Peterson Wealth Advisors, LLC Incresed Positions in Q4 2025

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
499K
+ 236.28%
$31.28 - $33.46 $15.6M - $16.7M
711K $23.5M
JPIE
J P Morgan Exchange Traded Fd
309K
+ 377.87%
$46.18 - $46.47 $14.3M - $14.4M
391K $18.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
63.7K
+ 7.8%
$50.57 - $50.77 $3.22M - $3.23M
880K $44.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
54K
+ 13.87%
$47.34 - $48.01 $2.56M - $2.59M
444K $21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.6K
+ 0.78%
$42.26 - $44.28 $534K - $559K
1.63M $71.2M
SCHO
Schwab Short Term Us Treasury

ETFs
57.6K
+ 13.57%
$24.31 - $24.46 $1.4M - $1.41M
482K $11.7M
VNQ
Vanguard Specialized Funds Van

ETFs
6.65K
+ 5.61%
$88.13 - $92.69 $586K - $616K
125K $11.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.8K
+ 45.06%
$31.41 - $33.69 $340K - $365K
34.9K $1.13M
AAPL
Apple Inc.

Technology
346
+ 2.69%
$245.27 - $275.25 $84.9K - $95.2K
13.2K $3.53M
LLY
Eli Lilly & CO

Healthcare
21
+ 2.49%
$799.57 - $1025.28 $16.8K - $21.5K
865 $883K
VOT
Vanguard Mid Cap Growth Index

ETFs
603
+ 54.87%
$279.76 - $298.12 $169K - $180K
1.7K $476K
EFG
Msci Eafe Growth ETF

ETFs
1.24K
+ 39.85%
$112.91 - $117.61 $140K - $145K
4.34K $498K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.19K
+ 46.26%
$66.04 - $69.67 $145K - $153K
6.92K $464K
VBK
Vanguard Small Cap Growth ETF

ETFs
454
+ 49.08%
$291.71 - $309.36 $132K - $140K
1.38K $402K
CAT
Caterpillar Inc

Industrials
107
+ 12.74%
$480.82 - $585.49 $51.4K - $62.6K
947 $522K
XOM
Exxon Mobil Corp

Energy
72
+ 0.32%
$110.64 - $119.78 $7.97K - $8.62K
22.6K $2.66M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.99K
+ 16.78%
$50.33 - $50.81 $100K - $101K
13.8K $700K
JPIB
Jpmorgan International Bond Op

ETFs
2.5K
+ 1.38%
$48.68 - $49.38 $122K - $123K
183K $8.95M
GOOGL
Alphabet Inc.

Communication Services
196
+ 22.02%
$236.57 - $291.31 $46.4K - $57.1K
1.09K $300K
AMZN
Amazon Com Inc

Consumer Cyclical
127
+ 5.93%
$213.04 - $254.0 $27.1K - $32.3K
2.27K $532K
MSFT
Microsoft Corp

Technology
176
+ 3.98%
$496.82 - $542.07 $87.4K - $95.4K
4.6K $2.34M
INTC
Intel Corp

Technology
908
+ 14.42%
$34.71 - $41.53 $31.5K - $37.7K
7.2K $250K
EFA
Ishares Tr Msci Eafe ETF

ETFs
177
+ 1.81%
$92.24 - $96.56 $16.3K - $17.1K
9.96K $948K
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 7.11%
$910.94 - $954.99 $39.2K - $41.1K
648 $591K
NVDA
Nvidia Corp

Technology
157
+ 4.63%
$179.83 - $207.04 $28.2K - $32.5K
3.55K $661K
WMT
Walmart Inc.

Consumer Defensive
232
+ 2.4%
$101.18 - $109.03 $23.5K - $25.3K
9.88K $1.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
58
+ 0.5%
$72.17 - $75.74 $4.19K - $4.39K
11.7K $876K
IEMG
Ishares Inc

ETFs
371
+ 4.67%
N/A
8.32K $446K
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.56%
$211.96 - $244.38 $5.09K - $5.87K
4.28K $1M
EEM
Ishares Msci Emerging Markets

ETFs
94
+ 1.37%
$51.94 - $56.01 $4.88K - $5.26K
6.94K $381K
VEU
Vanguard Ftse All World Ex Us

ETFs
83
+ 1.7%
$70.2 - $73.89 $5.83K - $6.13K
4.96K $362K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
10
+ 0.34%
$67.42 - $70.73 $674 - $707
2.91K $202K
Ea Series Trust
2.9K
+ 2.08%
N/A
142K $0
Global X Fds
21.4K
+ 9.59%
N/A
244K $0
CGMU
Capital Group Core Plus Income
3.64K
+ 16.42%
N/A
25.8K $0
J P Morgan Exchange Traded F
54.3K
+ 8.62%
N/A
685K $0
J P Morgan Exchange Traded F
597K
+ 211.84%
N/A
878K $0
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
68
+ 1.5%
$92.19 - $96.97 $6.27K - $6.59K
4.6K $431K
JPM
Jpmorgan Chase & CO

Financial Services
72
+ 3.49%
$294.11 - $320.41 $21.2K - $23.1K
2.14K $641K
IJK
Ishares S&P Midcap 400 Growth

ETFs
16
+ 0.21%
$93.11 - $97.9 $1.49K - $1.57K
7.6K $717K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
102
+ 0.5%
$114.27 - $121.15 $11.7K - $12.4K
20.4K $2.38M
TSLA
Tesla, Inc.

Consumer Cyclical
137
+ 5.65%
$401.99 - $468.37 $55.1K - $64.2K
2.56K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 2.32%
$358.03 - $397.02 $10.7K - $11.9K
1.33K $474K
SPMD
Spdr Portfolio

ETFs
1.87K
+ 0.25%
$55.44 - $58.05 $104K - $108K
736K $41.4M
Activity Summary
Buys All Purchases 58 New Holdings 13 Increased Positions 45 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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