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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
HEQTSimplify Exchange Traded Fun
Recent Activity
Increased 42.37%
0.29%
$1.594M
53,619 shares@ $29.72 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 238.79%
0.19%
$1.04M
17,888 shares@ $58.16 avg price
WMTWalmart Inc
Recent Activity
Increased 0.54%
0.17%
$900,328
9,918 shares@ $90.78 avg price
QTECFirst Tr Nasdaq 100 Tech Ind
Recent Activity
Increased 0.19%
0.16%
$844,639
4,380 shares@ $192.84 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.23%
0.14%
$763,865
15,914 shares@ $48.0 avg price
IJKIshares Tr
Recent Activity
Increased 0.22%
0.13%
$716,994
7,771 shares@ $92.27 avg price
VVVanguard Index Fds
Recent Activity
Increased 0.46%
0.12%
$658,766
2,416 shares@ $272.67 avg price
FIGBFidelity Merrimack Str Tr
Recent Activity
Increased 210.1%
0.12%
$657,661
15,570 shares@ $42.24 avg price
VOOVanguard Index Fds
Recent Activity
Increased 9.79%
0.12%
$647,119
1,189 shares@ $544.26 avg price
BOXXEa Series Trust
Recent Activity
Increased 142.4%
0.12%
$641,685
5,815 shares@ $110.35 avg price