Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2020

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 50 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 29.6 $46M 1.5M 30.25
Ishares Tr eafe min volat (EFAV) 11.9 $18M 296k 62.05
J P Morgan Exchange Traded F ultra shrt (JPST) 8.8 $14M 273k 49.67
SPDR DJ Wilshire Mid Cap (SPMD) 6.0 $9.3M 368k 25.33
Spdr Ser Tr spdr russel 2000 (SPSM) 5.7 $8.8M 403k 21.84
Spdr Series Trust dj ttl mkt etf (SPTM) 5.0 $7.8M 247k 31.45
Ishares Inc em mkt min vol (EEMV) 4.0 $6.2M 132k 46.92
iShares FTSE NAREIT Real Est 50 Ind (USRT) 3.9 $6.1M 155k 39.17
J P Morgan Exchange Traded F fund (JPIB) 3.0 $4.7M 100k 47.16
iShares S&P 500 Index (IVV) 2.5 $3.9M 15k 258.39
First Tr Exchange-traded Fd no amer energy (EMLP) 2.3 $3.5M 196k 17.79
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 2.2 $3.4M 77k 44.31
Vanguard Total Stock Market ETF (VTI) 1.8 $2.7M 21k 128.92
iShares S&P 500 Growth Index (IVW) 1.1 $1.7M 10k 165.08
SPDR S&P World ex-US (SPDW) 1.0 $1.6M 65k 23.93
iShares MSCI EAFE Index Fund (EFA) 0.9 $1.4M 25k 53.44
First Tr Exchng Traded Fd Vi actv fctr lgcp (AFLG) 0.6 $923k 58k 15.82
Ishares Tr core msci intl (IDEV) 0.6 $903k 20k 44.31
Apple (AAPL) 0.6 $887k 3.5k 254.30
iShares S&P SmallCap 600 Index (IJR) 0.5 $808k 14k 56.14
First Trust Large Cap Core Alp Fnd (FEX) 0.5 $730k 15k 47.65
Microsoft Corporation (MSFT) 0.5 $687k 4.4k 157.64
Vanguard Mid-Cap ETF (VO) 0.4 $672k 5.1k 131.64
Vanguard Small-Cap ETF (VB) 0.4 $627k 5.4k 115.38
iShares MSCI Emerging Markets Indx (EEM) 0.4 $583k 17k 34.16
SPDR Barclays Capital Aggregate Bo (SPAB) 0.4 $582k 19k 30.22
Sch Us Mid-cap Etf etf (SCHM) 0.4 $558k 13k 42.16
Invesco S&p 500 Equal Weight Etf (RSP) 0.4 $559k 6.6k 84.07
SPDR S&P Emerging Markets (SPEM) 0.3 $539k 19k 28.45
Amazon (AMZN) 0.3 $466k 239.00 1949.79
First Trust Mid Cap Core Alpha Fnd (FNX) 0.3 $434k 9.0k 48.28
iShares S&P MidCap 400 Index (IJH) 0.3 $411k 2.9k 143.81
First Tr Exchng Traded Fd Vi us eqt deep dufr (DFEB) 0.3 $415k 15k 27.57
Vanguard REIT ETF (VNQ) 0.2 $379k 5.4k 69.77
Costco Wholesale Corporation (COST) 0.2 $374k 1.3k 285.06
First Trust Small Cap Cr AlphaDEX (FYX) 0.2 $320k 7.8k 41.09
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.2 $313k 5.0k 62.33
Home Depot (HD) 0.2 $293k 1.6k 186.98
Vanguard Emerging Markets ETF (VWO) 0.2 $297k 8.9k 33.51
First Trust DB Strateg Val Idx Fnd (FTCS) 0.2 $296k 6.0k 49.71
First Trust Value Line Dividend Indx Fnd (FVD) 0.2 $287k 10k 27.71
Jp Morgan Exchange Traded Fd fund 0.2 $299k 12k 24.72
Ishares Tr Global Reit Etf (REET) 0.2 $283k 15k 19.18
iShares S&P 500 Value Index (IVE) 0.2 $255k 2.7k 96.15
iShares S&P MidCap 400 Growth (IJK) 0.2 $259k 1.5k 178.13
Schwab Strategic Tr us reit etf (SCHH) 0.2 $258k 7.9k 32.79
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $235k 4.7k 49.87
First Tr Exchng Traded Fd Vi actv fctr mdcp (AFMC) 0.1 $239k 17k 14.22
First Tr Exchng Traded Fd Vi actv fctr smcp (AFSM) 0.1 $223k 16k 13.66
MasterCard Incorporated (MA) 0.1 $206k 852.00 241.78