Peterson Wealth Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 62 stocks valued at a total of $331.00Mil. The top holdings were SPLG(31.59%), SPDW(12.00%), and SPMD(7.01%).
According to GuruFocus data, these were Peterson Wealth Advisors, LLC’s top five trades of the quarter.
Vanguard Total Stock Market ETF
During the quarter, Peterson Wealth Advisors, LLC bought 16,393 shares of ARCA:VTI for a total holding of 76,223. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $191.88.
On 01/21/2023, Vanguard Total Stock Market ETF traded for a price of $198.71 per share and a market cap of $272.37Bil. The stock has returned -10.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total Stock Market ETF has a price-earnings ratio of 18.38 and a price-book ratio of 3.33.
SPDR Portfolio S&P 500 ETF
During the quarter, Peterson Wealth Advisors, LLC bought 68,430 shares of ARCA:SPLG for a total holding of 2,326,419. The trade had a 0.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.02.
On 01/21/2023, SPDR Portfolio S&P 500 ETF traded for a price of $46.56 per share and a market cap of $15.05Bil. The stock has returned -9.96% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Portfolio S&P 500 ETF has a price-earnings ratio of 19.39 and a price-book ratio of 3.63.
JPMorgan Core Plus Bond ETF
Peterson Wealth Advisors, LLC reduced their investment in BATS:JCPB by 38,237 shares. The trade had a 0.59% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.79.
On 01/21/2023, JPMorgan Core Plus Bond ETF traded for a price of $47.48 per share and a market cap of $640.98Mil. The stock has returned -8.53% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, JPMorgan Core Plus Bond ETF has a price-book ratio of 2.17.
iShares Core MSCI International Developed Markets ETF
During the quarter, Peterson Wealth Advisors, LLC bought 34,151 shares of ARCA:IDEV for a total holding of 118,411. The trade had a 0.58% impact on the equity portfolio. During the quarter, the stock traded for an average price of $53.49.
On 01/21/2023, iShares Core MSCI International Developed Markets ETF traded for a price of $60.41 per share and a market cap of $9.53Bil. The stock has returned -6.54% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI International Developed Markets ETF has a price-earnings ratio of 12.81 and a price-book ratio of 1.55.
SPDR Portfolio Developed World ex-US ETF
During the quarter, Peterson Wealth Advisors, LLC bought 64,863 shares of ARCA:SPDW for a total holding of 1,339,305. The trade had a 0.58% impact on the equity portfolio. During the quarter, the stock traded for an average price of $28.42.
On 01/21/2023, SPDR Portfolio Developed World ex-US ETF traded for a price of $32.11 per share and a market cap of $14.45Bil. The stock has returned -7.25% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Portfolio Developed World ex-US ETF has a price-earnings ratio of 12.44 and a price-book ratio of 1.49.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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