Peterson Wealth Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third and fourth quarters of 2023 saw some interesting changes in the holdings of Peterson Wealth Advisors, LLC. As the market shifted and new opportunities emerged, the company made strategic moves to optimize their portfolio. Let's take a closer look at some of the key changes in their 13F holdings.

1. SPDR SER TR (SPLG):

- Q3 2023 (SHARES): 2,437,183

- Q4 2023 (SHARES): 2,379,999

- Q3 2023 VALUE ($000): 122,492

- Q4 2023 VALUE ($000): 133,041

- Chg %: 8.6%

Peterson Wealth Advisors decreased their holdings of SPDR SER TR in the fourth quarter by 57,184 shares. Despite the decrease in shares, the value of their holdings increased by $10,549, marking a positive change of 8.6%.

2. SPDR INDEX SHS FDS (SPDW):

- Q3 2023 (SHARES): 1,443,445

- Q4 2023 (SHARES): 1,495,375

- Q3 2023 VALUE ($000): 44,761

- Q4 2023 VALUE ($000): 50,857

- Chg %: 13.6%

In the fourth quarter, Peterson Wealth Advisors acquired an additional 51,930 shares of SPDR INDEX SHS FDS. This substantial increase in their holdings led to a corresponding increase in value, with a significant growth of 13.6%.

3. J P MORGAN EXCHANGE TRADED F (JPST):

- Q3 2023 (SHARES): 662,598

- Q4 2023 (SHARES): 786,251

- Q3 2023 VALUE ($000): 33,249

- Q4 2023 VALUE ($000): 39,493

- Chg %: 18.8%

Peterson Wealth Advisors experienced significant growth in their holdings of J P MORGAN EXCHANGE TRADED F. They acquired an additional 123,653 shares, resulting in a remarkable increase of 18.8% in value.

4. SPDR SER TR (SPMD):

- Q3 2023 (SHARES): 581,770

- Q4 2023 (SHARES): 600,736

- Q3 2023 VALUE ($000): 25,475

- Q4 2023 VALUE ($000): 29,267

- Chg %: 14.9%

The fourth quarter brought a moderate increase in Peterson Wealth Advisors' holdings of SPDR SER TR. They acquired an additional 18,966 shares, which contributed to a 14.9% growth in value.

5. SPDR SER TR (SPSM):

- Q3 2023 (SHARES): 614,417

- Q4 2023 (SHARES): 638,511

- Q3 2023 VALUE ($000): 22,671

- Q4 2023 VALUE ($000): 26,932

- Chg %: 18.8%

Peterson Wealth Advisors also increased their holdings of SPDR SER TR in the fourth quarter. The acquisition of 24,094 shares led to a substantial growth in value, marking an 18.8% increase.

These are just a few examples of the changes in holdings for Peterson Wealth Advisors, LLC during the third and fourth quarters of 2023. As a professional wealth advisory firm, they constantly monitor the market and adjust their portfolio to seize new opportunities and mitigate risks. The data provided in the 13F holdings comparison demonstrates their agility and adaptability as they navigate a dynamic financial landscape.

Please note that the information provided in this article is for informational purposes only and should not be considered as financial advice. Investing in the stock market involves risks, and it is essential to conduct thorough research and consult with a professional advisor before making any investment decisions.