Peterson Wealth Advisors, LLC Portfolio Holdings
Q3 2025•99 long positions•$668.6M portfolio value
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Holding101 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $181.1M 27.08% | +$2.8M Bought | — 2.3M shares | 2.3M → 2.3M +$2.8M | +1.57% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $69.9M 10.46% | +$857.0K Bought | — 1.6M shares | 1.6M → 1.6M +$857.0K | +1.24% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $41.9M 6.27% | +$2.1M Bought | — 733.7K shares | 696.7K → 733.7K +$2.1M | +5.3% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $41.3M 6.18% | -$5.9M Sold | — 816.1K shares | 932.8K → 816.1K −$5.9M | -12.51% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $41.0M 6.13% | +$2.6M Bought | — 630.3K shares | 589.9K → 630.3K +$2.6M | +6.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $33.6M 5.03% | +$1.5M Bought | — 729.1K shares | 695.8K → 729.1K +$1.5M | +4.79% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $22.3M 3.34% | -$2.4M Sold | — 222.8K shares | 246.7K → 222.8K −$2.4M | -9.68% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $18.5M 2.76% | +$1.2M Bought | — 389.5K shares | 365.2K → 389.5K +$1.2M | +6.66% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $17.3M 2.59% | -$556.7K Sold | — 52.5K shares | 54.2K → 52.5K −$556.7K | -3.12% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.8M 2.52% | -$250.1K Sold | — 25.0K shares | 25.4K → 25.0K −$250.1K | -1.47% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.9M 2.38% | +$14.3M Bought | — 139.4K shares | 13.5K → 139.4K +$14.3M | +934.67% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $15.2M 2.28% | +$5.7M Bought | — 281.6K shares | 176.1K → 281.6K +$5.7M | +59.91% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.4M 1.7% | -$171.0K Sold | — 140.4K shares | 142.5K → 140.4K −$171.0K | -1.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.7M 1.6% | +$1.4M Bought | — 118.6K shares | 103.2K → 118.6K +$1.4M | +14.93% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $10.3M 1.55% | +$1.0M Bought | — 424.4K shares | 382.4K → 424.4K +$1.0M | +10.97% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.8M 1.32% | +$774.2K Bought | — 180.7K shares | 164.8K → 180.7K +$774.2K | +9.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.1M 1.06% | -$20.5K Sold | — 27.7K shares | 27.8K → 27.7K −$20.5K | -0.29% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.0M 1.04% | -$55.7K Sold | — 234.5K shares | 236.4K → 234.5K −$55.7K | -0.79% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $6.8M 1.02% | +$1.2M Bought | — 211.3K shares | 175.7K → 211.3K +$1.2M | +20.26% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.1M 0.906% | +$64.0K Bought | — 50.1K shares | 49.6K → 50.1K +$64.0K | +1.07% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.9M 0.89% | -$221.9K Sold | — 98.1K shares | 101.7K → 98.1K −$221.9K | -3.6% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.7M 0.851% | +$29.3K Bought | — 104.0K shares | 103.5K → 104.0K +$29.3K | +0.52% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.4M 0.656% | -$231.6K Sold | — 140.1K shares | 147.5K → 140.1K −$231.6K | -5.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.3M 0.649% | -$327.0K Sold | — 53.6K shares | 57.6K → 53.6K −$327.0K | -7.01% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.3M 0.642% | -$326.0K Sold | — 92.7K shares | 99.8K → 92.7K −$326.0K | -7.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.8M 0.565% | +$2.4M Bought | — 81.7K shares | 29.4K → 81.7K +$2.4M | +178.51% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $3.3M 0.493% | +$110.5K Bought | 0.0% 12.9K shares | 12.4K → 12.9K +$110.5K | +3.47% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.2M 0.474% | -$27.9K Sold | — 67.1K shares | 67.7K → 67.1K −$27.9K | -0.87% | — — | Q1 2018 Held for 7y 8m | |
Oil & Gas Integrated Energy | $2.6M 0.385% | +$7.0K Bought | 0.001% 22.5K shares | 22.5K → 22.5K +$7.0K | +0.27% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.359% | +$136.6K Bought | — 20.3K shares | 19.1K → 20.3K +$136.6K | +6.04% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $2.3M 0.347% | +$21.5K Bought | 0.0% 4.4K shares | 4.4K → 4.4K +$21.5K | +0.94% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.1M 0.307% | -$387.3K Sold | — 40.5K shares | 48.2K → 40.5K −$387.3K | -15.88% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.263% | -$111.5K Sold | — 27.0K shares | 28.7K → 27.0K −$111.5K | -5.97% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.6M 0.242% | +$9.5K Bought | — 76.1K shares | 75.6K → 76.1K +$9.5K | +0.59% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.4M 0.214% | -$80.8K Sold | — 16.8K shares | 17.8K → 16.8K −$80.8K | -5.35% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.4M 0.213% | -$2.5K Sold | — 28.0K shares | 28.0K → 28.0K −$2.5K | -0.18% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.4M 0.211% | -$329.2K Sold | — 2.3K shares | 2.8K → 2.3K −$329.2K | -18.92% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.2M 0.174% | -$26.8K Sold | — 20.1K shares | 20.5K → 20.1K −$26.8K | -2.25% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.2M 0.174% | -$64.6K Sold | — 41.6K shares | 43.9K → 41.6K −$64.6K | -5.26% | — — | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | $1.0M 0.157% | +$9.5K Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$9.5K | +0.92% | $1.48T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $1.0M 0.157% | -$225.3K Sold | — 39.2K shares | 47.6K → 39.2K −$225.3K | -17.68% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.0M 0.156% | -$52.8K Sold | — 34.0K shares | 35.8K → 34.0K −$52.8K | -4.82% | — — | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $996.5K 0.149% | +$10.7K Bought | 0.0% 9.7K shares | 9.5K → 9.7K +$10.7K | +1.09% | $821.68B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $991.1K 0.148% | +$1.6K Bought | 0.0% 4.3K shares | 4.3K → 4.3K +$1.6K | +0.16% | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $923.8K 0.138% | — | — 9.8K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $906.2K 0.136% | +$2.1K Bought | — 3.1K shares | 3.1K → 3.1K +$2.1K | +0.23% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $898.9K 0.134% | +$930.3 Bought | — 3.9K shares | 3.9K → 3.9K +$930.3 | +0.1% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $872.2K 0.13% | -$67.7K Sold | — 14.8K shares | 16.0K → 14.8K −$67.7K | -7.2% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $864.4K 0.129% | — | — 11.6K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $773.5K 0.116% | +$30.7K Bought | — 24.0K shares | 23.1K → 24.0K +$30.7K | +4.13% | — — | Q4 2024 Held for 11 months |
