$111 Million is the total value of Peterson Wealth Advisors, LLC's 45 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $33,033,000 | – | 122,867 | +100.0% | 29.86% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $11,112,000 | – | 152,262 | +100.0% | 10.04% | – |
| SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $9,813,000 | – | 313,406 | +100.0% | 8.87% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $7,632,000 | – | 49,309 | +100.0% | 6.90% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $6,631,000 | – | 86,325 | +100.0% | 5.99% | – |
| EEMV | New | ISHARES INCmin vol emrg mkt | $5,049,000 | – | 83,104 | +100.0% | 4.56% | – |
| VNQ | New | VANGUARD INDEX FDSreit etf | $4,523,000 | – | 54,507 | +100.0% | 4.09% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $3,363,000 | – | 24,500 | +100.0% | 3.04% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $2,568,000 | – | 32,467 | +100.0% | 2.32% | – |
| SPMD | New | SPDR SERIES TRUSTportfolio md etf | $2,189,000 | – | 65,620 | +100.0% | 1.98% | – |
| SPSM | New | SPDR SER TRportfolio sm etf | $1,896,000 | – | 62,887 | +100.0% | 1.71% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $1,591,000 | – | 10,414 | +100.0% | 1.44% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $1,440,000 | – | 48,191 | +100.0% | 1.30% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,388,000 | – | 7,313 | +100.0% | 1.26% | – |
| USRT | New | ISHARES TRcre u s reit etf | $1,286,000 | – | 25,922 | +100.0% | 1.16% | – |
| MDIV | New | FIRST TR EXCHANGE TRADED FDmulti asset di | $1,245,000 | – | 65,487 | +100.0% | 1.12% | – |
| RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $1,167,000 | – | 11,548 | +100.0% | 1.06% | – |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $1,124,000 | – | 33,849 | +100.0% | 1.02% | – |
| EMLP | New | FIRST TR EXCHANGE TRADED FDno amer energy | $1,017,000 | – | 41,393 | +100.0% | 0.92% | – |
| JPHY | New | JP MORGAN EXCHANGE TRADED FDdcplnd hg yld | $992,000 | – | 19,342 | +100.0% | 0.90% | – |
| JPIB | New | JP MORGAN EXCHANGE TRADED FDglobal bd oprt | $894,000 | – | 17,468 | +100.0% | 0.81% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $861,000 | – | 19,197 | +100.0% | 0.78% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $851,000 | – | 27,572 | +100.0% | 0.77% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $845,000 | – | 32,075 | +100.0% | 0.76% | – |
| IEFA | New | ISHARES TRcore msci eafe | $746,000 | – | 11,287 | +100.0% | 0.67% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $691,000 | – | 11,924 | +100.0% | 0.62% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $689,000 | – | 11,266 | +100.0% | 0.62% | – |
| FDL | New | FIRST TR MORNINGSTAR DIV LEA | $537,000 | – | 17,860 | +100.0% | 0.48% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $518,000 | – | 6,347 | +100.0% | 0.47% | – |
| MSFT | New | MICROSOFT CORP | $474,000 | – | 5,539 | +100.0% | 0.43% | – |
| AAPL | New | APPLE INC | $450,000 | – | 2,659 | +100.0% | 0.41% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $422,000 | – | 3,396 | +100.0% | 0.38% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $417,000 | – | 9,084 | +100.0% | 0.38% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $392,000 | – | 3,433 | +100.0% | 0.35% | – |
| ITB | New | ISHARES TRus home cons etf | $309,000 | – | 7,076 | +100.0% | 0.28% | – |
| AMZN | New | AMAZON COM INC | $297,000 | – | 254 | +100.0% | 0.27% | – |
| FTCS | New | FIRST TR EXCHANGE TRADED FDcap strength etf | $295,000 | – | 5,787 | +100.0% | 0.27% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $294,000 | – | 1,837 | +100.0% | 0.27% | – |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $269,000 | – | 6,142 | +100.0% | 0.24% | – |
| HD | New | HOME DEPOT INC | $257,000 | – | 1,355 | +100.0% | 0.23% | – |
| BA | New | BOEING CO | $237,000 | – | 802 | +100.0% | 0.21% | – |
| FTGC | New | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $210,000 | – | 10,163 | +100.0% | 0.19% | – |
| COST | New | COSTCO WHSL CORP NEW | $210,000 | – | 1,130 | +100.0% | 0.19% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $202,000 | – | 938 | +100.0% | 0.18% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $202,000 | – | 3,450 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-03-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 24 | Q3 2023 | 33.3% |
| ISHARES TR | 24 | Q3 2023 | 13.4% |
| SPDR SER TR | 24 | Q3 2023 | 7.9% |
| SPDR SER TR | 24 | Q3 2023 | 7.9% |
| ISHARES TR | 24 | Q3 2023 | 29.9% |
| SPDR SER TR | 24 | Q3 2023 | 5.7% |
| ISHARES TR | 24 | Q3 2023 | 4.8% |
| JP MORGAN EXCHANGE TRADED FD | 24 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 4.5% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 4.1% |
View Peterson Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-25 |
View Peterson Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.