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

About Peterson Wealth Advisors, LLC

Investment Activity

Peterson Wealth Advisors, LLC has $529.30 million in total holdings as of September 30, 2024.
Peterson Wealth Advisors, LLC owns shares of 83 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 5.71% of the portfolio was purchased this quarter.
About 0.77% of the portfolio was sold this quarter.
This quarter, Peterson Wealth Advisors, LLC has purchased 75 new stocks and bought additional shares in 45 stocks.
Peterson Wealth Advisors, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $162,151,551
SPDR Portfolio Developed World ex-US ETF: $59,815,099
JPMorgan Ultra-Short Income ETF: $48,022,087
SPDR Portfolio S&P 400 Mid Cap ETF: $35,724,414
J P MORGAN EXCHANGE TRADED F: $33,969,794

Largest New Holdings this Quarter

GLOBAL X FDS: $12,446,535 Holding
Alpha Architect 1-3 Month Box ETF: $261,323 Holding
Schwab US Large-Cap ETF: $251,724 Holding
Capital Group U.S. Multi-Sector Income ETF: $248,333 Holding
SPDR S&P 500 ETF Trust: $214,580 Holding

Largest Purchases this Quarter

GLOBAL X FDS: 123,846 shares (about $12.45M)
SPDR Portfolio S&P 500 ETF: 50,765 shares (about $3.43M)
J P MORGAN EXCHANGE TRADED F: 45,261 shares (about $2.77M)
SPDR Portfolio Developed World ex-US ETF: 45,653 shares (about $1.71M)
SPDR Portfolio S&P 400 Mid Cap ETF: 29,087 shares (about $1.59M)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF: 29,716 shares (about $1.51M)
Vanguard Total Stock Market ETF: 3,019 shares (about $854.85K)
iShares Ultra Short-Term Bond Active ETF: 5,536 shares (about $280.90K)
iShares S&P 500 Growth ETF: 1,878 shares (about $179.82K)
SPDR Portfolio S&P 1500 Composite Stock Market ETF: 2,438 shares (about $170.81K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$162,151,551	$3,427,146 ▲	2.2%	2,401,889	30.6%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$59,815,099	$1,714,727 ▲	3.0%	1,592,521	11.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$48,022,087	$1,507,789 ▼	-3.0%	946,435	9.1%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$35,724,414	$1,590,477 ▲	4.7%	653,336	6.7%	ETF
J P MORGAN EXCHANGE TRADED F	$33,969,794	$2,767,256 ▲	8.9%	555,607	6.4%	HEDGED EQUITY LA
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$30,919,815	$866,374 ▲	2.9%	679,407	5.8%	ETF
JCPB JPMorgan Core Plus Bond ETF	$17,460,367	$937,882 ▲	5.7%	361,948	3.3%	ETF
VTI Vanguard Total Stock Market ETF	$17,165,597	$854,854 ▼	-4.7%	60,622	3.2%	ETF
GLOBAL X FDS	$12,446,535	$12,446,535 ▲	New Holding	123,846	2.4%	1-3 MONTH T-BILL
VNQ Vanguard Real Estate ETF	$10,472,821	$263,618 ▲	2.6%	107,502	2.0%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$8,842,088	$42,498 ▲	0.5%	124,835	1.7%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$8,367,253	$633,654 ▲	8.2%	170,830	1.6%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$7,719,697	$463,341 ▲	6.4%	158,662	1.5%	ETF
IVW iShares S&P 500 Growth ETF	$5,747,506	$179,819 ▼	-3.0%	60,026	1.1%	ETF
IVV iShares Core S&P 500 ETF	$4,911,985	$59,987 ▼	-1.2%	8,516	0.9%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$4,877,121	$170,807 ▼	-3.4%	69,613	0.9%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$4,830,568	$19,360 ▲	0.4%	58,137	0.9%	ETF
VB Vanguard Small-Cap ETF	$4,254,513	$25,381 ▲	0.6%	17,936	0.8%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,691,145	$10,862 ▲	0.3%	77,140	0.7%	ETF
AAPL Apple	$2,899,192	$112,305 ▲	4.0%	12,443	0.5%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,633,573	$13,684 ▲	0.5%	22,517	0.5%	ETF
XOM Exxon Mobil	$2,594,416	$69,511 ▲	2.8%	22,133	0.5%	Oils/Energy
ICSH iShares Ultra Short-Term Bond Active ETF	$2,303,741	$280,896 ▼	-10.9%	45,403	0.4%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$1,987,772	$1,276,961 ▲	179.6%	70,614	0.4%	ETF
SCHH Schwab U.S. REIT ETF	$1,964,012	$121,133 ▼	-5.8%	84,765	0.4%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$1,789,589	$34,746 ▲	2.0%	23,332	0.3%	ETF
MSFT Microsoft	$1,744,518	$74,876 ▲	4.5%	4,054	0.3%	Computer and Technology
VTV Vanguard Value ETF	$1,734,634	$20,075 ▲	1.2%	9,937	0.3%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$1,531,055	$16,636 ▲	1.1%	37,090	0.3%	ETF
FBND Fidelity Total Bond ETF	$1,467,445	$11,498 ▲	0.8%	31,396	0.3%	ETF
USRT iShares Core U.S. REIT ETF	$1,100,659	$59,968 ▼	-5.2%	17,877	0.2%	ETF
HEQT Simplify Hedged Equity ETF	$1,087,717	$97,326 ▼	-8.2%	37,663	0.2%	ETF
VO Vanguard Mid-Cap ETF	$857,733	$16,886 ▼	-1.9%	3,251	0.2%	ETF
EFA iShares MSCI EAFE ETF	$837,751		0.0%	10,017	0.2%	Finance
QTEC First Trust NASDAQ 100 Technology Index Fund	$836,451	$51,465 ▲	6.6%	4,372	0.2%	Manufacturing
META Meta Platforms	$831,154	$1,145 ▼	-0.1%	1,452	0.2%	Computer and Technology
ABBV AbbVie	$831,102	$39,492 ▲	5.0%	4,209	0.2%	Medical
VEA Vanguard FTSE Developed Markets ETF	$830,225	$15,421 ▼	-1.8%	15,721	0.2%	ETF
WMT Walmart	$796,574	$28,181 ▲	3.7%	9,865	0.2%	Retail/Wholesale
J P MORGAN EXCHANGE TRADED F	$722,651	$133,676 ▲	22.7%	13,223	0.1%	ACTIVE BOND ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$712,798	$31,898 ▲	4.7%	7,754	0.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$667,550	$23,681 ▲	3.7%	12,629	0.1%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$659,636	$248,032 ▲	60.3%	12,949	0.1%	ETF
LLY Eli Lilly and Company	$634,346	$49,614 ▲	8.5%	716	0.1%	Medical
VV Vanguard Large-Cap ETF	$633,190	$10,531 ▼	-1.6%	2,405	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$632,866	$83,677 ▼	-11.7%	3,532	0.1%	ETF
TSLA Tesla	$595,993	$3,924 ▼	-0.7%	2,278	0.1%	Auto/Tires/Trucks
IJH iShares Core S&P Mid-Cap ETF	$593,347	$99,836 ▼	-14.4%	9,521	0.1%	ETF
VOO Vanguard S&P 500 ETF	$571,385	$218,952 ▲	62.1%	1,083	0.1%	ETF
BAER Bridger Aerospace Group	$517,977	$86,329 ▲	20.0%	233,323	0.1%	Aerospace
HD Home Depot	$513,799	$101,706 ▼	-16.5%	1,268	0.1%	Retail/Wholesale
DAL Delta Air Lines	$499,944		0.0%	9,843	0.1%	Transportation
BRK.B Berkshire Hathaway	$457,038		0.0%	993	0.1%	Finance
IUSG iShares Core S&P U.S. Growth ETF	$446,882	$923 ▲	0.2%	3,388	0.1%	Manufacturing
NVDA NVIDIA	$415,552	$49,546 ▲	13.5%	3,422	0.1%	Computer and Technology
IVE iShares S&P 500 Value ETF	$414,913	$47,328 ▼	-10.2%	2,104	0.1%	ETF
JMUB JPMorgan Municipal ETF	$397,177	$39,272 ▲	11.0%	7,747	0.1%	ETF
CAT Caterpillar	$393,975	$17,214 ▼	-4.2%	1,007	0.1%	Industrial Products
JPM JPMorgan Chase & Co.	$380,108	$65,565 ▲	20.8%	1,803	0.1%	Finance
CGMU Capital Group Municipal Income ETF	$376,916	$17,025 ▲	4.7%	13,726	0.1%	ETF
COST Costco Wholesale	$373,876	$14,175 ▲	3.9%	422	0.1%	Retail/Wholesale
ETN Eaton	$343,040	$127,604 ▲	59.2%	1,035	0.1%	Industrial Products
VGSH Vanguard Short-Term Treasury Index ETF	$311,632	$25,910 ▼	-7.7%	5,280	0.1%	ETF
AMZN Amazon.com	$309,121	$80,494 ▲	35.2%	1,659	0.1%	Retail/Wholesale
EMLP First Trust North American Energy Infrastructure Fund	$305,043	$32,255 ▼	-9.6%	9,079	0.1%	ETF
QQEW First Trust NASDAQ 100 Equal Weighted Index Fund	$299,809	$42,902 ▼	-12.5%	2,390	0.1%	Manufacturing
VEU Vanguard FTSE All-World ex-US ETF	$297,924	$1,197 ▲	0.4%	4,729	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$292,596		0.0%	6,380	0.1%	Finance
CAPITAL GRP FIXED INCM ETF T	$282,935	$17,831 ▲	6.7%	10,774	0.1%	SHORT DURATION M
BOXX Alpha Architect 1-3 Month Box ETF	$261,323	$261,323 ▲	New Holding	2,399	0.0%	ETF
AVGO Broadcom	$255,984	$213,895 ▲	508.2%	1,484	0.0%	Computer and Technology
GROY Gold Royalty	$253,850		0.0%	186,655	0.0%	Basic Materials
GNSS Genasys	$253,557		0.0%	71,224	0.0%	Consumer Discretionary
SCHX Schwab US Large-Cap ETF	$251,724	$251,724 ▲	New Holding	3,710	0.0%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$248,333	$248,333 ▲	New Holding	8,920	0.0%	ETF
BOH Bank of Hawaii	$222,708		0.0%	3,548	0.0%	Finance
FIGB Fidelity Investment Grade Bond ETF	$221,213	$4,582 ▲	2.1%	5,021	0.0%	ETF
INTC Intel	$214,856	$61,820 ▲	40.4%	9,158	0.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$214,580	$214,580 ▲	New Holding	374	0.0%	Finance
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF	$212,074	$212,074 ▲	New Holding	4,843	0.0%	Manufacturing
SCHE Schwab Emerging Markets Equity ETF	$206,689	$206,689 ▲	New Holding	7,083	0.0%	ETF
PEP PepsiCo	$203,721	$203,721 ▲	New Holding	1,198	0.0%	Consumer Staples
HBAN Huntington Bancshares	$176,406	$176,406 ▲	New Holding	12,000	0.0%	Finance
V Visa	$0	$243,092 ▼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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

About Peterson Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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Terms & Info

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

About Peterson Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeterson Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools