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CIK: 0001713558
Total reported value
$861.9M
$861.9M
83 檔
39.4%
During the Q3 2024 filing period, Peterson Wealth Advisors, LLC (CIK: 0001713558) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $861.9M across 83 reported positions.
In Q3 2024, Peterson Wealth Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 30.64% | +0.94% | +2.16% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 11.30% | +0.21% | +2.95% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 9.07% | -4.75% | -3.04% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.75% | -0.27% | +4.66% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.42% | +0.32% | +8.87% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 5.84% | -0.33% | +2.88% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.30% | -0.03% | +5.68% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.24% | -0.07% | -4.74% | |
| 9 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.35% | -0.20% | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.98% | -0.06% | +2.58% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.67% | -0.04% | +0.48% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.58% | +0.08% | +8.19% | |
| 13 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.46% | +0.01% | +6.39% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | — | -3.03% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.02% | -1.21% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.92% | — | -3.38% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.91% | -0.10% | +0.40% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | -0.09% | +0.60% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | -0.02% | +0.30% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.06% | +4.03% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | -0.04% | +0.52% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.37% | EXIT | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.44% | -0.06% | -10.87% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.38% | +0.05% | +179.65% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-Other | 0.37% | -0.01% | -5.81% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.34% | — | +1.98% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | +0.07% | +4.48% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | — | +1.17% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.29% | -0.01% | +1.10% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.28% | -0.04% | +0.79% | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.21% | -0.02% | -5.17% | |
| 32 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.21% | -0.04% | -8.21% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.16% | -0.01% | -1.93% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | — | — | |
| 35 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.16% | +0.03% | +6.56% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | +0.02% | -0.14% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | -0.01% | +4.99% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | -0.04% | -1.82% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.02% | +3.67% | |
| 40 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.14% | +0.01% | +22.70% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.13% | — | +4.68% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | — | +3.68% | |
| 43 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.12% | -0.06% | +60.26% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | -0.01% | +8.48% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | — | -1.64% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | — | -11.68% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | -0.03% | -0.65% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | -0.04% | -14.40% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | +62.13% | |
| 50 | BAER | Bridger Aerospace Group Hold | Stock-Other | 0.10% | -0.03% | +20.00% |
According to official SEC Form 13F filings, Peterson Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $861.9M across 83 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, JPST) accounted for 39.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
CLIP
市值: $12.4M
Top Position Liquidated / Trimmed
V
前期市值: $243.1K
During Q3 2024, Peterson Wealth Advisors, LLC's top holdings by market value included SPYM (30.6%)、SPDW (11.3%)、JPST (9.1%). The largest single position, SPYM, represented 30.6% of total portfolio value.
In Q3 2024, Peterson Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 30 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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