$121 Million is the total value of Peterson Wealth Advisors, LLC's 47 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $506,000 | +6.8% | 5,539 | 0.0% | 0.42% | -2.3% | |
| AMZN | AMAZON COM INC | $368,000 | +23.9% | 254 | 0.0% | 0.30% | +13.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 27 | Q2 2024 | 33.3% |
| ISHARES TR | 27 | Q2 2024 | 13.4% |
| SPDR SER TR | 27 | Q2 2024 | 7.9% |
| SPDR SER TR | 27 | Q2 2024 | 7.9% |
| ISHARES TR | 27 | Q2 2024 | 29.9% |
| SPDR SER TR | 27 | Q2 2024 | 5.7% |
| ISHARES TR | 27 | Q2 2024 | 4.8% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 4.5% |
| JP MORGAN EXCHANGE TRADED FD | 27 | Q2 2024 | 3.0% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 4.1% |
View Peterson Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-21 |
View Peterson Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.