Peterson Wealth Advisors

Peterson Wealth Advisors as of June 30, 2019

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 41 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 32.7 $52M 1.5M 34.54
Ishares Tr eafe min volat (EFAV) 13.3 $21M 289k 72.64
SPDR DJ Wilshire Mid Cap (SPMD) 7.0 $11M 323k 34.07
Spdr Ser Tr spdr russel 2000 (SPSM) 6.4 $10M 332k 30.64
J P Morgan Exchange Traded F ultra shrt (JPST) 6.2 $9.8M 195k 50.39
iShares FTSE NAREIT Real Est 50 Ind (USRT) 4.7 $7.4M 141k 52.02
Ishares Inc em mkt min vol (EEMV) 4.5 $7.2M 122k 58.86
Spdr Series Trust dj ttl mkt etf (SPTM) 4.3 $6.7M 185k 36.46
iShares S&P 500 Index (IVV) 3.7 $5.9M 20k 294.77
J P Morgan Exchange Traded F fund (JPIB) 2.7 $4.3M 84k 50.61
First Tr Exchange-traded Fd no amer energy (EMLP) 2.5 $4.0M 158k 25.15
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 1.8 $2.9M 56k 51.12
iShares S&P 500 Growth Index (IVW) 1.0 $1.6M 9.0k 179.29
iShares S&P SmallCap 600 Index (IJR) 1.0 $1.5M 20k 78.27
Vanguard Mid-Cap ETF (VO) 0.8 $1.3M 7.7k 167.15
SPDR S&P World ex-US (SPDW) 0.8 $1.2M 40k 29.59
Invesco S&p 500 Equal Weight Etf (RSP) 0.7 $1.1M 9.9k 107.77
iShares S&P MidCap 400 Index (IJH) 0.6 $904k 4.7k 194.33
Vanguard REIT ETF (VNQ) 0.4 $653k 7.5k 87.39
Microsoft Corporation (MSFT) 0.4 $584k 4.4k 134.07
Apple (AAPL) 0.3 $537k 2.7k 197.79
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.3 $515k 7.7k 66.60
Amazon (AMZN) 0.3 $496k 262.00 1893.13
Vanguard Total Stock Market ETF (VTI) 0.3 $471k 3.1k 150.05
SPDR Barclays Capital Aggregate Bo (SPAB) 0.3 $465k 16k 29.20
SPDR S&P Emerging Markets (SPEM) 0.3 $417k 12k 35.81
iShares Russell 3000 Growth Index (IUSG) 0.2 $372k 5.9k 62.66
iShares Russell 1000 Value Index (IWD) 0.2 $357k 2.8k 127.36
iShares S&P MidCap 400 Growth (IJK) 0.2 $366k 1.6k 226.07
iShares S&P 500 Value Index (IVE) 0.2 $325k 2.8k 116.53
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $333k 5.9k 56.52
Costco Wholesale Corporation (COST) 0.2 $323k 1.2k 264.32
Home Depot (HD) 0.2 $307k 1.5k 208.28
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $285k 4.6k 61.30
Boeing Company (BA) 0.2 $271k 744.00 364.25
First Trust Morningstar Divid Ledr (FDL) 0.2 $275k 9.0k 30.62
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.2 $261k 8.4k 31.11
iShares S&P 1500 Index Fund (ITOT) 0.2 $245k 3.7k 66.68
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $242k 4.8k 50.89
MasterCard Incorporated (MA) 0.1 $225k 849.00 265.02
First Trust IPOX-100 Index Fund (FPX) 0.1 $202k 2.6k 77.78