Peterson Wealth Advisors

Peterson Wealth Advisors as of June 30, 2021

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 53 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 33.3 $94M 1.9M 50.33
Ishares Tr Msci Eafe Min Vl (EFAV) 11.0 $31M 410k 75.54
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.7 $22M 460k 47.21
Spdr Ser Tr Portfolio S&p600 (SPSM) 7.6 $21M 487k 43.94
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 7.1 $20M 394k 50.74
Ishares Tr Cre U S Reit Etf (USRT) 4.4 $12M 212k 58.34
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.2 $12M 222k 52.97
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $6.8M 31k 222.82
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 2.4 $6.7M 130k 51.53
First Tr Exchange-traded No Amer Energy (EMLP) 2.3 $6.6M 270k 24.46
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 2.0 $5.6M 108k 52.31
Ishares Tr Core S&p500 Etf (IVV) 1.9 $5.3M 12k 429.95
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $4.5M 62k 72.73
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $3.3M 89k 36.79
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $2.6M 23k 112.96
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $2.6M 65k 39.53
Ishares Tr Core Msci Intl (IDEV) 0.8 $2.2M 32k 67.44
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.2M 9.7k 225.32
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $2.1M 27k 78.27
Apple (AAPL) 0.7 $1.8M 13k 136.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.2M 26k 45.51
Microsoft Corporation (MSFT) 0.4 $1.1M 4.2k 270.80
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 4.8k 237.24
Ishares Tr Msci Eafe Etf (EFA) 0.3 $794k 10k 78.87
Home Depot (HD) 0.3 $749k 2.4k 318.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $746k 14k 54.31
Amazon (AMZN) 0.2 $674k 196.00 3438.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $671k 1.7k 393.78
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $670k 4.2k 159.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $666k 4.4k 150.78
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $643k 21k 30.03
Vanguard Index Fds Large Cap Etf (VV) 0.2 $617k 3.1k 200.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $615k 2.3k 268.56
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $605k 13k 45.78
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $550k 6.8k 80.89
Wal-Mart Stores (WMT) 0.2 $535k 3.8k 141.12
Costco Wholesale Corporation (COST) 0.2 $534k 1.3k 395.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $492k 4.8k 101.80
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $434k 3.9k 112.23
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $406k 2.7k 147.74
Tesla Motors (TSLA) 0.1 $391k 575.00 680.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $369k 6.7k 55.19
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $345k 3.4k 101.08
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $305k 5.9k 51.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $301k 4.8k 63.30
First Tr Value Line Divid In SHS (FVD) 0.1 $296k 7.4k 39.77
Facebook Cl A (META) 0.1 $276k 795.00 347.17
Abbvie (ABBV) 0.1 $264k 2.3k 112.72
Ishares Tr Us Home Cons Etf (ITB) 0.1 $252k 3.6k 69.25
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.1 $239k 4.4k 54.39
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $236k 3.2k 73.57
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $205k 2.3k 87.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $203k 6.2k 32.81