Peterson Wealth Advisors

Peterson Wealth Advisors as of Sept. 30, 2018

Portfolio Holdings for Peterson Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 31.1 $43M 1.2M 34.07
Ishares Tr eafe min volat (EFAV) 12.1 $17M 229k 72.81
SPDR DJ Wilshire Mid Cap (SPMD) 6.8 $9.3M 258k 36.15
Spdr Ser Tr spdr russel 2000 (SPSM) 6.3 $8.6M 260k 33.24
iShares S&P 500 Index (IVV) 5.9 $8.1M 28k 292.75
Spdr Series Trust dj ttl mkt etf (SPTM) 4.2 $5.8M 160k 36.20
Ishares Inc em mkt min vol (EEMV) 4.2 $5.8M 98k 59.30
iShares FTSE NAREIT Real Est 50 Ind (USRT) 4.0 $5.4M 112k 48.38
First Trust Iv Enhanced Short (FTSM) 3.8 $5.1M 86k 60.01
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 2.6 $3.6M 72k 49.74
J P Morgan Exchange Traded F fund (JPIB) 2.4 $3.3M 67k 50.08
First Tr Exchange-traded Fd no amer energy (EMLP) 2.1 $2.8M 121k 23.46
iShares S&P SmallCap 600 Index (IJR) 1.9 $2.6M 30k 87.25
Vanguard Mid-Cap ETF (VO) 1.4 $1.9M 12k 164.22
iShares S&P 500 Growth Index (IVW) 1.1 $1.5M 8.2k 177.13
Vanguard REIT ETF (VNQ) 0.9 $1.3M 16k 80.68
iShares S&P MidCap 400 Index (IJH) 0.9 $1.3M 6.3k 201.26
Invesco S&p 500 Equal Weight Etf (RSP) 0.8 $1.1M 10k 106.79
SPDR S&P World ex-US (SPDW) 0.7 $950k 31k 30.78
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.5 $650k 10k 63.64
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.5 $639k 10k 64.09
Apple (AAPL) 0.5 $620k 2.7k 225.87
First Tr Exchange Traded Fd dj glbl divid (FGD) 0.4 $597k 24k 25.12
Microsoft Corporation (MSFT) 0.4 $588k 5.1k 114.31
Amazon (AMZN) 0.4 $509k 254.00 2003.94
Vanguard Total Stock Market ETF (VTI) 0.3 $486k 3.2k 149.63
SPDR Barclays Capital Aggregate Bo (SPAB) 0.3 $429k 16k 27.74
iShares S&P MidCap 400 Growth (IJK) 0.3 $373k 1.6k 232.83
First Tr Exchange Traded Fd multi asset di (MDIV) 0.3 $368k 20k 18.54
iShares Russell 3000 Growth Index (IUSG) 0.3 $359k 5.8k 62.06
iShares Russell 1000 Value Index (IWD) 0.2 $346k 2.7k 126.60
Vanguard Short-Term Bond ETF (BSV) 0.2 $343k 4.4k 78.10
iShares S&P 500 Value Index (IVE) 0.2 $320k 2.8k 116.03
SPDR S&P Emerging Markets (SPEM) 0.2 $315k 9.1k 34.78
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $322k 5.8k 55.23
Boeing Company (BA) 0.2 $301k 811.00 371.15
Home Depot (HD) 0.2 $290k 1.4k 207.44
iShares S&P 1500 Index Fund (ITOT) 0.2 $273k 4.1k 66.67
Costco Wholesale Corporation (COST) 0.2 $267k 1.1k 234.62
First Trust Morningstar Divid Ledr (FDL) 0.2 $260k 8.7k 29.79
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.2 $260k 8.2k 31.57
Vanguard Emerging Markets ETF (VWO) 0.2 $217k 5.3k 40.93
First Tr Exch Trd Alpha Fd I dev mrk ex us (FDT) 0.1 $204k 3.4k 59.35