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:

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33738D101

Shares:7.0K

Value:$238.0K

% of Portfolio:0.0% ($238.0K/$517.6M)

808524706

Shares:9.4K

Value:$233.0K

% of Portfolio:0.0% ($233.0K/$517.6M)

25434V500

Shares:4.2K

Value:$225.7K

% of Portfolio:0.0% ($225.7K/$517.6M)

922908538

VOT|922908538

Shares:1.0K

Value:$224.2K

% of Portfolio:0.0% ($224.2K/$517.6M)

CATERPILLAR INC

CAT|149123101

Shares:760

Value:$212.9K

% of Portfolio:0.0% ($212.9K/$517.6M)

46654Q799

Shares:4.1K

Value:$202.1K

% of Portfolio:0.0% ($202.1K/$517.6M)

316188879

Shares:4.2K

Value:$201.6K

% of Portfolio:0.0% ($201.6K/$517.6M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:15.3K

Value:$194.4K

% of Portfolio:0.0% ($194.4K/$517.6M)

Genasys Inc.

GNSS|36872P103

Shares:71.2K

Value:$135.3K

% of Portfolio:0.0% ($135.3K/$517.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738D101)✕	7.0K	QoQ -10.72% (-842) YoY -31.21% (-3.2K)	All Managers (Combined)	$238.0K	0.0% ($238.0K/$517.6M)	QoQ -15.99% (-$45.3K) YoY -20.91% (-$63.0K)
(cusip808524706)✕	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$233.0K	0.0% ($233.0K/$517.6M)	QoQ NEW(+$233.0K) YoY NEW(+$233.0K)
(cusip25434V500)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$225.7K	0.0% ($225.7K/$517.6M)	QoQ NEW(+$225.7K) YoY NEW(+$225.7K)
(VOTcusip922908538)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$224.2K	0.0% ($224.2K/$517.6M)	QoQ NEW(+$224.2K) YoY NEW(+$224.2K)
CATERPILLAR INC(CATcusip149123101)	760	QoQ -4.04% (-32) YoY -27.41% (-287)	All Managers (Combined)	$212.9K	0.0% ($212.9K/$517.6M)	QoQ -26.10% (-$75.2K) YoY -44.53% (-$170.9K)
(cusip46654Q799)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$202.1K	0.0% ($202.1K/$517.6M)	QoQ NEW(+$202.1K) YoY NEW(+$202.1K)
(cusip316188879)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$201.6K	0.0% ($201.6K/$517.6M)	QoQ NEW(+$201.6K) YoY NEW(+$201.6K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	15.3K	QoQ +0.71% (-109) YoY NEW(+15.3K)	All Managers (Combined)	$194.4K	0.0% ($194.4K/$517.6M)	QoQ -22.18% (-$55.4K) YoY NEW(+$194.4K)
Genasys Inc.(GNSScusip36872P103)	71.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$135.3K	0.0% ($135.3K/$517.6M)	QoQ -32.62% (-$65.5K) YoY -19.83% (-$33.5K)