Peterson Wealth Advisors

Peterson Wealth Advisors as of June 30, 2025

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 97 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 27.2 $165M 2.3M 72.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.7 $65M 1.6M 40.49
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 7.8 $47M 933k 50.68
Spdr Series Trust Portfolio S&p400 (SPMD) 6.3 $38M 697k 54.38
J P Morgan Exchange Traded F Hedged Equity La (HELO) 6.1 $37M 590k 62.58
Spdr Series Trust Portfolio S&p600 (SPSM) 4.9 $30M 696k 42.60
Global X Fds 1-3 Month T-bill (CLIP) 4.1 $25M 247k 100.42
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.8 $17M 365k 47.06
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $17M 54k 303.93
Ishares Tr Core S&p500 Etf (IVV) 2.6 $16M 25k 620.90
Ishares Tr Core Msci Intl (IDEV) 1.8 $11M 143k 76.04
J P Morgan Exchange Traded F Active Bond Etf (JBND) 1.6 $9.4M 176k 53.59
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.5 $9.3M 382k 24.38
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $9.2M 103k 89.06
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.3 $8.0M 165k 48.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $6.6M 236k 28.05
Vanguard Index Fds Small Cp Etf (VB) 1.1 $6.6M 28k 236.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $5.8M 102k 57.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $5.5M 50k 110.10
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $5.2M 176k 29.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $5.1M 104k 49.46
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $4.6M 100k 45.75
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.7 $4.4M 148k 30.05
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.7 $4.3M 58k 74.89
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.9M 68k 42.74
Apple (AAPL) 0.4 $2.5M 12k 205.17
Ishares Tr Ultra Short Dur (ICSH) 0.4 $2.4M 48k 50.71
Exxon Mobil Corporation (XOM) 0.4 $2.4M 23k 107.80
Microsoft Corporation (MSFT) 0.4 $2.2M 4.4k 497.46
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.1M 19k 109.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.8M 29k 62.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.6M 2.8k 568.11
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $1.6M 76k 21.16
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.3 $1.5M 14k 112.68
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $1.5M 18k 84.06
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $1.4M 28k 50.92
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $1.4M 29k 46.32
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $1.3M 48k 26.54
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.2M 21k 56.56
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.1M 44k 25.30
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.2 $1.0M 36k 28.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $941k 16k 58.78
Wal-Mart Stores (WMT) 0.2 $934k 9.5k 97.78
Ishares Tr Msci Eafe Etf (EFA) 0.1 $874k 9.8k 89.39
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $862k 3.1k 279.84
First Tr Exchange-traded SHS (QTEC) 0.1 $822k 3.9k 212.83
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $804k 12k 69.09
Abbvie (ABBV) 0.1 $789k 4.3k 185.63
Tesla Motors (TSLA) 0.1 $763k 2.4k 317.66
Meta Platforms Cl A (META) 0.1 $747k 1.0k 738.37
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $705k 26k 27.62
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $688k 7.6k 90.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $675k 23k 29.21
Vanguard Index Fds Large Cap Etf (VV) 0.1 $659k 2.3k 285.31
Eli Lilly & Co. (LLY) 0.1 $654k 839.00 779.38
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) 0.1 $606k 14k 43.21
Costco Wholesale Corporation (COST) 0.1 $591k 597.00 990.36
JPMorgan Chase & Co. (JPM) 0.1 $589k 2.0k 289.93
NVIDIA Corporation (NVDA) 0.1 $554k 3.5k 158.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $549k 3.0k 181.72
Capital Grp Fixed Incm Etf T International Bd (CGIB) 0.1 $512k 20k 25.23
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $512k 3.4k 150.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $489k 1.0k 485.77
Home Depot (HD) 0.1 $485k 1.3k 366.78
Ishares Core Msci Emkt (IEMG) 0.1 $461k 7.7k 60.03
Bridger Aerospace Grp Hldgs (BAER) 0.1 $450k 233k 1.93
Amazon (AMZN) 0.1 $439k 2.0k 219.39
J P Morgan Exchange Traded F Betbuld Msci (BBRE) 0.1 $438k 4.7k 92.12
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $424k 19k 22.50
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $412k 2.1k 195.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $397k 18k 22.10
Eaton Corp SHS (ETN) 0.1 $370k 1.0k 356.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $361k 15k 24.44
Caterpillar (CAT) 0.1 $330k 849.00 388.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $326k 4.9k 67.22
First Tr Exchange-traded SHS (QQEW) 0.1 $319k 2.3k 136.48
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $316k 6.6k 48.24
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $305k 2.7k 112.00
Broadcom (AVGO) 0.0 $301k 1.1k 275.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $295k 9.8k 30.14
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $293k 11k 26.69
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $291k 5.9k 49.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $287k 1.0k 284.41
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.0 $287k 11k 26.08
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $267k 4.2k 63.71
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $263k 7.0k 37.51
Huntington Bancshares Incorporated (HBAN) 0.0 $254k 15k 16.76
Qualcomm (QCOM) 0.0 $252k 1.6k 159.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $248k 401.00 617.09
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.0 $235k 4.9k 48.30
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $235k 847.00 276.83
Visa Com Cl A (V) 0.0 $223k 628.00 354.93
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.0 $209k 4.2k 49.78
Fidelity Merrimack Str Tr Tactical Bond (FTBD) 0.0 $207k 4.2k 49.27
Intel Corporation (INTC) 0.0 $205k 9.2k 22.40
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.0 $200k 7.6k 26.30
Genasys (GNSS) 0.0 $123k 71k 1.73