Peterson Wealth Advisors, LLC Reduced Holdings in Q2 2025

Peterson Wealth Advisors, LLC

  • $527 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.66K
- 19.59%
$90.56 - $109.49 $422K - $511K
19.1K $2.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7.09K
- 6.64%
$44.68 - $45.96 $317K - $326K
99.8K $4.56M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.98K
- 5.82%
$50.48 - $50.71 $150K - $151K
48.2K $2.44M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-2.18K
- 27.1%
$48.46 - $50.2 $106K - $109K
5.86K $291K
VGSH
Vanguard

ETFs
-1.58K
- 8.99%
$58.32 - $58.95 $92.2K - $93.2K
16K $940K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.83K
- 0.99%
$24.19 - $24.45 $92.6K - $93.6K
382K $9.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 3.27%
$483.48 - $539.8 $16.4K - $18.4K
1.01K $488K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.06K
- 21.56%
$149.56 - $212.83 $159K - $226K
3.86K $821K
HEQT
Simplify Exchange Traded Fds H
-8.5K
- 5.45%
$27.22 - $30.05 $231K - $255K
148K $4.43M
USRT
Ishares Core U.S. Reit ETF

ETFs
-22
- 0.11%
$50.37 - $57.97 $1.11K - $1.28K
20.5K $1.16M
IEMG
Ishares Inc

ETFs
-282
- 3.55%
N/A
7.67K $411K
CGCP
Capital Group Core Plus Income

ETFs
-505
- 2.61%
$21.92 - $22.56 $11.1K - $11.4K
18.8K $423K
Pimco ETF Tr
-61
- 0.13%
N/A
47.6K $0
Capital Grp Fixed Incm ETF T
-306
- 1.48%
N/A
20.3K $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
-710
- 8.58%
$73.7 - $90.98 $52.3K - $64.6K
7.56K $688K
CGMS
Capital Grp Core Plus Income E
-473
- 1.82%
N/A
25.5K $0
Capital Grp Fixed Incm ETF T
-1.18K
- 9.67%
N/A
11K $0
CGMU
Capital Group Core Plus Income
-3.96K
- 26.48%
N/A
11K $0
Fidelity Greenwood Street Tr
-4.33K
- 10.81%
N/A
35.8K $0
DFAS
Dimensional ETF Tr U S Small C

ETFs
-15
- 0.36%
$52.31 - $63.72 $785 - $956
4.2K $267K
HBAN
Huntington Bancshares Inc

Financial Services
-118
- 0.77%
$12.49 - $16.76 $1.47K - $1.98K
15.2K $254K
EFG
Msci Eafe Growth ETF

ETFs
-17
- 0.62%
$89.8 - $112.0 $1.53K - $1.9K
2.72K $304K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-21
- 0.89%
$106.81 - $136.49 $2.24K - $2.87K
2.34K $318K
VOT
Vanguard Mid Cap Growth Index

ETFs
-7
- 0.69%
$216.28 - $284.39 $1.51K - $1.99K
1.01K $287K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-670
- 3.63%
$73.0 - $85.5 $48.9K - $57.3K
17.8K $1.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-175
- 4.89%
$113.67 - $150.4 $19.9K - $26.3K
3.41K $512K
VO
Vanguard Mid Cap ETF

ETFs
-7
- 0.23%
$228.54 - $279.83 $1.6K - $1.96K
3.08K $861K
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.42K
- 14.53%
$82.96 - $110.1 $699K - $927K
49.6K $5.46M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-135
- 0.58%
$22.27 - $29.21 $3.01K - $3.94K
23.1K $674K
WMT
Walmart Inc.

Consumer Defensive
-1
- 0.01%
$81.79 - $99.98 $81.8 - $100
9.55K $933K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.9K
- 2.73%
$34.72 - $42.74 $65.9K - $81.2K
67.7K $2.89M
NVDA
Nvidia Corp

Technology
-43
- 1.21%
$94.31 - $157.99 $4.06K - $6.79K
3.5K $553K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.24K
- 5.33%
$60.34 - $74.89 $196K - $243K
57.6K $4.31M
VTI
Vanguard Total Stock Market Et

ETFs
-378
- 0.69%
$243.75 - $303.93 $92.1K - $115K
54.2K $16.5M
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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