Peterson Wealth Advisors

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

Companies in the Peterson Wealth Advisors portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR DJ Wilshire Large Cap (ELR) 32.68 1.49M +5% 34.54
Ishares Tr eafe min volat 13.28 288806 +6% 72.64
SPDR DJ Wilshire Mid Cap (EMM) 6.97 323041 +6% 34.07
Spdr Ser Tr spdr russel 2000 6.44 332185 +7% 30.64
J P Morgan Exchange Traded F ultra shrt 6.21 194839 +5% 50.39
iShares FTSE NAREIT Real Est 50 Ind (FTY) 4.66 141393 +3% 52.02
Ishares Inc em mkt min vol 4.55 122151 +7% 58.86
Spdr Series Trust dj ttl mkt etf 4.26 184537 +6% 36.46
iShares S&P; 500 Index (IVV) 3.72 19924 294.77
J P Morgan Exchange Traded F fund 2.70 84366 +4% 50.61
First Tr Exchange-traded Fd no amer energy 2.51 157941 +5% 25.15
J P Morgan Exchange Traded F dcplnd hg yld 1.81 55853 +4% 51.12
iShares S&P; 500 Growth Index (IVW) 1.02 9008 179.29
iShares S&P; SmallCap 600 Index (IJR) 0.97 19611 +2% 78.27
Vanguard Mid-Cap ETF (VO) 0.81 7664 167.15
SPDR S&P; World ex-US (GWL) 0.75 40111 +8% 29.59
Invesco S&p 500 Equal Weight Etf 0.68 9947 107.77
iShares S&P; MidCap 400 Index (IJH) 0.57 4652 +2% 194.33
Vanguard REIT ETF (VNQ) 0.41 7472 87.39
Microsoft Corporation (MSFT) 0.37 4356 -5% 134.07
Apple (AAPL) 0.34 2715 197.79
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.33 7733 -2% 66.60
Amazon (AMZN) 0.31 262 1893.13
Vanguard Total Stock Market ETF (VTI) 0.30 3139 150.05
SPDR Barclays Capital Aggregate Bo (LAG) 0.29 15926 -6% 29.20
SPDR S&P; Emerging Markets (GMM) 0.26 11645 +7% 35.81
iShares Russell 3000 Growth Index (IWZ) 0.24 5937 62.66
iShares Russell 1000 Value Index (IWD) 0.23 2803 127.36
iShares S&P; MidCap 400 Growth (IJK) 0.23 1619 226.07
iShares S&P; 500 Value Index (IVE) 0.21 2789 116.53
First Trust DB Strateg Val Idx Fnd (FDV) 0.21 5892 56.52
Costco Wholesale Corporation (COST) 0.20 1222 264.32
Home Depot (HD) 0.19 1474 -2% 208.28
Ishares Core Msci Eafe Etf core msci eafe 0.18 4649 61.30
Boeing Company (BA) 0.17 744 364.25
First Trust Morningstar Divid Ledr (FDL) 0.17 8982 30.62
First Tr Exchange Traded Fd first tr nasdaq 0.17 8390 31.11
iShares S&P; 1500 Index Fund (ISI) 0.16 3674 66.68
Vanguard FTSE All-World ex-US ETF (VEU) 0.15 4755 50.89
MasterCard Incorporated (MA) 0.14 849 NEW 265.02
First Trust IPOX-100 Index Fund (FPX) 0.13 2597 NEW 77.78

Past 13F-HR SEC Filings by Peterson Wealth Advisors

View All Filings