Peterson Wealth Advisors

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

Portfolio Holdings for Peterson Wealth Advisors

Companies in the Peterson Wealth Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR DJ Wilshire Large Cap (SPLG) 29.65 1.51M 30.25
Ishares Tr eafe min volat (EFAV) 11.92 296.27k -2% 62.05
J P Morgan Exchange Traded F ultra shrt (JPST) 8.78 272.55k +14% 49.67
SPDR DJ Wilshire Mid Cap (SPMD) 6.05 368.41k +9% 25.33
Spdr Ser Tr spdr russel 2000 (SPSM) 5.71 402.91k +13% 21.84
Spdr Series Trust dj ttl mkt etf (SPTM) 5.04 247.26k +23% 31.45
Ishares Inc em mkt min vol (EEMV) 4.01 131.89k 46.92
iShares FTSE NAREIT Real Est 50 Ind (USRT) 3.94 155.03k +8% 39.17
J P Morgan Exchange Traded F fund (JPGB) 3.04 99.46k +10% 47.16
iShares S&P 500 Index (IVV) 2.51 14.97k -21% 258.39
First Tr Exchange-traded Fd no amer energy (EMLP) 2.26 196.03k +20% 17.79
J P Morgan Exchange Traded F dcplnd hg yld (JPHY) 2.22 77.25k +24% 44.31
Vanguard Total Stock Market ETF (VTI) 1.77 21.15k +552% 128.92
iShares S&P 500 Growth Index (IVW) 1.10 10.30k +14% 165.08
SPDR S&P World ex-US (SPDW) 1.01 65.22k +40% 23.93
iShares MSCI EAFE Index Fund (EFA) 0.88 25.34k NEW 53.44
First Tr Exchng Traded Fd Vi actv fctr lgcp (AFLG) 0.60 58.34k NEW 15.82
Ishares Tr core msci intl (IDEV) 0.59 20.38k NEW 44.31
Apple (AAPL) 0.58 3.49k +21% 254.30
iShares S&P SmallCap 600 Index (IJR) 0.52 14.39k -24% 56.14
First Trust Large Cap Core Alp Fnd (FEX) 0.47 15.32k NEW 47.65
Microsoft Corporation (MSFT) 0.45 4.36k 157.64
Vanguard Mid-Cap ETF (VO) 0.44 5.11k -33% 131.64
Vanguard Small-Cap ETF (VB) 0.41 5.43k +268% 115.38
iShares MSCI Emerging Markets Indx (EEM) 0.38 17.07k NEW 34.16
SPDR Barclays Capital Aggregate Bo (SPAB) 0.38 19.26k +29% 30.22
Sch Us Mid-cap Etf etf (SCHM) 0.36 13.23k NEW 42.16
Invesco S&p 500 Equal Weight Etf (RSP) 0.36 6.65k -32% 84.07
SPDR S&P Emerging Markets (SPEM) 0.35 18.94k +37% 28.45
Amazon (AMZN) 0.30 239 +11% 1949.79
First Trust Mid Cap Core Alpha Fnd (FNX) 0.28 8.99k NEW 48.28
iShares S&P MidCap 400 Index (IJH) 0.27 2.86k -39% 143.81
First Tr Exchng Traded Fd Vi us eqt deep dufr (DFEB) 0.27 15.05k NEW 27.57
Vanguard REIT ETF (VNQ) 0.25 5.43k -20% 69.77
Costco Wholesale Corporation (COST) 0.24 1.31k 285.06
First Trust Small Cap Cr AlphaDEX (FYX) 0.21 7.79k NEW 41.09
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.20 5.02k -21% 62.33
Home Depot (HD) 0.19 1.57k 186.98
Vanguard Emerging Markets ETF (VWO) 0.19 8.86k +53% 33.51
First Trust DB Strateg Val Idx Fnd (FTCS) 0.19 5.96k 49.71
First Trust Value Line Dividend Indx Fnd (FVD) 0.19 10.36k NEW 27.71
Jp Morgan Exchange Traded Fd fund (JMIN) 0.19 12.10k NEW 24.72
Ishares Tr Global Reit Etf (REET) 0.18 14.76k NEW 19.18
iShares S&P 500 Value Index (IVE) 0.17 2.65k -4% 96.15
iShares S&P MidCap 400 Growth (IJK) 0.17 1.45k -10% 178.13
Schwab Strategic Tr us reit etf (SCHH) 0.17 7.87k NEW 32.79
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.15 4.71k 49.87
First Tr Exchng Traded Fd Vi actv fctr mdcp 0.15 16.81k NEW 14.22
First Tr Exchng Traded Fd Vi actv fctr smcp 0.14 16.33k NEW 13.66
MasterCard Incorporated (MA) 0.13 852 241.78

Past Filings by Peterson Wealth Advisors

View past SEC 13F filings by Peterson Wealth Advisors

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