Peterson Wealth Advisors

Peterson Wealth Advisors as of June 30, 2022

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 56 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 32.6 $99M 2.2M 44.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.8 $36M 1.2M 28.84
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 7.7 $23M 466k 50.09
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.0 $21M 538k 39.69
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 6.8 $21M 427k 48.04
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.7 $20M 564k 35.98
Vanguard Index Fds Real Estate Etf (VNQ) 3.6 $11M 118k 91.11
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.7 $8.1M 174k 46.48
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.4 $7.3M 163k 44.94
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $6.6M 35k 188.64
Spdr Ser Tr Portfli High Yld (SPHY) 2.0 $6.1M 274k 22.45
Ishares Tr Msci Eafe Min Vl (EFAV) 1.3 $4.0M 63k 63.31
Ishares Tr Core S&p500 Etf (IVV) 1.3 $4.0M 11k 379.15
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $3.7M 62k 60.34
Ishares Tr Core Msci Intl (IDEV) 0.7 $2.3M 42k 53.74
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.0M 22k 92.41
Ishares Tr Cre U S Reit Etf (USRT) 0.6 $1.9M 36k 53.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.9M 30k 62.71
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.9M 11k 176.11
Exxon Mobil Corporation (XOM) 0.6 $1.8M 22k 85.63
Apple (AAPL) 0.6 $1.8M 13k 136.75
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $1.8M 48k 36.81
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.5M 43k 34.78
Microsoft Corporation (MSFT) 0.4 $1.2M 4.6k 256.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $879k 21k 41.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $841k 2.4k 346.95
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $821k 4.2k 196.93
Abbvie (ABBV) 0.2 $707k 4.6k 153.20
Costco Wholesale Corporation (COST) 0.2 $652k 1.4k 479.41
Home Depot (HD) 0.2 $646k 2.4k 274.43
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $641k 25k 25.74
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $641k 30k 21.10
Ishares Tr Msci Eafe Etf (EFA) 0.2 $627k 10k 62.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $575k 4.3k 134.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $508k 2.2k 226.38
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $496k 4.3k 114.44
Tesla Motors (TSLA) 0.2 $457k 678.00 674.04
Vanguard Index Fds Large Cap Etf (VV) 0.1 $451k 2.6k 172.47
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $442k 6.9k 63.68
Amazon (AMZN) 0.1 $442k 4.2k 106.25
Wal-Mart Stores (WMT) 0.1 $435k 3.6k 121.51
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $405k 9.9k 40.85
Delta Air Lines Inc Del Com New (DAL) 0.1 $353k 12k 28.95
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $312k 3.6k 87.39
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $312k 2.3k 137.69
First Tr Value Line Divid In SHS (FVD) 0.1 $289k 7.4k 38.83
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $280k 3.3k 83.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $275k 6.9k 40.15
Meta Platforms Cl A (META) 0.1 $257k 1.6k 161.43
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $225k 4.5k 49.89
Walt Disney Company (DIS) 0.1 $224k 2.4k 94.28
Pepsi (PEP) 0.1 $223k 1.3k 166.92
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $215k 3.1k 70.10
Eli Lilly & Co. (LLY) 0.1 $211k 651.00 324.12
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $127k 13k 9.95
Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $121k 11k 11.13