Peterson Wealth Advisors 13F annual report

Peterson Wealth Advisors is an investment fund managing more than $477 billion ran by Scott Peterson. There are currently 43 companies in Mr. Peterson’s portfolio. The largest investments include Spdr Ser Tr and Spdr Index Shs Fds, together worth $271 billion.

Limited to 30 biggest holdings

$477 billion Assets Under Management (AUM)

As of 11th July 2024, Peterson Wealth Advisors’s top holding is 3,719,975 shares of Spdr Ser Tr currently worth over $215 billion and making up 45.2% of the portfolio value. In addition, the fund holds 1,583,555 shares of Spdr Index Shs Fds worth $55.6 billion. The third-largest holding is J P Morgan Exchange Traded F worth $102 billion and the next is Vanguard Index Fds worth $33 billion, with 202,516 shares owned.

Currently, Peterson Wealth Advisors's portfolio is worth at least $477 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Peterson Wealth Advisors

The Peterson Wealth Advisors office and employees reside in Orem, Utah. According to the last 13-F report filed with the SEC, Scott Peterson serves as the Chief Compliance Officer at Peterson Wealth Advisors.

Recent trades

In the most recent 13F filing, Peterson Wealth Advisors revealed that it had opened a new position in Dimensional Etf Trust and bought 25,251 shares worth $675 million.

The investment fund also strengthened its position in Spdr Index Shs Fds by buying 41,995 additional shares. This makes their stake in Spdr Index Shs Fds total 1,583,555 shares worth $55.6 billion.

On the other hand, there are companies that Peterson Wealth Advisors is getting rid of from its portfolio. Peterson Wealth Advisors closed its position in Pepsico Inc on 18th July 2024. It sold the previously owned 1,277 shares for $223 million. Scott Peterson also disclosed a decreased stake in Spdr Ser Tr by approximately 0.1%. This leaves the value of the investment at $215 billion and 3,719,975 shares.

One of the average hedge funds

The two most similar investment funds to Peterson Wealth Advisors are West Advisors and Oliver Luxxe Assets. They manage $477 billion and $477 billion respectively.

Scott Peterson investment strategy

Peterson Wealth Advisors’s portfolio is diversified across 8 sectors. Currently, their heaviest sector is Consumer Discretionary — making up 0.8% of the total portfolio value. The fund focuses on investments in the United States as 41.9% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 35% of the total holdings value. On the other hand, small-cap stocks make up only 7.0% of the portfolio. The average market cap of the portfolio companies is close to $455 billion.

The complete list of Peterson Wealth Advisors trades based on 13F SEC filings

These positions were updated on July 18th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Spdr Ser Tr	0.74% 3,719,975	$215,295,416,000	45.16%
Spdr Index Shs Fds	2.72% 1,583,555	$55,646,130,000	11.67%
J P Morgan Exchange Traded F	3.92% 1,978,142	$102,048,670,000	21.41%
Vanguard Index Fds	18.16% 202,516	$33,012,164,000	6.92%
Ishares Tr	0.94% 350,480	$29,377,480,000	6.16%
Schwab Strategic Tr	1.14% 305,790	$13,903,216,000	2.92%
Vanguard Intl Equity Index F	0.32% 81,623	$3,641,901,000	0.76%
Apple Inc	8.38% 11,961	$2,519,255,000	0.53%
Exxon Mobil Corp.	0.04% 21,540	$2,479,706,000	0.52%
Microsoft Corporation	1.17% 3,880	$1,734,082,000	0.36%
Fidelity Merrimack Str Tr	2.00% 31,150	$1,399,553,000	0.29%
Simplify Exchange Traded Fun	26.26% 41,033	$1,135,378,000	0.24%
First Tr Nasdaq 100 Tech Ind	0.32% 4,103	$810,223,000	0.17%
Vanguard Tax-managed Fds	1.59% 16,013	$791,359,000	0.17%
Meta Platforms Inc	0.21% 1,454	$733,032,000	0.15%
Bridger Aerospace Grp Hldgs	No change 194,436	$727,191,000	0.15%
Abbvie Inc	0.75% 4,009	$687,706,000	0.14%
Dimensional Etf Trust	Opened 25,251	$674,959,000	0.14%
Invesco Exchange Traded Fd T	0.40% 3,999	$656,947,000	0.14%
Walmart Inc	No change 9,516	$644,343,000	0.14%
Eli Lilly & Co	1.54% 660	$597,551,000	0.13%
J P Morgan Exchange Traded F	Opened 25,838	$1,324,828,000	0.28%
Home Depot, Inc.	0.39% 1,519	$522,860,000	0.11%
Delta Air Lines, Inc.	0.01% 9,843	$466,931,000	0.10%
Tesla Inc	0.26% 2,293	$453,739,000	0.10%
Berkshire Hathaway Inc.	4.06% 993	$403,952,000	0.08%
Broadcom Inc.	1.24% 244	$391,120,000	0.08%
NVIDIA Corp	732.60% 3,014	$372,334,000	0.08%
Capital Grp Fixed Incm Etf T	Opened 23,201	$611,789,000	0.13%
Caterpillar Inc.	0.38% 1,051	$350,123,000	0.07%
Costco Whsl Corp New	No change 406	$345,249,000	0.07%
First Tr Nas100 Eq Weighted	0.18% 2,732	$336,793,000	0.07%
Vanguard Scottsdale Fds	1.06% 5,719	$331,623,000	0.07%
First Tr Exchange-traded Fd	1.50% 10,039	$305,800,000	0.06%
JPMorgan Chase & Co.	3.76% 1,492	$301,716,000	0.06%
Gold Royalty Corp	No change 186,655	$263,183,000	0.06%
Visa Inc	1.42% 926	$243,092,000	0.05%
Amazon.com Inc.	5.05% 1,227	$237,118,000	0.05%
Pepsico Inc	Closed 1,277	$223,493,000
Fidelity Merrimack Str Tr	Opened 4,917	$208,661,000	0.04%
Eaton Corp Plc	No change 650	$203,808,000	0.04%
Bank Hawaii Corp	Opened 3,548	$202,981,000	0.04%
Intel Corp.	0.28% 6,523	$202,004,000	0.04%
Genasys Inc	No change 71,224	$150,639,000	0.03%
No transactions found
Showing first 500 out of 44 holdings