Peterson Wealth Advisors

Peterson Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 59 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 32.2 $112M 2.0M 55.83
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.4 $40M 1.1M 36.48
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.1 $25M 495k 49.74
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.7 $23M 519k 44.69
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 6.6 $23M 457k 50.48
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 5.0 $17M 326k 53.21
Vanguard Index Fds Real Estate Etf (VNQ) 3.6 $12M 107k 116.01
Spdr Ser Tr Portfoli S&p1500 (SPTM) 3.3 $12M 198k 58.45
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 2.3 $7.9M 155k 50.64
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $7.8M 33k 241.43
Microsoft Corporation (MSFT) 2.0 $6.9M 21k 336.32
Ishares Tr Msci Eafe Min Vl (EFAV) 1.6 $5.7M 74k 76.77
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 1.6 $5.6M 108k 51.77
Ishares Tr Core S&p500 Etf (IVV) 1.6 $5.5M 11k 476.99
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $5.1M 62k 83.68
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $2.9M 43k 67.58
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.6M 62k 42.01
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.6M 22k 114.52
Ishares Tr Core Msci Intl (IDEV) 0.7 $2.5M 38k 67.56
Apple (AAPL) 0.7 $2.5M 14k 177.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $2.3M 28k 80.44
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.2M 9.8k 225.99
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.6M 39k 41.50
Exxon Mobil Corporation (XOM) 0.4 $1.3M 21k 61.17
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.1M 4.3k 254.84
Home Depot (HD) 0.3 $998k 2.4k 415.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $937k 19k 49.45
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $868k 35k 24.96
Ishares Tr Msci Eafe Etf (EFA) 0.2 $803k 10k 78.73
Costco Wholesale Corporation (COST) 0.2 $799k 1.4k 567.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $749k 1.7k 436.73
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $731k 14k 52.73
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $722k 4.1k 175.20
Amazon (AMZN) 0.2 $720k 216.00 3333.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $697k 4.3k 162.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $656k 2.3k 283.25
Vanguard Index Fds Large Cap Etf (VV) 0.2 $626k 2.8k 221.05
Tesla Motors (TSLA) 0.2 $614k 581.00 1056.80
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $580k 6.8k 85.19
Abbvie (ABBV) 0.2 $572k 4.2k 135.42
Wal-Mart Stores (WMT) 0.2 $550k 3.8k 144.58
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $458k 3.9k 118.44
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $432k 2.8k 156.47
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $411k 8.1k 51.01
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $395k 3.4k 115.73
Walt Disney Company (DIS) 0.1 $348k 2.2k 154.80
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $335k 6.9k 48.91
First Tr Value Line Divid In SHS (FVD) 0.1 $320k 7.4k 43.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $315k 1.1k 298.58
Meta Platforms Cl A (META) 0.1 $301k 895.00 336.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $291k 4.8k 61.20
Abbott Laboratories (ABT) 0.1 $278k 2.0k 140.55
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $248k 3.1k 80.86
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.1 $242k 4.4k 55.08
Pepsi (PEP) 0.1 $218k 1.3k 173.57
JPMorgan Chase & Co. (JPM) 0.1 $216k 1.4k 158.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $211k 7.1k 29.66
Mastercard Incorporated Cl A (MA) 0.1 $209k 581.00 359.72
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $200k 2.3k 85.32