Peterson Wealth Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Orem, UT
CIK
0001713558
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 63 363,285 13F-HR 4/6/2023 000171355823000003 Peterson Wealth Advisors, LLC
Q4 2022 62 331,230 13F-HR 1/20/2023 000171355823000001 Peterson Wealth Advisors, LLC
Q3 2022 61 297,795 13F-HR 10/17/2022 000171355822000006 Peterson Wealth Advisors, LLC
Q2 2022 56 303,000 13F-HR 7/20/2022 000171355822000005 Peterson Wealth Advisors, LLC
Q1 2022 57 337,982 13F-HR 4/21/2022 000171355822000003 Peterson Wealth Advisors, LLC
Q4 2021 59 346,729 13F-HR 1/25/2022 000171355822000001 Peterson Wealth Advisors, LLC
Q3 2021 53 302,543 13F-HR 10/21/2021 000171355821000004 Peterson Wealth Advisors, LLC
Q2 2021 53 281,928 13F-HR 8/2/2021 000171355821000003 Peterson Wealth Advisors, LLC
Q1 2021 51 245,723 13F-HR 4/28/2021 000171355821000002 Peterson Wealth Advisors, LLC
Q4 2020 47 227,256 13F-HR 1/25/2021 000171355821000001 Peterson Wealth Advisors, LLC
Q3 2020 47 195,206 13F-HR 10/20/2020 000171355820000004 Peterson Wealth Advisors, LLC
Q2 2020 44 187,731 13F-HR 7/20/2020 000171355820000003 Peterson Wealth Advisors, LLC
Q1 2020 50 154,223 13F-HR 4/21/2020 000171355820000002 Peterson Wealth Advisors, LLC
Q4 2019 44 174,971 13F-HR 1/23/2020 000171355820000001 Peterson Wealth Advisors, LLC
Q3 2019 41 163,356 13F-HR 10/17/2019 000171355819000001 Peterson Wealth Advisors, LLC
Q2 2019 41 157,973 13F-HR 7/15/2019 000158064219003223 Peterson Wealth Advisors, LLC
Q1 2019 40 149,517 13F-HR 4/16/2019 000158064219001919 Peterson Wealth Advisors, LLC
Q4 2018 40 126,255 13F-HR 1/29/2019 000158064219000390 Peterson Wealth Advisors, LLC
Q3 2018 43 137,084 13F-HR 10/17/2018 000158064218004927 Peterson Wealth Advisors, LLC
Q2 2018 43 123,419 13F-HR 7/18/2018 000158064218003432 Peterson Wealth Advisors, LLC
Q1 2018 47 121,050 13F-HR 4/20/2018 000158064218002135 Peterson Wealth Advisors, LLC
Q4 2017 45 110,628 13F-HR 3/19/2018 000158064218001632 Peterson Wealth Advisors, LLC