$282 Million is the total value of Peterson Wealth Advisors, LLC's 53 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 22.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $93,858,000 | +16.1% | 1,864,845 | +7.5% | 33.29% | +1.2% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $30,937,000 | +16.5% | 409,538 | +12.6% | 10.97% | +1.5% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $21,706,000 | +11.4% | 459,767 | +8.0% | 7.70% | -2.9% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $21,415,000 | +10.4% | 487,375 | +6.2% | 7.60% | -3.7% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $20,006,000 | +16.5% | 394,275 | +16.6% | 7.10% | +1.5% |
| USRT | Buy | ISHARES TRcre u s reit etf | $12,352,000 | +22.1% | 211,719 | +9.6% | 4.38% | +6.4% |
| JPIB | Buy | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $6,675,000 | +13.8% | 129,538 | +13.3% | 2.37% | -0.8% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $6,595,000 | +18.2% | 269,610 | +10.2% | 2.34% | +3.0% |
| JPHY | Buy | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $5,647,000 | +14.2% | 107,957 | +12.5% | 2.00% | -0.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $4,518,000 | +11.7% | 62,116 | +0.0% | 1.60% | -2.6% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $3,263,000 | +8.8% | 88,690 | +4.6% | 1.16% | -5.2% |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $2,580,000 | – | 65,262 | +100.0% | 0.92% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,177,000 | +12.7% | 9,662 | +7.1% | 0.77% | -1.8% |
| AAPL | Buy | APPLE INC | $1,836,000 | +14.4% | 13,405 | +2.0% | 0.65% | -0.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,160,000 | +9.3% | 25,491 | +5.2% | 0.41% | -4.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $746,000 | +5.7% | 13,735 | +1.3% | 0.26% | -7.7% |
| AMZN | Buy | AMAZON COM INC | $674,000 | +17.2% | 196 | +5.4% | 0.24% | +2.1% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $670,000 | +10.6% | 4,212 | +0.3% | 0.24% | -3.6% |
| VOO | New | VANGUARD INDEX FDS | $671,000 | – | 1,704 | +100.0% | 0.24% | – |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $643,000 | +3.0% | 21,411 | +1.7% | 0.23% | -10.2% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $617,000 | +10.2% | 3,075 | +1.8% | 0.22% | -3.9% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $550,000 | +3.4% | 6,799 | +0.1% | 0.20% | -10.1% |
| FB | Buy | FACEBOOK INCcl a | $276,000 | +29.0% | 795 | +9.7% | 0.10% | +12.6% |
| ABBV | Buy | ABBVIE INC | $264,000 | +15.3% | 2,342 | +10.9% | 0.09% | +1.1% |
| ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $239,000 | – | 4,394 | +100.0% | 0.08% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $205,000 | – | 2,344 | +100.0% | 0.07% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $203,000 | – | 6,188 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
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.