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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
DALDelta Air Lines Inc Del
Recent Activity
Exited
0%
$499,944
9,843 shares@ $50.8 avg price
GROYGold Royalty Corp
Recent Activity
Exited
0%
$253,850
186,655 shares@ $1.36 avg price
BOHBank Hawaii Corp
Recent Activity
Exited
0%
$222,708
3,548 shares@ $62.78 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$214,856
9,158 shares@ $23.47 avg price
SCHESchwab Strategic Tr
Recent Activity
Exited
0%
$206,689
7,083 shares@ $29.19 avg price