Peterson-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "SCHH",
  null,
  "CAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  "BAER",
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  "MSFT",
  null,
  null,
  "IJR",
  "EFG",
  null,
  null,
  "EEM",
  "VGSH",
  "IEMG",
  "IJK",
  "IVV",
  "AAPL",
  "EFAV",
  null,
  "NVDA",
  null,
  null,
  null,
  "SCHX",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  "VNQ",
  "VO",
  "VV",
  null,
  "VWO",
  "GNSS",
  "AMZN",
  "IVE",
  null,
  "HBAN",
  "VEU",
  "VEA",
  "VXUS",
  "VOT",
  "VB",
  "VOO",
  "WMT",
  "IUSG",
  null,
  null,
  null,
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "BRK-B",
  "COST",
  null,
  "RSP",
  "EFA",
  "ETN",
  "XOM",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 89
Total Value: 517567780
Accession Number: 0001667731-25-000558
Form Type: 13F-HR
CIK: peterson-wealth-advisors
Manager Name: Peterson-Wealth-Advisors

Data Enrichment

57% identified

51 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $517.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 5

Sort by:

82889N764

Shares:156.0K

Value:$4.3M

% of Portfolio:0.8% ($4.3M/$517.6M)

922042858

VWO|922042858

Shares:101.2K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$517.6M)

78464A805

Shares:60.8K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$517.6M)

25434V732

Shares:154.5K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$517.6M)

46434V878

Shares:51.2K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$517.6M)

78463X509

Shares:69.6K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$517.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:22.5K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$517.6M)

Apple Inc.

AAPL|037833100

Shares:12.4K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$517.6M)

464287804

IJR|464287804

Shares:23.8K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$517.6M)

MICROSOFT CORP

MSFT|594918104

Shares:4.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$517.6M)

464287507

IJH|464287507

Shares:28.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$517.6M)

808524847

SCHH|808524847

Shares:73.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$517.6M)

46429B689

EFAV|46429B689

Shares:18.5K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$517.6M)

922908363

VOO|922908363

Shares:2.7K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$517.6M)

72201R585

Shares:47.7K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$517.6M)

464288521

Shares:20.5K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$517.6M)

92206C102

VGSH|92206C102

Shares:17.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$517.6M)

31624J745

Shares:40.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$517.6M)

808524607

SCHA|808524607

Shares:42.4K

Value:$890.1K

% of Portfolio:0.2% ($890.1K/$517.6M)

Walmart Inc.

WMT|931142103

Shares:9.5K

Value:$800.5K

% of Portfolio:0.2% ($800.5K/$517.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip82889N764)✕	156.0K	QoQ +190.99% (+102.4K) YoY +380.12% (+123.5K)	All Managers (Combined)	$4.3M	0.8% ($4.3M/$517.6M)	QoQ +170.73% (+$2.7M) YoY +401.14% (+$3.5M)
(VWOcusip922042858)	101.2K	QoQ +33.25% (+25.3K) YoY +31.98% (+24.5K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$517.6M)	QoQ +22.05% (+$739.5K) YoY +27.75% (+$889.0K)
(cusip78464A805)✕	60.8K	QoQ -4.21% (-2.7K) YoY -23.45% (-18.6K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$517.6M)	QoQ -18.49% (-$847.6K) YoY -26.74% (-$1.4M)
(cusip25434V732)✕	154.5K	QoQ +25.96% (+31.9K) YoY NEW(+154.5K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$517.6M)	QoQ +14.16% (+$456.6K) YoY NEW(+$3.7M)
(cusip46434V878)✕	51.2K	QoQ -4.44% (-2.4K) YoY +16.42% (+7.2K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$517.6M)	QoQ -4.33% (-$117.0K) YoY +16.35% (+$363.5K)
(cusip78463X509)✕	69.6K	QoQ +17.30% (+10.3K) YoY +91.32% (+33.2K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$517.6M)	QoQ +7.27% (+$165.9K) YoY +85.98% (+$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	22.5K	QoQ -0.19% (-44) YoY +4.39% (-947)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$517.6M)	QoQ -4.74% (-$115.3K) YoY -7.54% (-$188.9K)
Apple Inc.(AAPLcusip037833100)	12.4K	QoQ -2.91% (-372) YoY +12.22% (+1.3K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$517.6M)	QoQ -27.60% (-$857.0K) YoY +18.75% (+$355.0K)
(IJRcusip464287804)	23.8K	QoQ +5.00% (-1.1K) YoY +7.03% (-1.6K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$517.6M)	QoQ -15.68% (-$413.3K) YoY -9.61% (-$236.2K)
MICROSOFT CORP(MSFTcusip594918104)	4.4K	QoQ +1.10% (-48) YoY +14.31% (-549)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$517.6M)	QoQ -14.52% (-$266.6K) YoY -2.75% (-$44.4K)
(IJHcusip464287507)	28.0K	QoQ +205.66% (+18.9K) YoY +152.51% (+16.9K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$517.6M)	QoQ +154.12% (+$888.7K) YoY +117.43% (+$791.4K)
(SCHHcusip808524847)	73.6K	QoQ -9.31% (-7.6K) YoY -22.15% (-20.9K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$517.6M)	QoQ -16.57% (-$284.0K) YoY -25.48% (-$489.0K)
(EFAVcusip46429B689)	18.5K	QoQ -0.86% (-161) YoY -22.31% (-5.3K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$517.6M)	QoQ +2.36% (-$31.1K) YoY -19.98% (-$336.8K)
(VOOcusip922908363)	2.7K	QoQ +130.86% (+1.6K) YoY +344.17% (+2.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$517.6M)	QoQ +96.66% (+$625.5K) YoY +328.67% (+$975.8K)
(cusip72201R585)✕	47.7K	QoQ NEW(+47.7K) YoY NEW(+47.7K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$517.6M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip464288521)✕	20.5K	QoQ +38.19% (+5.7K) YoY -0.85% (-177)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$517.6M)	QoQ +23.66% (+$202.5K) YoY -5.08% (-$56.7K)
(VGSHcusip92206C102)	17.6K	QoQ -1.71% (-306) YoY +204.18% (+11.8K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$517.6M)	QoQ -0.79% (-$8.3K) YoY +207.47% (+$696.4K)
(cusip31624J745)✕	40.1K	QoQ NEW(+40.1K) YoY NEW(+40.1K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$517.6M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(SCHAcusip808524607)	42.4K	QoQ NEW(+42.4K) YoY NEW(+42.4K)	All Managers (Combined)	$890.1K	0.2% ($890.1K/$517.6M)	QoQ NEW(+$890.1K) YoY NEW(+$890.1K)
Walmart Inc.(WMTcusip931142103)	9.5K	QoQ -3.72% (-369) YoY +0.34% (+33)	All Managers (Combined)	$800.5K	0.2% ($800.5K/$517.6M)	QoQ -11.09% (-$99.9K) YoY +39.79% (+$227.9K)