Peterson Wealth Advisors

Peterson Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Peterson Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 32.5 $74M 1.7M 43.96
Ishares Tr Msci Eafe Min Vl (EFAV) 11.0 $25M 341k 73.41
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.6 $17M 428k 40.40
Spdr Ser Tr Portfolio S&p600 (SPSM) 7.4 $17M 467k 35.80
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 7.4 $17M 329k 50.79
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.1 $12M 253k 46.09
Ishares Tr Cre U S Reit Etf (USRT) 3.9 $8.9M 185k 48.41
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $5.9M 30k 194.66
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 2.5 $5.7M 109k 51.87
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 2.2 $5.0M 96k 51.90
Ishares Tr Core S&p500 Etf (IVV) 2.2 $4.9M 13k 375.39
First Tr Exchange-traded No Amer Energy (EMLP) 2.1 $4.8M 227k 20.97
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $3.9M 61k 63.82
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $2.7M 80k 33.75
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.2M 24k 91.91
Ishares Tr Core Msci Intl (IDEV) 0.9 $2.0M 33k 61.63
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $1.9M 29k 68.18
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.8M 9.1k 194.64
Apple (AAPL) 0.8 $1.7M 13k 132.68
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.0M 5.0k 206.79
Microsoft Corporation (MSFT) 0.4 $979k 4.4k 222.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $977k 23k 42.16
Ishares Tr Msci Eafe Etf (EFA) 0.3 $735k 10k 73.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $678k 14k 50.11
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $654k 21k 30.81
Home Depot (HD) 0.3 $624k 2.4k 265.53
Wal-Mart Stores (WMT) 0.3 $614k 4.3k 144.06
Amazon (AMZN) 0.3 $606k 186.00 3258.06
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $579k 4.2k 138.05
Tesla Motors (TSLA) 0.2 $566k 802.00 705.74
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $563k 4.4k 127.46
Vanguard Index Fds Large Cap Etf (VV) 0.2 $531k 3.0k 175.71
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $530k 2.3k 229.74
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $529k 7.3k 72.25
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $515k 14k 37.95
Costco Wholesale Corporation (COST) 0.2 $508k 1.3k 376.58
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $421k 5.0k 84.88
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $390k 3.9k 100.85
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $352k 2.7k 128.05
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $345k 6.7k 51.60
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $280k 5.9k 47.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $278k 4.8k 58.46
First Tr Value Line Divid In SHS (FVD) 0.1 $261k 7.4k 35.07
Abbvie (ABBV) 0.1 $226k 2.1k 107.01
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $218k 3.2k 67.96
Ishares Tr Core Msci Eafe (IEFA) 0.1 $211k 3.1k 68.95
Ishares Tr Us Home Cons Etf (ITB) 0.1 $203k 3.6k 55.78