Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2023

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 63 positions in its portfolio as reported in the March 2023 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 $117M 2.4M 48.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.3 $45M 1.4M 32.12
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 7.4 $27M 532k 50.32
Spdr Ser Tr Portfolio S&p400 (SPMD) 6.8 $25M 566k 43.94
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.2 $23M 599k 37.77
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 5.0 $18M 386k 47.39
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $16M 78k 204.10
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $11M 127k 83.04
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.2 $8.0M 159k 50.43
Ishares Tr Core Msci Intl (IDEV) 2.1 $7.6M 126k 60.47
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.9 $7.0M 149k 47.36
Spdr Ser Tr Portfli High Yld (SPHY) 1.4 $5.2M 226k 22.98
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $4.2M 62k 67.85
Ishares Tr Core S&p500 Etf (IVV) 1.1 $4.1M 10k 411.08
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $4.0M 63k 63.89
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.8M 20k 189.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $3.0M 74k 40.40
Ishares Tr Msci Eafe Min Vl (EFAV) 0.7 $2.5M 38k 67.65
Exxon Mobil Corporation (XOM) 0.7 $2.4M 22k 109.66
Apple (AAPL) 0.6 $2.2M 13k 164.90
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.1M 22k 96.70
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $1.9M 100k 19.50
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $1.6M 36k 46.00
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.6M 47k 34.13
Ishares Tr Blackrock Ultra (ICSH) 0.4 $1.5M 30k 50.25
Ishares Tr Cre U S Reit Etf (USRT) 0.4 $1.3M 26k 50.40
Vanguard Index Fds Value Etf (VTV) 0.4 $1.3M 9.6k 138.11
Microsoft Corporation (MSFT) 0.4 $1.3M 4.4k 288.33
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $832k 3.9k 210.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $801k 18k 45.17
Ishares Tr Msci Eafe Etf (EFA) 0.2 $716k 10k 71.52
Home Depot (HD) 0.2 $705k 2.4k 295.13
Abbvie (ABBV) 0.2 $690k 4.3k 159.38
Costco Wholesale Corporation (COST) 0.2 $671k 1.4k 496.82
Vanguard Index Fds Large Cap Etf (VV) 0.2 $651k 3.5k 186.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $643k 1.7k 376.08
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $618k 15k 40.72
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $613k 14k 45.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $605k 4.2k 144.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $578k 2.3k 250.13
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $576k 4.4k 130.51
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $531k 11k 48.79
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $500k 7.0k 71.51
Wal-Mart Stores (WMT) 0.1 $498k 3.4k 147.43
Tesla Motors (TSLA) 0.1 $472k 2.3k 207.46
Amazon (AMZN) 0.1 $415k 4.0k 103.29
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $411k 15k 26.63
Gold Royalty Corp Common Shares (GROY) 0.1 $401k 186k 2.16
Delta Air Lines Inc Del Com New (DAL) 0.1 $369k 11k 34.92
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $361k 3.6k 100.64
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $344k 2.3k 151.77
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $297k 3.3k 88.77
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $285k 12k 24.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $255k 825.00 308.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $252k 6.4k 39.46
Caterpillar (CAT) 0.1 $241k 1.1k 228.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $241k 4.5k 53.47
Pepsi (PEP) 0.1 $233k 1.3k 182.34
Eli Lilly & Co. (LLY) 0.1 $227k 662.00 343.42
Mastercard Incorporated Cl A (MA) 0.1 $227k 625.00 363.30
Deere & Company (DE) 0.1 $212k 514.00 412.88
Genasys (GNSS) 0.1 $210k 71k 2.95
Johnson & Johnson (JNJ) 0.1 $207k 1.3k 154.96