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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR DJ Wilshire Large Cap (ELR) 32.45 1.42M +2% 34.13
Ishares Tr eafe min volat 13.01 270166 +6% 72.02
SPDR DJ Wilshire Mid Cap (EMM) 6.99 302571 +4% 34.52
Spdr Ser Tr spdr russel 2000 6.46 309612 +6% 31.22
J P Morgan Exchange Traded F ultra shrt 6.22 184806 NEW 50.35
iShares FTSE NAREIT Real Est 50 Ind (FTY) 4.77 136277 +6% 52.37
Ishares Inc em mkt min vol 4.57 113967 +4% 59.90
Spdr Series Trust dj ttl mkt etf 4.18 172972 36.15
iShares S&P; 500 Index (IVV) 3.87 19807 -10% 292.17
J P Morgan Exchange Traded F fund 2.68 81040 +11% 49.38
First Tr Exchange-traded Fd no amer energy 2.50 150222 +8% 24.91
J P Morgan Exchange Traded F dcplnd hg yld 1.81 53245 -31% 50.90
iShares S&P; 500 Growth Index (IVW) 1.06 8971 +13% 176.35
iShares S&P; SmallCap 600 Index (IJR) 1.02 19170 -19% 79.71
Vanguard Mid-Cap ETF (VO) 0.84 7578 -14% 166.14
SPDR S&P; World ex-US (GWL) 0.74 37089 +10% 29.93
Invesco S&p 500 Equal Weight Etf 0.71 9902 +7% 107.76
iShares S&P; MidCap 400 Index (IJH) 0.60 4552 -13% 196.40
Vanguard REIT ETF (VNQ) 0.44 7472 -37% 88.06
Microsoft Corporation (MSFT) 0.37 4605 120.96
Apple (AAPL) 0.37 2761 198.84
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.35 7956 -11% 66.62
Amazon (AMZN) 0.32 258 1844.96
SPDR Barclays Capital Aggregate Bo (LAG) 0.32 16981 +17% 28.33
Vanguard Total Stock Market ETF (VTI) 0.31 3132 +13% 148.79
SPDR S&P; Emerging Markets (GMM) 0.26 10801 +12% 36.66
iShares Russell 1000 Value Index (IWD) 0.24 2787 126.66
iShares S&P; MidCap 400 Growth (IJK) 0.24 1615 225.39
iShares Russell 3000 Growth Index (IWZ) 0.24 5843 61.61
iShares S&P; 500 Value Index (IVE) 0.22 2773 116.12
First Trust DB Strateg Val Idx Fnd (FDV) 0.22 5876 55.31
Home Depot (HD) 0.21 1513 +3% 203.57
Costco Wholesale Corporation (COST) 0.20 1220 241.80
Boeing Company (BA) 0.19 743 379.54
Ishares Core Msci Eafe Etf core msci eafe 0.19 4560 -25% 62.28
First Trust Morningstar Divid Ledr (FDL) 0.18 8908 30.42
First Tr Exchange Traded Fd first tr nasdaq 0.17 8355 31.24
Vanguard FTSE All-World ex-US ETF (VEU) 0.16 4755 NEW 51.52
iShares S&P; 1500 Index Fund (ISI) 0.16 3656 -16% 66.19
Vanguard Emerging Markets ETF (VWO) 0.14 4648 NEW 43.67

Past 13F-HR SEC Filings by Peterson Wealth Advisors

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