Peterson Wealth Advisors, LLC Buys BTC iShares S&P 500 Growth ETF, Walmart Inc, BTC iShares S&P Mid-Cap 400 Growth ETF, Sells FT Cboe Vest U.S. Equity Deep Buffer ETF - Februar, Vanguard S&P 500 ETF, Mastercard Inc

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Investment company Peterson Wealth Advisors, LLC (Current Portfolio) buys BTC iShares S&P 500 Growth ETF, Walmart Inc, BTC iShares S&P Mid-Cap 400 Growth ETF, AbbVie Inc, BTC iShares Core MSCI EAFE ETF, sells FT Cboe Vest U.S. Equity Deep Buffer ETF - Februar, Vanguard S&P 500 ETF, Mastercard Inc, Amazon.com Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Peterson Wealth Advisors, LLC. As of 2020Q4, Peterson Wealth Advisors, LLC owns 44 stocks with a total value of $215 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 Portfolio S&P 500 ETF (SPLG) - 1,680,878 shares, 34.44% of the total portfolio. Shares added by 5.70%
  2. BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV) - 340,953 shares, 11.66% of the total portfolio. Shares added by 5.42%
  3. SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) - 428,070 shares, 8.06% of the total portfolio. Shares added by 2.41%
  4. SPDR Portfolio S&P 600 Small Cap ETF (SPSM) - 467,307 shares, 7.80% of the total portfolio. Shares added by 2.89%
  5. JPMorgan Ultra-Short Income ETF (JPST) - 329,116 shares, 7.79% of the total portfolio. Shares added by 7.40%
New Purchase: Walmart Inc (WMT)

Peterson Wealth Advisors, LLC initiated holding in Walmart Inc. The purchase prices were between $138.75 and $152.79, with an estimated average price of $145.79. The stock is now traded at around $146.200000. The impact to a portfolio due to this purchase was 0.29%. The holding were 4,262 shares as of 2020-12-31.

New Purchase: AbbVie Inc (ABBV)

Peterson Wealth Advisors, LLC initiated holding in AbbVie Inc. The purchase prices were between $80.49 and $108.67, with an estimated average price of $96.47. The stock is now traded at around $110.500000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,112 shares as of 2020-12-31.

New Purchase: BTC iShares Core MSCI EAFE ETF (IEFA)

Peterson Wealth Advisors, LLC initiated holding in BTC iShares Core MSCI EAFE ETF. The purchase prices were between $57.61 and $69.71, with an estimated average price of $64.27. The stock is now traded at around $70.990000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,060 shares as of 2020-12-31.

Added: BTC iShares S&P 500 Growth ETF (IVW)

Peterson Wealth Advisors, LLC added to a holding in BTC iShares S&P 500 Growth ETF by 299.77%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $66.150000. The impact to a portfolio due to this purchase was 1.36%. The holding were 60,941 shares as of 2020-12-31.

Added: BTC iShares S&P Mid-Cap 400 Growth ETF (IJK)

Peterson Wealth Advisors, LLC added to a holding in BTC iShares S&P Mid-Cap 400 Growth ETF by 299.67%. The purchase prices were between $60.4 and $72.82, with an estimated average price of $66.67. The stock is now traded at around $77.460000. The impact to a portfolio due to this purchase was 0.19%. The holding were 7,322 shares as of 2020-12-31.

Added: The Home Depot Inc (HD)

Peterson Wealth Advisors, LLC added to a holding in The Home Depot Inc by 45.24%. The purchase prices were between $261.72 and $290.36, with an estimated average price of $274.77. The stock is now traded at around $285.080000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,350 shares as of 2020-12-31.

Sold Out: FT Cboe Vest U.S. Equity Deep Buffer ETF - Februar (DFEB)

Peterson Wealth Advisors, LLC sold out a holding in FT Cboe Vest U.S. Equity Deep Buffer ETF - Februar. The sale prices were between $30.56 and $32.38, with an estimated average price of $31.66.

Sold Out: Vanguard S&P 500 ETF (VOO)

Peterson Wealth Advisors, LLC sold out a holding in Vanguard S&P 500 ETF. The sale prices were between $299.82 and $343.69, with an estimated average price of $326.57.

Sold Out: Mastercard Inc (MA)

Peterson Wealth Advisors, LLC sold out a holding in Mastercard Inc. The sale prices were between $288.64 and $356.94, with an estimated average price of $332.69.



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