Peterson Wealth Advisors

Peterson Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Peterson Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 29.7 $165M 2.4M 69.63
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.7 $54M 1.6M 34.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 8.6 $48M 948k 50.40
J P Morgan Exchange Traded F Hedged Equity La (HELO) 6.7 $37M 598k 62.40
Spdr Ser Tr Portfolio S&p400 (SPMD) 6.7 $37M 673k 55.22
Spdr Ser Tr Portfolio S&p600 (SPSM) 5.6 $31M 682k 45.39
Global X Fds 1-3 Month T-bill (CLIP) 3.5 $19M 193k 100.14
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $17M 57k 293.06
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.8 $16M 338k 46.02
Ishares Tr Core Msci Intl (IDEV) 2.1 $12M 179k 64.63
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $9.1M 102k 89.45
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $8.9M 367k 24.14
J P Morgan Exchange Traded F Active Bond Etf (JBND) 1.4 $7.7M 147k 52.21
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.3 $7.5M 157k 47.39
Ishares Tr Core S&p500 Etf (IVV) 1.1 $6.3M 11k 594.59
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $5.8M 57k 103.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $5.2M 184k 28.04
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $5.0M 112k 44.87
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $4.6M 64k 72.15
Vanguard Index Fds Small Cp Etf (VB) 0.8 $4.6M 19k 243.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.4M 76k 44.14
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $3.2M 123k 26.27
Apple (AAPL) 0.6 $3.1M 13k 243.35
Ishares Tr Ultra Short-term (ICSH) 0.5 $2.7M 54k 50.47
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.6M 23k 116.23
Exxon Mobil Corporation (XOM) 0.4 $2.4M 23k 107.86
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.4 $2.4M 89k 27.26
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $2.3M 59k 38.47
Microsoft Corporation (MSFT) 0.3 $1.8M 4.3k 423.31
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $1.7M 81k 21.12
Vanguard Index Fds Value Etf (VTV) 0.3 $1.6M 9.5k 170.36
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.3 $1.6M 54k 29.72
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $1.3M 19k 70.70
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.0M 18k 58.16
Wal-Mart Stores (WMT) 0.2 $900k 9.9k 90.78
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $856k 15k 57.55
Meta Platforms Cl A (META) 0.2 $853k 1.4k 604.64
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $847k 3.2k 267.05
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $845k 4.4k 192.84
Tesla Motors (TSLA) 0.1 $825k 2.0k 410.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $764k 16k 48.00
Ishares Tr Msci Eafe Etf (EFA) 0.1 $758k 10k 75.68
Abbvie (ABBV) 0.1 $755k 4.2k 181.21
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $717k 7.8k 92.27
Vanguard Index Fds Large Cap Etf (VV) 0.1 $659k 2.4k 272.67
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) 0.1 $658k 16k 42.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $647k 1.2k 544.25
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $642k 5.8k 110.35
Eli Lilly & Co. (LLY) 0.1 $628k 803.00 782.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $577k 9.2k 62.91
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $554k 11k 50.72
Capital Grp Fixed Incm Etf T International Bd (CGIB) 0.1 $533k 21k 25.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $528k 3.0k 176.34
NVIDIA Corporation (NVDA) 0.1 $514k 3.6k 144.48
Home Depot (HD) 0.1 $512k 1.3k 389.12
Bridger Aerospace Grp Hldgs (BAER) 0.1 $490k 233k 2.10
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $481k 3.4k 141.59
J P Morgan Exchange Traded F Betbuld Msci (BBRE) 0.1 $480k 5.1k 94.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $472k 1.0k 453.56
JPMorgan Chase & Co. (JPM) 0.1 $460k 1.9k 243.25
Amazon (AMZN) 0.1 $449k 2.0k 224.19
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $425k 19k 22.18
Costco Wholesale Corporation (COST) 0.1 $408k 445.00 917.09
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $404k 2.1k 191.49
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $394k 7.8k 50.22
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $393k 15k 26.96
Eaton Corp SHS (ETN) 0.1 $355k 1.0k 342.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $334k 12k 28.32
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $325k 6.3k 51.29
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $306k 12k 26.00
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $304k 2.4k 126.86
Caterpillar (CAT) 0.1 $288k 792.00 363.74
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $283k 7.9k 36.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $277k 4.8k 57.57
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $274k 6.5k 42.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $267k 11k 23.45
Broadcom (AVGO) 0.0 $253k 1.1k 232.56
Huntington Bancshares Incorporated (HBAN) 0.0 $250k 15k 16.45
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.0 $223k 4.9k 45.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $222k 375.00 592.15
Qualcomm (QCOM) 0.0 $218k 1.4k 157.78
Pepsi (PEP) 0.0 $209k 1.4k 149.65
Genasys (GNSS) 0.0 $201k 71k 2.82