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Peterson Wealth Advisors, LLC Buys JPMorgan Ultra-Short Income, Vanguard FTSE All World Ex US, Vanguard FTSE Emerging Markets, Sells First Trust Enhanced Short Maturity ETF, First Trust DJ Global Select Dividend, Vanguard Real Estate

April 16, 2019 | About:

Investment company Peterson Wealth Advisors, LLC buys JPMorgan Ultra-Short Income, Vanguard FTSE All World Ex US, Vanguard FTSE Emerging Markets, sells First Trust Enhanced Short Maturity ETF, First Trust DJ Global Select Dividend, Vanguard Real Estate, Vanguard Short-Term Bond, iShares Core MSCI EAFE during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Peterson Wealth Advisors, LLC. As of 2019Q1, Peterson Wealth Advisors, LLC owns 36 stocks with a total value of $123 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) - 1,421,555 shares, 39.42% of the total portfolio. Shares added by 2.76%
  2. SPDR Russell Small Cap Complet (EMM) - 302,571 shares, 8.49% of the total portfolio. Shares added by 4.22%
  3. SPDR Portfolio Small Cap (SPSM) - 309,612 shares, 7.85% of the total portfolio. Shares added by 6.01%
  4. JPMorgan Ultra-Short Income (JPST) - 184,806 shares, 7.56% of the total portfolio. New Position
  5. iShares Core U.S. REIT (USRT) - 136,277 shares, 5.80% of the total portfolio. Shares added by 6.65%
New Purchase: JPMorgan Ultra-Short Income (JPST)

Peterson Wealth Advisors, LLC initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $50.09 and $50.4, with an estimated average price of $50.26. The stock is now traded at around $50.33. The impact to a portfolio due to this purchase was 7.56%. The holding were 184,806 shares as of .

New Purchase: Vanguard FTSE All World Ex US (VEU)

Peterson Wealth Advisors, LLC initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $45.08 and $50.94, with an estimated average price of $48.91. The stock is now traded at around $51.65. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,755 shares as of .

New Purchase: Vanguard FTSE Emerging Markets (VWO)

Peterson Wealth Advisors, LLC initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $37.67 and $43.15, with an estimated average price of $41.12. The stock is now traded at around $43.85. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,648 shares as of .

Sold Out: First Trust Enhanced Short Maturity ETF (FTSM)

Peterson Wealth Advisors, LLC sold out a holding in First Trust Enhanced Short Maturity ETF. The sale prices were between $59.84 and $60.09, with an estimated average price of $59.97.

Sold Out: First Trust DJ Global Select Dividend (FGD)

Peterson Wealth Advisors, LLC sold out a holding in First Trust DJ Global Select Dividend. The sale prices were between $21.79 and $24.18, with an estimated average price of $23.38.

Sold Out: Vanguard Short-Term Bond (BSV)

Peterson Wealth Advisors, LLC sold out a holding in Vanguard Short-Term Bond. The sale prices were between $78.46 and $79.65, with an estimated average price of $78.91.



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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