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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HOME DEPOT, INC.

HD|437076102

Shares:1.3K

Value:$450.1K

% of Portfolio:0.1% ($450.1K/$517.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.0K

Value:$434.7K

% of Portfolio:0.1% ($434.7K/$517.6M)

14020Y102

Shares:19.3K

Value:$428.2K

% of Portfolio:0.1% ($428.2K/$517.6M)

464287671

IUSG|464287671

Shares:3.6K

Value:$412.7K

% of Portfolio:0.1% ($412.7K/$517.6M)

46641Q738

Shares:4.9K

Value:$409.7K

% of Portfolio:0.1% ($409.7K/$517.6M)

46641Q647

Shares:8.0K

Value:$398.4K

% of Portfolio:0.1% ($398.4K/$517.6M)

14020Y201

Shares:15.0K

Value:$397.4K

% of Portfolio:0.1% ($397.4K/$517.6M)

46434G103

IEMG|46434G103

Shares:8.0K

Value:$385.6K

% of Portfolio:0.1% ($385.6K/$517.6M)

464287408

IVE|464287408

Shares:2.1K

Value:$359.9K

% of Portfolio:0.1% ($359.9K/$517.6M)

AMAZON COM INC

AMZN|023135106

Shares:2.0K

Value:$350.9K

% of Portfolio:0.1% ($350.9K/$517.6M)

NVIDIA CORP

NVDA|67066G104

Shares:3.5K

Value:$346.3K

% of Portfolio:0.1% ($346.3K/$517.6M)

14020Y607

Shares:12.2K

Value:$315.6K

% of Portfolio:0.1% ($315.6K/$517.6M)

808524805

SCHF|808524805

Shares:15.6K

Value:$279.2K

% of Portfolio:0.1% ($279.2K/$517.6M)

Bridger Aerospace Group Holdings, Inc.

BAER|96812F102

Shares:233.3K

Value:$273.0K

% of Portfolio:0.1% ($273.0K/$517.6M)

922042775

VEU|922042775

Shares:4.8K

Value:$263.1K

% of Portfolio:0.1% ($263.1K/$517.6M)

Eaton Corp plc

ETN|G29183103

Shares:1.0K

Value:$261.3K

% of Portfolio:0.1% ($261.3K/$517.6M)

337344105

Shares:2.4K

Value:$257.4K

% of Portfolio:0.0% ($257.4K/$517.6M)

464287234

EEM|464287234

Shares:6.5K

Value:$253.6K

% of Portfolio:0.0% ($253.6K/$517.6M)

464288885

EFG|464288885

Shares:2.7K

Value:$246.4K

% of Portfolio:0.0% ($246.4K/$517.6M)

808524201

SCHX|808524201

Shares:12.1K

Value:$240.6K

% of Portfolio:0.0% ($240.6K/$517.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	1.3K	QoQ +0.22% (-3) YoY -13.57% (-207)	All Managers (Combined)	$450.1K	0.1% ($450.1K/$517.6M)	QoQ -12.03% (-$61.6K) YoY -23.05% (-$134.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.0K	QoQ +7.19% (-136) YoY +40.95% (+589)	All Managers (Combined)	$434.7K	0.1% ($434.7K/$517.6M)	QoQ -5.49% (-$25.3K) YoY +50.90% (+$146.6K)
(cusip14020Y102)✕	19.3K	QoQ +0.98% (+188) YoY NEW(+19.3K)	All Managers (Combined)	$428.2K	0.1% ($428.2K/$517.6M)	QoQ +0.79% (+$3.4K) YoY NEW(+$428.2K)
(IUSGcusip464287671)	3.6K	QoQ +5.48% (-186) YoY +6.01% (+203)	All Managers (Combined)	$412.7K	0.1% ($412.7K/$517.6M)	QoQ -14.12% (-$67.9K) YoY +4.25% (+$16.8K)
(cusip46641Q738)✕	4.9K	QoQ -4.51% (-230) YoY NEW(+4.9K)	All Managers (Combined)	$409.7K	0.1% ($409.7K/$517.6M)	QoQ -14.62% (-$70.2K) YoY NEW(+$409.7K)
(cusip46641Q647)✕	8.0K	QoQ +2.52% (+198) YoY NEW(+8.0K)	All Managers (Combined)	$398.4K	0.1% ($398.4K/$517.6M)	QoQ +1.13% (+$4.5K) YoY NEW(+$398.4K)
(cusip14020Y201)✕	15.0K	QoQ +2.48% (+363) YoY NEW(+15.0K)	All Managers (Combined)	$397.4K	0.1% ($397.4K/$517.6M)	QoQ +1.00% (+$4.0K) YoY NEW(+$397.4K)
(IEMGcusip46434G103)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$385.6K	0.1% ($385.6K/$517.6M)	QoQ NEW(+$385.6K) YoY NEW(+$385.6K)
(IVEcusip464287408)	2.1K	QoQ -0.33% (-7) YoY -12.27% (-294)	All Managers (Combined)	$359.9K	0.1% ($359.9K/$517.6M)	QoQ -10.87% (-$43.9K) YoY -19.58% (-$87.7K)
AMAZON COM INC(AMZNcusip023135106)	2.0K	QoQ 0.00% (-0) YoY +71.40% (+834)	All Managers (Combined)	$350.9K	0.1% ($350.9K/$517.6M)	QoQ -21.82% (-$98.0K) YoY +66.53% (+$140.2K)
NVIDIA CORP(NVDAcusip67066G104)	3.5K	QoQ -0.33% (-12) YoY +879.55% (+3.2K)	All Managers (Combined)	$346.3K	0.1% ($346.3K/$517.6M)	QoQ -32.63% (-$167.8K) YoY +5.93% (+$19.4K)
(cusip14020Y607)✕	12.2K	QoQ +3.51% (+414) YoY NEW(+12.2K)	All Managers (Combined)	$315.6K	0.1% ($315.6K/$517.6M)	QoQ +3.12% (+$9.6K) YoY NEW(+$315.6K)
(SCHFcusip808524805)	15.6K	QoQ NEW(+15.6K) YoY NEW(+15.6K)	All Managers (Combined)	$279.2K	0.1% ($279.2K/$517.6M)	QoQ NEW(+$279.2K) YoY NEW(+$279.2K)
Bridger Aerospace Group Holdings, Inc.(BAERcusip96812F102)	233.3K	QoQ 0.00% (-0) YoY +19.99% (-38.9K)	All Managers (Combined)	$273.0K	0.1% ($273.0K/$517.6M)	QoQ -44.28% (-$217.0K) YoY -72.03% (-$703.1K)
(VEUcusip922042775)	4.8K	QoQ +0.31% (-15) YoY +3.14% (-147)	All Managers (Combined)	$263.1K	0.1% ($263.1K/$517.6M)	QoQ -4.90% (-$13.6K) YoY -4.01% (-$11.0K)
Eaton Corp plc(ETNcusipG29183103)	1.0K	QoQ 0.00% (-0) YoY +59.23% (+385)	All Managers (Combined)	$261.3K	0.1% ($261.3K/$517.6M)	QoQ -26.30% (-$93.3K) YoY +28.55% (+$58.0K)
(cusip337344105)✕	2.4K	QoQ -1.46% (-35) YoY -13.53% (-369)	All Managers (Combined)	$257.4K	0.0% ($257.4K/$517.6M)	QoQ -15.21% (-$46.2K) YoY -23.81% (-$80.5K)
(EEMcusip464287234)	6.5K	QoQ 0.00% (-0) YoY +1.72% (-110)	All Managers (Combined)	$253.6K	0.0% ($253.6K/$517.6M)	QoQ -7.30% (-$20.0K) YoY -3.25% (-$8.5K)
(EFGcusip464288885)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$246.4K	0.0% ($246.4K/$517.6M)	QoQ NEW(+$246.4K) YoY NEW(+$246.4K)
(SCHXcusip808524201)	12.1K	QoQ +6.26% (-713) YoY NEW(+12.1K)	All Managers (Combined)	$240.6K	0.0% ($240.6K/$517.6M)	QoQ -9.86% (-$26.3K) YoY NEW(+$240.6K)