Peterson Wealth Advisors, LLC Reduced Holdings in Q3 2025

Peterson Wealth Advisors, LLC

  • $566 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-117K
- 12.51%
$50.47 - $50.74 $5.89M - $5.92M
816K $41.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-7.65K
- 15.88%
$50.52 - $50.75 $386K - $388K
40.5K $2.06M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7.04K
- 7.06%
$45.26 - $46.63 $319K - $328K
92.7K $4.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-535
- 18.92%
$567.77 - $614.76 $304K - $329K
2.29K $1.4M
VGSH
Vanguard

ETFs
-1.15K
- 7.2%
$58.43 - $58.88 $67.3K - $67.8K
14.8K $873K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-953
- 5.35%
$81.76 - $86.36 $77.9K - $82.3K
16.8K $1.43M
HEQT
Simplify Exchange Traded Fds H
-7.4K
- 5.02%
$30.02 - $31.27 $222K - $231K
140K $4.38M
EMLP
First Tr Exchange Traded Iv

ETFs
-841
- 11.97%
$36.99 - $38.38 $31.1K - $32.3K
6.18K $236K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.71K
- 5.97%
$62.09 - $66.51 $106K - $114K
27K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
-46
- 11.47%
$617.65 - $666.84 $28.4K - $30.7K
355 $236K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-217
- 4.57%
$90.5 - $96.59 $19.6K - $21K
4.53K $432K
CGMS
Capital Grp Core Plus Income E
-490
- 1.92%
N/A
25K $0
Pimco ETF Tr
-8.42K
- 17.68%
N/A
39.2K $0
Global X Fds
-23.9K
- 9.68%
N/A
223K $0
Fidelity Greenwood Street Tr
-1.72K
- 4.82%
N/A
34K $0
Capital Grp Fixed Incm ETF T
-3.64K
- 17.95%
N/A
16.7K $0
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-50
- 0.18%
$50.81 - $51.07 $2.54K - $2.55K
28K $1.43M
CGCP
Capital Group Core Plus Income

ETFs
-31
- 0.16%
$22.27 - $22.95 $690 - $711
18.8K $427K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.04K
- 7.01%
$74.93 - $80.73 $303K - $326K
53.6K $4.32M
INTC
Intel Corp

Technology
-2.86K
- 31.25%
$19.31 - $35.5 $55.3K - $102K
6.3K $211K
USRT
Ishares Core U.S. Reit ETF

ETFs
-461
- 2.25%
$55.64 - $59.37 $25.7K - $27.4K
20.1K $1.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-53
- 0.3%
$21.69 - $23.34 $1.15K - $1.24K
17.9K $416K
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 1.97%
$357.4 - $423.42 $9.29K - $11K
1.3K $524K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-9
- 0.26%
$148.97 - $165.88 $1.34K - $1.49K
3.4K $558K
AVGO
Broadcom Inc.

Technology
-33
- 3.02%
$264.74 - $369.57 $8.74K - $12.2K
1.06K $349K
VV
Vanguard Large Cap ETF

ETFs
-9
- 0.39%
$285.05 - $309.14 $2.57K - $2.78K
2.3K $708K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.31K
- 5.26%
$25.29 - $28.33 $58.4K - $65.4K
41.6K $1.16M
CAT
Caterpillar Inc

Industrials
-9
- 1.06%
$390.92 - $477.15 $3.52K - $4.29K
840 $400K
VEA
Vanguard Ftse Developed Market

ETFs
-3.66K
- 3.6%
$56.02 - $60.3 $205K - $221K
98.1K $5.88M
NVDA
Nvidia Corp

Technology
-115
- 3.28%
$153.3 - $186.58 $17.6K - $21.5K
3.39K $632K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-590
- 0.87%
$42.67 - $46.91 $25.2K - $27.7K
67.1K $3.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.87K
- 0.79%
$28.15 - $30.13 $52.7K - $56.4K
234K $6.95M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.11K
- 1.48%
$74.68 - $80.26 $158K - $170K
140K $11.3M
VB
Vanguard Small Cap ETF

ETFs
-80
- 0.29%
$237.58 - $259.17 $19K - $20.7K
27.7K $7.05M
VTI
Vanguard Total Stock Market Et

ETFs
-1.69K
- 3.12%
$303.93 - $329.86 $513K - $557K
52.5K $17.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-372
- 1.47%
$620.67 - $670.08 $231K - $249K
25K $16.7M
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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