Peterson Wealth Advisors

Peterson Wealth Advisors as of June 30, 2020

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 44 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 30.9 $58M 1.6M 36.25
Ishares Tr Min Vol Eafe Etf (EFAV) 11.4 $22M 325k 66.06
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 7.2 $14M 268k 50.73
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.0 $13M 419k 31.25
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.2 $12M 441k 26.57
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.1 $9.6M 254k 37.78
Ishares Min Vol Emrg Mkt (EEMV) 4.0 $7.4M 143k 52.00
Ishares Tr Cre U S Reit Etf (USRT) 3.9 $7.3M 169k 43.48
J P Morgan Exchange-traded F Global Bd Oprt (JPIB) 2.7 $5.0M 101k 49.68
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $4.7M 30k 156.52
Ishares Tr Core S&p500 Etf (IVV) 2.4 $4.5M 15k 309.71
First Tr Exchange-traded No Amer Energy (EMLP) 2.2 $4.1M 204k 19.94
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 2.0 $3.8M 78k 48.59
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $3.2M 15k 207.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $1.8M 66k 27.62
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.7M 25k 68.30
Ishares Tr Core Msci Intl (IDEV) 0.9 $1.7M 32k 51.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.5M 29k 52.61
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.3M 9.1k 145.73
Apple (AAPL) 0.7 $1.3M 3.6k 364.73
Microsoft Corporation (MSFT) 0.5 $932k 4.6k 203.58
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $881k 5.4k 163.97
Amazon (AMZN) 0.4 $670k 243.00 2757.20
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $646k 19k 33.44
Ishares Tr Msci Eafe Etf (EFA) 0.3 $618k 10k 60.86
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $582k 19k 30.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $539k 14k 39.63
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $468k 4.6k 101.67
First Trust Portfolios SHS (QTEC) 0.2 $460k 4.2k 109.11
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $452k 13k 35.19
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.2 $450k 15k 29.89
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $411k 1.8k 224.10
Costco Wholesale Corporation (COST) 0.2 $408k 1.3k 303.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $408k 2.3k 177.70
Home Depot (HD) 0.2 $394k 1.6k 250.32
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $372k 4.7k 78.51
First Tr Nasdaq-100 Tech Ind Cap Strength Etf (FTCS) 0.2 $349k 6.0k 58.46
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $324k 4.1k 79.94
First Tr Value Line Divid In SHS (FVD) 0.2 $316k 10k 30.28
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $297k 2.7k 108.04
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $267k 6.7k 39.93
Vanguard Index Fds Large Cap Etf (VV) 0.1 $233k 1.6k 143.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $226k 4.8k 47.53
Mastercard Incorporated Cl A (MA) 0.1 $203k 686.00 295.92