Peterson Wealth Advisors, LLC Reduced Holdings in Q3 2024

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-29.7K
- 3.04%
$50.25 - $50.74 $1.49M - $1.51M
946K $48M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-5.54K
- 10.87%
$50.32 - $50.75 $279K - $281K
45.4K $2.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.6K
- 14.4%
$57.32 - $62.65 $91.8K - $100K
9.52K $593K
HEQT
Simplify Exchange Traded Fds H
-3.37K
- 8.21%
$26.73 - $28.88 $90.1K - $97.3K
37.7K $1.09M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-342
- 12.52%
$114.52 - $127.8 $39.2K - $43.7K
2.39K $299K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-467
- 11.68%
$162.83 - $179.16 $76K - $83.7K
3.53K $632K
VGSH
Vanguard

ETFs
-439
- 7.68%
$57.74 - $59.13 $25.3K - $26K
5.28K $311K
IVE
Ishares S&P 500 Value ETF

ETFs
-240
- 10.24%
$181.06 - $197.17 $43.5K - $47.3K
2.1K $414K
HD
Home Depot, Inc.

Consumer Cyclical
-251
- 16.52%
$333.64 - $405.2 $83.7K - $102K
1.27K $513K
EMLP
First Tr Exchange Traded Iv

ETFs
-960
- 9.56%
$30.38 - $34.0 $29.2K - $32.6K
9.08K $305K
VV
Vanguard Large Cap ETF

ETFs
-40
- 1.64%
$236.92 - $263.4 $9.48K - $10.5K
2.41K $633K
VEA
Vanguard Ftse Developed Market

ETFs
-292
- 1.82%
$47.6 - $53.31 $13.9K - $15.6K
15.7K $830K
CAT
Caterpillar Inc

Industrials
-44
- 4.19%
$316.8 - $391.12 $13.9K - $17.2K
1.01K $393K
VO
Vanguard Mid Cap ETF

ETFs
-64
- 1.93%
$237.84 - $263.83 $15.2K - $16.9K
3.25K $857K
USRT
Ishares Core U.S. Reit ETF

ETFs
-974
- 5.17%
$53.07 - $62.66 $51.7K - $61K
17.9K $1.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.44K
- 3.38%
$63.28 - $70.06 $154K - $171K
69.6K $4.88M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.14%
$453.41 - $572.44 $907 - $1.14K
1.45K $831K
VTI
Vanguard Total Stock Market Et

ETFs
-3.02K
- 4.74%
$255.18 - $283.2 $770K - $855K
60.6K $17.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-15
- 0.65%
$191.76 - $263.26 $2.88K - $3.95K
2.28K $596K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-5.23K
- 5.81%
$19.78 - $23.53 $103K - $123K
84.8K $1.96M
IVV
Ishares Core S&P 500 ETF

ETFs
-104
- 1.21%
$520.18 - $576.82 $54.1K - $60K
8.52K $4.91M
Activity Summary
Buys All Purchases 54 New Holdings 9 Increased Positions 45 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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