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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
AMZNAmazon Com Inc
Recent Activity
Increased 20.68%
0.09%
$448,828
2,002 shares@ $224.19 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.08%
$424,785
19,152 shares@ $22.18 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 5.46%
0.08%
$408,105
445 shares@ $917.09 avg price
IVEIshares Tr
Recent Activity
Increased 0.24%
0.08%
$403,851
2,109 shares@ $191.49 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 1.26%
0.08%
$393,938
7,844 shares@ $50.23 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 6.32%
0.08%
$393,439
14,593 shares@ $26.97 avg price
ETNEaton Corp Plc
Recent Activity
0.07%
$354,570
1,035 shares@ $342.58 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.07%
$334,191
11,801 shares@ $28.32 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -49.79%
0.06%
$325,154
6,340 shares@ $51.29 avg price
CGSMCapital Grp Fixed Incm Etf T
Recent Activity
Increased 9.28%
0.06%
$306,089
11,773 shares@ $26.0 avg price