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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
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.53%
0.61%
$3.353M
75,956 shares@ $44.15 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 73.72%
0.59%
$3.222M
122,665 shares@ $26.27 avg price
AAPLApple Inc
Recent Activity
Increased 2.53%
0.56%
$3.104M
12,757 shares@ $243.36 avg price
ICSHIshares Tr
Recent Activity
Increased 17.94%
0.49%
$2.702M
53,544 shares@ $50.47 avg price
IJRIshares Tr
Recent Activity
Increased 0.67%
0.48%
$2.635M
22,667 shares@ $116.24 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.76%
0.44%
$2.429M
22,522 shares@ $107.87 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
Increased 895.67%
0.44%
$2.421M
88,813 shares@ $27.26 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 59.92%
0.42%
$2.282M
59,311 shares@ $38.48 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.96%
0.34%
$1.835M
4,336 shares@ $423.32 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -4.28%
0.31%
$1.714M
81,134 shares@ $21.12 avg price