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Peterson Wealth Advisors

Latest statistics and disclosures from Peterson Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SPDW, JPST, SPMD, HELO, and represent 64.18% of Peterson Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CLIP (+$12M), SPLG, HELO, SPDW, SPMD, DFEM, JCPB, SPSM, SCHO, JPIB.
Started 9 new stock positions in SCHX, SCHE, PEP, CLIP, BOXX, CGMS, ROBT, HBAN, SPY.
Reduced shares in these 10 stocks: JPST, VTI, ICSH, , IVW, SPTM, SCHH, HD, IJH, HEQT.
Sold out of its position in V.
Peterson Wealth Advisors was a net buyer of stock by $26M.
Peterson Wealth Advisors has $529M in assets under management (AUM), dropping by 11.02%.
Central Index Key (CIK): 0001713558

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Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 83 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	30.6	$162M	+2%	2.4M	67.51	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	11.3	$60M	+2%	1.6M	37.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	9.1	$48M	-3%	946k	50.74	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	6.7	$36M	+4%	653k	54.68	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	6.4	$34M	+8%	556k	61.14	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	5.8	$31M	+2%	679k	45.51	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.3	$18M	+5%	362k	48.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$17M	-4%	61k	283.16	View chart
Global X Fds 1-3 Month T-bill (CLIP)	2.4	$12M	NEW	124k	100.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.0	$11M	+2%	108k	97.42	View chart
Ishares Tr Core Msci Intl (IDEV)	1.7	$8.8M		125k	70.83	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.6	$8.4M	+8%	171k	48.98	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.5	$7.7M	+6%	159k	48.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$5.7M	-3%	60k	95.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$4.9M		8.5k	576.79	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.9	$4.9M	-3%	70k	70.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$4.8M		58k	83.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$4.3M		18k	237.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$3.7M		77k	47.85	View chart
Apple (AAPL)	0.5	$2.9M	+4%	12k	233.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.6M		23k	116.96	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.6M	+2%	22k	117.22	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$2.3M	-10%	45k	50.74	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$2.0M	+179%	71k	28.15	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$2.0M	-5%	85k	23.17	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$1.8M		23k	76.70	View chart
Microsoft Corporation (MSFT)	0.3	$1.7M	+4%	4.1k	430.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.7M		9.9k	174.56	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$1.5M		37k	41.28	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$1.5M		31k	46.74	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$1.1M	-5%	18k	61.57	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$1.1M	-8%	38k	28.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$858k		3.3k	263.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$838k		10k	83.63	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$837k	+6%	4.4k	191.32	View chart
Meta Platforms Cl A (META)	0.2	$831k		1.5k	572.42	View chart
Abbvie (ABBV)	0.2	$831k	+4%	4.2k	197.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$830k		16k	52.81	View chart
Wal-Mart Stores (WMT)	0.2	$797k	+3%	9.9k	80.75	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$723k	+22%	13k	54.65	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$713k	+4%	7.8k	91.93	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$668k	+3%	13k	52.86	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$660k	+60%	13k	50.94	View chart
Eli Lilly & Co. (LLY)	0.1	$634k	+8%	716.00	885.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$633k		2.4k	263.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$633k	-11%	3.5k	179.18	View chart
Tesla Motors (TSLA)	0.1	$596k		2.3k	261.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$593k	-14%	9.5k	62.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$571k	+62%	1.1k	527.59	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.1	$518k	+19%	233k	2.22	View chart
Home Depot (HD)	0.1	$514k	-16%	1.3k	405.20	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$500k		9.8k	50.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$457k		993.00	460.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$447k		3.4k	131.90	View chart
NVIDIA Corporation (NVDA)	0.1	$416k	+13%	3.4k	121.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$415k	-10%	2.1k	197.20	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$397k	+10%	7.7k	51.27	View chart
Caterpillar (CAT)	0.1	$394k	-4%	1.0k	391.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$380k	+20%	1.8k	210.82	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$377k	+4%	14k	27.46	View chart
Costco Wholesale Corporation (COST)	0.1	$374k	+3%	422.00	885.96	View chart
Eaton Corp SHS (ETN)	0.1	$343k	+59%	1.0k	331.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$312k	-7%	5.3k	59.02	View chart
Amazon (AMZN)	0.1	$309k	+35%	1.7k	186.33	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$305k	-9%	9.1k	33.60	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$300k	-12%	2.4k	125.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$298k		4.7k	63.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$293k		6.4k	45.86	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$283k	+6%	11k	26.26	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$261k	NEW	2.4k	108.93	View chart
Broadcom (AVGO)	0.0	$256k	+508%	1.5k	172.50	View chart
Gold Royalty Corp Common Shares (GROY)	0.0	$254k		187k	1.36	View chart
Genasys (GNSS)	0.0	$254k		71k	3.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$252k	NEW	3.7k	67.85	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$248k	NEW	8.9k	27.84	View chart
Bank of Hawaii Corporation (BOH)	0.0	$223k		3.5k	62.77	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.0	$221k	+2%	5.0k	44.06	View chart
Intel Corporation (INTC)	0.0	$215k	+40%	9.2k	23.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$215k	NEW	374.00	573.74	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.0	$212k	NEW	4.8k	43.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$207k	NEW	7.1k	29.18	View chart
Pepsi (PEP)	0.0	$204k	NEW	1.2k	170.05	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$176k	NEW	12k	14.70	View chart

Past Filings by Peterson Wealth Advisors

SEC 13F filings are viewable for Peterson Wealth Advisors going back to 2017

Peterson Wealth Advisors 2024 Q3 filed Oct. 24, 2024
Peterson Wealth Advisors 2024 Q2 filed July 18, 2024
Peterson Wealth Advisors 2024 Q1 filed April 15, 2024
Peterson Wealth Advisors 2023 Q4 filed Jan. 10, 2024
Peterson Wealth Advisors 2023 Q3 filed Oct. 5, 2023
Peterson Wealth Advisors 2023 Q2 filed July 13, 2023
Peterson Wealth Advisors 2023 Q1 filed April 6, 2023
Peterson Wealth Advisors 2022 Q4 filed Jan. 20, 2023
Peterson Wealth Advisors 2022 Q3 filed Oct. 17, 2022
Peterson Wealth Advisors 2022 Q2 filed July 21, 2022
Peterson Wealth Advisors 2022 Q1 filed April 21, 2022
Peterson Wealth Advisors 2021 Q4 filed Jan. 25, 2022
Peterson Wealth Advisors 2021 Q3 filed Oct. 21, 2021
Peterson Wealth Advisors 2021 Q2 filed Aug. 2, 2021
Peterson Wealth Advisors 2021 Q1 filed April 28, 2021
Peterson Wealth Advisors 2020 Q4 filed Jan. 25, 2021

View all past filings

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