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CIK: 0001713558
Total reported value
$861.9M
$861.9M
83 檔
39.6%
The Q4 2024 SEC filing reveals that Peterson Wealth Advisors, LLC held a total portfolio value of $861.9M, covering 83 public equity positions.
In Q4 2024, Peterson Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 50 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 | 29.70% | +0.94% | -1.45% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.74% | +0.21% | -0.98% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 8.61% | -4.75% | +0.20% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.73% | +0.32% | +7.68% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.69% | -0.27% | +2.97% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 5.58% | -0.33% | +0.39% | |
| 7 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 3.48% | -0.20% | +55.58% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.99% | -0.07% | -6.48% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.80% | -0.03% | -6.56% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.08% | -0.04% | +43.36% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.64% | -0.06% | -5.48% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.60% | +0.08% | +114.87% | |
| 13 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.38% | +0.01% | +1008.57% | |
| 14 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.34% | +0.01% | -0.90% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.02% | +24.00% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.05% | — | -5.90% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.93% | -0.10% | +216.61% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.91% | -0.04% | +257.90% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.83% | — | -8.76% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | -0.09% | +4.56% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.02% | -1.53% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.58% | +0.05% | +73.71% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.06% | +2.52% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.49% | -0.06% | +17.93% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | -0.04% | +0.67% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.37% | EXIT | |
| 27 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.44% | -0.01% | +895.66% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.41% | -0.01% | +59.91% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | +0.07% | +6.96% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 0.31% | -0.01% | -4.28% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | — | -3.90% | |
| 32 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.29% | -0.04% | +42.37% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.24% | — | -20.15% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.19% | -0.01% | +238.79% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.02% | +0.54% | |
| 36 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.15% | -0.02% | -16.84% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | +0.02% | -2.89% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.15% | -0.01% | -2.46% | |
| 39 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.15% | +0.03% | +0.18% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | -0.03% | -11.76% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | -0.04% | +1.23% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.14% | — | -0.05% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | -0.01% | -1.07% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.13% | — | +0.22% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | — | +0.46% | |
| 46 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-Other | 0.12% | -0.02% | +210.10% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | +9.79% | |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.12% | +0.80% | +142.39% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | -0.01% | +12.15% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | -0.04% | -3.73% |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, JPST) accounted for 39.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
CGIB
市值: $532.6K
Top Position Liquidated / Trimmed
DAL
前期市值: $499.9K
During Q4 2024, Peterson Wealth Advisors, LLC's top holdings by market value included SPYM (29.7%)、SPDW (9.7%)、JPST (8.6%). The largest single position, SPYM, represented 29.7% of total portfolio value.
In Q4 2024, Peterson Wealth Advisors, LLC made 85 total portfolio adjustments, initiating 5 new buys, adding to 50 positions, trimming 25 holdings, and fully liquidating 5 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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