Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2022

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 57 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 33.0 $112M 2.1M 53.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.8 $40M 1.2M 34.28
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.1 $24M 510k 47.16
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 6.8 $23M 460k 50.27
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.7 $23M 538k 42.07
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 6.0 $20M 412k 49.58
Vanguard Index Fds Real Estate Etf (VNQ) 3.6 $12M 111k 108.37
Spdr Ser Tr Portfoli S&p1500 (SPTM) 3.1 $11M 191k 55.58
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 2.3 $7.8M 159k 48.93
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $7.4M 32k 227.68
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 1.6 $5.3M 108k 48.91
Ishares Tr Msci Eafe Min Vl (EFAV) 1.4 $4.8M 67k 72.14
Ishares Tr Core S&p500 Etf (IVV) 1.4 $4.8M 11k 453.66
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $4.7M 62k 76.39
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $2.7M 42k 64.65
Apple (AAPL) 0.7 $2.4M 14k 174.60
Ishares Tr Core Msci Intl (IDEV) 0.7 $2.4M 37k 63.64
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.4M 22k 107.88
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $2.1M 28k 75.86
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.1M 9.7k 212.53
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $2.0M 48k 41.76
Spdr Ser Tr Bloomberg High Y (JNK) 0.6 $1.9M 19k 102.51
Exxon Mobil Corporation (XOM) 0.5 $1.8M 22k 82.61
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.6M 42k 38.64
Microsoft Corporation (MSFT) 0.4 $1.4M 4.6k 308.22
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $936k 3.9k 237.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $869k 19k 46.14
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $848k 31k 27.68
Costco Wholesale Corporation (COST) 0.2 $783k 1.4k 575.74
Abbvie (ABBV) 0.2 $748k 4.6k 162.08
Ishares Tr Msci Eafe Etf (EFA) 0.2 $739k 10k 73.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $710k 1.7k 415.45
Home Depot (HD) 0.2 $705k 2.4k 299.49
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $682k 27k 24.89
Amazon (AMZN) 0.2 $681k 209.00 3258.37
Tesla Motors (TSLA) 0.2 $677k 628.00 1078.03
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $675k 4.3k 157.67
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $639k 4.2k 152.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $602k 2.2k 268.27
Vanguard Index Fds Large Cap Etf (VV) 0.2 $545k 2.6k 208.41
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $545k 7.0k 77.32
Wal-Mart Stores (WMT) 0.2 $533k 3.6k 148.88
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $399k 3.7k 107.29
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $387k 8.1k 48.03
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $353k 3.3k 105.63
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $353k 2.3k 155.78
Meta Platforms Cl A (META) 0.1 $352k 1.6k 222.50
Walt Disney Company (DIS) 0.1 $319k 2.3k 137.03
First Tr Value Line Divid In SHS (FVD) 0.1 $315k 7.4k 42.33
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $309k 6.9k 45.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $260k 4.5k 57.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $242k 686.00 352.77
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $238k 3.1k 77.60
Pepsi (PEP) 0.1 $224k 1.3k 167.66
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.1 $208k 4.4k 47.34
Mastercard Incorporated Cl A (MA) 0.1 $208k 581.00 358.00
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $139k 12k 11.20