Peterson Wealth Advisors, LLC
Top Portfolio Positions
26 positions ·
$19,909,577 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
22,689 | $3,849,415 | 19.33% | |
| AAPL |
Apple Inc.
Technology
|
13,472 | $3,419,058 | 17.17% | |
| MSFT |
Microsoft Corp
Technology
|
4,560 | $1,687,975 | 8.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,694 | $1,204,770 | 6.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,541 | $944,616 | 4.74% | |
| ABBV |
AbbVie Inc.
Healthcare
|
4,293 | $933,684 | 4.69% | |
| LLY |
ELI LILLY & Co
Healthcare
|
748 | $687,987 | 3.46% | |
| CAT |
Caterpillar Inc
Industrials
|
917 | $649,657 | 3.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
649 | $646,683 | 3.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,092 | $615,382 | 3.09% |
Portfolio Trend
Holdings in BAER
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $461,979 | 233,323 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $426,981 | 233,323 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $431,647 | 233,323 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $450,313 | 233,323 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $263,654 | 233,323 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $496,977 | 233,323 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $517,977 | 233,323 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $727,190 | 194,436 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $976,068 | 194,436 | Shares | Sole | 2024-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||