Peterson Wealth Advisors, LLC Sells in Q4 2025

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-34.8K
- 64.95%
$78.97 - $83.03 $2.75M - $2.89M
18.8K $1.52M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-10.3K
- 1.41%
$44.53 - $47.25 $458K - $486K
719K $32.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-19.7K
- 29.29%
$45.45 - $48.31 $893K - $949K
47.4K $2.25M
VTI
Vanguard Total Stock Market Et

ETFs
-2.56K
- 4.88%
$321.8 - $337.95 $824K - $866K
50K $16.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-18.2K
- 23.98%
$20.85 - $21.86 $380K - $399K
57.8K $1.23M
VB
Vanguard Small Cap ETF

ETFs
-824
- 2.97%
$248.1 - $260.08 $204K - $214K
26.9K $6.72M
HEQT
Simplify Exchange Traded Fds H
-12K
- 8.54%
$30.98 - $31.88 $371K - $382K
128K $4.05M
VV
Vanguard Large Cap ETF

ETFs
-1.03K
- 44.61%
$301.9 - $317.98 $310K - $327K
1.28K $395K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.12K
- 28.87%
$224.76 - $243.76 $251K - $272K
2.75K $626K
VEA
Vanguard Ftse Developed Market

ETFs
-6.25K
- 6.38%
$59.18 - $62.09 $370K - $388K
91.8K $5.63M
IDEV
Ishares Core Msci Intl Develop

ETFs
-4.53K
- 3.23%
$79.1 - $82.39 $358K - $373K
136K $11M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-4.39K
- 4.73%
$46.2 - $46.85 $203K - $205K
88.3K $4.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.45K
- 13.11%
$27.17 - $28.65 $148K - $156K
36.1K $990K
META
Meta Platforms, Inc.

Communication Services
-56
- 5.33%
$609.01 - $751.67 $34.1K - $42.1K
995 $606K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.74K
- 37.64%
$23.02 - $24.23 $155K - $163K
11.2K $267K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.59K
- 9.24%
$50.85 - $51.0 $131K - $132K
25.4K $1.29M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-178
- 0.08%
$28.9 - $30.17 $5.14K - $5.37K
234K $6.83M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-552
- 18.28%
$185.12 - $192.11 $102K - $106K
2.47K $462K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.14K
- 31.95%
$32.35 - $34.37 $102K - $108K
6.69K $226K
VO
Vanguard Mid Cap ETF

ETFs
-276
- 8.94%
$286.27 - $296.23 $79K - $81.8K
2.81K $806K
IVV
Ishares Core S&P 500 ETF

ETFs
-337
- 1.35%
$656.2 - $690.71 $221K - $233K
24.7K $16.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-122
- 5.32%
$600.51 - $631.95 $73.3K - $77.1K
2.17K $1.34M
IVW
Ishares S&P 500 Growth ETF

ETFs
-637
- 1.27%
$118.29 - $126.28 $75.4K - $80.4K
49.4K $5.98M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-341
- 1.26%
$63.25 - $66.24 $21.6K - $22.6K
26.6K $1.71M
VGSH
Vanguard

ETFs
-742
- 5.0%
$58.64 - $58.96 $43.5K - $43.7K
14.1K $828K
AVGO
Broadcom Inc.

Technology
-135
- 12.74%
$324.63 - $385.98 $43.8K - $52.1K
925 $316K
CGCP
Capital Group Core Plus Income

ETFs
-1.33K
- 7.06%
$22.64 - $22.98 $30.1K - $30.5K
17.5K $395K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-637
- 3.78%
$83.65 - $86.6 $53.3K - $55.2K
16.2K $1.4M
USRT
Ishares Core U.S. Reit ETF

ETFs
-217
- 1.08%
$56.64 - $59.67 $12.3K - $12.9K
19.8K $1.15M
EMLP
First Tr Exchange Traded Iv

ETFs
-760
- 12.29%
$37.38 - $38.54 $28.4K - $29.3K
5.42K $208K
ETN
Eaton Corp PLC

Industrials
-12
- 1.15%
$352.39 - $387.75 $4.23K - $4.65K
1.04K $364K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-149
- 6.37%
$138.52 - $146.24 $20.6K - $21.8K
2.19K $305K
HBAN
Huntington Bancshares Inc

Financial Services
-1
- 0.01%
$15.16 - $17.21 $15.2 - $17.2
15.4K $241K
IVE
Ishares S&P 500 Value ETF

ETFs
-74
- 3.77%
$202.52 - $212.07 $15K - $15.7K
1.89K $395K
Capital Grp Fixed Incm ETF T
-3.71K
- 22.27%
N/A
12.9K $0
Capital Grp Fixed Incm ETF T
-595
- 6.82%
N/A
8.13K $0
Capital Grp Fixed Incm ETF T
-946
- 3.96%
N/A
23K $0
CGMS
Capital Grp Core Plus Income E
-1.3K
- 5.21%
N/A
23.7K $0
Fidelity Greenwood Street Tr
-1.93K
- 5.68%
N/A
32.1K $0
FIGB
Fidelity Merrimack Str Tr
-1.45K
- 9.97%
N/A
13.1K $0
Pimco ETF Tr
-6.08K
- 15.52%
N/A
33.1K $0
J P Morgan Exchange Traded F
-96
- 1.31%
N/A
7.24K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.49%
$475.68 - $513.11 $2.38K - $2.57K
1.02K $517K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.29K
- 0.1%
$76.84 - $80.86 $176K - $185K
2.3M $182M
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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