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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, SPSM, and represent 66.05% of Peterson Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: HELO (+$11M), JPST (+$9.3M), JCPB, BAER, SPLG, SCHO, SPMD, IJH, VNQ, SPSM.
Started 4 new stock positions in AMZN, ETN, BAER, VOO.
Reduced shares in these 10 stocks: SPTM, VTI, FIXD, ICSH, IDEV, COST, SPEM, FBND, EFAV, NVDA.
Sold out of its position in FIXD.
Peterson Wealth Advisors was a net buyer of stock by $24M.
Peterson Wealth Advisors has $471M in assets under management (AUM), dropping by 11.73%.
Central Index Key (CIK): 0001713558

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Positions held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	31.3	$147M		2.4M	61.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	11.5	$54M		1.5M	35.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	10.4	$49M	+23%	971k	50.45	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	7.0	$33M	+2%	614k	53.34	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	5.9	$28M		648k	43.04	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	5.6	$26M	+68%	467k	55.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.7	$18M	-2%	67k	259.90	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.3	$16M	+8%	332k	46.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$13M	+3%	146k	86.48	View chart
Ishares Tr Core Msci Intl (IDEV)	1.8	$8.4M	-2%	125k	67.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.6	$7.5M	+12%	156k	48.21	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.4	$6.4M	+3%	134k	47.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$5.2M		62k	84.44	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.1	$5.1M	-28%	80k	64.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$4.9M	+6%	9.3k	525.71	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.0	$4.8M		59k	81.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$4.2M		18k	228.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$3.2M		77k	41.77	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.5M	-2%	22k	116.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.5M		22k	110.52	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.5	$2.2M	-10%	44k	50.56	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$1.9M		95k	20.30	View chart
Apple (AAPL)	0.4	$1.9M		11k	171.48	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$1.7M	-6%	24k	70.88	View chart
Microsoft Corporation (MSFT)	0.3	$1.6M		3.8k	420.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.6M		9.8k	162.87	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$1.4M	-8%	32k	45.31	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$1.3M	-9%	36k	36.19	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$1.1M	+2%	21k	53.80	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.2	$976k	NEW	194k	5.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$893k		3.6k	249.83	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$861k		33k	26.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$806k		10k	79.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$791k		16k	50.17	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$780k	-7%	4.1k	190.69	View chart
Abbvie (ABBV)	0.2	$725k	-11%	4.0k	182.08	View chart
Meta Platforms Cl A (META)	0.2	$708k		1.5k	485.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$675k		7.4k	91.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$675k		4.0k	169.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$674k	+401%	11k	60.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$607k		2.5k	239.80	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$607k		12k	50.10	View chart
Home Depot (HD)	0.1	$585k		1.5k	383.62	View chart
Wal-Mart Stores (WMT)	0.1	$573k	+184%	9.5k	60.17	View chart
Eli Lilly & Co. (LLY)	0.1	$506k	-3%	650.00	777.96	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$471k		9.8k	47.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$448k	+14%	2.4k	186.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$435k	+7%	1.0k	420.52	View chart
Tesla Motors (TSLA)	0.1	$402k		2.3k	175.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$396k		3.4k	117.23	View chart
Caterpillar (CAT)	0.1	$384k		1.0k	366.58	View chart
Gold Royalty Corp Common Shares (GROY)	0.1	$351k		187k	1.88	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$338k		2.7k	123.89	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$336k	-11%	5.8k	58.07	View chart
NVIDIA Corporation (NVDA)	0.1	$327k	-24%	362.00	902.98	View chart
Broadcom (AVGO)	0.1	$319k	-7%	241.00	1325.08	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$301k		10k	29.53	View chart
Costco Wholesale Corporation (COST)	0.1	$297k	-33%	406.00	731.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$297k	NEW	618.00	480.39	View chart
JPMorgan Chase & Co. (JPM)	0.1	$288k		1.4k	200.32	View chart
Intel Corporation (INTC)	0.1	$287k	+6%	6.5k	44.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$274k		4.7k	58.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$262k		6.4k	41.08	View chart
Visa Com Cl A (V)	0.1	$255k		913.00	278.94	View chart
Pepsi (PEP)	0.0	$224k		1.3k	175.01	View chart
Amazon (AMZN)	0.0	$211k	NEW	1.2k	180.38	View chart
Eaton Corp SHS (ETN)	0.0	$203k	NEW	650.00	312.68	View chart
Genasys (GNSS)	0.0	$169k		71k	2.37	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 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
Peterson Wealth Advisors 2020 Q3 filed Oct. 20, 2020
Peterson Wealth Advisors 2020 Q2 filed July 20, 2020

View all past filings

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