Peterson Wealth Advisors

Peterson Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 47 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 32.1 $63M 1.6M 39.35
Ishares Tr Msci Eafe Min Vl (EFAV) 11.3 $22M 323k 68.13
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 8.0 $16M 306k 50.79
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.0 $14M 418k 32.63
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.4 $12M 454k 27.38
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.7 $11M 271k 40.89
Ishares Tr Cre U S Reit Etf (USRT) 3.9 $7.6M 174k 43.74
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 2.6 $5.2M 103k 50.35
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $5.1M 30k 170.32
Ishares Tr Core S&p500 Etf (IVV) 2.4 $4.7M 14k 336.02
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 2.3 $4.4M 88k 50.00
First Tr Exchange-traded No Amer Energy (EMLP) 2.1 $4.0M 212k 19.04
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $3.5M 15k 231.11
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $2.2M 75k 29.26
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.8M 25k 70.22
Ishares Tr Core Msci Intl (IDEV) 0.9 $1.7M 32k 53.95
Apple (AAPL) 0.9 $1.7M 14k 115.79
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.6M 29k 55.47
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.4M 9.1k 153.84
Microsoft Corporation (MSFT) 0.5 $963k 4.6k 210.35
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $961k 5.5k 176.27
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $804k 22k 36.54
Amazon (AMZN) 0.4 $753k 239.00 3150.63
Ishares Tr Msci Eafe Etf (EFA) 0.3 $646k 10k 63.62
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $637k 21k 30.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $582k 14k 43.22
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $493k 4.2k 117.21
Costco Wholesale Corporation (COST) 0.2 $479k 1.3k 355.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $478k 4.4k 108.22
Vanguard Index Fds Large Cap Etf (VV) 0.2 $473k 3.0k 156.52
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $469k 13k 35.34
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.2 $466k 15k 30.95
Home Depot (HD) 0.2 $449k 1.6k 277.50
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $438k 1.8k 239.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $435k 5.5k 78.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $427k 2.3k 185.09
Tesla Motors (TSLA) 0.2 $337k 785.00 429.30
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $334k 3.9k 86.37
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $309k 2.7k 112.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $298k 968.00 307.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $295k 6.7k 44.12
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $263k 6.4k 40.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $240k 4.8k 50.47
First Tr Value Line Divid In SHS (FVD) 0.1 $234k 7.4k 31.44
Mastercard Incorporated Cl A (MA) 0.1 $234k 691.00 338.64
Ishares Tr Us Home Cons Etf (ITB) 0.1 $206k 3.6k 56.61
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $204k 3.2k 63.59