Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2019

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 40 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 32.5 $49M 1.4M 34.13
Ishares Tr eafe min volat (EFAV) 13.0 $20M 270k 72.02
SPDR DJ Wilshire Mid Cap (SPMD) 7.0 $10M 303k 34.52
Spdr Ser Tr spdr russel 2000 (SPSM) 6.5 $9.7M 310k 31.22
J P Morgan Exchange Traded F ultra shrt (JPST) 6.2 $9.3M 185k 50.35
iShares FTSE NAREIT Real Est 50 Ind (USRT) 4.8 $7.1M 136k 52.37
Ishares Inc em mkt min vol (EEMV) 4.6 $6.8M 114k 59.90
Spdr Series Trust dj ttl mkt etf (SPTM) 4.2 $6.3M 173k 36.15
iShares S&P 500 Index (IVV) 3.9 $5.8M 20k 292.17
J P Morgan Exchange Traded F fund (JPIB) 2.7 $4.0M 81k 49.38
First Tr Exchange-traded Fd no amer energy (EMLP) 2.5 $3.7M 150k 24.91
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 1.8 $2.7M 53k 50.90
iShares S&P 500 Growth Index (IVW) 1.1 $1.6M 9.0k 176.35
iShares S&P SmallCap 600 Index (IJR) 1.0 $1.5M 19k 79.71
Vanguard Mid-Cap ETF (VO) 0.8 $1.3M 7.6k 166.14
SPDR S&P World ex-US (SPDW) 0.7 $1.1M 37k 29.93
Invesco S&p 500 Equal Weight Etf (RSP) 0.7 $1.1M 9.9k 107.76
iShares S&P MidCap 400 Index (IJH) 0.6 $894k 4.6k 196.40
Vanguard REIT ETF (VNQ) 0.4 $658k 7.5k 88.06
Microsoft Corporation (MSFT) 0.4 $557k 4.6k 120.96
Apple (AAPL) 0.4 $549k 2.8k 198.84
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.3 $530k 8.0k 66.62
Amazon (AMZN) 0.3 $476k 258.00 1844.96
SPDR Barclays Capital Aggregate Bo (SPAB) 0.3 $481k 17k 28.33
Vanguard Total Stock Market ETF (VTI) 0.3 $466k 3.1k 148.79
SPDR S&P Emerging Markets (SPEM) 0.3 $396k 11k 36.66
iShares Russell 1000 Value Index (IWD) 0.2 $353k 2.8k 126.66
iShares S&P MidCap 400 Growth (IJK) 0.2 $364k 1.6k 225.39
iShares Russell 3000 Growth Index (IUSG) 0.2 $360k 5.8k 61.61
iShares S&P 500 Value Index (IVE) 0.2 $322k 2.8k 116.12
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $325k 5.9k 55.31
Home Depot (HD) 0.2 $308k 1.5k 203.57
Costco Wholesale Corporation (COST) 0.2 $295k 1.2k 241.80
Boeing Company (BA) 0.2 $282k 743.00 379.54
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $284k 4.6k 62.28
First Trust Morningstar Divid Ledr (FDL) 0.2 $271k 8.9k 30.42
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.2 $261k 8.4k 31.24
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $245k 4.8k 51.52
iShares S&P 1500 Index Fund (ITOT) 0.2 $242k 3.7k 66.19
Vanguard Emerging Markets ETF (VWO) 0.1 $203k 4.6k 43.67