- New Purchases: WMT, ABBV, IEFA,
- Added Positions: SPLG, IVW, EFAV, JPST, USRT, SPSM, SPMD, IJK, EMLP, HD, SPDW, SPEM, SCHH, TSLA, SPAB,
- Reduced Positions: SPTM, IVV, AMZN, AAPL, VO, IJR, VNQ, MSFT, VEA,
- Sold Out: DFEB, VOO, MA,
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 Portfolio S&P 500 ETF (SPLG) - 1,680,878 shares, 34.44% of the total portfolio. Shares added by 5.70%
- BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV) - 340,953 shares, 11.66% of the total portfolio. Shares added by 5.42%
- SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) - 428,070 shares, 8.06% of the total portfolio. Shares added by 2.41%
- SPDR Portfolio S&P 600 Small Cap ETF (SPSM) - 467,307 shares, 7.80% of the total portfolio. Shares added by 2.89%
- JPMorgan Ultra-Short Income ETF (JPST) - 329,116 shares, 7.79% of the total portfolio. Shares added by 7.40%
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.
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