Latest Peterson Wealth Advisors, LLC Stock Portfolio
Peterson Wealth Advisors, LLC Performance:
2025 Q3: 0.69%YTD: 3.63%2024: 1.23%
Performance for 2025 Q3 is 0.69%, and YTD is 3.63%, and 2024 is 1.23%.
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 $668.6 Millions as of 30 Sep, 2025.
The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, BIL. The fund has invested 27.1% of it's portfolio in SPDR SERIES TRUST and 10.5% of portfolio in SPDR INDEX SHS FDS.
The fund managers got completely rid off QUALCOMM INC (QCOM) and VISA INC (V) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), VANGUARD INDEX FDS (VB) and CAPITAL GRP FIXED INCM ETF T (CGCP). Peterson Wealth Advisors, LLC opened new stock positions in TAIWAN SEMICONDUCTOR MFG LTD (TSM), ALPHABET INC (GOOG) and FIRST TR EXCHANGE-TRADED ALP (FEX). The fund showed a lot of confidence in some stocks as they added substantially to EA SERIES TRUST (BOB), J P MORGAN EXCHANGE TRADED F (BBAX) and CAPITAL GRP FIXED INCM ETF T (CGCP).
The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, BIL. The fund has invested 27.1% of it's portfolio in SPDR SERIES TRUST and 10.5% of portfolio in SPDR INDEX SHS FDS.
The fund managers got completely rid off QUALCOMM INC (QCOM) and VISA INC (V) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), VANGUARD INDEX FDS (VB) and CAPITAL GRP FIXED INCM ETF T (CGCP). Peterson Wealth Advisors, LLC opened new stock positions in TAIWAN SEMICONDUCTOR MFG LTD (TSM), ALPHABET INC (GOOG) and FIRST TR EXCHANGE-TRADED ALP (FEX). The fund showed a lot of confidence in some stocks as they added substantially to EA SERIES TRUST (BOB), J P MORGAN EXCHANGE TRADED F (BBAX) and CAPITAL GRP FIXED INCM ETF T (CGCP).
Peterson Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Peterson Wealth Advisors, LLC made a return of 0.69% in the last quarter. In trailing 12 months, it's portfolio return was 3.81%.
New Buys
| Ticker | $ Bought |
|---|---|
| taiwan semiconductor mfg ltd | 219,159 |
| alphabet inc | 218,806 |
| first tr exchange-traded alp | 205,271 |
| wisdomtree tr | 200,163 |
New stocks bought by Peterson Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ea series trust | 934 |
| j p morgan exchange traded f | 178 |
| capital grp fixed incm etf t | 117 |
| j p morgan exchange traded f | 102 |
| capital grp fixed incm etf t | 101 |
| fidelity merrimack str tr | 77.98 |
| j p morgan exchange traded f | 74.91 |
| j p morgan exchange traded f | 59.91 |
Additions to existing portfolio by Peterson Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| intel corp | -31.25 |
| vanguard index fds | -18.92 |
| capital grp fixed incm etf t | -17.95 |
| pimco etf tr | -17.68 |
| ishares tr | -15.88 |
| j p morgan exchange traded f | -12.51 |
| first tr exchange-traded fd | -11.97 |
| spdr s&p 500 etf tr | -11.47 |
Peterson Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| qualcomm inc | -251,951 |
| visa inc | -222,896 |
Peterson Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Peterson Wealth Advisors, LLC has about 97.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 97.1 |
Market Cap. Distribution
Peterson Wealth Advisors, LLC has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 97.1 |
| MEGA-CAP | 2.4 |
Stocks belong to which Index?
About 2.6% of the stocks held by Peterson Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 97.2 |
| S&P 500 | 2.6 |
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 99 stocks in it's portfolio. About 72.4% of the portfolio is in top 10 stocks. BAER proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Peterson Wealth Advisors, LLC last quarter.
Last Reported on: 09 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.49 | 12,855 | 3,297,120 | added | 3.47 | ||
| AAXJ | ishares tr | 0.17 | 20,062 | 1,165,400 | reduced | -2.25 | ||
| AAXJ | ishares tr | 0.05 | 3,104 | 360,241 | added | 13.99 | ||
| ABBV | abbvie inc | 0.15 | 4,257 | 991,126 | added | 0.16 | ||
| ACWF | ishares tr | 0.31 | 40,537 | 2,052,210 | reduced | -15.88 | ||
| AGGH | simplify exchange traded fun | 0.66 | 140,132 | 4,385,000 | reduced | -5.02 | ||
| AGT | ishares tr | 1.70 | 140,373 | 11,367,400 | reduced | -1.48 | ||
| AGZD | wisdomtree tr | 0.03 | 2,900 | 200,163 | new | |||
| AIRR | first tr exchange traded fd | 0.04 | 4,867 | 266,700 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.21 | 16,847 | 1,428,440 | reduced | -5.35 | ||
| AMZN | amazon com inc | 0.07 | 2,140 | 474,609 | added | 6.89 | ||
| AVGO | broadcom inc | 0.05 | 1,060 | 356,712 | reduced | -3.02 | ||
| BAER | bridger aerospace grp hldgs | 0.06 | 233,323 | 401,316 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 6.18 | 816,067 | 41,309,300 | reduced | -12.51 | ||
| BBAX | j p morgan exchange traded f | 2.76 | 389,503 | 18,466,300 | added | 6.66 | ||
| BBAX | j p morgan exchange traded f | 1.32 | 180,705 | 8,816,590 | added | 9.63 | ||
| BBAX | j p morgan exchange traded f | 0.56 | 81,742 | 3,777,690 | added | 178 | ||
| BBAX | j p morgan exchange traded f | 0.21 | 27,966 | 1,424,170 | reduced | -0.18 | ||
| BBAX | j p morgan exchange traded f | 0.09 | 11,859 | 597,563 | added | 102 | ||
| BBAX | j p morgan exchange traded f | 0.06 | 4,532 | 427,928 | reduced | -4.57 | ||