The Analysis of Peterson Wealth Advisors, LLC's Holdings
Currently, Peterson Wealth Advisors, LLC holds 107 types of securities in its portfolio with a total value $750.1M. In the most recent quarter, they have increased their positions in JBND (+596.6K shares, valued at $32.3M), DFEM (+499.3K shares, valued at $16.5M), JPIE (+308.9K shares, valued at $14.3M); decreased their positions in SPTM (-34.8K shares, valued at $2.9M), SPEM (-19.7K shares, valued at $919.9K), VTI (-2.6K shares, valued at $859.0K); initiated new positions in VPU (+1.8K shares, valued at $338.3K), VDC (+1.6K shares, valued at $338.0K), VHT (+1.2K shares, valued at $337.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST2.3M shares-0.10%2025-12-312026-01-09
SPDW SPDR INDEX SHS FDS1.6M shares0.78%2025-12-312026-01-09 JBND J P MORGAN EXCHANGE TRADED F878.3K shares211.84%2025-12-312026-01-09 HELO J P MORGAN EXCHANGE TRADED F684.6K shares8.62%2025-12-312026-01-09 JPST J P MORGAN EXCHANGE TRADED F879.7K shares7.80%2025-12-312026-01-09 SPMD SPDR SERIES TRUST735.5K shares0.25%2025-12-312026-01-09 SPSM SPDR SERIES TRUST718.9K shares-1.41%2025-12-312026-01-09 CLIP GLOBAL X FDS244.2K shares9.59%2025-12-312026-01-09 DFEM DIMENSIONAL ETF TRUST710.7K shares236.28%2025-12-312026-01-09 JCPB J P MORGAN EXCHANGE TRADED F443.5K shares13.87%2025-12-312026-01-09 JPIE J P MORGAN EXCHANGE TRADED F390.6K shares377.87%2025-12-312026-01-09 IVV ISHARES TR24.7K shares-1.35%2025-12-312026-01-09 VTI VANGUARD INDEX FDS50.0K shares-4.88%2025-12-312026-01-09 BOXX EA SERIES TRUST142.3K shares2.08%2025-12-312026-01-09 SCHO SCHWAB STRATEGIC TR481.9K shares13.57%2025-12-312026-01-09 IDEV ISHARES TR135.8K shares-3.23%2025-12-312026-01-09 VNQ VANGUARD INDEX FDS125.2K shares5.61%2025-12-312026-01-09 JPIB J P MORGAN EXCHANGE TRADED F183.2K shares1.38%2025-12-312026-01-09 SCHM SCHWAB STRATEGIC TR234.3K shares-0.08%2025-12-312026-01-09 VB VANGUARD INDEX FDS26.9K shares-2.97%2025-12-312026-01-09 IVW ISHARES TR49.4K shares-1.27%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS91.8K shares-6.38%2025-12-312026-01-09 VWO VANGUARD INTL EQUITY INDEX F98.6K shares-5.25%2025-12-312026-01-09 HEQT SIMPLIFY EXCHANGE TRADED FUN128.2K shares-8.54%2025-12-312026-01-09 FBND FIDELITY MERRIMACK STR TR88.3K shares-4.73%2025-12-312026-01-09 AAPL APPLE INC13.2K shares2.69%2025-12-312026-01-09 XOM EXXON MOBIL CORP22.6K shares0.32%2025-12-312026-01-09 IJR ISHARES TR20.4K shares0.50%2025-12-312026-01-09 MSFT MICROSOFT CORP4.6K shares3.98%2025-12-312026-01-09 SPEM SPDR INDEX SHS FDS47.4K shares-29.29%2025-12-312026-01-09 ICSH ISHARES TR43.8K shares8.12%2025-12-312026-01-09 IJH ISHARES TR26.6K shares-1.26%2025-12-312026-01-09 SPTM SPDR SERIES TRUST18.8K shares-64.95%2025-12-312026-01-09 EFAV ISHARES TR16.2K shares-3.78%2025-12-312026-01-09 JMST J P MORGAN EXCHANGE TRADED F25.4K shares-9.24%2025-12-312026-01-09 SCHH SCHWAB STRATEGIC TR57.8K shares-23.98%2025-12-312026-01-09 TSLA TESLA INC2.6K shares5.65%2025-12-312026-01-09 SCHG SCHWAB STRATEGIC TR34.9K shares45.06%2025-12-312026-01-09 USRT ISHARES TR19.8K shares-1.08%2025-12-312026-01-09 WMT WALMART INC9.9K shares2.40%2025-12-312026-01-09 SCHA SCHWAB STRATEGIC TR36.1K shares-13.11%2025-12-312026-01-09 FHEQ FIDELITY GREENWOOD STREET TR32.1K shares-5.68%2025-12-312026-01-09 ABBV ABBVIE INC4.3K shares0.56%2025-12-312026-01-09 EFA ISHARES TR10.0K shares1.81%2025-12-312026-01-09 LLY ELI LILLY & CO865 shares2.49%2025-12-312026-01-09 PYLD PIMCO ETF TR33.1K shares-15.52%2025-12-312026-01-09 VXUS VANGUARD STAR FDS11.7K shares0.50%2025-12-312026-01-09 VGSH VANGUARD SCOTTSDALE FDS14.1K shares-5.00%2025-12-312026-01-09 VO VANGUARD INDEX FDS2.8K shares-8.94%2025-12-312026-01-09 IJK ISHARES TR7.6K shares0.21%2025-12-312026-01-09 CGMU CAPITAL GRP FIXED INCM ETF T25.8K shares16.42%2025-12-312026-01-09 JMUB J P MORGAN EXCHANGE TRADED F13.8K shares16.78%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.2.1K shares3.49%2025-12-312026-01-09 NVDA NVIDIA CORPORATION3.5K shares4.63%2025-12-312026-01-09 META META PLATFORMS INC995 shares-5.33%2025-12-312026-01-09 CGMS CAPITAL GRP FIXED INCM ETF T23.7K shares-5.21%2025-12-312026-01-09 QTEC FIRST TR EXCHANGE-TRADED FD2.7K shares-28.87%2025-12-312026-01-09 CGSM CAPITAL GRP FIXED INCM ETF T23.0K shares-3.96%2025-12-312026-01-09 IUSG ISHARES TR3.4K shares0.00%2025-12-312026-01-09 FIGB FIDELITY MERRIMACK STR TR13.1K shares-9.97%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW648 shares7.11%2025-12-312026-01-09 IEMG ISHARES INC8.3K shares4.67%2025-12-312026-01-09 CAT CATERPILLAR INC947 shares12.74%2025-12-312026-01-09 AMZN AMAZON COM INC2.3K shares5.93%2025-12-312026-01-09 EFG ISHARES TR4.3K shares39.85%2025-12-312026-01-09 DFAS DIMENSIONAL ETF TRUST6.9K shares46.26%2025-12-312026-01-09 VOT VANGUARD INDEX FDS1.7K shares54.87%2025-12-312026-01-09 HD HOME DEPOT INC1.3K shares2.32%2025-12-312026-01-09 BBRE J P MORGAN EXCHANGE TRADED F4.6K shares1.50%2025-12-312026-01-09 VBK VANGUARD INDEX FDS1.4K shares49.08%2025-12-312026-01-09 VV VANGUARD INDEX FDS1.3K shares-44.61%2025-12-312026-01-09 IVE ISHARES TR1.9K shares-3.77%2025-12-312026-01-09 CGCP CAPITAL GRP FIXED INCM ETF T17.5K shares-7.06%2025-12-312026-01-09 EEM ISHARES TR6.9K shares1.37%2025-12-312026-01-09 VEU VANGUARD INTL EQUITY INDEX F5.0K shares1.70%2025-12-312026-01-09 JMHI J P MORGAN EXCHANGE TRADED F7.2K shares-1.31%2025-12-312026-01-09 ALPHABET INC ALPHABET INC1.1K shares22.02%2025-12-312026-01-09 VPU VANGUARD WORLD FD1.8K sharesnew addition2025-12-312026-01-09 VDC VANGUARD WORLD FD1.6K sharesnew addition2025-12-312026-01-09 VHT VANGUARD WORLD FD1.2K sharesnew addition2025-12-312026-01-09 VDE VANGUARD WORLD FD2.7K sharesnew addition2025-12-312026-01-09 VFH VANGUARD WORLD FD2.5K sharesnew addition2025-12-312026-01-09 VGT VANGUARD WORLD FD447 sharesnew addition2025-12-312026-01-09 VOX VANGUARD WORLD FD1.7K sharesnew addition2025-12-312026-01-09 VCR VANGUARD WORLD FD853 sharesnew addition2025-12-312026-01-09 VAW VANGUARD WORLD FD1.6K sharesnew addition2025-12-312026-01-09 CGIB CAPITAL GRP FIXED INCM ETF T12.9K shares-22.27%2025-12-312026-01-09 RTX RTX CORPORATION1.8K sharesnew addition2025-12-312026-01-09 BROADCOM INC BROADCOM INC925 shares-12.74%2025-12-312026-01-09 QQEW FIRST TR EXCHANGE-TRADED FD2.2K shares-6.37%2025-12-312026-01-09 SCHF SCHWAB STRATEGIC TR11.2K shares-37.64%2025-12-312026-01-09 HBAN HUNTINGTON BANCSHARES INC15.4K shares-0.01%2025-12-312026-01-09 INTC INTEL CORP7.2K shares14.42%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-12-312026-01-09 ROBT FIRST TR EXCHANGE TRADED FD4.9K shares0.00%2025-12-312026-01-09 MCD MCDONALDS CORP822 sharesnew addition2025-12-312026-01-09 SCHE SCHWAB STRATEGIC TR6.7K shares-31.95%2025-12-312026-01-09 PEP PEPSICO INC1.5K sharesnew addition2025-12-312026-01-09 CGCB CAPITAL GRP FIXED INCM ETF T8.1K shares-6.82%2025-12-312026-01-09 EPS WISDOMTREE TR2.9K shares0.34%2025-12-312026-01-09 EMLP FIRST TR EXCHANGE-TRADED FD5.4K shares-12.29%2025-12-312026-01-09 GNSS GENASYS INC71.2K shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available