Peterson Wealth Advisors

Peterson Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 62 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 31.6 $105M 2.3M 44.98
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.0 $40M 1.3M 29.69
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.0 $23M 547k 42.50
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 6.6 $22M 434k 50.13
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.5 $21M 580k 36.97
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 5.4 $18M 387k 45.93
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $15M 76k 191.19
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $10M 122k 82.48
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.3 $7.8M 165k 47.29
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.1 $7.1M 154k 45.98
Ishares Tr Core Msci Intl (IDEV) 2.0 $6.6M 118k 55.98
Spdr Ser Tr Portfli High Yld (SPHY) 1.7 $5.6M 250k 22.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $4.0M 60k 65.61
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.9M 10k 384.21
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $3.6M 62k 58.50
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.6M 19k 183.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.7M 69k 38.98
Ishares Tr Msci Eafe Min Vl (EFAV) 0.8 $2.5M 40k 63.58
Exxon Mobil Corporation (XOM) 0.7 $2.4M 22k 110.30
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.0M 22k 94.64
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $1.7M 91k 19.29
Apple (AAPL) 0.5 $1.7M 13k 129.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.6M 47k 32.96
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $1.5M 34k 45.02
Ishares Tr Cre U S Reit Etf (USRT) 0.4 $1.4M 29k 49.45
Ishares Tr Blackrock Ultra (ICSH) 0.4 $1.4M 27k 50.04
Vanguard Index Fds Value Etf (VTV) 0.3 $1.0M 7.3k 140.37
Microsoft Corporation (MSFT) 0.3 $1.0M 4.3k 239.85
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $974k 25k 38.89
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $777k 3.8k 203.83
Home Depot (HD) 0.2 $740k 2.3k 315.87
Abbvie (ABBV) 0.2 $700k 4.3k 161.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $699k 17k 41.97
Ishares Tr Msci Eafe Etf (EFA) 0.2 $664k 10k 65.64
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $613k 4.3k 141.26
Costco Wholesale Corporation (COST) 0.2 $609k 1.3k 456.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $601k 1.7k 351.35
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $597k 14k 43.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $570k 2.4k 241.86
Wal-Mart Stores (WMT) 0.2 $513k 3.6k 141.78
Vanguard Index Fds Large Cap Etf (VV) 0.2 $499k 2.9k 174.21
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $478k 7.0k 68.30
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $466k 4.4k 105.25
Gold Royalty Corp Common Shares (GROY) 0.1 $433k 186k 2.33
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $426k 16k 26.69
Delta Air Lines Inc Del Com New (DAL) 0.1 $348k 11k 32.86
Amazon (AMZN) 0.1 $345k 4.1k 84.00
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $329k 2.3k 145.08
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $318k 3.6k 88.77
Tesla Motors (TSLA) 0.1 $277k 2.3k 123.18
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $273k 3.3k 81.52
Genasys (GNSS) 0.1 $264k 71k 3.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $256k 829.00 308.90
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $252k 6.6k 37.90
Eli Lilly & Co. (LLY) 0.1 $242k 662.00 365.84
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $238k 9.8k 24.24
Caterpillar (CAT) 0.1 $236k 987.00 239.56
Johnson & Johnson (JNJ) 0.1 $236k 1.3k 176.61
Pepsi (PEP) 0.1 $231k 1.3k 180.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $226k 4.5k 50.14
Deere & Company (DE) 0.1 $220k 514.00 428.76
Mastercard Incorporated Cl A (MA) 0.1 $213k 613.00 347.63