All Stocks Held By Peterson Wealth Advisors LLC

As of 03/31/2024, we find all stocks held by Peterson Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Peterson Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Peterson Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Peterson Wealth Advisors LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SPDR SER TR (SPLG)	2,393,901	+13,902	$147,297
SPLG	2,393,901	+13,902	$147,297
SPDR INDEX SHS FDS (SPDW)	1,505,195	+9,820	$53,946
SPDW	1,505,195	+9,820	$53,946
J P MORGAN EXCHANGE TRADED F (JPST)	970,685	+184,434	$48,971
JPST	970,685	+184,434	$48,971
SPDR SER TR (SPMD)	613,808	+13,072	$32,741
SPMD	613,808	+13,072	$32,741
SPDR SER TR (SPSM)	648,291	+9,780	$27,902
SPSM	648,291	+9,780	$27,902
J P MORGAN EXCHANGE TRADED F (HELO)	466,795	+189,530	$26,126
HELO	466,795	+189,530	$26,126
VANGUARD INDEX FDS (VTI)	67,201	-1,479	$17,466
VTI	67,201	-1,479	$17,466
J P MORGAN EXCHANGE TRADED F (JCPB)	332,386	+26,068	$15,504
JCPB	332,386	+26,068	$15,504
VANGUARD INDEX FDS (VNQ)	145,541	+5,340	$12,586
VNQ	145,541	+5,340	$12,586
ISHARES TR (IDEV)	124,499	-2,722	$8,358
IDEV	124,499	-2,722	$8,358
SCHWAB STRATEGIC TR	156,167	+17,194	$7,529
SCHO	156,167	+17,194	$7,529
J P MORGAN EXCHANGE TRADED F (JPIB)	133,724	+4,139	$6,368
JPIB	133,724	+4,139	$6,368
ISHARES TR (IVW)	62,032	+15	$5,238
IVW	62,032	+15	$5,238
SPDR SER TR (SPTM)	79,480	-31,684	$5,099
SPTM	79,480	-31,684	$5,099
ISHARES TR (IVV)	9,264	+583	$4,870
IVV	9,264	+583	$4,870
SCHWAB STRATEGIC TR	58,651	-227	$4,776
SCHM	58,651	-227	$4,776
VANGUARD INDEX FDS (VB)	18,174	-68	$4,154
VB	18,174	-68	$4,154
VANGUARD INTL EQUITY INDEX F (VWO)	76,686	-552	$3,203
VWO	76,686	-552	$3,203
EXXON MOBIL CORP	21,531	-473	$2,503
XOM	21,531	-473	$2,503
ISHARES TR (IJR)	22,236	+355	$2,458
IJR	22,236	+355	$2,458
ISHARES TR (ICSH)	43,945	-5,191	$2,222
ICSH	43,945	-5,191	$2,222
SCHWAB STRATEGIC TR	94,511	-1,232	$1,919
SCHH	94,511	-1,232	$1,919
APPLE INC	11,036	-38	$1,892
AAPL	11,036	-38	$1,892
ISHARES TR (EFAV)	23,774	-1,552	$1,685
EFAV	23,774	-1,552	$1,685
MICROSOFT CORP	3,835	-10	$1,613
MSFT	3,835	-10	$1,613
VANGUARD INDEX FDS (VTV)	9,822	+61	$1,600
VTV	9,822	+61	$1,600
FIDELITY MERRIMACK STR TR	31,787	-2,822	$1,440
FBND	31,787	-2,822	$1,440
SPDR INDEX SHS FDS (SPEM)	36,365	-3,680	$1,316
SPEM	36,365	-3,680	$1,316
ISHARES TR (USRT)	20,722	+486	$1,115
USRT	20,722	+486	$1,115
BRIDGER AEROSPACE GRP HLDGS	194,436	+194,436	$976
BAER	194,436	+194,436	$976
VANGUARD INDEX FDS (VO)	3,574	-27	$893
VO	3,574	-27	$893
SIMPLIFY EXCHANGE TRADED FUN (HEQT)	32,498	-267	$861
HEQT	32,498	-267	$861
ISHARES TR (EFA)	10,092	UNCH	$806
EFA	10,092	UNCH	$806
VANGUARD TAX MANAGED FDS (VEA)	15,762	+95	$791
VEA	15,762	+95	$791
FIRST TR NASDAQ 100 TECH IND (QTEC)	4,090	-321	$780
QTEC	4,090	-321	$780
ABBVIE INC	3,979	-499	$725
ABBV	3,979	-499	$725
META PLATFORMS INC	1,457	-11	$708
META	1,457	-11	$708
ISHARES TR (IJK)	7,396	+30	$675
IJK	7,396	+30	$675
INVESCO EXCHANGE TRADED FD T (RSP)	3,983	+16	$675
RSP	3,983	+16	$675
ISHARES TR (IJH)	11,095	+8,881	$674
IJH	11,095	+8,881	$674
SPDR SER TR (SPYV)	12,110	+62	$607
SPYV	12,110	+62	$607
VANGUARD INDEX FDS (VV)	2,530	-16	$607
VV	2,530	-16	$607
HOME DEPOT INC	1,525	-3	$585
HD	1,525	-3	$585
WALMART INC	9,516	+6,166	$573
WMT	9,516	+6,166	$573
ELI LILLY & CO	650	-26	$506
LLY	650	-26	$506
DELTA AIR LINES INC DEL	9,842	UNCH	$471
DAL	9,842	UNCH	$471
ISHARES TR (IVE)	2,396	+299	$448
IVE	2,396	+299	$448
BERKSHIRE HATHAWAY INC DEL			$435
BRK.B	1,035	+68	$435
TESLA INC	2,287	-14	$402
TSLA	2,287	-14	$402
ISHARES TR (IUSG)	3,377	+4	$396
IUSG	3,377	+4	$396
CATERPILLAR INC	1,047	+3	$384
CAT	1,047	+3	$384
GOLD ROYALTY CORP	186,655	UNCH	$351
GROY	186,655	UNCH	$351
FIRST TR NAS100 EQ WEIGHTED (QQEW)	2,727	+35	$338
QQEW	2,727	+35	$338
VANGUARD SCOTTSDALE FDS (VGSH)	5,780	-740	$336
VGSH	5,780	-740	$336
NVIDIA CORPORATION	362	-119	$327
NVDA	362	-119	$327
BROADCOM INC	241	-20	$319
AVGO	241	-20	$319
FIRST TR EXCHANGE TRADED FD (EMLP)	10,192	-182	$301
EMLP	10,192	-182	$301
COSTCO WHSL CORP NEW	406	-203	$297
COST	406	-203	$297
VANGUARD INDEX FDS (VOO)	618	+618	$297
VOO	618	+618	$297
JPMORGAN CHASE & CO	1,438	+7	$288
JPM	1,438	+7	$288
INTEL CORP	6,505	+397	$287
INTC	6,505	+397	$287
VANGUARD INTL EQUITY INDEX F (VEU)	4,674	+17	$274
VEU	4,674	+17	$274
ISHARES TR (EEM)	6,380	UNCH	$262
EEM	6,380	UNCH	$262
VISA INC	913	-5	$255
V	913	-5	$255
PEPSICO INC	1,277	UNCH	$223
PEP	1,277	UNCH	$223
AMAZON COM INC	1,168	+1,168	$211
AMZN	1,168	+1,168	$211
EATON CORP PLC	650	+650	$203
ETN	650	+650	$203
GENASYS INC	71,224	+0	$169
GNSS	71,224	UNCH	$169
FIRST TR EXCHNG TRADED FD VI	0	-7,156	$0 (exited)
FIXD	0	-7,156	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
BAER	+194,436	+$976
VOO	+618	+$297
AMZN	+1,168	+$211
ETN	+650	+$203

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FIXD	-7,156	-$319

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
HELO	+189,530	+$11,464
JPST	+184,434	+$9,478
JCPB	+26,068	+$1,081
SCHO	+17,194	+$796
SPLG	+13,902	+$14,255
SPMD	+13,072	+$3,473
SPDW	+9,820	+$3,088
SPSM	+9,780	+$970
IJH	+8,881	+$60
WMT	+6,166	+$45

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SPTM	-31,684	-$1,399
ICSH	-5,191	-$252
SPEM	-3,680	-$102
FBND	-2,822	-$153
IDEV	-2,722	+$259
EFAV	-1,552	-$71
VTI	-1,479	+$1,174
SCHH	-1,232	-$64
VGSH	-740	-$44

Peterson Wealth Advisors LLC Info

Size ($ in 1000's)
At 03/31/2024: $470,613
At 12/31/2023: $421,184

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

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