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Scott M. Peterson

@Peterson Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$554.932MTotal holdings83
Assets growth rate4.85%Assets growth rate (2-Q avg)7.94%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Peterson Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Peterson Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 554.932M in assets, with a quarterly growth rate of 4.85% and a 2-quarter average growth rate of 7.94%. The portfolio is managed by Scott M. Peterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Decreased -1.45%
29.7%
$164.812M
2.367M shares@ $69.64 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -0.98%
9.74%
$54.039M
1.577M shares@ $34.27 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 0.21%
8.62%
$47.797M
948,344 shares@ $50.4 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Increased 7.68%
6.73%
$37.332M
598,273 shares@ $62.4 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 2.98%
6.7%
$37.149M
672,749 shares@ $55.23 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 0.4%
5.58%
$30.96M
682,080 shares@ $45.4 avg price
CLIPGlobal X Fds
Recent Activity
Increased 55.59%
3.48%
$19.295M
192,684 shares@ $100.15 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -6.48%
3%
$16.614M
56,693 shares@ $293.06 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Decreased -6.56%
2.81%
$15.564M
338,195 shares@ $46.03 avg price
IDEVIshares Tr
Recent Activity
Increased 43.37%
2.09%
$11.566M
178,964 shares@ $64.64 avg price