Peterson Wealth Advisors

Peterson Wealth Advisors as of Sept. 30, 2021

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 53 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 31.6 $96M 1.9M 50.46
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.7 $35M 974k 36.21
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 7.4 $22M 441k 50.72
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.1 $22M 466k 46.16
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.9 $21M 490k 42.60
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 4.8 $15M 272k 53.55
Spdr Ser Tr Portfoli S&p1500 (SPTM) 3.6 $11M 207k 52.99
Vanguard Index Fds Real Estate Etf (VNQ) 3.3 $10M 98k 101.78
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 2.5 $7.6M 148k 51.38
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $7.3M 33k 222.06
Ishares Tr Msci Eafe Min Vl (EFAV) 2.2 $6.6M 88k 75.34
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 1.8 $5.4M 104k 52.07
Ishares Tr Core S&p500 Etf (IVV) 1.7 $5.0M 12k 430.81
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $4.6M 62k 73.91
Ishares Tr Cre U S Reit Etf (USRT) 1.0 $2.9M 49k 58.66
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $2.7M 68k 39.00
Ishares Tr Core Msci Intl (IDEV) 0.8 $2.5M 37k 66.83
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.4M 22k 109.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $2.2M 29k 76.65
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.2M 9.9k 218.72
Apple (AAPL) 0.6 $1.9M 13k 141.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.6M 37k 42.54
Microsoft Corporation (MSFT) 0.4 $1.2M 4.2k 282.00
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 4.5k 236.77
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $1.0M 42k 23.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $927k 19k 49.99
Ishares Tr Msci Eafe Etf (EFA) 0.3 $800k 10k 78.05
Home Depot (HD) 0.3 $771k 2.4k 328.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $673k 1.7k 394.49
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $650k 4.1k 157.73
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $649k 14k 45.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $644k 4.3k 149.80
Amazon (AMZN) 0.2 $644k 196.00 3285.71
Vanguard Index Fds Large Cap Etf (VV) 0.2 $615k 3.1k 200.91
Costco Wholesale Corporation (COST) 0.2 $606k 1.3k 449.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $602k 2.3k 262.88
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $538k 6.8k 79.18
Wal-Mart Stores (WMT) 0.2 $528k 3.8k 139.28
Tesla Motors (TSLA) 0.1 $446k 575.00 775.65
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $430k 3.9k 111.20
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $400k 2.7k 145.56
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $396k 7.8k 50.52
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $349k 3.4k 102.26
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $345k 6.9k 50.37
First Tr Value Line Divid In SHS (FVD) 0.1 $292k 7.4k 39.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $290k 4.8k 60.99
Facebook Cl A (META) 0.1 $270k 795.00 339.62
Abbvie (ABBV) 0.1 $253k 2.3k 108.03
Ishares Tr Us Home Cons Etf (ITB) 0.1 $241k 3.6k 66.23
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.1 $236k 4.4k 53.71
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $225k 3.1k 73.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $222k 7.3k 30.48
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $204k 2.3k 87.03