Peterson Wealth Advisors, LLC Purchases in Q3 2024

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50.8K
+ 2.16%
$60.84 - $67.51 $3.09M - $3.43M
2.4M $162M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
45.7K
+ 2.95%
$33.74 - $37.96 $1.54M - $1.73M
1.59M $59.8M
SPMD
Spdr Portfolio

ETFs
29.1K
+ 4.66%
$50.29 - $54.92 $1.46M - $1.6M
653K $35.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19K
+ 2.88%
$41.02 - $46.01 $781K - $876K
679K $30.9M
VNQ
Vanguard Specialized Funds Van

ETFs
2.71K
+ 2.58%
$82.97 - $98.97 $225K - $268K
108K $10.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.4K
+ 5.68%
$45.87 - $48.53 $892K - $944K
362K $17.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
45.4K
+ 179.65%
$25.21 - $28.46 $1.14M - $1.29M
70.6K $1.99M
SCHO
Schwab Short Term Us Treasury

ETFs
12.9K
+ 8.19%
$47.93 - $49.06 $620K - $635K
171K $8.37M
JPIB
Jpmorgan International Bond Op

ETFs
9.52K
+ 6.39%
$46.96 - $48.73 $447K - $464K
159K $7.72M
IDEV
Ishares Core Msci Intl Develop

ETFs
600
+ 0.48%
$63.46 - $71.43 $38.1K - $42.9K
125K $8.84M
VB
Vanguard Small Cap ETF

ETFs
107
+ 0.6%
$214.77 - $237.72 $23K - $25.4K
17.9K $4.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
227
+ 0.3%
$41.9 - $48.26 $9.51K - $11K
77.1K $3.69M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
233
+ 0.4%
$75.47 - $83.18 $17.6K - $19.4K
58.1K $4.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.71K
New
$61.11 - $67.85 $227K - $252K
3.71K $251K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.87K
+ 60.26%
$50.61 - $50.96 $246K - $248K
12.9K $659K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
117
+ 0.52%
$105.53 - $118.34 $12.3K - $13.8K
22.5K $2.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
415
+ 62.13%
$475.2 - $527.7 $197K - $219K
1.08K $571K
SPY
Spdr S&P 500 ETF Trust

ETFs
374
New
$517.38 - $573.86 $194K - $215K
374 $214K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.84K
New
$38.33 - $44.95 $186K - $218K
4.84K $212K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.08K
New
$25.45 - $29.53 $180K - $209K
7.08K $206K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
453
+ 1.98%
$69.31 - $77.34 $31.4K - $35K
23.3K $1.79M
PEP
Pepsico Inc

Consumer Defensive
1.2K
New
$161.9 - $179.3 $194K - $215K
1.2K $203K
HBAN
Huntington Bancshares Inc

Financial Services
12K
New
$12.84 - $15.15 $154K - $182K
12K $176K
VTV
Vanguard Value ETF

ETFs
115
+ 1.17%
$159.75 - $174.57 $18.4K - $20.1K
9.94K $1.73M
WMT
Walmart Inc.

Consumer Defensive
349
+ 3.67%
$66.91 - $81.4 $23.4K - $28.4K
9.87K $796K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
403
+ 1.1%
$36.02 - $41.68 $14.5K - $16.8K
37.1K $1.53M
ABBV
Abb Vie Inc.

Healthcare
200
+ 4.99%
$163.84 - $199.33 $32.8K - $39.9K
4.21K $831K
ETN
Eaton Corp PLC

Industrials
385
+ 59.23%
$272.52 - $333.02 $105K - $128K
1.04K $342K
XOM
Exxon Mobil Corp

Energy
593
+ 2.75%
$109.72 - $119.0 $65.1K - $70.6K
22.1K $2.59M
JPM
Jpmorgan Chase & CO

Financial Services
311
+ 20.84%
$194.9 - $224.8 $60.6K - $69.9K
1.8K $380K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
448
+ 3.68%
$48.51 - $52.86 $21.7K - $23.7K
12.6K $667K
AMZN
Amazon Com Inc

Consumer Cyclical
432
+ 35.21%
$161.02 - $200.0 $69.6K - $86.4K
1.66K $309K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
246
+ 0.79%
$44.65 - $47.21 $11K - $11.6K
31.4K $1.47M
IJK
Ishares S&P Midcap 400 Growth

ETFs
347
+ 4.68%
$84.81 - $93.54 $29.4K - $32.5K
7.75K $712K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
766
+ 10.97%
$50.15 - $51.27 $38.4K - $39.3K
7.75K $397K
NVDA
Nvidia Corp

Technology
408
+ 13.54%
$98.91 - $134.91 $40.4K - $55K
3.42K $415K
LLY
Eli Lilly & CO

Healthcare
56
+ 8.48%
$772.14 - $960.02 $43.2K - $53.8K
716 $634K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 3.94%
$801.83 - $917.05 $12.8K - $14.7K
422 $374K
QTEC
First Trust Nasdaq 100 Technol

ETFs
269
+ 6.56%
$169.92 - $205.38 $45.7K - $55.2K
4.37K $836K
VEU
Vanguard Ftse All World Ex Us

ETFs
19
+ 0.4%
$56.47 - $63.69 $1.07K - $1.21K
4.73K $297K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7
+ 0.21%
$116.79 - $133.54 $818 - $935
3.39K $446K
INTC
Intel Corp

Technology
2.64K
+ 40.4%
$18.9 - $34.87 $49.8K - $91.9K
9.16K $214K
MSFT
Microsoft Corp

Technology
174
+ 4.48%
$395.15 - $467.56 $68.8K - $81.4K
4.05K $1.74M
Capital Grp Fixed Incm ETF T
679
+ 6.73%
N/A
10.8K $0
CGMS
Capital Grp Core Plus Income E
8.92K
New
N/A
8.92K $0
J P Morgan Exchange Traded F
45.3K
+ 8.87%
N/A
556K $0
Ea Series Trust
2.4K
New
N/A
2.4K $0
CGMU
Capital Group Core Plus Income
620
+ 4.73%
N/A
13.7K $0
FIGB
Fidelity Merrimack Str Tr
104
+ 2.12%
N/A
5.02K $0
Activity Summary
Buys All Purchases 54 New Holdings 9 Increased Positions 45 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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