Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2024

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 31.3 $147M 2.4M 61.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.5 $54M 1.5M 35.84
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 10.4 $49M 971k 50.45
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.0 $33M 614k 53.34
Spdr Ser Tr Portfolio S&p600 (SPSM) 5.9 $28M 648k 43.04
J P Morgan Exchange Traded F Hedged Equity La (HELO) 5.6 $26M 467k 55.97
Vanguard Index Fds Total Stk Mkt (VTI) 3.7 $18M 67k 259.90
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.3 $16M 332k 46.64
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $13M 146k 86.48
Ishares Tr Core Msci Intl (IDEV) 1.8 $8.4M 125k 67.13
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $7.5M 156k 48.21
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.4 $6.4M 134k 47.62
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $5.2M 62k 84.44
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.1 $5.1M 80k 64.15
Ishares Tr Core S&p500 Etf (IVV) 1.0 $4.9M 9.3k 525.71
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $4.8M 59k 81.43
Vanguard Index Fds Small Cp Etf (VB) 0.9 $4.2M 18k 228.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $3.2M 77k 41.77
Exxon Mobil Corporation (XOM) 0.5 $2.5M 22k 116.24
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.5M 22k 110.52
Ishares Tr Blackrock Ultra (ICSH) 0.5 $2.2M 44k 50.56
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $1.9M 95k 20.30
Apple (AAPL) 0.4 $1.9M 11k 171.48
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $1.7M 24k 70.88
Microsoft Corporation (MSFT) 0.3 $1.6M 3.8k 420.67
Vanguard Index Fds Value Etf (VTV) 0.3 $1.6M 9.8k 162.87
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $1.4M 32k 45.31
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $1.3M 36k 36.19
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.1M 21k 53.80
Bridger Aerospace Grp Hldgs (BAER) 0.2 $976k 194k 5.02
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $893k 3.6k 249.83
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $861k 33k 26.49
Ishares Tr Msci Eafe Etf (EFA) 0.2 $806k 10k 79.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $791k 16k 50.17
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $780k 4.1k 190.69
Abbvie (ABBV) 0.2 $725k 4.0k 182.08
Meta Platforms Cl A (META) 0.2 $708k 1.5k 485.72
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $675k 7.4k 91.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $675k 4.0k 169.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $674k 11k 60.74
Vanguard Index Fds Large Cap Etf (VV) 0.1 $607k 2.5k 239.80
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $607k 12k 50.10
Home Depot (HD) 0.1 $585k 1.5k 383.62
Wal-Mart Stores (WMT) 0.1 $573k 9.5k 60.17
Eli Lilly & Co. (LLY) 0.1 $506k 650.00 777.96
Delta Air Lines Inc Del Com New (DAL) 0.1 $471k 9.8k 47.87
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $448k 2.4k 186.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $435k 1.0k 420.52
Tesla Motors (TSLA) 0.1 $402k 2.3k 175.79
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $396k 3.4k 117.23
Caterpillar (CAT) 0.1 $384k 1.0k 366.58
Gold Royalty Corp Common Shares (GROY) 0.1 $351k 187k 1.88
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $338k 2.7k 123.89
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $336k 5.8k 58.07
NVIDIA Corporation (NVDA) 0.1 $327k 362.00 902.98
Broadcom (AVGO) 0.1 $319k 241.00 1325.08
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $301k 10k 29.53
Costco Wholesale Corporation (COST) 0.1 $297k 406.00 731.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $297k 618.00 480.39
JPMorgan Chase & Co. (JPM) 0.1 $288k 1.4k 200.32
Intel Corporation (INTC) 0.1 $287k 6.5k 44.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $274k 4.7k 58.65
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $262k 6.4k 41.08
Visa Com Cl A (V) 0.1 $255k 913.00 278.94
Pepsi (PEP) 0.0 $224k 1.3k 175.01
Amazon (AMZN) 0.0 $211k 1.2k 180.38
Eaton Corp SHS (ETN) 0.0 $203k 650.00 312.68
Genasys (GNSS) 0.0 $169k 71k 2.37