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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, HELO, SPMD, and represent 61.47% of Peterson Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND (+$7.0M), CLIP (+$6.9M), SCHO, FBND, SCHM, IDEV, HELO, CGMS, DFEM, IVV.
Started 5 new stock positions in QCOM, CGIB, CGCP, BBRE, SCHG.
Reduced shares in these 10 stocks: SPLG, VTI, JCPB, SPDW, VNQ, DAL, SPTM, IVW, EFAV, SPYV.
Sold out of its positions in BOH, DAL, GROY, INTC, SCHE.
Peterson Wealth Advisors was a net buyer of stock by $35M.
Peterson Wealth Advisors has $555M in assets under management (AUM), dropping by 4.84%.
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 December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	29.7	$165M		2.4M	69.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	9.7	$54M		1.6M	34.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	8.6	$48M		948k	50.40	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	6.7	$37M	+7%	598k	62.40	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	6.7	$37M	+2%	673k	55.22	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	5.6	$31M		682k	45.39	View chart
Global X Fds 1-3 Month T-bill (CLIP)	3.5	$19M	+55%	193k	100.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.0	$17M	-6%	57k	293.06	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.8	$16M	-6%	338k	46.02	View chart
Ishares Tr Core Msci Intl (IDEV)	2.1	$12M	+43%	179k	64.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$9.1M	-5%	102k	89.45	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.6	$8.9M	+114%	367k	24.14	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.4	$7.7M	+1008%	147k	52.21	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.3	$7.5M		157k	47.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$6.3M	+24%	11k	594.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$5.8M	-5%	57k	103.27	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$5.2M	+216%	184k	28.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.9	$5.0M	+257%	112k	44.87	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.8	$4.6M	-8%	64k	72.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$4.6M	+4%	19k	243.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$3.4M		76k	44.14	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$3.2M	+73%	123k	26.27	View chart
Apple (AAPL)	0.6	$3.1M	+2%	13k	243.35	View chart
Ishares Tr Ultra Short-term (ICSH)	0.5	$2.7M	+17%	54k	50.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.6M		23k	116.23	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.4M		23k	107.86	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$2.4M	+895%	89k	27.26	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$2.3M	+59%	59k	38.47	View chart
Microsoft Corporation (MSFT)	0.3	$1.8M	+6%	4.3k	423.31	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$1.7M	-4%	81k	21.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.6M	-3%	9.5k	170.36	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.3	$1.6M	+42%	54k	29.72	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.3M	-20%	19k	70.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.0M	+238%	18k	58.16	View chart
Wal-Mart Stores (WMT)	0.2	$900k		9.9k	90.78	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$856k	-16%	15k	57.55	View chart
Meta Platforms Cl A (META)	0.2	$853k	-2%	1.4k	604.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$847k	-2%	3.2k	267.05	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$845k		4.4k	192.84	View chart
Tesla Motors (TSLA)	0.1	$825k	-11%	2.0k	410.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$764k		16k	48.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$758k		10k	75.68	View chart
Abbvie (ABBV)	0.1	$755k		4.2k	181.21	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$717k		7.8k	92.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$659k		2.4k	272.67	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.1	$658k	+210%	16k	42.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$647k	+9%	1.2k	544.25	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$642k	+142%	5.8k	110.35	View chart
Eli Lilly & Co. (LLY)	0.1	$628k	+12%	803.00	782.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$577k	-3%	9.2k	62.91	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$554k	-15%	11k	50.72	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.1	$533k	NEW	21k	25.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$528k	-15%	3.0k	176.34	View chart
NVIDIA Corporation (NVDA)	0.1	$514k	+3%	3.6k	144.48	View chart
Home Depot (HD)	0.1	$512k	+3%	1.3k	389.12	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.1	$490k		233k	2.10	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$481k		3.4k	141.59	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.1	$480k	NEW	5.1k	94.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$472k	+4%	1.0k	453.56	View chart
JPMorgan Chase & Co. (JPM)	0.1	$460k	+4%	1.9k	243.25	View chart
Amazon (AMZN)	0.1	$449k	+20%	2.0k	224.19	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$425k	NEW	19k	22.18	View chart
Costco Wholesale Corporation (COST)	0.1	$408k	+5%	445.00	917.09	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$404k		2.1k	191.49	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$394k		7.8k	50.22	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$393k	+6%	15k	26.96	View chart
Eaton Corp SHS (ETN)	0.1	$355k		1.0k	342.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$334k	NEW	12k	28.32	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$325k	-49%	6.3k	51.29	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$306k	+9%	12k	26.00	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$304k		2.4k	126.86	View chart
Caterpillar (CAT)	0.1	$288k	-21%	792.00	363.74	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$283k	-13%	7.9k	36.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$277k		4.8k	57.57	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$274k		6.5k	42.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$267k	+206%	11k	23.45	View chart
Broadcom (AVGO)	0.0	$253k	-26%	1.1k	232.56	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$250k	+26%	15k	16.45	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.0	$223k		4.9k	45.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$222k		375.00	592.15	View chart
Qualcomm (QCOM)	0.0	$218k	NEW	1.4k	157.78	View chart
Pepsi (PEP)	0.0	$209k	+16%	1.4k	149.65	View chart
Genasys (GNSS)	0.0	$201k		71k	2.82	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 Q4 filed Jan. 17, 2025
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

View all past filings

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