Latest Peterson Wealth Advisors, LLC Stock Portfolio

Peterson Wealth Advisors, LLC Performance:

2025 Q2: 3.93%YTD: 2.8%2024: 1.16%

Performance for 2025 Q2 is 3.93%, and YTD is 2.8%, and 2024 is 1.16%.

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 $605.8 Millions as of 30 Jun, 2025.

The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, BBAX. The fund has invested 27.2% of it's portfolio in SPDR SERIES TRUST and 10.7% of portfolio in SPDR INDEX SHS FDS.

They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), CAPITAL GRP FIXED INCM ETF T (CGCP) and FIRST TR EXCHANGE-TRADED FD (QTEC). Peterson Wealth Advisors, LLC opened new stock positions in BROADCOM INC (AVGO), QUALCOMM INC (QCOM) and SPDR S&P 500 ETF TR (SPY). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), EA SERIES TRUST (BOB) and SCHWAB STRATEGIC TR (FNDA).

Peterson Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Peterson Wealth Advisors, LLC made a return of 3.93% in the last quarter. In trailing 12 months, it's portfolio return was 3.3%.

New Buys

Ticker	$ Bought
broadcom inc	301,241
qualcomm inc	251,951
spdr s&p 500 etf tr	247,452
first tr exchange traded fd	235,066
vanguard index fds	234,479
visa inc	222,896
intel corp	205,148
capital grp fixed incm etf t	200,248

New stocks bought by Peterson Wealth Advisors, LLC

Additions

Ticker	% Inc.
j p morgan exchange traded f	143
ea series trust	129
j p morgan exchange traded f	95.43
schwab strategic tr	21.96
tesla inc	20.11
j p morgan exchange traded f	15.29
schwab strategic tr	14.75
dimensional etf trust	13.72

Additions to existing portfolio by Peterson Wealth Advisors, LLC

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-27.1
capital grp fixed incm etf t	-26.48
first tr exchange-traded fd	-21.56
ishares tr	-19.59
ishares tr	-14.53
fidelity greenwood street tr	-10.81
capital grp fixed incm etf t	-9.67
vanguard scottsdale fds	-8.99

Peterson Wealth Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Peterson Wealth Advisors, LLC

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 2.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.1
MEGA-CAP	2.3

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

Top 5 Winners (%)		%
AMPS	ishares tr	930.5 %
BAER	bridger aerospace grp hldgs	65.0 %
NVDA	nvidia corporation	61.3 %
META	meta platforms inc	43.1 %
ETN	eaton corp plc	41.4 %

Top 5 Winners ($)		$
AMPS	ishares tr	12.5 M
IJR	ishares tr	2.8 M
IJR	ishares tr	1.3 M
MSFT	microsoft corp	0.6 M
IJR	ishares tr	0.3 M

Top 5 Losers (%)		%
GNSS	genasys inc	-8.9 %
ABBV	abbvie inc	-0.5 %

Top 5 Losers ($)		$
GNSS	genasys inc	0.0 M
ABBV	abbvie inc	0.0 M

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 97 stocks in it's portfolio. About 75.1% of the portfolio is in top 10 stocks. GNSS proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Peterson Wealth Advisors, LLC last quarter.

Last Reported on: 07 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BIL	spdr series trust	27.17	2,264,470	164,604,000	added	0.57
Historical Trend of SPDR SERIES TRUST Position Held By Peterson Wealth Advisors, LLC What % of Portfolio is BIL?: Number of BIL shares held: Change in No. of Shares Held:
	CWI	spdr index shs fds	10.66	1,595,480	64,601,100	added	1.94

	BBAX	j p morgan exchange traded f	7.80	932,776	47,273,100	added	0.1

	BIL	spdr series trust	6.25	696,729	37,888,100	added	1.51

		j p morgan exchange traded f	6.09	589,884	36,915,000	added	1.95

	BIL	spdr series trust	4.89	695,826	29,642,200	added	2.02

	BITS	global x fds	4.09	246,717	24,775,300	added	0.15

	BBAX	j p morgan exchange traded f	2.84	365,188	17,185,800	added	0.26

	VB	vanguard index fds	2.72	54,221	16,479,500	reduced	-0.69

	IJR	ishares tr	2.60	25,390	15,764,600	added	4.21

	AGT	ishares tr	1.79	142,485	10,834,500	added	3.13

		j p morgan exchange traded f	1.56	176,130	9,438,800	added	15.29

	FNDA	schwab strategic tr	1.54	382,422	9,323,440	reduced	-0.99

	VB	vanguard index fds	1.52	103,179	9,189,140	added	1.7

	BBAX	j p morgan exchange traded f	1.32	164,837	8,014,360	added	2.00

	FNDA	schwab strategic tr	1.09	236,356	6,629,780	added	2.74

	VB	vanguard index fds	1.09	27,789	6,585,460	added	3.17

	VEA	vanguard tax-managed fds	0.96	101,721	5,799,130	added	0.95

	IJR	ishares tr	0.90	49,551	5,455,620	reduced	-14.53

	DFAC	dimensional etf trust	0.86	175,720	5,215,380	added	13.72