Scott M. Peterson

@Peterson Wealth Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$554.932M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
QCOMQualcomm Inc Recent Activity New Position	0.04%	$218,048 1,382 shares@ $157.78 avg price	New Position
PEPPepsico Inc Recent Activity Increased 16.45%	0.04%	$208,763 1,395 shares@ $149.66 avg price	Increased 16.45%
GNSSGenasys Inc Recent Activity	0.04%	$200,852 71,224 shares@ $2.83 avg price