO) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), WALMART INC (WMT) and J P MORGAN EXCHANGE TRADED F.
The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, BBAX. The fund has invested 31.3% of it's portfolio in SPDR SER TR and 11.5% of portfolio in SPDR INDEX SHS FDS.
The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG) stocks. They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), SPDR SER TR (BIL) and NVIDIA CORPORATION (NVDA). Peterson Wealth Advisors, LLC opened new stock positions in BRIDGER AEROSPACE GRP HLDGS (BAER), VANGUARD INDEX FDS (VOO) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), WALMART INC (WMT) and J P MORGAN EXCHANGE TRADED F.
New Buys
| Ticker | $ Bought |
|---|---|
| BRIDGER AEROSPACE GRP HLDGS | 976,069 |
| VANGUARD INDEX FDS | 296,879 |
| AMAZON COM INC | 210,684 |
| EATON CORP PLC | 203,242 |
New stocks bought by Peterson Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 401 |
| WALMART INC | 184 |
| J P MORGAN EXCHANGE TRADED F | 68.36 |
| J P MORGAN EXCHANGE TRADED F | 23.46 |
| ISHARES TR | 14.26 |
| SCHWAB STRATEGIC TR | 12.37 |
| J P MORGAN EXCHANGE TRADED F | 8.51 |
| BERKSHIRE HATHAWAY INC DEL | 7.03 |
Additions to existing portfolio by Peterson Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| COSTCO WHSL CORP NEW | -33.33 |
| SPDR SER TR | -28.5 |
| NVIDIA CORPORATION | -24.74 |
| VANGUARD SCOTTSDALE FDS | -11.35 |
| ABBVIE INC | -11.14 |
| ISHARES TR | -10.56 |
| SPDR INDEX SHS FDS | -9.19 |
| FIDELITY MERRIMACK STR TR | -8.15 |
Peterson Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FIRST TR EXCHNG TRADED FD VI | -319,181 |
Peterson Wealth Advisors, LLC got rid off the above stocks
Current Stock Holdings of Peterson Wealth Advisors, LLC
Last Reported on: 15 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.40 | 11,036 | 1,892,460 | REDUCED | -0.34 | |
| AAXJ | ISHARES TR | 0.24 | 20,722 | 1,114,820 | ADDED | 2.4 | |
| ABBV | ABBVIE INC | 0.15 | 3,979 | 724,501 | REDUCED | -11.14 | |
| ACWF | ISHARES TR | 0.47 | 43,945 | 2,221,880 | REDUCED | -10.56 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 1.11 | 62,032 | 5,237,970 | ADDED | 0.02 | |
| AGG | ISHARES TR | 1.03 | 9,264 | 4,870,210 | ADDED | 6.72 | |
| AGG | ISHARES TR | 0.52 | 22,236 | 2,457,530 | ADDED | 1.62 | |
| AGG | ISHARES TR | 0.17 | 10,092 | 805,928 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.14 | 7,396 | 674,867 | ADDED | 0.41 | |
| AGG | ISHARES TR | 0.14 | 11,095 | 673,894 | ADDED | 401 | |
| AGG | ISHARES TR | 0.10 | 2,396 | 447,600 | ADDED | 14.26 | |
| AGG | ISHARES TR | 0.08 | 3,377 | 395,871 | ADDED | 0.12 | |
| AGG | ISHARES TR | 0.06 | 6,380 | 262,099 | UNCHANGED | 0.00 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 0.18 | 32,498 | 860,879 | REDUCED | -0.81 | |
| AGT | ISHARES TR | 1.78 | 124,499 | 8,357,590 | REDUCED | -2.14 | |
| AMPS | ISHARES TR | 0.36 | 23,774 | 1,685,080 | REDUCED | -6.13 | |
| AMZN | AMAZON COM INC | 0.04 | 1,168 | 210,684 | NEW | ||
| AVGO | BROADCOM INC | 0.07 | 241 | 319,345 | REDUCED | -7.66 | |
| BAER | BRIDGER AEROSPACE GRP HLDGS | 0.21 | 194,436 | 976,069 | NEW | ||
| BBAX | J P MORGAN EXCHANGE TRADED F | 10.41 | 970,685 | 48,971,100 | ADDED | 23.46 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 3.29 | 332,386 | 15,504,100 | ADDED | 8.51 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 1.35 | 133,724 | 6,367,960 | ADDED | 3.19 | |
| BIL | SPDR SER TR | 31.30 | 2,393,900 | 147,297,000 | ADDED | 0.58 | |
| BIL | SPDR SER TR | 6.96 | 613,808 | 32,740,500 | ADDED | 2.18 | |
| BIL | SPDR SER TR | 5.93 | 648,291 | 27,902,500 | ADDED | 1.53 | |
| BIL | SPDR SER TR | 1.08 | 79,480 | 5,098,650 | REDUCED | -28.5 | |
| BIL | SPDR SER TR | 0.13 | 12,110 | 606,695 | ADDED | 0.51 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.07 | 5,780 | 335,655 | REDUCED | -11.35 | |
| CAT | CATERPILLAR INC | 0.08 | 1,047 | 383,807 | ADDED | 0.29 | |
| COST | COSTCO WHSL CORP NEW | 0.06 | 406 | 297,140 | REDUCED | -33.33 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.14 | 3,983 | 674,587 | ADDED | 0.4 | |
| CWI | SPDR INDEX SHS FDS | 11.46 | 1,505,200 | 53,946,200 | ADDED | 0.66 | |
| CWI | SPDR INDEX SHS FDS | 0.28 | 36,365 | 1,316,050 | REDUCED | -9.19 | |
| DAL | DELTA AIR LINES INC DEL | 0.10 | 9,842 | 471,143 | UNCHANGED | 0.00 | |
| ECLN | FIRST TR EXCHANGE-TRADED FD | 0.06 | 10,192 | 300,971 | REDUCED | -1.75 | |
| ETN | EATON CORP PLC | 0.04 | 650 | 203,242 | NEW | ||
| FBND | FIDELITY MERRIMACK STR TR | 0.31 | 31,787 | 1,440,290 | REDUCED | -8.15 | |
| FNDA | SCHWAB STRATEGIC TR | 1.60 | 156,167 | 7,528,840 | ADDED | 12.37 | |
| FNDA | SCHWAB STRATEGIC TR | 1.01 | 58,651 | 4,775,980 | REDUCED | -0.39 | |
| FNDA | SCHWAB STRATEGIC TR | 0.41 | 94,511 | 1,918,580 | REDUCED | -1.29 | |
| GNSS | GENASYS INC | 0.04 | 71,224 | 168,801 | UNCHANGED | 0.00 | |
| GROY | GOLD ROYALTY CORP | 0.07 | 186,655 | 350,910 | UNCHANGED | 0.00 | |
| HD | HOME DEPOT INC | 0.12 | 1,525 | 585,026 | REDUCED | -0.2 | |
| INTC | INTEL CORP | 0.06 | 6,505 | 287,307 | ADDED | 6.5 | |
| JPM | JPMORGAN CHASE & CO | 0.06 | 1,438 | 288,066 | ADDED | 0.49 | |
| LLY | ELI LILLY & CO | 0.11 | 650 | 505,674 | REDUCED | -3.85 | |
| META | META PLATFORMS INC | 0.15 | 1,457 | 707,695 | REDUCED | -0.75 | |
| MSFT | MICROSOFT CORP | 0.34 | 3,835 | 1,613,280 | REDUCED | -0.26 | |
| NVDA | NVIDIA CORPORATION | 0.07 | 362 | 326,878 | REDUCED | -24.74 | |
| PEP | PEPSICO INC | 0.05 | 1,277 | 223,493 | UNCHANGED | 0.00 | |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | 0.07 | 2,727 | 337,848 | ADDED | 1.3 | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | 0.17 | 4,090 | 779,923 | REDUCED | -7.28 | |
| TSLA | TESLA INC | 0.09 | 2,287 | 402,032 | REDUCED | -0.61 | |
| V | VISA INC | 0.05 | 913 | 254,673 | REDUCED | -0.54 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.17 | 15,762 | 790,799 | ADDED | 0.61 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.68 | 76,686 | 3,203,170 | REDUCED | -0.71 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.06 | 4,674 | 274,114 | ADDED | 0.37 | |
| VOO | VANGUARD INDEX FDS | 3.71 | 67,201 | 17,465,600 | REDUCED | -2.15 | |
| VOO | VANGUARD INDEX FDS | 2.67 | 145,541 | 12,586,400 | ADDED | 3.81 | |
| VOO | VANGUARD INDEX FDS | 0.88 | 18,174 | 4,154,430 | REDUCED | -0.37 | |
| VOO | VANGUARD INDEX FDS | 0.34 | 9,822 | 1,599,680 | ADDED | 0.62 | |
| VOO | VANGUARD INDEX FDS | 0.19 | 3,574 | 892,879 | REDUCED | -0.75 | |
| VOO | VANGUARD INDEX FDS | 0.13 | 2,530 | 606,705 | REDUCED | -0.63 | |
| VOO | VANGUARD INDEX FDS | 0.06 | 618 | 296,879 | NEW | ||
| WMT | WALMART INC | 0.12 | 9,516 | 572,579 | ADDED | 184 | |
| XOM | EXXON MOBIL CORP | 0.53 | 21,531 | 2,502,810 | REDUCED | -2.15 | |
| J P MORGAN EXCHANGE TRADED F | 5.55 | 466,795 | 26,126,500 | ADDED | 68.36 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.09 | 1,035 | 435,238 | ADDED | 7.03 |