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Peterson Wealth Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Peterson Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Peterson Wealth Advisors LLC. In the Peterson Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Peterson Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Peterson Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SPDR SER TR (SPLG) 2,257,989 +29,689 $94,813
     SPLG2,257,989+29,689$94,813
SPDR INDEX SHS FDS (SPDW) 1,274,442 +30,709 $32,881
     SPDW1,274,442+30,709$32,881
J P MORGAN EXCHANGE TRADED F (JPST) 440,852 -24,962 $22,113
     JPST440,852-24,962$22,113
SPDR SER TR (SPMD) 535,177 -2,971 $20,636
     SPMD535,177-2,971$20,636
J P MORGAN EXCHANGE TRADED F (JCPB) 425,236 -1,470 $19,510
     JCPB425,236-1,470$19,510
SPDR SER TR (SPSM) 566,032 +2,237 $19,279
     SPSM566,032+2,237$19,279
VANGUARD INDEX FDS (VTI) 59,830 +24,810 $10,738
     VTI59,830+24,810$10,738
VANGUARD INDEX FDS (VNQ) 121,345 +3,212 $9,728
     VNQ121,345+3,212$9,728
SPDR SER TR (SPTM) 168,474 -5,110 $7,431
     SPTM168,474-5,110$7,431
J P MORGAN EXCHANGE TRADED F (JPIB) 165,944 +3,269 $7,379
     JPIB165,944+3,269$7,379
SPDR SER TR (SPHY) 253,563 -20,276 $5,533
     SPHY253,563-20,276$5,533
ISHARES TR (IDEV) 84,260 +41,983 $4,071
     IDEV84,260+41,983$4,071
ISHARES TR (IVV) 10,213 -350 $3,663
     IVV10,213-350$3,663
ISHARES TR (IVW) 61,467 -462 $3,556
     IVW61,467-462$3,556
ISHARES TR (EFAV) 54,151 -9,185 $3,087
     EFAV54,151-9,185$3,087
SCHWAB STRATEGIC TR 50,971 +20,707 $3,085
     SCHM50,971+20,707$3,085
VANGUARD INDEX FDS (VB) 16,631 +5,984 $2,842
     VB16,631+5,984$2,842
EXXON MOBIL CORP 22,004 +481 $1,921
     XOM22,004+481$1,921
ISHARES TR (IJR) 21,771 -132 $1,898
     IJR21,771-132$1,898
APPLE INC 13,300 -89 $1,838
     AAPL13,300-89$1,838
VANGUARD INTL EQUITY INDEX F (VWO) 44,123 +23,018 $1,610
     VWO44,123+23,018$1,610
ISHARES TR (USRT) 32,725 -3,137 $1,554
     USRT32,725-3,137$1,554
SPDR INDEX SHS FDS (SPEM) 45,234 +2,363 $1,404
     SPEM45,234+2,363$1,404
MICROSOFT CORP 4,568 -54 $1,064
     MSFT4,568-54$1,064
SCHWAB STRATEGIC TR 55,472 +25,090 $1,037
     SCHH55,472+25,090$1,037
VANGUARD INDEX FDS (VTV) 7,416 +7,416 $916
     VTV7,416+7,416$916
SPDR SER TR (SPYV) 24,305 -23,996 $838
     SPYV24,305-23,996$838
VANGUARD INDEX FDS (VO) 4,107 -62 $772
     VO4,107-62$772
VANGUARD INDEX FDS (VOO) 2,244 -180 $737
     VOO2,244-180$737
VANGUARD TAX MANAGED FDS (VEA) 18,267 +8,352 $664
     VEA18,267+8,352$664
COSTCO WHSL CORP NEW 1,350 -10 $638
     COST1,350-10$638
HOME DEPOT INC 2,310 -44 $637
     HD2,310-44$637
ABBVIE INC 4,556 -59 $611
     ABBV4,556-59$611
TESLA INC 2,148 +1,470 $570
     TSLA2,148+1,470$570
ISHARES TR (EFA) 10,034 UNCH $562
     EFA10,034UNCH$562
INVESCO EXCHANGE TRADED FD T (RSP) 4,281 UNCH $545
     RSP4,281UNCH$545
FIRST TR EXCHANGE TRADED FD (EMLP) 20,244 -4,662 $504
     EMLP20,244-4,662$504
ISHARES TR (IJH) 2,244 UNCH $492
     IJH2,244UNCH$492
AMAZON COM INC 4,238 +78 $479
     AMZN4,238+78$479
GOLD ROYALTY CORP 185,783 +185,783 $472
     GROY185,783+185,783$472
WALMART INC 3,637 +57 $472
     WMT3,637+57$472
FIRST TR NASDAQ 100 TECH IND (QTEC) 4,435 +101 $465
     QTEC4,435+101$465
VANGUARD INDEX FDS (VV) 2,836 +221 $464
     VV2,836+221$464
ISHARES TR (IJK) 7,009 +68 $442
     IJK7,009+68$442
DELTA AIR LINES INC DEL 10,774 -1,420 $302
     DAL10,774-1,420$302
FIRST TR NAS100 EQ WEIGHTED (QQEW) 3,570 UNCH $299
     QQEW3,570UNCH$299
ISHARES TR (IVE) 2,266 UNCH $291
     IVE2,266UNCH$291
ISHARES TR (IUSG) 3,342 UNCH $268
     IUSG3,342UNCH$268
FIRST TR VALUE LINE DIVID IN (FVD) 7,442 UNCH $266
     FVD7,442UNCH$266
ISHARES TR (EEM) 6,850 UNCH $239
     EEM6,850UNCH$239

See Full List: All Stocks Held By Peterson Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Peterson Wealth Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $297,795
At 06/30/2022: $303,000

Peterson Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peterson Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Peterson Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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