Peterson Wealth Advisors

Peterson Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 41 positions in its portfolio as reported in the September 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 $53M 1.5M 34.85
Ishares Tr eafe min volat (EFAV) 13.4 $22M 298k 73.28
SPDR DJ Wilshire Mid Cap (SPMD) 7.0 $12M 339k 33.89
Spdr Ser Tr spdr russel 2000 (SPSM) 6.4 $11M 350k 30.00
J P Morgan Exchange Traded F ultra shrt (JPST) 6.4 $11M 208k 50.43
iShares FTSE NAREIT Real Est 50 Ind (USRT) 4.8 $7.9M 141k 55.55
Ishares Inc em mkt min vol (EEMV) 4.5 $7.4M 129k 57.09
Spdr Series Trust dj ttl mkt etf (SPTM) 4.3 $7.0M 191k 36.74
iShares S&P 500 Index (IVV) 3.6 $5.9M 20k 298.53
J P Morgan Exchange Traded F fund (JPIB) 2.7 $4.4M 87k 51.13
First Tr Exchange-traded Fd no amer energy (EMLP) 2.5 $4.1M 162k 25.59
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 1.8 $2.9M 57k 51.33
iShares S&P 500 Growth Index (IVW) 1.0 $1.6M 9.1k 179.99
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.5M 20k 77.83
Vanguard Mid-Cap ETF (VO) 0.8 $1.3M 7.7k 167.58
SPDR S&P World ex-US (SPDW) 0.8 $1.3M 44k 29.35
Invesco S&p 500 Equal Weight Etf (RSP) 0.7 $1.1M 10k 108.05
iShares S&P MidCap 400 Index (IJH) 0.6 $903k 4.7k 193.16
Vanguard REIT ETF (VNQ) 0.4 $699k 7.5k 93.29
Microsoft Corporation (MSFT) 0.4 $606k 4.4k 139.09
Apple (AAPL) 0.4 $610k 2.7k 224.10
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.3 $511k 7.7k 66.32
Vanguard Total Stock Market ETF (VTI) 0.3 $474k 3.1k 150.91
Amazon (AMZN) 0.3 $455k 262.00 1736.64
SPDR S&P Emerging Markets (SPEM) 0.3 $436k 13k 34.27
SPDR Barclays Capital Aggregate Bo (SPAB) 0.3 $432k 15k 29.65
iShares Russell 3000 Growth Index (IUSG) 0.2 $375k 6.0k 62.92
Costco Wholesale Corporation (COST) 0.2 $353k 1.2k 288.40
iShares Russell 1000 Value Index (IWD) 0.2 $362k 2.8k 128.32
iShares S&P MidCap 400 Growth (IJK) 0.2 $364k 1.6k 224.14
Home Depot (HD) 0.2 $335k 1.4k 232.32
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $336k 5.9k 56.80
iShares S&P 500 Value Index (IVE) 0.2 $334k 2.8k 119.03
Boeing Company (BA) 0.2 $283k 745.00 379.87
First Trust Morningstar Divid Ledr (FDL) 0.2 $282k 9.1k 31.01
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $284k 4.6k 61.09
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.2 $268k 8.4k 31.84
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $237k 4.8k 49.84
MasterCard Incorporated (MA) 0.1 $231k 850.00 271.76
iShares S&P 1500 Index Fund (ITOT) 0.1 $228k 3.4k 67.00
Ishares Tr usa min vo (USMV) 0.1 $206k 3.2k 64.21