Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2018

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 47 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 28.2 $34M 1.1M 30.94
Ishares Tr eafe min volat (EFAV) 12.4 $15M 204k 73.69
iShares S&P 500 Index (IVV) 7.0 $8.5M 32k 265.37
SPDR DJ Wilshire Mid Cap (SPMD) 6.5 $7.8M 236k 33.16
Spdr Ser Tr spdr russel 2000 (SPSM) 5.7 $6.9M 232k 29.92
Ishares Inc em mkt min vol (EEMV) 4.7 $5.6M 91k 62.34
iShares FTSE NAREIT Real Est 50 Ind (USRT) 3.6 $4.3M 97k 45.07
Spdr Series Trust dj ttl mkt etf (SPTM) 3.5 $4.2M 127k 32.82
Spdr Ser Tr shrt trsry etf (SPTS) 3.2 $3.8M 129k 29.68
J P Morgan Exchange Traded F fund (JPIB) 2.3 $2.8M 55k 50.37
iShares S&P SmallCap 600 Index (IJR) 2.2 $2.7M 35k 77.01
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 2.1 $2.6M 52k 49.98
First Tr Exchange-traded Fd no amer energy (EMLP) 2.0 $2.4M 110k 21.90
Vanguard Mid-Cap ETF (VO) 1.6 $2.0M 13k 154.19
iShares S&P 500 Growth Index (IVW) 1.2 $1.5M 9.6k 155.05
Vanguard REIT ETF (VNQ) 1.2 $1.5M 19k 75.47
iShares S&P MidCap 400 Index (IJH) 1.1 $1.3M 7.1k 187.52
Rydex S&P Equal Weight ETF 0.9 $1.1M 11k 99.45
First Tr Exchange Traded Fd multi asset di (MDIV) 0.8 $935k 52k 17.88
Vanguard Short-Term Bond ETF (BSV) 0.7 $795k 10k 78.46
SPDR S&P World ex-US (SPDW) 0.7 $800k 26k 31.43
First Trust Value Line Dividend Indx Fnd (FVD) 0.6 $737k 25k 29.87
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $738k 11k 65.90
First Tr Exchange Traded Fd dj glbl divid (FGD) 0.6 $711k 28k 25.61
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.6 $678k 12k 59.00
Vanguard Total Stock Market ETF (VTI) 0.5 $655k 4.8k 135.67
iShares S&P 1500 Index Fund (ITOT) 0.5 $616k 10k 60.43
Microsoft Corporation (MSFT) 0.4 $506k 5.5k 91.35
Apple (AAPL) 0.4 $448k 2.7k 167.92
SPDR Barclays Capital Aggregate Bo (SPAB) 0.4 $435k 15k 28.18
First Trust Morningstar Divid Ledr (FDL) 0.3 $422k 15k 28.25
iShares S&P MidCap 400 Growth (IJK) 0.3 $371k 1.7k 218.24
Amazon (AMZN) 0.3 $368k 254.00 1448.82
iShares S&P 500 Value Index (IVE) 0.3 $344k 3.1k 109.45
iShares Russell 1000 Value Index (IWD) 0.3 $327k 2.7k 120.04
SPDR S&P Emerging Markets (SPEM) 0.2 $290k 7.4k 39.36
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $293k 5.8k 50.49
iShares Dow Jones US Home Const. (ITB) 0.2 $280k 7.1k 39.52
Boeing Company (BA) 0.2 $264k 805.00 327.95
Home Depot (HD) 0.2 $243k 1.4k 178.41
Vanguard Europe Pacific ETF (VEA) 0.2 $228k 5.1k 44.31
Vanguard Emerging Markets ETF (VWO) 0.2 $229k 4.9k 46.90
First Trust Materials AlphaDEX Fnd (FXZ) 0.2 $232k 5.5k 42.18
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $231k 1.5k 154.62
Costco Wholesale Corporation (COST) 0.2 $213k 1.1k 188.00
First Tr Exch Trd Alpha Fd I dev mrk ex us (FDT) 0.2 $213k 3.4k 62.76
First Trust Large Cap Core Alp Fnd (FEX) 0.2 $202k 3.5k 58.43