Peterson Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Peterson Wealth Advisors, LLCInvestment ActivityPeterson 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 $162,151,551SPDR Portfolio Developed World ex-US ETF $59,815,099JPMorgan Ultra-Short Income ETF $48,022,087SPDR Portfolio S&P 400 Mid Cap ETF $35,724,414J P MORGAN EXCHANGE TRADED F $33,969,794 Largest New Holdings this Quarter GLOBAL X FDS $12,446,535 HoldingAlpha Architect 1-3 Month Box ETF $261,323 HoldingSchwab US Large-Cap ETF $251,724 HoldingCapital Group U.S. Multi-Sector Income ETF $248,333 HoldingSPDR 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 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$162,151,551$3,427,146 ▲2.2%2,401,88930.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$59,815,099$1,714,727 ▲3.0%1,592,52111.3%ETFJPSTJPMorgan Ultra-Short Income ETF$48,022,087$1,507,789 ▼-3.0%946,4359.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$35,724,414$1,590,477 ▲4.7%653,3366.7%ETFJ P MORGAN EXCHANGE TRADED F$33,969,794$2,767,256 ▲8.9%555,6076.4%HEDGED EQUITY LASPSMSPDR Portfolio S&P 600 Small Cap ETF$30,919,815$866,374 ▲2.9%679,4075.8%ETFJCPBJPMorgan Core Plus Bond ETF$17,460,367$937,882 ▲5.7%361,9483.3%ETFVTIVanguard Total Stock Market ETF$17,165,597$854,854 ▼-4.7%60,6223.2%ETFGLOBAL X FDS$12,446,535$12,446,535 ▲New Holding123,8462.4%1-3 MONTH T-BILLVNQVanguard Real Estate ETF$10,472,821$263,618 ▲2.6%107,5022.0%ETFIDEViShares Core MSCI International Developed Markets ETF$8,842,088$42,498 ▲0.5%124,8351.7%ETFSCHOSchwab Short-Term U.S. Treasury ETF$8,367,253$633,654 ▲8.2%170,8301.6%ETFJPIBJPMorgan International Bond Opportunities ETF$7,719,697$463,341 ▲6.4%158,6621.5%ETFIVWiShares S&P 500 Growth ETF$5,747,506$179,819 ▼-3.0%60,0261.1%ETFIVViShares Core S&P 500 ETF$4,911,985$59,987 ▼-1.2%8,5160.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$4,877,121$170,807 ▼-3.4%69,6130.9%ETFSCHMSchwab U.S. Mid-Cap ETF$4,830,568$19,360 ▲0.4%58,1370.9%ETFVBVanguard Small-Cap ETF$4,254,513$25,381 ▲0.6%17,9360.8%ETFVWOVanguard FTSE Emerging Markets ETF$3,691,145$10,862 ▲0.3%77,1400.7%ETFAAPLApple$2,899,192$112,305 ▲4.0%12,4430.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,633,573$13,684 ▲0.5%22,5170.5%ETFXOMExxon Mobil$2,594,416$69,511 ▲2.8%22,1330.5%Oils/EnergyICSHiShares Ultra Short-Term Bond Active ETF$2,303,741$280,896 ▼-10.9%45,4030.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,987,772$1,276,961 ▲179.6%70,6140.4%ETFSCHHSchwab U.S. REIT ETF$1,964,012$121,133 ▼-5.8%84,7650.4%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,789,589$34,746 ▲2.0%23,3320.3%ETFMSFTMicrosoft$1,744,518$74,876 ▲4.5%4,0540.3%Computer and TechnologyVTVVanguard Value ETF$1,734,634$20,075 ▲1.2%9,9370.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,531,055$16,636 ▲1.1%37,0900.3%ETFFBNDFidelity Total Bond ETF$1,467,445$11,498 ▲0.8%31,3960.3%ETFUSRTiShares Core U.S. REIT ETF$1,100,659$59,968 ▼-5.2%17,8770.2%ETFHEQTSimplify Hedged Equity ETF$1,087,717$97,326 ▼-8.2%37,6630.2%ETFVOVanguard Mid-Cap ETF$857,733$16,886 ▼-1.9%3,2510.2%ETFEFAiShares MSCI EAFE ETF$837,7510.0%10,0170.2%FinanceQTECFirst Trust NASDAQ 100 Technology Index Fund$836,451$51,465 ▲6.6%4,3720.2%ManufacturingMETAMeta Platforms$831,154$1,145 ▼-0.1%1,4520.2%Computer and TechnologyABBVAbbVie$831,102$39,492 ▲5.0%4,2090.2%MedicalVEAVanguard FTSE Developed Markets ETF$830,225$15,421 ▼-1.8%15,7210.2%ETFWMTWalmart$796,574$28,181 ▲3.7%9,8650.2%Retail/WholesaleJ P MORGAN EXCHANGE TRADED F$722,651$133,676 ▲22.7%13,2230.1%ACTIVE BOND ETFIJKiShares S&P Mid-Cap 400 Growth ETF$712,798$31,898 ▲4.7%7,7540.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$667,550$23,681 ▲3.7%12,6290.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$659,636$248,032 ▲60.3%12,9490.1%ETFLLYEli Lilly and Company$634,346$49,614 ▲8.5%7160.1%MedicalVVVanguard Large-Cap ETF$633,190$10,531 ▼-1.6%2,4050.1%ETFRSPInvesco S&P 500 Equal Weight ETF$632,866$83,677 ▼-11.7%3,5320.1%ETFTSLATesla$595,993$3,924 ▼-0.7%2,2780.1%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$593,347$99,836 ▼-14.4%9,5210.1%ETFVOOVanguard S&P 500 ETF$571,385$218,952 ▲62.1%1,0830.1%ETFBAERBridger Aerospace Group$517,977$86,329 ▲20.0%233,3230.1%AerospaceHDHome Depot$513,799$101,706 ▼-16.5%1,2680.1%Retail/WholesaleDALDelta Air Lines$499,9440.0%9,8430.1%TransportationBRK.BBerkshire Hathaway$457,0380.0%9930.1%FinanceIUSGiShares Core S&P U.S. Growth ETF$446,882$923 ▲0.2%3,3880.1%ManufacturingNVDANVIDIA$415,552$49,546 ▲13.5%3,4220.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$414,913$47,328 ▼-10.2%2,1040.1%ETFJMUBJPMorgan Municipal ETF$397,177$39,272 ▲11.0%7,7470.1%ETFCATCaterpillar$393,975$17,214 ▼-4.2%1,0070.1%Industrial ProductsJPMJPMorgan Chase & Co.$380,108$65,565 ▲20.8%1,8030.1%FinanceCGMUCapital Group Municipal Income ETF$376,916$17,025 ▲4.7%13,7260.1%ETFCOSTCostco Wholesale$373,876$14,175 ▲3.9%4220.1%Retail/WholesaleETNEaton$343,040$127,604 ▲59.2%1,0350.1%Industrial ProductsVGSHVanguard Short-Term Treasury Index ETF$311,632$25,910 ▼-7.7%5,2800.1%ETFAMZNAmazon.com$309,121$80,494 ▲35.2%1,6590.1%Retail/WholesaleEMLPFirst Trust North American Energy Infrastructure Fund$305,043$32,255 ▼-9.6%9,0790.1%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$299,809$42,902 ▼-12.5%2,3900.1%ManufacturingVEUVanguard FTSE All-World ex-US ETF$297,924$1,197 ▲0.4%4,7290.1%ETFEEMiShares MSCI Emerging Markets ETF$292,5960.0%6,3800.1%FinanceCAPITAL GRP FIXED INCM ETF T$282,935$17,831 ▲6.7%10,7740.1%SHORT DURATION MBOXXAlpha Architect 1-3 Month Box ETF$261,323$261,323 ▲New Holding2,3990.0%ETFAVGOBroadcom$255,984$213,895 ▲508.2%1,4840.0%Computer and TechnologyGROYGold Royalty$253,8500.0%186,6550.0%Basic MaterialsGNSSGenasys$253,5570.0%71,2240.0%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$251,724$251,724 ▲New Holding3,7100.0%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$248,333$248,333 ▲New Holding8,9200.0%ETFBOHBank of Hawaii$222,7080.0%3,5480.0%FinanceFIGBFidelity Investment Grade Bond ETF$221,213$4,582 ▲2.1%5,0210.0%ETFINTCIntel$214,856$61,820 ▲40.4%9,1580.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$214,580$214,580 ▲New Holding3740.0%FinanceROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$212,074$212,074 ▲New Holding4,8430.0%ManufacturingSCHESchwab Emerging Markets Equity ETF$206,689$206,689 ▲New Holding7,0830.0%ETFPEPPepsiCo$203,721$203,721 ▲New Holding1,1980.0%Consumer StaplesHBANHuntington Bancshares$176,406$176,406 ▲New Holding12,0000.0%FinanceVVisa$0$243,092 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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