Peterson Wealth Advisors, LLC Incresed Positions in Q1 2025

Peterson Wealth Advisors, LLC

  • $485 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
13.8K
+ 130.73%
$554.06 - $615.85 $7.65M - $8.5M
24.4K $13.7M
VEA
Vanguard Ftse Developed Market

ETFs
84.8K
+ 533.17%
$47.4 - $52.99 $4.02M - $4.5M
101K $5.12M
HEQT
Simplify Exchange Traded Fds H
102K
+ 191.0%
$28.48 - $30.52 $2.92M - $3.13M
156K $4.46M
JCPB
J P Morgan Exchange Traded Fd

ETFs
26K
+ 7.7%
$45.56 - $47.23 $1.19M - $1.23M
364K $17.1M
VB
Vanguard Small Cap ETF

ETFs
8.18K
+ 43.62%
$217.89 - $252.64 $1.78M - $2.07M
26.9K $5.97M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.3K
+ 33.26%
$42.5 - $46.71 $1.07M - $1.18M
101K $4.58M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.9K
+ 205.66%
$57.21 - $65.8 $1.08M - $1.24M
28K $1.63M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
46K
+ 24.98%
$25.58 - $29.24 $1.18M - $1.34M
230K $6.03M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
31.9K
+ 25.97%
$25.35 - $27.46 $807K - $875K
155K $4.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.56K
+ 130.87%
$507.05 - $563.67 $789K - $877K
2.75K $1.41M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.3K
+ 17.31%
$37.07 - $40.63 $380K - $417K
69.6K $2.74M
USRT
Ishares Core U.S. Reit ETF

ETFs
5.68K
+ 38.19%
$55.14 - $60.29 $313K - $342K
20.5K $1.18M
JPIB
Jpmorgan International Bond Op

ETFs
4.38K
+ 2.79%
$46.97 - $48.35 $206K - $212K
162K $7.74M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.4K
+ 96.82%
$24.91 - $29.02 $285K - $332K
23.2K $581K
ABBV
Abb Vie Inc.

Healthcare
85
+ 2.04%
$169.2 - $216.66 $14.4K - $18.4K
4.25K $890K
COST
Costco Wholesale Corp

Consumer Defensive
126
+ 28.31%
$890.62 - $1076.86 $112K - $136K
571 $540K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.12%
$725.72 - $929.72 $726 - $930
804 $664K
JPM
Jpmorgan Chase & CO

Financial Services
136
+ 7.19%
$225.19 - $279.95 $30.6K - $38.1K
2.03K $497K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
597
+ 5.47%
$50.72 - $50.92 $30.3K - $30.4K
11.5K $585K
QTEC
First Trust Nasdaq 100 Technol

ETFs
542
+ 12.37%
$173.56 - $210.67 $94.1K - $114K
4.92K $854K
VEU
Vanguard Ftse All World Ex Us

ETFs
15
+ 0.31%
$56.51 - $62.98 $848 - $945
4.82K $292K
CGCP
Capital Group Core Plus Income

ETFs
188
+ 0.98%
$21.94 - $22.64 $4.12K - $4.26K
19.3K $434K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
198
+ 2.52%
$49.69 - $50.76 $9.84K - $10.1K
8.04K $402K
SCHX
Schwab Strategic Tr Us Large C

ETFs
713
+ 6.26%
$21.75 - $24.28 $15.5K - $17.3K
12.1K $267K
Ea Series Trust
61
+ 1.05%
N/A
5.88K $0
J P Morgan Exchange Traded F
6.19K
+ 4.22%
N/A
153K $0
Global X Fds
53.7K
+ 27.85%
N/A
246K $0
CGMU
Capital Group Core Plus Income
363
+ 2.49%
N/A
15K $0
Capital Grp Fixed Incm ETF T
414
+ 3.52%
N/A
12.2K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.5%
$169.43 - $182.84 $2.54K - $2.74K
3.01K $521K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
186
+ 5.48%
$126.86 - $146.45 $23.6K - $27.2K
3.58K $454K
IJK
Ishares S&P Midcap 400 Growth

ETFs
502
+ 6.46%
$81.62 - $96.63 $41K - $48.5K
8.27K $688K
HBAN
Huntington Bancshares Inc

Financial Services
109
+ 0.72%
$14.28 - $17.39 $1.56K - $1.9K
15.3K $229K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.23%
$347.25 - $424.87 $1.04K - $1.27K
1.32K $483K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.13K
+ 5.0%
$102.49 - $119.96 $116K - $136K
23.8K $2.49M
MSFT
Microsoft Corp

Technology
48
+ 1.11%
$375.39 - $447.2 $18K - $21.5K
4.38K $1.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.49K
+ 2.64%
$92.45 - $106.69 $138K - $159K
58K $5.38M
SPMD
Spdr Portfolio

ETFs
13.6K
+ 2.03%
$50.21 - $57.73 $685K - $787K
686K $35.1M
Activity Summary
Buys All Purchases 52 New Holdings 13 Increased Positions 39 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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