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Peterson Wealth Advisors, LLC13F | |
Peterson Wealth Advisors, LLC | |
Last update 2024-10-24 | 83 Stocks (9 new) |
Value $529.00 Mil | Turnover 7 % |
Portfolio Report |
Peterson Wealth Advisors, LLC Top Holdings of 2024-09-30
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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
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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 ETF | 2024-09-30 | New 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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Reduce | -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 ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +0.24% | 25.21 ($26.85) 28.46 | $27.30 | 1.67% | Add 179.65% | 70,614 | 45,363 | |
JCPB | JPMorgan Core Plus Bond ETF | 2024-09-30 | Add | +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)
Peterson Wealth Advisors, LLC's Asset Allocation
Peterson Wealth Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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 % |
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Peterson Wealth Advisors, LLC's Holdings Heat Map
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Peterson Wealth Advisors, LLC's Holdings Bubble Chart
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