Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2021

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 51 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 32.9 $81M 1.7M 46.61
Ishares Tr Msci Eafe Min Vl (EFAV) 10.8 $27M 364k 72.99
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.9 $20M 426k 45.76
Spdr Ser Tr Portfolio S&p600 (SPSM) 7.9 $19M 459k 42.27
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 7.0 $17M 338k 50.76
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.7 $12M 235k 49.19
Ishares Tr Cre U S Reit Etf (USRT) 4.1 $10M 193k 52.40
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $6.5M 31k 206.71
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 2.4 $5.9M 114k 51.30
First Tr Exchange-traded No Amer Energy (EMLP) 2.3 $5.6M 245k 22.81
Ishares Tr Core S&p500 Etf (IVV) 2.0 $5.0M 13k 397.80
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 2.0 $4.9M 96k 51.55
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $4.0M 62k 65.11
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $3.0M 85k 35.36
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.5M 23k 108.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $2.1M 29k 74.42
Ishares Tr Core Msci Intl (IDEV) 0.9 $2.1M 33k 64.59
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.9M 9.0k 214.06
Apple (AAPL) 0.7 $1.6M 13k 122.17
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 4.8k 221.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.1M 24k 43.77
Microsoft Corporation (MSFT) 0.4 $1.0M 4.4k 235.80
Ishares Tr Msci Eafe Etf (EFA) 0.3 $764k 10k 75.89
Home Depot (HD) 0.3 $717k 2.4k 305.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $706k 14k 52.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $626k 4.4k 141.73
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $624k 21k 29.64
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $606k 4.2k 144.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $596k 2.3k 260.26
Wal-Mart Stores (WMT) 0.2 $580k 4.3k 135.77
Amazon (AMZN) 0.2 $575k 186.00 3091.40
Vanguard Index Fds Large Cap Etf (VV) 0.2 $560k 3.0k 185.31
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $555k 14k 41.09
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $532k 6.8k 78.35
Costco Wholesale Corporation (COST) 0.2 $475k 1.3k 352.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $445k 4.8k 91.85
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $399k 3.9k 103.18
Tesla Motors (TSLA) 0.2 $391k 585.00 668.38
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $388k 2.7k 141.14
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $357k 6.7k 53.40
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $310k 3.4k 90.83
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $291k 5.9k 49.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $289k 4.8k 60.78
First Tr Value Line Divid In SHS (FVD) 0.1 $283k 7.4k 38.03
Ishares Tr Us Home Cons Etf (ITB) 0.1 $247k 3.6k 67.88
International Business Machines (IBM) 0.1 $245k 1.8k 133.30
Abbvie (ABBV) 0.1 $229k 2.1k 108.43
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $222k 3.2k 69.20
Facebook Cl A (META) 0.1 $214k 725.00 295.17
Omeros Corp Note 5.250% 2/1 (Principal) 0.0 $12k 10k 1.20
New Relic Note 0.500% 5/0 (Principal) 0.0 $10k 10k 1.00