Peterson Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$529M
Signature - Title
Scott M. Peterson - Chief Compliance Officer
Location
Orem, UT
Summary
This page shows a list of all the recent 13F filings made by Peterson Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peterson Wealth Advisors, LLC reported 83 stock holdings with total value $529M as of Q3 2024. Top holdings included SPLG, SPDW, JPST, SPMD, and HELO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 83 $529M +$30.2M -$4.07M +$26.1M SPLG, SPDW, JPST, SPMD, HELO 13F-HR 10/24/2024, 04:30 PM
Q2 2024 75 $477M +$10.9M -$8.74M +$2.16M SPLG, SPDW, JPST, SPMD, HELO 13F-HR 7/18/2024, 11:17 AM
Q1 2024 68 $471M +$28M -$4.23M +$23.8M SPLG, SPDW, JPST, SPMD, SPSM 13F-HR 4/15/2024, 04:53 PM
Q4 2023 65 $421M +$28M -$14.2M +$13.8M SPLG, SPDW, JPST, SPMD, SPSM 13F-HR 1/10/2024, 03:32 PM
Q3 2023 61 $372M +$10.4M -$1.89M +$8.52M SPLG, SPDW, JPST, SPMD, SPSM 13F-HR 10/5/2023, 04:45 PM
Q2 2023 64 $378M +$13.2M -$15M -$1.74M SPLG, SPDW, JPST, SPMD, SPSM 13F-HR 7/13/2023, 04:08 PM
Q1 2023 63 $363M +$16.4M -$1.97M +$14.4M SPLG, SPDW, JPST, SPMD, SPSM 13F-HR 4/6/2023, 03:04 PM
Q4 2022 62 $331M +$18.5M -$5.94M +$12.5M SPLG, SPDW, SPMD, JPST, SPSM 13F-HR 1/20/2023, 03:47 PM
Q3 2022 61 $298M +$15.5M -$4.05M +$11.4M SPLG, SPDW, JPST, SPMD, JCPB 13F-HR 10/17/2022, 04:11 PM
Q2 2022 56 $303M +$40.6M -$29.8M +$10.9M SPLG, SPDW, JPST, SPMD, JCPB 13F-HR 7/20/2022, 06:19 PM
Q1 2022 57 $338M +$17.2M -$8.65M +$8.6M SPLG, SPDW, SPMD, JPST, SPSM 13F-HR 4/21/2022, 12:29 PM
Q4 2021 59 $347M +$27.3M -$3.29M +$24M SPLG, SPDW, SPMD, SPSM, JPST 13F-HR 1/25/2022, 11:42 AM
Q3 2021 53 $303M +$63.4M -$41.3M +$22.1M SPLG, SPDW, JPST, SPMD, SPSM 13F-HR 10/21/2021, 12:13 PM
Q2 2021 53 $282M +$23.2M -$1.45M +$21.8M SPLG, EFAV, SPMD, SPSM, JPST 13F-HR 8/2/2021, 12:33 PM
Q1 2021 51 $246M +$6.99M -$2.2M +$4.79M SPLG, EFAV, SPMD, SPSM, JPST 13F-HR 4/28/2021, 11:00 AM
Q4 2020 47 $227M +$13.8M -$2.8M +$11M SPLG, EFAV, SPMD, SPSM, JPST 13F-HR 1/25/2021, 01:09 PM
Q3 2020 47 $195M +$7.35M -$8.67M -$1.33M SPLG, EFAV, JPST, SPMD, SPSM 13F-HR 10/20/2020, 11:41 AM
Q2 2020 44 $188M +$16.1M -$5.89M +$10.2M SPLG, EFAV, JPST, SPMD, SPSM 13F-HR 7/20/2020, 11:34 AM
Q1 2020 50 $154M +$19.1M -$5.09M +$14M SPLG, EFAV, JPST, SPMD, SPSM 13F-HR 4/21/2020, 03:24 PM
Q4 2019 44 $175M +$4.4M -$1.61M +$2.79M SPLG, EFAV, SPMD, JPST, SPSM 13F-HR 1/23/2020, 11:52 AM
Q3 2019 41 $163M +$4.59M -$302K +$4.29M SPLG, EFAV, SPMD, SPSM, JPST 13F-HR 10/17/2019, 03:54 PM
Q2 2019 41 $158M +$8.13M -$299K +$7.83M SPLG, EFAV, SPMD, SPSM, JPST 13F-HR 7/15/2019, 04:06 PM
Q1 2019 40 $150M +$15.2M -$9.42M +$5.8M SPLG, EFAV, SPMD, SPSM, JPST 13F-HR 4/16/2019, 02:03 PM
Q4 2018 40 $126M +$10.6M -$4.3M +$6.35M SPLG, EFAV, SPMD, SPSM, EEMV 13F-HR 1/29/2019, 01:29 PM
Q3 2018 43 $137M +$10.8M -$2.37M +$8.39M SPLG, EFAV, SPMD, SPSM, IVV 13F-HR 10/17/2018, 12:54 PM
Q2 2018 43 $123M +$9.8M -$9.99M -$192K SPLG, EFAV, SPMD, IVV, SPSM 13F-HR 7/18/2018, 12:07 PM
Q1 2018 47 $121M +$55M -$43.3M +$11.7M SPLG, EFAV, IVV, SPMD, SPSM 13F-HR 4/20/2018, 10:35 AM
Q4 2017 45 $111M $0 $0 IVV, EFAV, SPLG, VO, IJR 13F-HR 3/19/2018, 04:04 PM