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

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AbbVie Inc.

ABBV|00287Y109

Shares:4.2K

Value:$792.7K

% of Portfolio:0.2% ($792.7K/$517.6M)

337345102

Shares:4.9K

Value:$754.2K

% of Portfolio:0.1% ($754.2K/$517.6M)

922908629

VO|922908629

Shares:3.1K

Value:$717.1K

% of Portfolio:0.1% ($717.1K/$517.6M)

464287465

EFA|464287465

Shares:9.8K

Value:$715.7K

% of Portfolio:0.1% ($715.7K/$517.6M)

14020Y300

Shares:26.0K

Value:$690.7K

% of Portfolio:0.1% ($690.7K/$517.6M)

46641Q159

Shares:15.0K

Value:$681.8K

% of Portfolio:0.1% ($681.8K/$517.6M)

02072L565

Shares:5.9K

Value:$655.4K

% of Portfolio:0.1% ($655.4K/$517.6M)

921909768

VXUS|921909768

Shares:11.6K

Value:$650.7K

% of Portfolio:0.1% ($650.7K/$517.6M)

464287606

IJK|464287606

Shares:8.3K

Value:$622.2K

% of Portfolio:0.1% ($622.2K/$517.6M)

316188606

Shares:14.0K

Value:$600.1K

% of Portfolio:0.1% ($600.1K/$517.6M)

46641Q654

Shares:11.5K

Value:$583.1K

% of Portfolio:0.1% ($583.1K/$517.6M)

ELI LILLY & Co

LLY|532457108

Shares:804

Value:$582.1K

% of Portfolio:0.1% ($582.1K/$517.6M)

922908637

VV|922908637

Shares:2.3K

Value:$535.3K

% of Portfolio:0.1% ($535.3K/$517.6M)

14020Y706

Shares:20.6K

Value:$528.0K

% of Portfolio:0.1% ($528.0K/$517.6M)

808524300

SCHG|808524300

Shares:23.2K

Value:$524.9K

% of Portfolio:0.1% ($524.9K/$517.6M)

Meta Platforms, Inc.

META|30303M102

Shares:1.0K

Value:$521.8K

% of Portfolio:0.1% ($521.8K/$517.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:571

Value:$518.3K

% of Portfolio:0.1% ($518.3K/$517.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.0K

Value:$510.0K

% of Portfolio:0.1% ($510.0K/$517.6M)

46137V357

RSP|46137V357

Shares:3.0K

Value:$468.8K

% of Portfolio:0.1% ($468.8K/$517.6M)

Tesla, Inc.

TSLA|88160R101

Shares:2.0K

Value:$466.3K

% of Portfolio:0.1% ($466.3K/$517.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	4.2K	QoQ +2.04% (+85) YoY +6.78% (+270)	All Managers (Combined)	$792.7K	0.2% ($792.7K/$517.6M)	QoQ +5.05% (+$38.2K) YoY +9.41% (+$68.2K)
(cusip337345102)✕	4.9K	QoQ +12.37% (-542) YoY +20.34% (-832)	All Managers (Combined)	$754.2K	0.1% ($754.2K/$517.6M)	QoQ -10.71% (-$90.5K) YoY -3.30% (-$25.8K)
(VOcusip922908629)	3.1K	QoQ -2.68% (-85) YoY -13.65% (-488)	All Managers (Combined)	$717.1K	0.1% ($717.1K/$517.6M)	QoQ -15.32% (-$129.7K) YoY -19.68% (-$175.8K)
(EFAcusip464287465)	9.8K	QoQ -2.35% (-236) YoY -3.13% (-316)	All Managers (Combined)	$715.7K	0.1% ($715.7K/$517.6M)	QoQ -5.54% (-$42.0K) YoY -11.19% (-$90.3K)
(cusip14020Y300)✕	26.0K	QoQ -70.73% (-62.8K) YoY NEW(+26.0K)	All Managers (Combined)	$690.7K	0.1% ($690.7K/$517.6M)	QoQ -71.46% (-$1.7M) YoY NEW(+$690.7K)
(cusip46641Q159)✕	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$681.8K	0.1% ($681.8K/$517.6M)	QoQ NEW(+$681.8K) YoY NEW(+$681.8K)
(cusip02072L565)✕	5.9K	QoQ +1.04% (+61) YoY NEW(+5.9K)	All Managers (Combined)	$655.4K	0.1% ($655.4K/$517.6M)	QoQ +2.12% (+$13.7K) YoY NEW(+$655.4K)
(VXUScusip921909768)	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$650.7K	0.1% ($650.7K/$517.6M)	QoQ NEW(+$650.7K) YoY NEW(+$650.7K)
(IJKcusip464287606)	8.3K	QoQ +6.45% (-502) YoY +11.85% (-877)	All Managers (Combined)	$622.2K	0.1% ($622.2K/$517.6M)	QoQ -13.22% (-$94.8K) YoY -7.80% (-$52.7K)
(cusip316188606)✕	14.0K	QoQ -10.35% (-1.6K) YoY NEW(+14.0K)	All Managers (Combined)	$600.1K	0.1% ($600.1K/$517.6M)	QoQ -8.75% (-$57.6K) YoY NEW(+$600.1K)
(cusip46641Q654)✕	11.5K	QoQ +5.46% (+597) YoY NEW(+11.5K)	All Managers (Combined)	$583.1K	0.1% ($583.1K/$517.6M)	QoQ +5.26% (+$29.2K) YoY NEW(+$583.1K)
ELI LILLY & Co(LLYcusip532457108)	804	QoQ +0.12% (-1) YoY +23.69% (+154)	All Managers (Combined)	$582.1K	0.1% ($582.1K/$517.6M)	QoQ -7.29% (-$45.8K) YoY +15.11% (+$76.5K)
(VVcusip922908637)	2.3K	QoQ -4.34% (-105) YoY -8.65% (-219)	All Managers (Combined)	$535.3K	0.1% ($535.3K/$517.6M)	QoQ -18.73% (-$123.4K) YoY -11.76% (-$71.4K)
(cusip14020Y706)✕	20.6K	QoQ -2.19% (-462) YoY NEW(+20.6K)	All Managers (Combined)	$528.0K	0.1% ($528.0K/$517.6M)	QoQ -0.87% (-$4.7K) YoY NEW(+$528.0K)
(SCHGcusip808524300)	23.2K	QoQ +96.82% (+11.4K) YoY NEW(+23.2K)	All Managers (Combined)	$524.9K	0.1% ($524.9K/$517.6M)	QoQ +57.07% (+$190.7K) YoY NEW(+$524.9K)
Meta Platforms, Inc.(METAcusip30303M102)	1.0K	QoQ -28.29% (-399) YoY -30.61% (-446)	All Managers (Combined)	$521.8K	0.1% ($521.8K/$517.6M)	QoQ -38.79% (-$330.7K) YoY -26.26% (-$185.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	571	QoQ +28.31% (+126) YoY +40.64% (+165)	All Managers (Combined)	$518.3K	0.1% ($518.3K/$517.6M)	QoQ +26.99% (+$110.2K) YoY +74.42% (+$221.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.0K	QoQ 0.00% (+0) YoY +0.48% (+5)	All Managers (Combined)	$510.0K	0.1% ($510.0K/$517.6M)	QoQ +8.11% (+$38.3K) YoY +17.17% (+$74.8K)
(RSPcusip46137V357)	3.0K	QoQ +0.50% (-15) YoY -24.47% (-975)	All Managers (Combined)	$468.8K	0.1% ($468.8K/$517.6M)	QoQ -11.17% (-$59.0K) YoY -30.50% (-$205.8K)
Tesla, Inc.(TSLAcusip88160R101)	2.0K	QoQ -0.54% (-11) YoY -12.59% (-288)	All Managers (Combined)	$466.3K	0.1% ($466.3K/$517.6M)	QoQ -43.47% (-$358.6K) YoY +15.99% (-$64.3K)