Peterson Wealth Advisors

Peterson Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 40 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 32.0 $40M 1.4M 29.21
Ishares Tr eafe min volat (EFAV) 13.4 $17M 254k 66.66
SPDR DJ Wilshire Mid Cap (SPMD) 6.8 $8.5M 290k 29.42
Spdr Ser Tr spdr russel 2000 (SPSM) 6.1 $7.7M 292k 26.36
Ishares Inc em mkt min vol (EEMV) 4.8 $6.1M 109k 55.87
iShares FTSE NAREIT Real Est 50 Ind (USRT) 4.5 $5.7M 128k 44.85
First Trust Iv Enhanced Short (FTSM) 4.4 $5.6M 93k 59.85
iShares S&P 500 Index (IVV) 4.4 $5.5M 22k 251.62
Spdr Series Trust dj ttl mkt etf (SPTM) 4.2 $5.4M 174k 30.91
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 2.9 $3.7M 77k 47.63
J P Morgan Exchange Traded F fund (JPIB) 2.7 $3.5M 73k 47.31
First Tr Exchange-traded Fd no amer energy (EMLP) 2.3 $3.0M 138k 21.45
iShares S&P SmallCap 600 Index (IJR) 1.3 $1.7M 24k 69.32
Vanguard Mid-Cap ETF (VO) 1.0 $1.2M 8.9k 138.16
iShares S&P 500 Growth Index (IVW) 0.9 $1.2M 7.9k 150.68
Vanguard REIT ETF (VNQ) 0.7 $893k 12k 74.61
iShares S&P MidCap 400 Index (IJH) 0.7 $878k 5.3k 165.97
SPDR S&P World ex-US (SPDW) 0.7 $886k 34k 26.45
Invesco S&p 500 Equal Weight Etf (RSP) 0.7 $841k 9.2k 91.39
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.4 $490k 9.0k 54.61
Microsoft Corporation (MSFT) 0.4 $477k 4.7k 101.62
Apple (AAPL) 0.3 $434k 2.8k 157.65
SPDR Barclays Capital Aggregate Bo (SPAB) 0.3 $404k 15k 27.88
Amazon (AMZN) 0.3 $388k 258.00 1503.88
First Tr Exchange Traded Fd dj glbl divid (FGD) 0.3 $362k 17k 21.86
Vanguard Total Stock Market ETF (VTI) 0.3 $352k 2.8k 127.63
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $338k 6.1k 55.04
SPDR S&P Emerging Markets (SPEM) 0.2 $311k 9.6k 32.32
iShares Russell 1000 Value Index (IWD) 0.2 $308k 2.8k 111.11
iShares S&P MidCap 400 Growth (IJK) 0.2 $308k 1.6k 191.30
iShares Russell 3000 Growth Index (IUSG) 0.2 $307k 5.8k 52.71
iShares S&P 500 Value Index (IVE) 0.2 $283k 2.8k 101.00
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $283k 5.9k 48.31
Costco Wholesale Corporation (COST) 0.2 $248k 1.2k 203.78
Home Depot (HD) 0.2 $250k 1.5k 171.47
iShares S&P 1500 Index Fund (ITOT) 0.2 $248k 4.4k 56.83
Boeing Company (BA) 0.2 $238k 737.00 322.93
First Trust Morningstar Divid Ledr (FDL) 0.2 $241k 8.8k 27.26
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.2 $221k 8.3k 26.55
Vanguard Short-Term Bond ETF (BSV) 0.2 $215k 2.7k 78.44