- New Purchases: VWO, VB, FPX, VEA,
- Added Positions: JPST, SPTM, SPSM, EEMV, SPDW, FDL, AAPL, SPEM, COST, HD, SPAB, VTI, IEFA,
- Reduced Positions: IVV, IWD, QQEW, AMZN, VNQ, IJR, BA, ITOT, RSP,
- Sold Out: IUSG,
For the details of Peterson Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/peterson+wealth+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Peterson Wealth Advisors, LLC- SPDR Russell 1000 ETF (ELR) - 1,509,873 shares, 39.57% of the total portfolio. Shares reduced by 0.74%
- SPDR Russell Small Cap Complet (EMM) - 337,034 shares, 8.46% of the total portfolio. Shares reduced by 0.47%
- JPMorgan Ultra-Short Income ETF (JPST) - 237,989 shares, 8.32% of the total portfolio. Shares added by 14.71%
- SPDR Russell 2000 ETF (SPSM) - 356,341 shares, 8.06% of the total portfolio. Shares added by 1.94%
- SPDR Russell 3000 ETF (SPTM) - 200,871 shares, 5.55% of the total portfolio. Shares added by 5.40%
Peterson Wealth Advisors, LLC initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $39.79 and $44.7, with an estimated average price of $42.43. The stock is now traded at around $44.30. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,791 shares as of .
New Purchase: Vanguard Small-Cap ETF (VB)Peterson Wealth Advisors, LLC initiated holding in Vanguard Small-Cap ETF. The purchase prices were between $149.04 and $166.74, with an estimated average price of $159.59. The stock is now traded at around $167.86. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,476 shares as of .
New Purchase: First Trust US IPO Index Fund (FPX)Peterson Wealth Advisors, LLC initiated holding in First Trust US IPO Index Fund. The purchase prices were between $73.54 and $81.01, with an estimated average price of $77.55. The stock is now traded at around $83.70. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,609 shares as of .
New Purchase: Vanguard FTSE Developed Markets ETF (VEA)Peterson Wealth Advisors, LLC initiated holding in Vanguard FTSE Developed Markets ETF. The purchase prices were between $39.9 and $44.4, with an estimated average price of $42.7. The stock is now traded at around $44.13. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,043 shares as of .
Sold Out: iShares Core U.S. Growth ETF (IUSG)Peterson Wealth Advisors, LLC sold out a holding in iShares Core U.S. Growth ETF. The sale prices were between $60.74 and $67.92, with an estimated average price of $64.5.
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