Peterson Wealth Advisors, LLC Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Peterson Wealth Advisors, LLCInvestment ActivityPeterson Wealth Advisors, LLC has $470.61 million in total holdings as of March 31, 2024.Peterson Wealth Advisors, LLC owns shares of 68 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.96% of the portfolio was purchased this quarter.About 0.90% of the portfolio was sold this quarter.This quarter, Peterson Wealth Advisors, LLC has purchased 65 new stocks and bought additional shares in 29 stocks.Peterson Wealth Advisors, LLC sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $147,296,736SPDR Portfolio Developed World ex-US ETF $53,946,183JPMorgan Ultra-Short Income ETF $48,971,069SPDR Portfolio S&P 400 Mid Cap ETF $32,740,541SPDR Portfolio S&P 600 Small Cap ETF $27,902,457 Largest New Holdings this Quarter Bridger Aerospace Group $976,069 HoldingVanguard S&P 500 ETF $296,879 HoldingAmazon.com $210,684 HoldingEaton $203,242 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 189,530 shares (about $10.61M)JPMorgan Ultra-Short Income ETF 184,434 shares (about $9.30M)JPMorgan Core Plus Bond ETF 26,068 shares (about $1.22M)Bridger Aerospace Group 194,436 shares (about $976.07K)SPDR Portfolio S&P 500 ETF 13,902 shares (about $855.39K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 31,684 shares (about $2.03M)Vanguard Total Stock Market ETF 1,479 shares (about $384.39K)BlackRock Ultra Short-Term Bond ETF 5,191 shares (about $262.46K)iShares Core MSCI International Developed Markets ETF 2,722 shares (about $182.73K)Costco Wholesale 203 shares (about $148.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeterson Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$147,296,736$855,390 ▲0.6%2,393,90131.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$53,946,183$351,949 ▲0.7%1,505,19511.5%ETFJPSTJPMorgan Ultra-Short Income ETF$48,971,069$9,304,697 ▲23.5%970,68510.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$32,740,541$697,261 ▲2.2%613,8087.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$27,902,457$420,931 ▲1.5%648,2915.9%ETFJ P MORGAN EXCHANGE TRADED F$26,126,495$10,607,986 ▲68.4%466,7955.6%HEDGED EQUITY LAVTIVanguard Total Stock Market ETF$17,465,568$384,393 ▼-2.2%67,2013.7%ETFJCPBJPMorgan Core Plus Bond ETF$15,504,125$1,215,940 ▲8.5%332,3863.3%ETFVNQVanguard Real Estate ETF$12,586,410$461,804 ▲3.8%145,5412.7%ETFIDEViShares Core MSCI International Developed Markets ETF$8,357,591$182,727 ▼-2.1%124,4991.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$7,528,835$828,925 ▲12.4%156,1671.6%ETFJPIBJPMorgan International Bond Opportunities ETF$6,367,960$197,100 ▲3.2%133,7241.4%ETFIVWiShares S&P 500 Growth ETF$5,237,969$1,267 ▲0.0%62,0321.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$5,098,649$2,032,531 ▼-28.5%79,4801.1%ETFIVViShares Core S&P 500 ETF$4,870,212$306,491 ▲6.7%9,2641.0%ETFSCHMSchwab U.S. Mid-Cap ETF$4,775,975$18,485 ▼-0.4%58,6511.0%ETFVBVanguard Small-Cap ETF$4,154,434$15,544 ▼-0.4%18,1740.9%ETFVWOVanguard FTSE Emerging Markets ETF$3,203,166$23,057 ▼-0.7%76,6860.7%ETFXOMExxon Mobil$2,502,813$54,983 ▼-2.1%21,5310.5%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$2,457,531$39,235 ▲1.6%22,2360.5%ETFICSHBlackRock Ultra Short-Term Bond ETF$2,221,882$262,460 ▼-10.6%43,9450.5%ETFSCHHSchwab U.S. REIT ETF$1,918,581$25,010 ▼-1.3%94,5110.4%ETFAAPLApple$1,892,458$6,516 ▼-0.3%11,0360.4%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$1,685,079$110,004 ▼-6.1%23,7740.4%ETFMSFTMicrosoft$1,613,282$4,207 ▼-0.3%3,8350.3%Computer and TechnologyVTVVanguard Value ETF$1,599,685$9,935 ▲0.6%9,8220.3%ETFFBNDFidelity Total Bond ETF$1,440,291$127,867 ▼-8.2%31,7870.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,316,050$133,179 ▼-9.2%36,3650.3%ETFUSRTiShares Core U.S. REIT ETF$1,114,820$26,146 ▲2.4%20,7220.2%ETFBAERBridger Aerospace Group$976,069$976,069 ▲New Holding194,4360.2%AerospaceVOVanguard Mid-Cap ETF$892,879$6,745 ▼-0.7%3,5740.2%ETFHEQTSimplify Hedged Equity ETF$860,879$7,073 ▼-0.8%32,4980.2%ETFEFAiShares MSCI EAFE ETF$805,9280.0%10,0920.2%FinanceVEAVanguard FTSE Developed Markets ETF$790,799$4,766 ▲0.6%15,7620.2%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$779,923$61,212 ▼-7.3%4,0900.2%ManufacturingABBVAbbVie$724,501$90,859 ▼-11.1%3,9790.2%MedicalMETAMeta Platforms$707,695$5,343 ▼-0.7%1,4570.2%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$674,867$2,737 ▲0.4%7,3960.1%ETFRSPInvesco S&P 500 Equal Weight ETF$674,587$2,710 ▲0.4%3,9830.1%ETFIJHiShares Core S&P Mid-Cap ETF$673,894$539,419 ▲401.1%11,0950.1%ETFVVVanguard Large-Cap ETF$606,705$3,837 ▼-0.6%2,5300.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$606,695$3,106 ▲0.5%12,1100.1%ETFHDHome Depot$585,026$1,151 ▼-0.2%1,5250.1%Retail/WholesaleWMTWalmart$572,579$371,009 ▲184.1%9,5160.1%Retail/WholesaleLLYEli Lilly and Company$505,674$20,227 ▼-3.8%6500.1%MedicalDALDelta Air Lines$471,1430.0%9,8420.1%TransportationIVEiShares S&P 500 Value ETF$447,600$55,857 ▲14.3%2,3960.1%ETFBRK.BBerkshire Hathaway$435,238$28,595 ▲7.0%1,0350.1%FinanceTSLATesla$402,032$2,461 ▼-0.6%2,2870.1%Auto/Tires/TrucksIUSGiShares Core S&P U.S. Growth ETF$395,871$469 ▲0.1%3,3770.1%ManufacturingCATCaterpillar$383,807$1,100 ▲0.3%1,0470.1%Industrial ProductsGROYGold Royalty$350,9100.0%186,6550.1%Basic MaterialsQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$337,848$4,336 ▲1.3%2,7270.1%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$335,655$42,973 ▼-11.3%5,7800.1%ETFNVDANVIDIA$326,878$107,454 ▼-24.7%3620.1%Computer and TechnologyAVGOBroadcom$319,345$26,502 ▼-7.7%2410.1%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$300,971$5,374 ▼-1.8%10,1920.1%ETFCOSTCostco Wholesale$297,140$148,570 ▼-33.3%4060.1%Retail/WholesaleVOOVanguard S&P 500 ETF$296,879$296,879 ▲New Holding6180.1%ETFJPMJPMorgan Chase & Co.$288,066$1,402 ▲0.5%1,4380.1%FinanceINTCIntel$287,307$17,534 ▲6.5%6,5050.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$274,114$997 ▲0.4%4,6740.1%ETFEEMiShares MSCI Emerging Markets ETF$262,0990.0%6,3800.1%FinanceVVisa$254,673$1,395 ▼-0.5%9130.1%Business ServicesPEPPepsiCo$223,4930.0%1,2770.0%Consumer StaplesAMZNAmazon.com$210,684$210,684 ▲New Holding1,1680.0%Retail/WholesaleETNEaton$203,242$203,242 ▲New Holding6500.0%Industrial ProductsGNSSGenasys$168,8010.0%71,2240.0%Consumer DiscretionaryFIXDFirst Trust TCW Opportunistic Fixed Income ETF$0$319,181 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. 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