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Peterson Wealth Advisors, LLC Buys Vanguard FTSE Emerging Markets ETF, Vanguard Small-Cap ETF, First Trust US IPO Index Fund, Sells iShares Core U.S. Growth ETF, iShares Russell 1000 Value ETF

January 23, 2020 | About:

Investment company Peterson Wealth Advisors, LLC (Current Portfolio) buys Vanguard FTSE Emerging Markets ETF, Vanguard Small-Cap ETF, First Trust US IPO Index Fund, Vanguard FTSE Developed Markets ETF, sells iShares Core U.S. Growth ETF, iShares Russell 1000 Value ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Peterson Wealth Advisors, LLC. As of 2019Q4, Peterson Wealth Advisors, LLC owns 40 stocks with a total value of $144 million. These are the details of the buys and sells.

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
  1. SPDR Russell 1000 ETF (ELR) - 1,509,873 shares, 39.57% of the total portfolio. Shares reduced by 0.74%
  2. SPDR Russell Small Cap Complet (EMM) - 337,034 shares, 8.46% of the total portfolio. Shares reduced by 0.47%
  3. JPMorgan Ultra-Short Income ETF (JPST) - 237,989 shares, 8.32% of the total portfolio. Shares added by 14.71%
  4. SPDR Russell 2000 ETF (SPSM) - 356,341 shares, 8.06% of the total portfolio. Shares added by 1.94%
  5. SPDR Russell 3000 ETF (SPTM) - 200,871 shares, 5.55% of the total portfolio. Shares added by 5.40%
New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)

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.



Here is the complete portfolio of Peterson Wealth Advisors, LLC. Also check out:

1. Peterson Wealth Advisors, LLC's Undervalued Stocks
2. Peterson Wealth Advisors, LLC's Top Growth Companies, and
3. Peterson Wealth Advisors, LLC's High Yield stocks
4. Stocks that Peterson Wealth Advisors, LLC keeps buying

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