$338 Million is the total value of Peterson Wealth Advisors, LLC's 57 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $111,577,000 | -0.2% | 2,100,084 | +4.9% | 33.01% | +2.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $39,771,000 | +0.3% | 1,160,192 | +6.8% | 11.77% | +2.9% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $24,061,000 | -2.3% | 510,195 | +3.1% | 7.12% | +0.3% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $23,144,000 | +0.4% | 460,399 | +0.9% | 6.85% | +3.0% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $22,628,000 | -2.5% | 537,871 | +3.6% | 6.70% | +0.0% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $20,441,000 | +17.9% | 412,278 | +26.6% | 6.05% | +21.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $12,070,000 | -3.0% | 111,382 | +3.9% | 3.57% | -0.5% |
| JPIB | Buy | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $7,792,000 | -1.0% | 159,258 | +2.5% | 2.30% | +1.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $4,714,000 | -8.4% | 61,713 | +0.3% | 1.40% | -6.1% |
| JNK | New | SPDR SER TRbloomberg high y | $1,893,000 | – | 18,466 | +100.0% | 0.56% | – |
| XOM | Buy | EXXON MOBIL CORP | $1,778,000 | +38.3% | 21,523 | +2.4% | 0.53% | +41.8% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,621,000 | +0.7% | 41,956 | +8.1% | 0.48% | +3.4% |
| ABBV | Buy | ABBVIE INC | $748,000 | +30.8% | 4,615 | +9.3% | 0.22% | +33.9% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $682,000 | -6.7% | 27,401 | +97.6% | 0.20% | -4.3% |
| TSLA | Buy | TESLA INC | $677,000 | +10.3% | 628 | +8.1% | 0.20% | +13.0% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $639,000 | -11.5% | 4,191 | +1.7% | 0.19% | -9.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $545,000 | -6.0% | 7,049 | +3.5% | 0.16% | -3.6% |
| FB | Buy | META PLATFORMS INCcl a | $352,000 | +16.9% | 1,582 | +76.8% | 0.10% | +19.5% |
| DIS | Buy | DISNEY WALT CO | $319,000 | -8.3% | 2,328 | +3.6% | 0.09% | -6.0% |
| PEP | Buy | PEPSICO INC | $224,000 | +2.8% | 1,336 | +6.4% | 0.07% | +4.8% |
| ET | New | ENERGY TRANSFER L P | $139,000 | – | 12,416 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-21
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.