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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
VTVVanguard Index Fds
Recent Activity
Decreased -3.9%
0.3%
$1.627M
9,549 shares@ $170.36 avg price
EFAVIshares Tr
Recent Activity
Decreased -20.14%
0.24%
$1.317M
18,631 shares@ $70.7 avg price
USRTIshares Tr
Recent Activity
Decreased -16.83%
0.16%
$855,580
14,867 shares@ $57.55 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.89%
0.16%
$852,539
1,410 shares@ $604.64 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.46%
0.16%
$846,822
3,171 shares@ $267.06 avg price
TSLATesla Inc
Recent Activity
Decreased -11.76%
0.15%
$824,984
2,010 shares@ $410.44 avg price
EFAIshares Tr
Recent Activity
Decreased -0.04%
0.14%
$757,680
10,012 shares@ $75.68 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.06%
0.14%
$754,566
4,164 shares@ $181.22 avg price
IJHIshares Tr
Recent Activity
Decreased -3.72%
0.11%
$576,612
9,166 shares@ $62.91 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -15.65%
0.1%
$553,970
10,922 shares@ $50.73 avg price