Peterson Wealth Advisors, LLC Purchases in Q2 2025

Peterson Wealth Advisors, LLC

  • $527 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.8K
+ 0.57%
$58.41 - $72.69 $750K - $933K
2.26M $165M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30.4K
+ 1.94%
$32.66 - $40.75 $994K - $1.24M
1.6M $64.6M
SPMD
Spdr Portfolio

ETFs
10.3K
+ 1.51%
$44.89 - $54.38 $464K - $563K
697K $37.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.03K
+ 4.21%
$498.8 - $620.9 $511K - $636K
25.4K $15.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
13.8K
+ 2.02%
$35.35 - $42.68 $488K - $589K
696K $29.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.33K
+ 3.13%
$61.79 - $76.67 $267K - $332K
142K $10.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
21.2K
+ 13.72%
$23.4 - $29.68 $496K - $629K
176K $5.22M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16.5K
+ 143.22%
$50.52 - $50.92 $833K - $840K
28K $1.43M
VEA
Vanguard Ftse Developed Market

ETFs
958
+ 0.95%
$45.65 - $57.01 $43.7K - $54.6K
102K $5.8M
JPIE
J P Morgan Exchange Traded Fd
14.3K
+ 95.43%
$45.12 - $46.32 $647K - $664K
29.4K $1.36M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.31K
+ 2.74%
$22.92 - $28.05 $145K - $177K
236K $6.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.27K
+ 2.24%
$39.89 - $49.46 $90.4K - $112K
103K $5.12M
MSFT
Microsoft Corp

Technology
1
+ 0.02%
$354.56 - $497.45 $355 - $497
4.39K $2.18M
AVGO
Broadcom Inc.

Technology
1.09K
New
$146.29 - $275.65 $160K - $301K
1.09K $301K
JPIB
Jpmorgan International Bond Op

ETFs
3.23K
+ 2.0%
$47.18 - $48.62 $152K - $157K
165K $8.01M
QCOM
Qualcomm Inc

Technology
1.58K
New
$124.66 - $159.48 $197K - $252K
1.58K $251K
SPY
Spdr S&P 500 ETF Trust

ETFs
401
New
$496.48 - $617.85 $199K - $248K
401 $247K
TSLA
Tesla, Inc.

Consumer Cyclical
402
+ 20.11%
$221.86 - $362.89 $89.2K - $146K
2.4K $762K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.87K
New
$35.38 - $48.3 $172K - $235K
4.87K $234K
VBK
Vanguard Small Cap Growth ETF

ETFs
847
New
$219.76 - $276.94 $186K - $235K
847 $234K
V
Visa Inc.

Financial Services
628
New
$308.27 - $373.31 $194K - $234K
628 $222K
INTC
Intel Corp

Technology
9.16K
New
$18.13 - $22.69 $166K - $208K
9.16K $205K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 3.02%
$456.74 - $568.03 $37.9K - $47.1K
2.83K $1.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
665
+ 2.37%
$51.16 - $62.02 $34K - $41.2K
28.7K $1.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.44K
+ 3.4%
$20.42 - $25.3 $29.5K - $36.5K
43.9K $1.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
967
+ 0.1%
$50.36 - $50.68 $48.7K - $49K
933K $47.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.66K
+ 21.96%
$19.6 - $24.44 $52.1K - $64.9K
14.8K $360K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.15%
$210.28 - $289.91 $631 - $870
2.03K $588K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.31K
+ 14.75%
$17.76 - $22.1 $41K - $51K
18K $396K
CAT
Caterpillar Inc

Industrials
89
+ 11.71%
$273.94 - $388.21 $24.4K - $34.6K
849 $329K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.03%
$72.96 - $90.39 $219 - $271
9.78K $874K
JCPB
J P Morgan Exchange Traded Fd

ETFs
956
+ 0.26%
$45.9 - $47.2 $43.9K - $45.1K
365K $17.2M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 4.55%
$908.13 - $1056.85 $23.6K - $27.5K
597 $590K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
351
+ 3.72%
$24.38 - $30.18 $8.56K - $10.6K
9.8K $295K
VEU
Vanguard Ftse All World Ex Us

ETFs
34
+ 0.71%
$54.19 - $67.22 $1.84K - $2.29K
4.86K $326K
EEM
Ishares Msci Emerging Markets

ETFs
63
+ 0.97%
$38.52 - $48.28 $2.43K - $3.04K
6.55K $316K
RSP
Invesco S&P 500 Equal Weight E

ETFs
12
+ 0.4%
$152.93 - $181.74 $1.84K - $2.18K
3.02K $548K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.04K
+ 2.78%
$18.94 - $21.67 $38.7K - $44.3K
75.6K $1.6M
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.29%
$168.34 - $195.42 $1.01K - $1.17K
2.11K $411K
VNQ
Vanguard Specialized Funds Van

ETFs
1.72K
+ 1.7%
$79.79 - $91.42 $137K - $158K
103K $9.19M
EMLP
First Tr Exchange Traded Iv

ETFs
12
+ 0.17%
$33.62 - $37.89 $403 - $455
7.02K $263K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.23%
$335.24 - $380.78 $1.01K - $1.14K
1.32K $484K
Capital Grp Fixed Incm ETF T
7.61K
New
N/A
7.61K $0
Ea Series Trust
7.6K
+ 129.32%
N/A
13.5K $0
Global X Fds
378
+ 0.15%
N/A
247K $0
J P Morgan Exchange Traded F
23.4K
+ 15.29%
N/A
176K $0
FIGB
Fidelity Merrimack Str Tr
62
+ 0.44%
N/A
14K $0
Fidelity Merrimack Str Tr
41
+ 0.99%
N/A
4.2K $0
J P Morgan Exchange Traded F
124
+ 3.05%
N/A
4.19K $0
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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