Peterson Wealth Advisors, LLC Purchases in Q4 2024

Peterson Wealth Advisors, LLC

  • $482 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
81K
+ 257.9%
$44.87 - $46.86 $3.63M - $3.79M
112K $5.04M
IDEV
Ishares Core Msci Intl Develop

ETFs
54.1K
+ 43.36%
$64.18 - $70.42 $3.47M - $3.81M
179K $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.04K
+ 24.0%
$570.51 - $610.59 $1.17M - $1.25M
10.6K $6.22M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
52.1K
+ 73.71%
$26.16 - $28.82 $1.36M - $1.5M
123K $3.21M
SPMD
Spdr Portfolio

ETFs
19.4K
+ 2.97%
$54.13 - $59.56 $1.05M - $1.16M
673K $36.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.2K
+ 59.91%
$38.37 - $42.82 $853K - $952K
59.3K $2.28M
VGSH
Vanguard

ETFs
12.6K
+ 238.79%
$58.02 - $58.88 $732K - $742K
17.9K $1.04M
HEQT
Simplify Exchange Traded Fds H
16K
+ 42.37%
$28.73 - $30.22 $458K - $482K
53.6K $1.58M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
5.1K
New
$92.26 - $103.02 $470K - $525K
5.1K $477K
SCHO
Schwab Short Term Us Treasury

ETFs
196K
+ 114.87%
$24.06 - $48.88 $4.72M - $9.59M
367K $8.83M
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.14K
+ 17.93%
$50.35 - $50.69 $410K - $413K
53.5K $2.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.8K
New
$25.93 - $105.3 $306K - $1.24M
11.8K $328K
AAPL
Apple Inc.

Technology
314
+ 2.52%
$221.69 - $259.02 $69.6K - $81.3K
12.8K $3.19M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
126K
+ 216.61%
$27.54 - $83.04 $3.47M - $10.5M
184K $5.1M
VB
Vanguard Small Cap ETF

ETFs
818
+ 4.56%
$233.76 - $261.58 $191K - $214K
18.8K $4.51M
QCOM
Qualcomm Inc

Technology
1.38K
New
$150.4 - $178.04 $208K - $246K
1.38K $212K
AMZN
Amazon Com Inc

Consumer Cyclical
343
+ 20.68%
$180.88 - $232.93 $62K - $79.9K
2K $439K
WMT
Walmart Inc.

Consumer Defensive
53
+ 0.54%
$79.1 - $95.7 $4.19K - $5.07K
9.92K $896K
MSFT
Microsoft Corp

Technology
282
+ 6.96%
$406.35 - $454.46 $115K - $128K
4.34K $1.83M
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 4.88%
$205.18 - $250.29 $18.1K - $22K
1.89K $453K
HBAN
Huntington Bancshares Inc

Financial Services
3.19K
+ 26.56%
$14.18 - $18.2 $45.2K - $58K
15.2K $247K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 9.79%
$521.84 - $558.82 $55.3K - $59.2K
1.19K $640K
NVDA
Nvidia Corp

Technology
136
+ 3.97%
$117.0 - $148.88 $15.9K - $20.2K
3.56K $477K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 5.45%
$873.59 - $994.69 $20.1K - $22.9K
445 $407K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6
+ 0.18%
$129.96 - $144.97 $780 - $870
3.39K $472K
VV
Vanguard Large Cap ETF

ETFs
11
+ 0.46%
$260.27 - $280.65 $2.86K - $3.09K
2.42K $651K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 4.73%
$442.29 - $483.08 $20.8K - $22.7K
1.04K $471K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.67K
+ 206.85%
$22.4 - $68.28 $172K - $524K
11.4K $263K
PEP
Pepsico Inc

Consumer Defensive
197
+ 16.44%
$151.29 - $176.1 $29.8K - $34.7K
1.4K $212K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
24
+ 0.5%
$42.89 - $48.05 $1.03K - $1.15K
4.87K $219K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.27%
$567.81 - $607.81 $568 - $608
375 $219K
CGMU
Capital Group Core Plus Income
867
+ 6.32%
N/A
14.6K $0
CGMS
Capital Grp Core Plus Income E
79.9K
+ 895.66%
N/A
88.8K $0
Capital Grp Fixed Incm ETF T
21.1K
New
N/A
21.1K $0
Capital Grp Fixed Incm ETF T
999
+ 9.27%
N/A
11.8K $0
Ea Series Trust
3.42K
+ 142.39%
N/A
5.82K $0
FIGB
Fidelity Merrimack Str Tr
10.5K
+ 210.1%
N/A
15.6K $0
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.13%
$123.69 - $133.68 $371 - $401
2.39K $299K
Global X Fds
68.8K
+ 55.58%
N/A
193K $0
J P Morgan Exchange Traded F
133K
+ 1008.57%
N/A
147K $0
J P Morgan Exchange Traded F
42.7K
+ 7.68%
N/A
598K $0
HD
Home Depot, Inc.

Consumer Cyclical
47
+ 3.71%
$385.02 - $431.37 $18.1K - $20.3K
1.32K $511K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
97
+ 1.25%
$50.02 - $51.24 $4.85K - $4.97K
7.84K $393K
IJK
Ishares S&P Midcap 400 Growth

ETFs
17
+ 0.22%
$90.66 - $99.46 $1.54K - $1.69K
7.77K $706K
QTEC
First Trust Nasdaq 100 Technol

ETFs
8
+ 0.18%
$185.87 - $204.12 $1.49K - $1.63K
4.38K $824K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.24%
$189.5 - $206.17 $948 - $1.03K
2.11K $402K
LLY
Eli Lilly & CO

Healthcare
87
+ 12.15%
$727.2 - $932.06 $63.3K - $81.1K
803 $619K
EEM
Ishares Msci Emerging Markets

ETFs
110
+ 1.72%
$41.82 - $47.36 $4.6K - $5.21K
6.49K $271K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
150
+ 0.67%
$113.92 - $127.38 $17.1K - $19.1K
22.7K $2.61M
Activity Summary
Buys All Purchases 55 New Holdings 5 Increased Positions 50 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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