Peterson Wealth Advisors, LLC: A Comprehensive Analysis of Q2 2023 vs. Q3 2023 Fund Holdings

The financial landscape is constantly evolving, and it is crucial for investors to stay informed about the changes in fund holdings. Peterson Wealth Advisors, LLC has recently released their Q2 2023 vs. Q3 2023 13F Holdings Comparison, shedding light on the shifting dynamics in the market. In this article, we will delve into the key findings from the report, providing readers with valuable insights into the investment strategies employed by Peterson Wealth Advisors, LLC.

SPLG, an ETF issued by SPDR SER TR, witnessed a slight decrease of 1.6% in holdings, with Q2 2023 holdings at 2,383,802 shares and Q3 2023 holdings at 2,437,183 shares. Similarly, SPDW, another SPDR index fund, experienced a marginal decrease of 1.4% in holdings, indicating a cautious approach by Peterson Wealth Advisors, LLC in the market.

On the other hand, JPST, an exchange-traded fund managed by J P Morgan, displayed a positive change in holdings, with a 4.8% increase from 635,454 shares in Q2 2023 to 662,598 shares in Q3 2023. This suggests a favorable outlook on the performance of this particular investment option.

The analysis also revealed that SPTM, an ETF by SPDR SER TR, experienced a significant decrease of 9.2% in holdings, dropping from 136,834 shares in Q2 2023 to 129,141 shares in Q3 2023. This notable change indicates a potential shift in investment strategies or a reallocation of funds by Peterson Wealth Advisors, LLC.

Furthermore, there were several other notable changes in holdings, such as the decrease in holdings of VNQ, VEA, and EEM by 5.8%, 5.8%, and 5.1% respectively. Conversely, GROY, an investment in Gold Royalty Corp, experienced a decrease of 29.7% in value, reflecting the volatility in precious metal markets.

Examining individual stock holdings, it becomes apparent that some companies saw their positions strengthened. A notable example is AbbVie Inc (ABBV), which witnessed an 11.7% increase in holdings. This positive change indicates confidence in the pharmaceutical giant's future prospects.

While reviewing the holdings, it is essential to keep in mind the overall investment strategy pursued by Peterson Wealth Advisors, LLC. Every investment decision is made with a careful analysis of market trends, financial projections, and risk management techniques. Therefore, the changes in holdings may not necessarily reflect a negative sentiment towards the companies involved but could signify an adjustment to align with emerging market conditions.

Investors who rely on the expertise of a wealth management company like Peterson Wealth Advisors, LLC understand the importance of proactive decision-making in the ever-changing financial landscape. The quarterly 13F Holdings Comparison provides valuable insights into the investment approach and reallocation strategies employed by the firm.

In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings Comparison report presents an illuminating snapshot of the investment portfolio managed by Peterson Wealth Advisors, LLC. The analysis highlights the changes in holdings, both positive and negative, and offers valuable insight into their investment strategies. It is important to note that the dynamics of the financial markets are subject to change, and investors should always consult their advisors to make informed decisions based on their individual financial goals and risk tolerance.

Disclaimer: This article is for informational purposes only and should not be construed as investment advice. The mentioned holdings and percentage changes are based on publicly available information and may not reflect the most current positions held by Peterson Wealth Advisors, LLC.