Peterson Wealth Advisors

Peterson Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 44 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 32.6 $57M 1.5M 37.82
Ishares Tr eafe min volat (EFAV) 12.9 $23M 303k 74.54
SPDR DJ Wilshire Mid Cap (SPMD) 7.0 $12M 337k 36.23
J P Morgan Exchange Traded F ultra shrt (JPST) 6.9 $12M 238k 50.43
Spdr Ser Tr spdr russel 2000 (SPSM) 6.7 $12M 356k 32.63
Spdr Series Trust dj ttl mkt etf (SPTM) 4.6 $8.0M 201k 39.86
iShares FTSE NAREIT Real Est 50 Ind (USRT) 4.4 $7.8M 142k 54.59
Ishares Inc em mkt min vol (EEMV) 4.4 $7.7M 131k 58.66
iShares S&P 500 Index (IVV) 3.5 $6.2M 19k 323.24
J P Morgan Exchange Traded F fund (JPIB) 2.6 $4.5M 90k 50.03
First Tr Exchange-traded Fd no amer energy (EMLP) 2.4 $4.1M 162k 25.49
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 1.8 $3.2M 62k 51.78
iShares S&P 500 Growth Index (IVW) 1.0 $1.7M 9.0k 193.67
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.6M 19k 83.83
SPDR S&P World ex-US (SPDW) 0.8 $1.5M 47k 31.35
Vanguard Mid-Cap ETF (VO) 0.8 $1.4M 7.6k 178.23
Invesco S&p 500 Equal Weight Etf (RSP) 0.7 $1.1M 9.9k 115.75
iShares S&P MidCap 400 Index (IJH) 0.6 $970k 4.7k 205.86
Apple (AAPL) 0.5 $846k 2.9k 293.65
Microsoft Corporation (MSFT) 0.4 $687k 4.4k 157.68
Vanguard REIT ETF (VNQ) 0.4 $637k 6.9k 92.79
Vanguard Total Stock Market ETF (VTI) 0.3 $530k 3.2k 163.53
SPDR S&P Emerging Markets (SPEM) 0.3 $519k 14k 37.62
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.3 $470k 6.4k 73.81
SPDR Barclays Capital Aggregate Bo (SPAB) 0.2 $437k 15k 29.41
Amazon (AMZN) 0.2 $397k 215.00 1846.51
Costco Wholesale Corporation (COST) 0.2 $385k 1.3k 293.89
iShares S&P MidCap 400 Growth (IJK) 0.2 $388k 1.6k 238.18
iShares S&P 500 Value Index (IVE) 0.2 $362k 2.8k 130.26
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $358k 5.9k 60.31
First Trust Morningstar Divid Ledr (FDL) 0.2 $351k 11k 32.61
Home Depot (HD) 0.2 $340k 1.6k 218.23
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $307k 4.7k 65.15
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.2 $303k 8.4k 35.88
MasterCard Incorporated (MA) 0.1 $254k 851.00 298.47
Vanguard Emerging Markets ETF (VWO) 0.1 $258k 5.8k 44.55
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $256k 4.8k 53.84
Vanguard Small-Cap ETF (VB) 0.1 $244k 1.5k 165.31
Boeing Company (BA) 0.1 $221k 677.00 326.44
Vanguard Europe Pacific ETF (VEA) 0.1 $222k 5.0k 44.02
iShares S&P 1500 Index Fund (ITOT) 0.1 $232k 3.2k 72.73
iShares Russell 1000 Value Index (IWD) 0.1 $205k 1.5k 136.67
First Trust IPOX-100 Index Fund (FPX) 0.1 $210k 2.6k 80.49
Ishares Tr usa min vo (USMV) 0.1 $210k 3.2k 65.46