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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -15.26%
0.1%
$527,774
2,993 shares@ $176.34 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -49.79%
0.06%
$325,154
6,340 shares@ $51.29 avg price
CATCaterpillar Inc
Recent Activity
Decreased -21.35%
0.06%
$288,081
792 shares@ $363.74 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Decreased -13.5%
0.06%
$283,322
7,853 shares@ $36.08 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -26.68%
0.05%
$253,024
1,088 shares@ $232.56 avg price