PW

Peterson Wealth Advisors, LLC

13F
Peterson Wealth Advisors, LLC
Last update 2025-07-07 97 Stocks (8 new)
Value $606.00 Mil Turnover 2 %
Countries:
Top Holdings: SPLG(27.17%)SPDW(10.66%)JPST(7.80%)SPMD(6.25%)HELO(6.09%)
Summary Stock Picks Current Portfolio
Peterson Wealth Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
2,264,471
164,604.4
+0.57%
27.170
+0.15%
0.230
+18.98%
+7.06%
76,474.7
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
1,595,482
64,601.1
+1.94%
10.660
+0.20%
0.240
+13.76%
+19.72%
26,917.9
 
JPST
JPMorgan Ultra-Short Income ETF
932,776
47,273.1
+0.10%
7.800
+0.01%
0.150
+1.27%
+2.66%
32,051.9
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
696,729
37,888.1
+1.51%
6.250
+0.09%
0.290
+15.66%
+1.19%
13,402.9
 
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
589,884
36,915.0
+1.95%
6.090
+0.12%
1.120
+8.59%
+1.84%
3,294.2
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
695,826
29,642.2
+2.02%
4.890
+0.10%
0.260
+17.24%
-2.65%
11,609.8
 
CLIP
Global X 1-3 Month T-Bill ETF
246,717
24,775.3
+0.15%
4.090
+0.01%
1.630
+1.07%
+2.28%
1,513.7
 
JCPB
JPMorgan Core Plus Bond ETF
365,188
17,185.8
+0.26%
2.840
+0.01%
0.250
+1.26%
+3.27%
6,915.8
 
VTI
Vanguard Total Stock Market ETF
54,221
16,479.5
-0.69%
2.720
-0.02%
0.000
+19.13%
+6.51%
472,899.0
 
IVV
iShares Core S&P 500 ETF
25,390
15,764.6
+4.21%
2.600
+0.10%
0.000
+18.93%
+7.03%
630,001.5
 

Peterson Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Peterson Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JBND
JP MORGAN ETF TRUS
2025-06-30
Add
Add
+0.21%
●
52.31 ($52.96) 53.89
$52.87
-0.17%
Add 15.29%
176,130
23,359
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-06-30
Add
Add
+0.20%
●
32.66 ($38.31) 40.75
$40.17
4.86%
Add 1.94%
1,595,482
30,424
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+0.15%
●
58.41 ($67.22) 72.69
$73.35
9.13%
Add 0.57%
2,264,471
12,837
BOXX
Alpha Architect 1-3 Month Box ETF
2025-06-30
Add
Add
+0.14%
●
111.49 ($112.08) 112.68
$112.85
0.69%
Add 129.32%
13,475
7,599
IVW
iShares S&P 500 Growth ETF
2025-06-30
Reduce
Reduce
-0.14%
●
82.96 ($98.88) 110.1
$111.36
12.62%
Reduce -14.53%
49,551
-8,421
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-06-30
Add
Add
+0.14%
●
50.52 ($50.75) 50.92
$50.90
0.30%
Add 143.22%
28,016
16,497
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2025-06-30
Add
Add
+0.12%
●
56.68 ($60.34) 62.58
$62.99
4.39%
Add 1.95%
589,884
11,289
JPIE
JPMorgan Income ETF
2025-06-30
Add
Add
+0.11%
●
45.12 ($45.82) 46.32
$46.06
0.52%
Add 95.43%
29,350
14,332
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.10%
●
23.4 ($27.48) 29.68
$30.14
9.70%
Add 13.72%
175,720
21,205
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.10%
●
498.8 ($573.99) 620.9
$626.53
9.15%
Add 4.21%
25,390
1,025

Peterson Wealth Advisors, LLC Total Holding History ($B)

To

Peterson Wealth Advisors, LLC's Asset Allocation

To

Peterson Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Peterson Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30

Peterson Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Peterson Wealth Advisors, LLC's Holdings Heat Map

Size field:

Peterson Wealth Advisors, LLC's Holdings Bubble Chart

Peterson Wealth Advisors, LLC News

  • 1

Discussions on Peterson Wealth Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.