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Peterson Wealth Advisors, LLC

13F
Peterson Wealth Advisors, LLC
Last update 2024-10-24 83 Stocks (9 new)
Value $529.00 Mil Turnover 7 %
Countries:
Top Holdings: SPLG(30.64%)SPDW(11.30%)JPST(9.07%)SPMD(6.75%)HELO(6.42%)
Portfolio Report
Summary Stock Picks Current Portfolio
Peterson Wealth Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
2,401,889
162151.550
+2.16%
30.640
+0.65%
0.340
+7.38%
+22.44%
48840.500
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
1,592,521
59815.100
+2.95%
11.300
+0.32%
0.280
+1.26%
+5.97%
20869.346
 
JPST 		JPMorgan Ultra-Short Income ETF
946,435
48022.090
-3.04%
9.070
-0.31%
0.180
-0.01%
+0.70%
26820.288
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
653,336
35724.410
+4.66%
6.750
+0.30%
0.310
+2.75%
+13.88%
11740.560
 
HELO 		JPMorgan Hedged Equity Laddered Overlay ETF
555,607
33969.790
+8.87%
6.420
+0.52%
1.920
+5.84%
+17.13%
1821.703
 
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF
679,407
30919.820
+2.88%
5.840
+0.16%
0.260
-0.35%
+7.99%
11941.875
 
JCPB 		JPMorgan Core Plus Bond ETF
361,948
17460.370
+5.68%
3.300
+0.18%
0.400
+0.17%
-0.08%
4379.232
 
VTI 		Vanguard Total Stock Market ETF
60,622
17165.600
-4.74%
3.240
-0.17%
0.000
+7.17%
+21.34%
422226.992
 
CLIP 		Global X 1-3 Month T-Bill ETF
123,846
12446.540
New Holding
2.350
+2.35%
1.600
-0.01%
+0.36%
812.553
 
VNQ 		Vanguard Real Estate Index Fund ETF
107,502
10472.820
+2.58%
1.980
+0.05%
0.030
+5.62%
+8.45%
34714.488
 

Peterson Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Peterson Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLIP 		Global X 1-3 Month T-Bill ETF2024-09-30New Buy
+2.35%
●
100.05 ($100.31) 100.53
$100.44
0.13%
New holding
123,846
123,846
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+0.85%
●
23.97 ($24.3) 24.53
$24.28
-0.09%
Add 116.39%
341,660
91,884
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+0.65%
●
60.84 ($65.03) 67.51
$68.50
5.34%
Add 2.16%
2,401,889
50,765
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.61%
●
25.16 ($26.59) 27.75
$28.05
5.49%
Add 201.21%
174,411
38,836
HELO 		JPMorgan Hedged Equity Laddered Overlay ETF2024-09-30Add
+0.52%
●
56.88 ($59.25) 61.14
$62.02
4.67%
Add 8.87%
555,607
45,261
SPDW 		SPDR Portfolio Developed World ex-US ETF2024-09-30Add
+0.32%
●
33.74 ($36.1) 37.96
$36.05
-0.14%
Add 2.95%
1,592,521
45,653
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Reduce
-0.31%
●
50.25 ($50.53) 50.74
$50.59
0.12%
Reduce -3.04%
946,435
-29,716
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2024-09-30Add
+0.30%
●
50.29 ($52.88) 54.92
$55.38
4.73%
Add 4.66%
653,336
29,087
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2024-09-30Add
+0.24%
●
25.21 ($26.85) 28.46
$27.30
1.67%
Add 179.65%
70,614
45,363
JCPB 		JPMorgan Core Plus Bond ETF2024-09-30Add
+0.18%
●
45.87 ($47.5) 48.53
$46.94
-1.19%
Add 5.68%
361,948
19,442

Peterson Wealth Advisors, LLC Total Holding History ($B)

To

Peterson Wealth Advisors, LLC's Asset Allocation

To

Peterson Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Peterson Wealth Advisors, LLC's Hypothetical Growth since 2024-09-30

Peterson Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Peterson Wealth Advisors, LLC's Holdings Heat Map

Size field:

Peterson Wealth Advisors, LLC's Holdings Bubble Chart

Peterson Wealth Advisors, LLC News

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