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  Name: Peterson Wealth Advisors LLC
  City: Orem
  State: UT
  Zip: 84057
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $470,613,000
  Total Value Change : $49,429,000
  Securities Held Change : 3
   
All Securities Held : 68
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 30
  Unchanged Positions : 6
  Decreased Positions : 29

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BAER)1 Year Chart         BAER Bridger Aerospace Group Hol... 30 New $0.00 $976,000 194,436 0.21% 976,000 194,436 0.437    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 66 New $184.70 $211,000 1,168 0.04% 211,000 1,168 0    Internet Software & S...
   (ETN)1 Year Chart         ETN Eaton Corp 67 New $330.24 $203,000 650 0.04% 203,000 650 0    Diversified Machinery

      3 Records Found
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