Peterson Wealth Advisors

Peterson Wealth Advisors as of June 30, 2018

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 43 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 29.6 $37M 1.1M 31.88
Ishares Tr eafe min volat (EFAV) 12.2 $15M 212k 71.14
SPDR DJ Wilshire Mid Cap (SPMD) 6.9 $8.5M 243k 34.88
iShares S&P 500 Index (IVV) 6.4 $7.9M 29k 273.04
Spdr Ser Tr spdr russel 2000 (SPSM) 6.3 $7.8M 241k 32.28
Ishares Inc em mkt min vol (EEMV) 4.4 $5.4M 93k 57.84
iShares FTSE NAREIT Real Est 50 Ind (USRT) 4.0 $5.0M 101k 49.15
Spdr Series Trust dj ttl mkt etf (SPTM) 4.0 $4.9M 144k 33.99
First Trust Iv Enhanced Short (FTSM) 3.5 $4.3M 71k 59.99
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 2.4 $3.0M 60k 49.50
J P Morgan Exchange Traded F fund (JPIB) 2.4 $2.9M 58k 49.71
iShares S&P SmallCap 600 Index (IJR) 2.2 $2.7M 32k 83.47
First Tr Exchange-traded Fd no amer energy (EMLP) 2.2 $2.7M 115k 23.22
Vanguard Mid-Cap ETF (VO) 1.5 $1.9M 12k 157.64
iShares S&P 500 Growth Index (IVW) 1.2 $1.4M 8.9k 162.58
Vanguard REIT ETF (VNQ) 1.2 $1.4M 18k 81.46
iShares S&P MidCap 400 Index (IJH) 1.0 $1.3M 6.5k 194.83
Invesco S&p 500 Equal Weight Etf (RSP) 0.8 $1.0M 10k 101.91
SPDR S&P World ex-US (SPDW) 0.7 $863k 28k 30.41
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $715k 11k 63.41
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.5 $627k 10k 60.51
First Tr Exchange Traded Fd dj glbl divid (FGD) 0.5 $588k 24k 24.73
iShares S&P 1500 Index Fund (ITOT) 0.5 $556k 8.9k 62.53
First Tr Exchange Traded Fd multi asset di (MDIV) 0.5 $551k 30k 18.28
Microsoft Corporation (MSFT) 0.4 $532k 5.4k 98.65
Vanguard Total Stock Market ETF (VTI) 0.4 $476k 3.4k 140.29
SPDR Barclays Capital Aggregate Bo (SPAB) 0.3 $430k 15k 27.88
Apple (AAPL) 0.3 $409k 2.2k 185.15
Vanguard Short-Term Bond ETF (BSV) 0.3 $381k 4.9k 78.28
iShares S&P MidCap 400 Growth (IJK) 0.3 $378k 1.7k 225.00
iShares Russell 1000 Value Index (IWD) 0.3 $330k 2.7k 121.46
iShares S&P 500 Value Index (IVE) 0.3 $334k 3.0k 110.09
SPDR S&P Emerging Markets (SPEM) 0.2 $291k 8.2k 35.37
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $297k 5.8k 51.03
Boeing Company (BA) 0.2 $271k 809.00 334.98
iShares Dow Jones US Home Const. (ITB) 0.2 $270k 7.1k 38.11
First Trust Morningstar Divid Ledr (FDL) 0.2 $248k 8.7k 28.64
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.2 $246k 8.2k 29.95
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $217k 1.3k 162.30
Amazon (AMZN) 0.2 $209k 123.00 1699.19
Vanguard Emerging Markets ETF (VWO) 0.2 $205k 4.9k 42.15
First Tr Exch Trd Alpha Fd I dev mrk ex us (FDT) 0.2 $205k 3.4k 59.89
First Trust Materials AlphaDEX Fnd (FXZ) 0.2 $200k 4.8k 41.80