Peterson Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Peterson Wealth Advisors, LLC | Institutional Filer | ▲ 0.24% | $751.9M | 108 |
Current Portfolio Holdings
Showing all 108 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 2.4M | $184.0M | 24.47% |
| 2 | SPDW | SPDR INDEX SHS FDS | — | 1.9M | $85.8M | 11.42% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | — | 894K | $48.0M | 6.39% |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | — | 706K | $45.1M | 6.00% |
| 5 | SPMD | SPDR SERIES TRUST | — | 731K | $43.3M | 5.76% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | — | 835K | $42.3M | 5.62% |
| 7 | SPSM | SPDR SERIES TRUST | — | 655K | $31.7M | 4.21% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | — | 700K | $24.2M | 3.22% |
| 9 | CLIP | GLOBAL X FDS | — | 238K | $23.8M | 3.17% |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 451K | $21.2M | 2.82% |
| 11 | BOXX | EA SERIES TRUST | — | 166K | $19.3M | 2.57% |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 406K | $18.7M | 2.49% |
| 13 | VTI | VANGUARD INDEX FDS | — | 49K | $15.7M | 2.08% |
| 14 | IVV | ISHARES TR | — | 21K | $14.0M | 1.87% |
| 15 | SCHO | SCHWAB STRATEGIC TR | — | 473K | $11.5M | 1.53% |
Showing 1 to 15 of 108 holdings