Peterson Wealth Advisors

Peterson Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 83 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 30.6 $162M 2.4M 67.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.3 $60M 1.6M 37.56
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 9.1 $48M 946k 50.74
Spdr Ser Tr Portfolio S&p400 (SPMD) 6.7 $36M 653k 54.68
J P Morgan Exchange Traded F Hedged Equity La (HELO) 6.4 $34M 556k 61.14
Spdr Ser Tr Portfolio S&p600 (SPSM) 5.8 $31M 679k 45.51
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.3 $18M 362k 48.24
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $17M 61k 283.16
Global X Fds 1-3 Month T-bill (CLIP) 2.4 $12M 124k 100.50
Vanguard Index Fds Real Estate Etf (VNQ) 2.0 $11M 108k 97.42
Ishares Tr Core Msci Intl (IDEV) 1.7 $8.8M 125k 70.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $8.4M 171k 48.98
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.5 $7.7M 159k 48.66
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $5.7M 60k 95.75
Ishares Tr Core S&p500 Etf (IVV) 0.9 $4.9M 8.5k 576.79
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $4.9M 70k 70.06
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $4.8M 58k 83.09
Vanguard Index Fds Small Cp Etf (VB) 0.8 $4.3M 18k 237.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $3.7M 77k 47.85
Apple (AAPL) 0.5 $2.9M 12k 233.00
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.6M 23k 116.96
Exxon Mobil Corporation (XOM) 0.5 $2.6M 22k 117.22
Ishares Tr Blackrock Ultra (ICSH) 0.4 $2.3M 45k 50.74
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $2.0M 71k 28.15
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $2.0M 85k 23.17
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $1.8M 23k 76.70
Microsoft Corporation (MSFT) 0.3 $1.7M 4.1k 430.32
Vanguard Index Fds Value Etf (VTV) 0.3 $1.7M 9.9k 174.56
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $1.5M 37k 41.28
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $1.5M 31k 46.74
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.1M 18k 61.57
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $1.1M 38k 28.88
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $858k 3.3k 263.84
Ishares Tr Msci Eafe Etf (EFA) 0.2 $838k 10k 83.63
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $837k 4.4k 191.32
Meta Platforms Cl A (META) 0.2 $831k 1.5k 572.42
Abbvie (ABBV) 0.2 $831k 4.2k 197.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $830k 16k 52.81
Wal-Mart Stores (WMT) 0.2 $797k 9.9k 80.75
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $723k 13k 54.65
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $713k 7.8k 91.93
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $668k 13k 52.86
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $660k 13k 50.94
Eli Lilly & Co. (LLY) 0.1 $634k 716.00 885.96
Vanguard Index Fds Large Cap Etf (VV) 0.1 $633k 2.4k 263.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $633k 3.5k 179.18
Tesla Motors (TSLA) 0.1 $596k 2.3k 261.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $593k 9.5k 62.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $571k 1.1k 527.59
Bridger Aerospace Grp Hldgs (BAER) 0.1 $518k 233k 2.22
Home Depot (HD) 0.1 $514k 1.3k 405.20
Delta Air Lines Inc Del Com New (DAL) 0.1 $500k 9.8k 50.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $457k 993.00 460.26
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $447k 3.4k 131.90
NVIDIA Corporation (NVDA) 0.1 $416k 3.4k 121.44
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $415k 2.1k 197.20
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $397k 7.7k 51.27
Caterpillar (CAT) 0.1 $394k 1.0k 391.24
JPMorgan Chase & Co. (JPM) 0.1 $380k 1.8k 210.82
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $377k 14k 27.46
Costco Wholesale Corporation (COST) 0.1 $374k 422.00 885.96
Eaton Corp SHS (ETN) 0.1 $343k 1.0k 331.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $312k 5.3k 59.02
Amazon (AMZN) 0.1 $309k 1.7k 186.33
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $305k 9.1k 33.60
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $300k 2.4k 125.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $298k 4.7k 63.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $293k 6.4k 45.86
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $283k 11k 26.26
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $261k 2.4k 108.93
Broadcom (AVGO) 0.0 $256k 1.5k 172.50
Gold Royalty Corp Common Shares (GROY) 0.0 $254k 187k 1.36
Genasys (GNSS) 0.0 $254k 71k 3.56
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $252k 3.7k 67.85
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.0 $248k 8.9k 27.84
Bank of Hawaii Corporation (BOH) 0.0 $223k 3.5k 62.77
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) 0.0 $221k 5.0k 44.06
Intel Corporation (INTC) 0.0 $215k 9.2k 23.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $215k 374.00 573.74
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.0 $212k 4.8k 43.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $207k 7.1k 29.18
Pepsi (PEP) 0.0 $204k 1.2k 170.05
Huntington Bancshares Incorporated (HBAN) 0.0 $176k 12k 14.70