$195 Million is the total value of Peterson Wealth Advisors, LLC's 47 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 15.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $62,577,000 | +7.8% | 1,590,262 | -0.7% | 32.06% | +3.7% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $22,036,000 | +2.6% | 323,438 | -0.5% | 11.29% | -1.4% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $15,565,000 | +14.6% | 306,430 | +14.4% | 7.97% | +10.2% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $13,639,000 | +4.1% | 417,983 | -0.3% | 6.99% | +0.1% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $12,435,000 | +6.1% | 454,171 | +3.0% | 6.37% | +2.0% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $11,089,000 | +15.5% | 271,200 | +6.7% | 5.68% | +11.1% |
| USRT | Buy | ISHARES TRcre u s reit etf | $7,595,000 | +3.3% | 173,649 | +2.7% | 3.89% | -0.6% |
| JPIB | Buy | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $5,160,000 | +3.1% | 102,479 | +1.7% | 2.64% | -0.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,143,000 | +9.5% | 30,196 | +0.6% | 2.64% | +5.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,748,000 | +5.2% | 14,130 | -3.1% | 2.43% | +1.1% |
| JPHY | Buy | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $4,416,000 | +17.2% | 88,318 | +13.9% | 2.26% | +12.6% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $4,031,000 | -0.7% | 211,706 | +4.0% | 2.06% | -4.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,523,000 | +11.3% | 15,244 | -0.1% | 1.80% | +7.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,198,000 | +20.6% | 75,131 | +13.8% | 1.13% | +16.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,754,000 | +3.5% | 24,978 | +0.6% | 0.90% | -0.4% |
| IDEV | Buy | ISHARES TRcore msci intl | $1,747,000 | +5.8% | 32,383 | +0.2% | 0.90% | +1.7% |
| AAPL | Buy | APPLE INC | $1,663,000 | +27.4% | 14,362 | +301.4% | 0.85% | +22.6% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,585,000 | +5.2% | 28,576 | -0.2% | 0.81% | +1.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,395,000 | +5.0% | 9,068 | -0.5% | 0.72% | +1.1% |
| MSFT | MICROSOFT CORP | $963,000 | +3.3% | 4,578 | 0.0% | 0.49% | -0.6% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $961,000 | +9.1% | 5,452 | +1.5% | 0.49% | +4.9% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $804,000 | +24.5% | 22,003 | +13.9% | 0.41% | +19.8% |
| AMZN | Sell | AMAZON COM INC | $753,000 | +12.4% | 239 | -1.6% | 0.39% | +8.1% |
| EFA | ISHARES TRmsci eafe etf | $646,000 | +4.5% | 10,154 | 0.0% | 0.33% | +0.6% | |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $637,000 | +9.5% | 20,659 | +9.6% | 0.33% | +5.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $582,000 | +8.0% | 13,465 | -1.0% | 0.30% | +3.8% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $493,000 | +7.2% | 4,206 | -0.2% | 0.25% | +3.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $479,000 | +17.4% | 1,349 | +0.3% | 0.24% | +12.9% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $478,000 | +2.1% | 4,417 | -4.0% | 0.24% | -1.6% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $473,000 | +103.0% | 3,022 | +85.5% | 0.24% | +95.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $469,000 | +3.8% | 13,272 | +3.3% | 0.24% | -0.4% |
| DFEB | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $466,000 | +3.6% | 15,055 | 0.0% | 0.24% | -0.4% | |
| HD | Buy | HOME DEPOT INC | $449,000 | +14.0% | 1,618 | +2.8% | 0.23% | +9.5% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $438,000 | +6.6% | 1,832 | -0.1% | 0.22% | +2.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $435,000 | +16.9% | 5,511 | +16.3% | 0.22% | +12.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $427,000 | +4.7% | 2,307 | +0.5% | 0.22% | +0.9% |
| TSLA | New | TESLA INC | $337,000 | – | 785 | +100.0% | 0.17% | – |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $334,000 | +3.1% | 3,867 | -4.6% | 0.17% | -1.2% |
| IVE | ISHARES TRs&p 500 val etf | $309,000 | +4.0% | 2,749 | 0.0% | 0.16% | 0.0% | |
| VOO | New | VANGUARD INDEX FDS | $298,000 | – | 968 | +100.0% | 0.15% | – |
| EEM | ISHARES TRmsci emg mkt etf | $295,000 | +10.5% | 6,686 | 0.0% | 0.15% | +6.3% | |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $263,000 | – | 6,426 | +100.0% | 0.14% | – |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $240,000 | +6.2% | 4,755 | 0.0% | 0.12% | +2.5% | |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $234,000 | -25.9% | 7,442 | -28.7% | 0.12% | -28.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $234,000 | +15.3% | 691 | +0.7% | 0.12% | +11.1% |
| ITB | New | ISHARES TRus home cons etf | $206,000 | – | 3,639 | +100.0% | 0.11% | – |
| USMV | New | ISHARES TRmsci usa min vol | $204,000 | – | 3,208 | +100.0% | 0.10% | – |
| FTCS | Exit | FIRST TR NASDAQ-100 TECH INDcap strength etf | $0 | – | -5,970 | -100.0% | -0.19% | – |
| EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -142,623 | -100.0% | -3.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-20
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.