Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2025

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 25.8 $134M 2.3M 59.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.9 $51M 1.6M 32.84
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 9.1 $47M 932k 50.42
J P Morgan Exchange Traded F Hedged Equity La (HELO) 6.4 $33M 579k 57.12
Spdr Ser Tr Portfolio S&p400 (SPMD) 6.1 $32M 686k 45.91
Spdr Ser Tr Portfolio S&p600 (SPSM) 4.8 $25M 682k 36.43
Global X Fds 1-3 Month T-bill (CLIP) 4.8 $25M 246k 100.14
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.3 $17M 364k 46.66
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $14M 55k 247.66
Ishares Tr Core S&p500 Etf (IVV) 2.4 $12M 24k 506.39
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $9.4M 386k 24.33
Ishares Tr Core Msci Intl (IDEV) 1.7 $8.6M 138k 62.05
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $8.3M 102k 81.99
J P Morgan Exchange Traded F Active Bond Etf (JBND) 1.6 $8.1M 153k 53.30
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.5 $7.6M 162k 47.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $5.4M 230k 23.45
Vanguard Index Fds Small Cp Etf (VB) 1.0 $5.4M 27k 198.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $4.9M 58k 84.05
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $4.8M 107k 45.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $4.6M 101k 45.89
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.8 $4.3M 156k 27.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $4.1M 101k 40.43
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $3.7M 61k 61.39
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $3.7M 155k 23.81
Ishares Tr Ultra Short-term (ICSH) 0.5 $2.6M 51k 50.53
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.4M 70k 35.18
Exxon Mobil Corporation (XOM) 0.4 $2.3M 23k 102.94
Apple (AAPL) 0.4 $2.2M 12k 181.47
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.2M 24k 93.33
Microsoft Corporation (MSFT) 0.3 $1.6M 4.4k 357.87
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.5M 28k 52.30
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $1.4M 74k 19.43
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $1.3M 19k 73.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.3M 2.7k 463.63
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $1.2M 48k 25.92
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.1M 21k 51.50
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.0M 18k 58.70
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.2 $1.0M 40k 25.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $890k 42k 20.98
Wal-Mart Stores (WMT) 0.2 $801k 9.5k 83.83
Abbvie (ABBV) 0.2 $793k 4.2k 186.57
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $754k 4.9k 153.22
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $717k 3.1k 232.36
Ishares Tr Msci Eafe Etf (EFA) 0.1 $716k 9.8k 73.21
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $691k 26k 26.58
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $682k 15k 45.40
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $655k 5.9k 111.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $651k 12k 55.89
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $622k 8.3k 75.21
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) 0.1 $600k 14k 43.00
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $583k 12k 50.62
Eli Lilly & Co. (LLY) 0.1 $582k 804.00 724.04
Vanguard Index Fds Large Cap Etf (VV) 0.1 $535k 2.3k 231.65
Capital Grp Fixed Incm Etf T International Bd (CGIB) 0.1 $528k 21k 25.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $525k 23k 22.60
Meta Platforms Cl A (META) 0.1 $522k 1.0k 516.13
Costco Wholesale Corporation (COST) 0.1 $518k 571.00 907.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $510k 1.0k 490.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $469k 3.0k 155.85
Tesla Motors (TSLA) 0.1 $466k 2.0k 233.29
Home Depot (HD) 0.1 $450k 1.3k 341.53
JPMorgan Chase & Co. (JPM) 0.1 $435k 2.0k 214.45
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $428k 19k 22.14
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $413k 3.6k 115.28
J P Morgan Exchange Traded F Betbuld Msci (BBRE) 0.1 $410k 4.9k 84.16
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $398k 8.0k 49.54
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $397k 15k 26.57
Ishares Core Msci Emkt (IEMG) 0.1 $386k 8.0k 48.48
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $360k 2.1k 171.23
Amazon (AMZN) 0.1 $351k 2.0k 175.26
NVIDIA Corporation (NVDA) 0.1 $346k 3.5k 97.65
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $316k 12k 25.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $279k 16k 17.85
Bridger Aerospace Grp Hldgs (BAER) 0.1 $273k 233k 1.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $263k 4.8k 54.58
Eaton Corp SHS (ETN) 0.1 $261k 1.0k 252.45
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $257k 2.4k 109.15
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $254k 6.5k 39.07
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $246k 2.7k 89.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $241k 12k 19.89
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $238k 7.0k 33.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $233k 9.4k 24.67
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $226k 4.2k 53.57
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $224k 1.0k 220.49
Caterpillar (CAT) 0.0 $213k 760.00 280.12
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.0 $202k 4.1k 49.67
Fidelity Merrimack Str Tr Tactical Bond (FTBD) 0.0 $202k 4.2k 48.46
Huntington Bancshares Incorporated (HBAN) 0.0 $194k 15k 12.71
Genasys (GNSS) 0.0 $135k 71k 1.90