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CIK: 0001713558
Total reported value
$846.1M
$846.1M
75 檔
37.3%
At the close of Q2 2024, Peterson Wealth Advisors, LLC disclosed equity holdings valued at approximately $846.1M, spread across 75 reported holdings.
During Q2 2024, Peterson Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 31.56% | +1.07% | -1.79% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 11.38% | +0.33% | +2.77% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 10.33% | -0.44% | +0.56% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.72% | +0.21% | +1.70% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.27% | -0.15% | +9.33% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 5.75% | +0.34% | +1.86% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.57% | +0.03% | -5.30% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.33% | -0.22% | +3.04% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.84% | -0.03% | -28.00% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.71% | -0.07% | -0.21% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.59% | -0.14% | +1.11% | |
| 12 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.47% | -0.09% | +11.53% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | +0.07% | -0.21% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.00% | — | -9.35% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.02% | -6.95% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.95% | +0.04% | -1.27% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | — | -1.90% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.03% | +0.30% | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.54% | -0.03% | +15.92% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.01% | +8.38% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.14% | +0.04% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | +0.03% | +0.74% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-Other | 0.38% | -0.02% | -4.78% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.02% | +1.17% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.33% | -0.03% | -3.76% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | — | — | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.29% | -0.06% | -2.00% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.29% | -0.01% | +0.89% | |
| 29 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.24% | -0.04% | +26.26% | |
| 30 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.21% | — | -9.03% | |
| 31 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.17% | +0.03% | +0.32% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.17% | — | -7.25% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | -0.03% | +1.59% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | -0.74% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.01% | -0.21% | |
| 36 | BAER | Bridger Aerospace Group Hold | Stock-Other | 0.15% | -0.01% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | +0.01% | +0.75% | |
| 38 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.14% | +0.24% | — | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.14% | — | +0.40% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.14% | +0.01% | +0.15% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | -0.01% | +0.25% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.03% | — | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | -3.36% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.02% | +1.54% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | — | +0.59% | |
| 46 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.12% | -0.51% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | -0.01% | -0.39% | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.10% | — | +0.01% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | — | +0.26% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.09% | +0.01% | +0.12% |
According to official SEC Form 13F filings, Peterson Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $846.1M across 75 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, JPST) accounted for 37.3% of total reported equity market value during Q2 2024.
During Q2 2024, Peterson Wealth Advisors, LLC's top holdings by market value included SPYM (31.6%)、SPDW (11.4%)、JPST (10.3%). The largest single position, SPYM, represented 31.6% of total portfolio value.
In Q2 2024, Peterson Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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