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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
VNQVanguard Index Fds
Recent Activity
Decreased -5.48%
1.64%
$9.089M
101,606 shares@ $89.45 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 114.88%
1.6%
$8.861M
367,063 shares@ $24.14 avg price
JBNDJ P Morgan Exchange Traded F
Recent Activity
Increased 1008.57%
1.38%
$7.653M
146,586 shares@ $52.21 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.9%
1.35%
$7.451M
157,230 shares@ $47.4 avg price
IVVIshares Tr
Recent Activity
Increased 24.01%
1.14%
$6.279M
10,560 shares@ $594.6 avg price
IVWIshares Tr
Recent Activity
Decreased -5.9%
1.06%
$5.833M
56,483 shares@ $103.27 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 216.61%
0.94%
$5.161M
184,067 shares@ $28.05 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 257.9%
0.91%
$5.042M
112,366 shares@ $44.87 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -8.75%
0.83%
$4.583M
63,515 shares@ $72.15 avg price
VBVanguard Index Fds
Recent Activity
Increased 4.57%
0.83%
$4.567M
18,754 shares@ $243.5 avg price