Peterson Wealth Advisors, LLC Reduced Holdings in Q4 2024

Peterson Wealth Advisors, LLC

  • $482 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.7K
- 0.98%
$34.13 - $37.35 $535K - $585K
1.58M $53.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-23.8K
- 6.56%
$46.07 - $48.17 $1.09M - $1.14M
338K $15.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.9K
- 5.48%
$87.85 - $98.6 $518K - $581K
102K $9.05M
VTI
Vanguard Total Stock Market Et

ETFs
-3.93K
- 6.48%
$280.04 - $302.45 $1.1M - $1.19M
56.7K $16.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-4.7K
- 20.15%
$70.1 - $76.53 $330K - $360K
18.6K $1.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.18K
- 1.53%
$44.04 - $49.49 $52.1K - $58.6K
76K $3.35M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-6.29K
- 49.8%
$51.09 - $55.27 $321K - $348K
6.34K $324K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.1K
- 8.76%
$69.3 - $74.3 $423K - $453K
63.5K $4.54M
JPIB
Jpmorgan International Bond Op

ETFs
-1.43K
- 0.9%
$47.26 - $48.47 $67.7K - $69.4K
157K $7.43M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.63K
- 4.28%
$20.55 - $23.26 $74.6K - $84.5K
81.1K $1.71M
VTV
Vanguard Value ETF

ETFs
-388
- 3.9%
$168.32 - $181.87 $65.3K - $70.6K
9.55K $1.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-539
- 15.26%
$174.22 - $187.62 $93.9K - $101K
2.99K $524K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.03K
- 15.65%
$50.67 - $50.9 $103K - $103K
10.9K $553K
CAT
Caterpillar Inc

Industrials
-215
- 21.35%
$360.37 - $416.88 $77.5K - $89.6K
792 $287K
ABBV
Abb Vie Inc.

Healthcare
-45
- 1.07%
$164.99 - $203.87 $7.42K - $9.17K
4.16K $739K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5
- 0.05%
$75.1 - $82.99 $376 - $415
10K $757K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.23K
- 13.5%
$33.69 - $38.24 $41.3K - $46.9K
7.85K $279K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-355
- 3.73%
$61.68 - $67.87 $21.9K - $24.1K
9.17K $571K
VO
Vanguard Mid Cap ETF

ETFs
-80
- 2.46%
$261.5 - $284.63 $20.9K - $22.8K
3.17K $837K
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.54K
- 5.9%
$94.43 - $105.47 $335K - $374K
56.5K $5.73M
AVGO
Broadcom Inc.

Technology
-396
- 26.68%
$159.67 - $250.0 $63.2K - $99K
1.09K $252K
META
Meta Platforms, Inc.

Communication Services
-42
- 2.89%
$554.08 - $632.68 $23.3K - $26.6K
1.41K $831K
TSLA
Tesla, Inc.

Consumer Cyclical
-268
- 11.76%
$213.65 - $479.86 $57.3K - $129K
2.01K $811K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-34.9K
- 1.45%
$66.77 - $71.52 $2.33M - $2.5M
2.37M $163M
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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