S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.74 (+0.57%)
AAPL   180.52 (-0.50%)
MSFT   408.29 (+0.14%)
META   486.75 (+0.56%)
GOOGL   136.88 (+0.37%)
AMZN   174.81 (+0.95%)
TSLA   200.12 (-0.95%)
NVDA   792.09 (+1.99%)
NIO   5.61 (+3.31%)
AMD   186.95 (+5.90%)
BABA   74.21 (-0.51%)
T   17.04 (+0.47%)
F   12.46 (+1.30%)
MU   89.79 (+0.09%)
CGC   3.31 (-1.49%)
GE   156.16 (+0.35%)
DIS   111.48 (+0.61%)
AMC   4.44 (-11.02%)
PFE   26.87 (-0.63%)
PYPL   60.57 (+0.53%)
XOM   104.65 (+0.32%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.74 (+0.57%)
AAPL   180.52 (-0.50%)
MSFT   408.29 (+0.14%)
META   486.75 (+0.56%)
GOOGL   136.88 (+0.37%)
AMZN   174.81 (+0.95%)
TSLA   200.12 (-0.95%)
NVDA   792.09 (+1.99%)
NIO   5.61 (+3.31%)
AMD   186.95 (+5.90%)
BABA   74.21 (-0.51%)
T   17.04 (+0.47%)
F   12.46 (+1.30%)
MU   89.79 (+0.09%)
CGC   3.31 (-1.49%)
GE   156.16 (+0.35%)
DIS   111.48 (+0.61%)
AMC   4.44 (-11.02%)
PFE   26.87 (-0.63%)
PYPL   60.57 (+0.53%)
XOM   104.65 (+0.32%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.74 (+0.57%)
AAPL   180.52 (-0.50%)
MSFT   408.29 (+0.14%)
META   486.75 (+0.56%)
GOOGL   136.88 (+0.37%)
AMZN   174.81 (+0.95%)
TSLA   200.12 (-0.95%)
NVDA   792.09 (+1.99%)
NIO   5.61 (+3.31%)
AMD   186.95 (+5.90%)
BABA   74.21 (-0.51%)
T   17.04 (+0.47%)
F   12.46 (+1.30%)
MU   89.79 (+0.09%)
CGC   3.31 (-1.49%)
GE   156.16 (+0.35%)
DIS   111.48 (+0.61%)
AMC   4.44 (-11.02%)
PFE   26.87 (-0.63%)
PYPL   60.57 (+0.53%)
XOM   104.65 (+0.32%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.74 (+0.57%)
AAPL   180.52 (-0.50%)
MSFT   408.29 (+0.14%)
META   486.75 (+0.56%)
GOOGL   136.88 (+0.37%)
AMZN   174.81 (+0.95%)
TSLA   200.12 (-0.95%)
NVDA   792.09 (+1.99%)
NIO   5.61 (+3.31%)
AMD   186.95 (+5.90%)
BABA   74.21 (-0.51%)
T   17.04 (+0.47%)
F   12.46 (+1.30%)
MU   89.79 (+0.09%)
CGC   3.31 (-1.49%)
GE   156.16 (+0.35%)
DIS   111.48 (+0.61%)
AMC   4.44 (-11.02%)
PFE   26.87 (-0.63%)
PYPL   60.57 (+0.53%)
XOM   104.65 (+0.32%)

Peterson Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Peterson Wealth Advisors, LLC

Investment Activity

  • Peterson Wealth Advisors, LLC has $421.19 million in total holdings as of December 31, 2023.
  • Peterson Wealth Advisors, LLC owns shares of 65 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 6.65% of the portfolio was purchased this quarter.
  • About 3.38% of the portfolio was sold this quarter.
  • This quarter, Peterson Wealth Advisors, LLC has purchased 61 new stocks and bought additional shares in 25 stocks.
  • Peterson Wealth Advisors, LLC sold shares of 31 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

J P MORGAN EXCHANGE TRADED F
$14,661,764 Holding
Intel
$306,936 Holding
Broadcom
$291,231 Holding
Visa
$238,997 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F
277,265 shares (about $14.66M)
JPMorgan Ultra-Short Income ETF
123,653 shares (about $6.21M)
SPDR Portfolio Developed World ex-US ETF
51,930 shares (about $1.77M)
SPDR Portfolio S&P 600 Small Cap ETF
24,094 shares (about $1.02M)
SPDR Portfolio S&P 400 Mid Cap ETF
18,966 shares (about $924.02K)

Largest Sales this Quarter

SPDR Portfolio S&P 500 ETF
57,184 shares (about $3.20M)
JPMorgan Core Plus Bond ETF
58,439 shares (about $2.75M)
Vanguard Total Stock Market ETF
10,244 shares (about $2.43M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeterson Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$133,041,936$3,196,585 -2.3%2,379,99931.6%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$50,857,700$1,766,139 3.6%1,495,37512.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$39,493,406$6,211,093 18.7%786,2519.4%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$29,267,869$924,024 3.3%600,7366.9%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$26,932,407$1,016,285 3.9%638,5116.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$16,292,313$2,430,088 -13.0%68,6803.9%ETF
J P MORGAN EXCHANGE TRADED F
$14,661,764$14,661,764 New Holding277,2653.5%HEDGED EQUITY LA
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$14,422,965$2,751,597 -16.0%306,3183.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$12,388,128$681,342 5.8%140,2012.9%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$8,098,891$879,972 -9.8%127,2211.9%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$6,733,244$16,521 -0.2%138,9731.6%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$6,497,518$1,050,753 -13.9%111,1641.5%ETF
JPMorgan International Bond Opportunities ETF stock logo
JPIB
JPMorgan International Bond Opportunities ETF
$6,192,868$32,784 -0.5%129,5851.5%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$4,657,497$3,905 0.1%62,0171.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$4,434,688$571,528 -11.4%58,8781.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,146,484$256,976 -5.8%8,6811.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,891,470$668,346 -14.7%18,2420.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,174,479$287,453 -8.3%77,2380.8%ETF
BlackRock Ultra Short-Term Bond ETF stock logo
ICSH
BlackRock Ultra Short-Term Bond ETF
$2,474,482$632,469 34.3%49,1360.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,368,605$4,763 0.2%21,8810.6%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,199,966$800 0.0%22,0040.5%Oils/Energy
Apple Inc. stock logo
AAPL
Apple
$2,132,126$9,819 0.5%11,0740.5%Computer and Technology
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,982,841$192,438 -8.8%95,7430.5%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$1,756,123$26,557 -1.5%25,3260.4%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,593,401$176,241 -10.0%34,6090.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,459,301$9,867 0.7%9,7610.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,445,771$159,054 -9.9%3,8450.3%Computer and Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,417,983$74,962 -5.0%40,0450.3%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,098,604$9,935 0.9%20,2360.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$837,748$36,758 -4.2%3,6010.2%ETF
HEQT
Simplify Hedged Equity ETF
$827,644$827,644 New Holding32,7650.2%ETF
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$774,034$1,930 -0.2%4,4110.2%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$760,414$2,562 0.3%10,0920.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$750,429$47,420 -5.9%15,6670.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$693,913$6,973 1.0%4,4780.2%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$625,955$38,816 -5.8%3,9670.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$613,737$13,306 -2.1%2,2140.1%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$583,516$35,093 6.4%7,3660.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$571,752$6,460 1.1%2,3010.1%Auto/Tires/Trucks
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$561,779$154,293 -21.5%12,0480.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$555,373$79,838 -12.6%2,5460.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$529,685$8,320 1.6%1,5280.1%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$528,123$158 0.0%3,3500.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$519,613$9,911 1.9%1,4680.1%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$401,998$1,320 -0.3%6090.1%Retail/Wholesale
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$395,929$30,413 -7.1%9,8420.1%Transportation
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$394,054$14,573 3.8%6760.1%Medical
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$380,332$31,558 9.0%6,5200.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$364,568$5,216 -1.4%2,0970.1%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$351,095$2,394 0.7%3,3730.1%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$344,890$64,912 23.2%9670.1%Finance
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$319,181$59,858 -15.8%7,1560.1%Manufacturing
First Trust NASDAQ 100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ 100 Equal Weighted Index Fund
$316,215$105,131 -25.0%2,6920.1%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$308,802$887 0.3%1,0440.1%Industrial Products
Intel Co. stock logo
INTC
Intel
$306,936$306,936 New Holding6,1080.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$291,231$291,231 New Holding2610.1%Computer and Technology
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$287,248$5,427 -1.9%10,3740.1%ETF
Gold Royalty Corp. stock logo
GROY
Gold Royalty
$274,3820.0%186,6550.1%Basic Materials
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$261,421$3,929 1.5%4,6570.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$256,548$402 -0.2%6,3800.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$243,492$1,361 0.6%1,4310.1%Finance
Visa Inc. stock logo
V
Visa
$238,997$238,997 New Holding9180.1%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$238,076$238,076 New Holding4810.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$216,8090.0%1,2770.1%Consumer Staples
Genasys Inc. stock logo
GNSS
Genasys
$144,5850.0%71,2240.0%Consumer Discretionary
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$0$666,255 -100.0%00.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$208,879 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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