Peterson Wealth Advisors

Peterson Wealth Advisors as of June 30, 2024

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 75 positions in its portfolio as reported in the June 2024 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 $151M 2.4M 64.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.4 $54M 1.5M 35.08
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 10.3 $49M 976k 50.47
Spdr Ser Tr Portfolio S&p400 (SPMD) 6.7 $32M 624k 51.30
J P Morgan Exchange Traded F Hedged Equity La (HELO) 6.3 $30M 510k 58.56
Spdr Ser Tr Portfolio S&p600 (SPSM) 5.8 $27M 660k 41.53
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $17M 64k 267.51
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.3 $16M 343k 46.33
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $8.8M 105k 83.76
Ishares Tr Core Msci Intl (IDEV) 1.7 $8.2M 124k 65.64
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $7.6M 158k 48.13
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.5 $7.0M 149k 47.13
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $5.7M 62k 92.54
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $4.8M 72k 66.35
Ishares Tr Core S&p500 Etf (IVV) 1.0 $4.7M 8.6k 547.21
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $4.5M 58k 77.83
Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.9M 18k 218.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $3.4M 77k 43.76
Ishares Tr Blackrock Ultra (ICSH) 0.5 $2.6M 51k 50.53
Apple (AAPL) 0.5 $2.5M 12k 210.62
Exxon Mobil Corporation (XOM) 0.5 $2.5M 22k 115.12
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.4M 22k 106.66
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $1.8M 90k 19.97
Microsoft Corporation (MSFT) 0.4 $1.7M 3.9k 446.93
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $1.6M 23k 69.36
Vanguard Index Fds Value Etf (VTV) 0.3 $1.6M 9.8k 160.42
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $1.4M 31k 44.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $1.4M 37k 37.67
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $1.1M 41k 27.67
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.0M 19k 53.56
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $810k 4.1k 197.47
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $803k 3.3k 242.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $791k 16k 49.42
Ishares Tr Msci Eafe Etf (EFA) 0.2 $785k 10k 78.33
Meta Platforms Cl A (META) 0.2 $733k 1.5k 504.15
Bridger Aerospace Grp Hldgs (BAER) 0.2 $727k 194k 3.74
Abbvie (ABBV) 0.1 $688k 4.0k 171.54
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $675k 25k 26.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $657k 4.0k 164.28
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $653k 7.4k 88.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $651k 11k 58.52
Wal-Mart Stores (WMT) 0.1 $644k 9.5k 67.71
Vanguard Index Fds Large Cap Etf (VV) 0.1 $610k 2.4k 249.67
Eli Lilly & Co. (LLY) 0.1 $598k 660.00 905.38
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $594k 12k 48.74
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $563k 11k 52.25
Home Depot (HD) 0.1 $523k 1.5k 344.21
Delta Air Lines Inc Del Com New (DAL) 0.1 $467k 9.8k 47.44
Tesla Motors (TSLA) 0.1 $454k 2.3k 197.88
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $431k 3.4k 127.49
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $427k 2.3k 182.00
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $410k 8.1k 50.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $404k 993.00 406.80
Broadcom (AVGO) 0.1 $391k 244.00 1602.95
NVIDIA Corporation (NVDA) 0.1 $372k 3.0k 123.53
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $352k 13k 26.85
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $352k 7.0k 50.38
Caterpillar (CAT) 0.1 $350k 1.1k 333.13
Costco Wholesale Corporation (COST) 0.1 $345k 406.00 850.37
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $337k 2.7k 123.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $334k 668.00 499.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $332k 5.7k 57.99
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $306k 10k 30.46
JPMorgan Chase & Co. (JPM) 0.1 $302k 1.5k 202.22
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $276k 4.7k 58.64
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $272k 6.4k 42.59
Gold Royalty Corp Common Shares (GROY) 0.1 $263k 187k 1.41
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $260k 10k 25.75
Visa Com Cl A (V) 0.1 $243k 926.00 262.52
Amazon (AMZN) 0.0 $237k 1.2k 193.25
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) 0.0 $209k 4.9k 42.44
Eaton Corp SHS (ETN) 0.0 $204k 650.00 313.55
Bank of Hawaii Corporation (BOH) 0.0 $203k 3.5k 57.21
Intel Corporation (INTC) 0.0 $202k 6.5k 30.97
Genasys (GNSS) 0.0 $151k 71k 2.12