Peterson Wealth Advisors, LLC Incresed Positions in Q3 2025

Peterson Wealth Advisors, LLC

  • $566 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
35.6K
+ 1.57%
$72.65 - $78.68 $2.58M - $2.8M
2.3M $180M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.8K
+ 1.24%
$39.8 - $42.86 $788K - $848K
1.62M $69.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33.3K
+ 4.79%
$42.26 - $47.16 $1.41M - $1.57M
729K $33.8M
SPMD
Spdr Portfolio

ETFs
37K
+ 5.3%
$54.43 - $58.29 $2.01M - $2.15M
734K $42M
JPIE
J P Morgan Exchange Traded Fd
52.4K
+ 178.51%
$46.01 - $46.55 $2.41M - $2.44M
81.7K $3.79M
VNQ
Vanguard Specialized Funds Van

ETFs
15.4K
+ 14.93%
$88.47 - $93.24 $1.36M - $1.44M
119K $10.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
35.6K
+ 20.26%
$29.55 - $32.52 $1.05M - $1.16M
211K $6.78M
JCPB
J P Morgan Exchange Traded Fd

ETFs
24.3K
+ 6.66%
$46.37 - $47.77 $1.13M - $1.16M
390K $18.5M
SCHO
Schwab Short Term Us Treasury

ETFs
41.9K
+ 10.97%
$24.23 - $24.42 $1.02M - $1.02M
424K $10.4M
JPIB
Jpmorgan International Bond Op

ETFs
15.9K
+ 9.63%
$48.32 - $49.13 $767K - $780K
181K $8.86M
IVW
Ishares S&P 500 Growth ETF

ETFs
529
+ 1.07%
$108.97 - $121.65 $57.6K - $64.4K
50.1K $6.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
535
+ 0.52%
$49.43 - $54.52 $26.4K - $29.2K
104K $5.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.16K
+ 6.04%
$108.46 - $120.63 $125K - $139K
20.3K $2.41M
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 0.92%
$293.94 - $444.72 $6.47K - $9.78K
2.42K $1.08M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6K
+ 102.27%
$49.09 - $50.58 $294K - $303K
11.9K $598K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.16%
$184.85 - $231.54 $1.29K - $1.62K
4.26K $985K
XOM
Exxon Mobil Corp

Energy
61
+ 0.27%
$105.83 - $117.22 $6.46K - $7.15K
22.5K $2.54M
MSFT
Microsoft Corp

Technology
41
+ 0.94%
$491.09 - $535.64 $20.1K - $22K
4.43K $2.29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
954
+ 4.13%
$28.92 - $32.19 $27.6K - $30.7K
24K $767K
QTEC
First Trust Nasdaq 100 Technol

ETFs
4
+ 0.1%
$208.95 - $229.72 $836 - $919
3.87K $887K
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 1.63%
$282.78 - $316.06 $9.33K - $10.4K
2.06K $650K
WMT
Walmart Inc.

Consumer Defensive
104
+ 1.09%
$94.4 - $104.27 $9.82K - $10.8K
9.65K $994K
DFAS
Dimensional ETF Tr U S Small C

ETFs
537
+ 12.79%
$63.41 - $69.69 $34.1K - $37.4K
4.73K $324K
EFG
Msci Eafe Growth ETF

ETFs
381
+ 13.99%
$106.99 - $114.46 $40.8K - $43.6K
3.1K $353K
EEM
Ishares Msci Emerging Markets

ETFs
288
+ 4.39%
$48.07 - $53.4 $13.8K - $15.4K
6.84K $365K
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.23%
$279.83 - $293.74 $1.96K - $2.06K
3.09K $906K
VBK
Vanguard Small Cap Growth ETF

ETFs
78
+ 9.21%
$276.51 - $305.12 $21.6K - $23.8K
925 $275K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
445
+ 0.59%
$20.76 - $21.78 $9.24K - $9.69K
76.1K $1.64M
IJK
Ishares S&P Midcap 400 Growth

ETFs
17
+ 0.22%
$91.28 - $97.59 $1.55K - $1.66K
7.58K $726K
SCHX
Schwab Strategic Tr Us Large C

ETFs
298
+ 2.02%
$24.46 - $26.5 $7.29K - $7.9K
15.1K $396K
VOT
Vanguard Mid Cap Growth Index

ETFs
89
+ 8.81%
$282.75 - $294.19 $25.2K - $26.2K
1.1K $322K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
29
+ 0.3%
$30.13 - $33.37 $874 - $968
9.82K $327K
AMZN
Amazon Com Inc

Consumer Cyclical
138
+ 6.89%
$211.65 - $238.24 $29.2K - $32.9K
2.14K $469K
META
Meta Platforms, Inc.

Communication Services
40
+ 3.96%
$695.21 - $791.73 $27.8K - $31.7K
1.05K $771K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 1.59%
$459.11 - $506.91 $7.35K - $8.11K
1.02K $513K
VEU
Vanguard Ftse All World Ex Us

ETFs
24
+ 0.49%
$66.38 - $71.68 $1.59K - $1.72K
4.88K $348K
ETN
Eaton Corp PLC

Industrials
12
+ 1.16%
$342.99 - $392.76 $4.12K - $4.71K
1.05K $391K
IEMG
Ishares Inc

ETFs
273
+ 3.56%
N/A
7.95K $426K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2
+ 0.09%
$134.42 - $141.26 $269 - $283
2.34K $330K
HBAN
Huntington Bancshares Inc

Financial Services
192
+ 1.26%
$15.87 - $17.88 $3.05K - $3.43K
15.4K $265K
J P Morgan Exchange Traded F
106K
+ 59.91%
N/A
282K $0
J P Morgan Exchange Traded F
3.14K
+ 74.91%
N/A
7.33K $0
J P Morgan Exchange Traded F
40.4K
+ 6.84%
N/A
630K $0
Fidelity Merrimack Str Tr
3.28K
+ 77.98%
N/A
7.48K $0
FIGB
Fidelity Merrimack Str Tr
504
+ 3.6%
N/A
14.5K $0
Ea Series Trust
126K
+ 934.67%
N/A
139K $0
Capital Grp Fixed Incm ETF T
1.11K
+ 14.6%
N/A
8.73K $0
CGMU
Capital Group Core Plus Income
11.2K
+ 101.52%
N/A
22.2K $0
Capital Grp Fixed Incm ETF T
12.9K
+ 117.11%
N/A
23.9K $0
Activity Summary
Buys All Purchases 56 New Holdings 4 Increased Positions 52 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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