Peterson Wealth Advisors, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$517.6B
Holdings
89
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SER TR | 2,251,634 | $133.6B | 25.81% | |
| 2 | SPDWSPDR INDEX SHS FDS | 1,565,058 | $51.4B | 9.93% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 931,809 | $47.0B | 9.08% | |
| 4 | HELOJ P MORGAN EXCHANGE TRADED F | 578,595 | $33.0B | 6.39% | |
| 5 | SPMDSPDR SER TR | 686,382 | $31.5B | 6.09% | |
| 6 | SPSMSPDR SER TR | 682,022 | $24.8B | 4.80% | |
| 7 | CLIPGLOBAL X FDS | 246,339 | $24.7B | 4.77% | |
| 8 | JCPBJ P MORGAN EXCHANGE TRADED F | 364,232 | $17.0B | 3.28% | |
| 9 | VTIVANGUARD INDEX FDS | 54,599 | $13.5B | 2.61% | |
| 10 | IVVISHARES TR | 24,365 | $12.3B | 2.38% | |
| 11 | SCHOSCHWAB STRATEGIC TR | 386,250 | $9.4B | 1.82% | |
| 12 | IDEVISHARES TR | 138,160 | $8.6B | 1.66% | |
| 13 | VNQVANGUARD INDEX FDS | 101,456 | $8.3B | 1.61% | |
| 14 | JBNDJ P MORGAN EXCHANGE TRADED F | 152,771 | $8.1B | 1.57% | |
| 15 | JPIBJ P MORGAN EXCHANGE TRADED F | 161,611 | $7.6B | 1.48% | |
| 16 | SCHMSCHWAB STRATEGIC TR | 230,051 | $5.4B | 1.04% | |
| 17 | VBVANGUARD INDEX FDS | 26,935 | $5.4B | 1.04% | |
| 18 | IVWISHARES TR | 57,972 | $4.9B | 0.94% | |
| 19 | FBNDFIDELITY MERRIMACK STR TR | 106,850 | $4.8B | 0.94% | |
| 20 | VEAVANGUARD TAX-MANAGED FDS | 100,763 | $4.6B | 0.89% | |
| 21 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 156,031 | $4.3B | 0.83% | |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 101,216 | $4.1B | 0.79% | |
| 23 | SPTMSPDR SER TR | 60,841 | $3.7B | 0.72% | |
| 24 | DFEMDIMENSIONAL ETF TRUST | 154,515 | $3.7B | 0.71% | |
| 25 | ICSHISHARES TR | 51,165 | $2.6B | 0.50% | |
| 26 | SPEMSPDR INDEX SHS FDS | 69,575 | $2.4B | 0.47% | |
| 27 | XOMEXXON MOBIL CORP | 22,478 | $2.3B | 0.45% | |
| 28 | AAPLAPPLE INC | 12,385 | $2.2B | 0.43% | |
| 29 | IJRISHARES TR | 23,801 | $2.2B | 0.43% | |
| 30 | MSFTMICROSOFT CORP | 4,384 | $1.6B | 0.30% | |
| 31 | IJHISHARES TR | 28,017 | $1.5B | 0.28% | |
| 32 | SCHHSCHWAB STRATEGIC TR | 73,575 | $1.4B | 0.28% | |
| 33 | EFAVISHARES TR | 18,470 | $1.3B | 0.26% | |
| 34 | VOOVANGUARD INDEX FDS | 2,745 | $1.3B | 0.25% | |
| 35 | PYLDPIMCO ETF TR | 47,689 | $1.2B | 0.24% | |
| 36 | USRTISHARES TR | 20,545 | $1.1B | 0.20% | |
| 37 | VGSHVANGUARD SCOTTSDALE FDS | 17,582 | $1.0B | 0.20% | |
| 38 | FHEQFIDELITY GREENWOOD STREET TR | 40,093 | $1.0B | 0.20% | |
| 39 | SCHASCHWAB STRATEGIC TR | 42,428 | $890.1M | 0.17% | |
| 40 | WMTWALMART INC | 9,549 | $800.5M | 0.15% | |
| 41 | ABBVABBVIE INC | 4,249 | $792.7M | 0.15% | |
| 42 | QTECFIRST TR NASDAQ 100 TECH IND | 4,922 | $754.2M | 0.15% | |
| 43 | VOVANGUARD INDEX FDS | 3,086 | $717.1M | 0.14% | |
| 44 | EFAISHARES TR | 9,776 | $715.7M | 0.14% | |
| 45 | CGMSCAPITAL GRP FIXED INCM ETF T | 25,987 | $690.7M | 0.13% | |
| 46 | JPIEJ P MORGAN EXCHANGE TRADED F | 15,018 | $681.8M | 0.13% | |
| 47 | BOXXEA SERIES TRUST | 5,876 | $655.4M | 0.13% | |
| 48 | VXUSVANGUARD STAR FDS | 11,643 | $650.7M | 0.13% | |
| 49 | IJKISHARES TR | 8,273 | $622.2M | 0.12% | |
| 50 | FIGBFIDELITY MERRIMACK STR TR | 13,957 | $600.1M | 0.12% | |
| 51 | JMSTJ P MORGAN EXCHANGE TRADED F | 11,519 | $583.1M | 0.11% | |
| 52 | LLYELI LILLY & CO | 804 | $582.1M | 0.11% | |
| 53 | VVVANGUARD INDEX FDS | 2,311 | $535.3M | 0.10% | |
| 54 | CGIBCAPITAL GRP FIXED INCM ETF T | 20,607 | $528.0M | 0.10% | |
| 55 | SCHGSCHWAB STRATEGIC TR | 23,227 | $524.9M | 0.10% | |
| 56 | METAMETA PLATFORMS INC | 1,011 | $521.8M | 0.10% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 571 | $518.3M | 0.10% | |
| 58 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,040 | $510.0M | 0.10% | |
| 59 | RSPINVESCO EXCHANGE TRADED FD T | 3,008 | $468.8M | 0.09% | |
| 60 | TSLATESLA INC | 1,999 | $466.3M | 0.09% | |
| 61 | HDHOME DEPOT INC | 1,318 | $450.1M | 0.09% | |
| 62 | JPMJPMORGAN CHASE & CO. | 2,027 | $434.7M | 0.08% | |
| 63 | CGCPCAPITAL GRP FIXED INCM ETF T | 19,340 | $428.2M | 0.08% | |
| 64 | IUSGISHARES TR | 3,580 | $412.7M | 0.08% | |
| 65 | BBREJ P MORGAN EXCHANGE TRADED F | 4,868 | $409.7M | 0.08% | |
| 66 | JMUBJ P MORGAN EXCHANGE TRADED F | 8,042 | $398.4M | 0.08% | |
| 67 | CGMUCAPITAL GRP FIXED INCM ETF T | 14,956 | $397.4M | 0.08% | |
| 68 | IEMGISHARES INC | 7,954 | $385.6M | 0.07% | |
| 69 | IVEISHARES TR | 2,102 | $359.9M | 0.07% | |
| 70 | AMZNAMAZON COM INC | 2,002 | $350.9M | 0.07% | |
| 71 | NVDANVIDIA CORPORATION | 3,546 | $346.3M | 0.07% | |
| 72 | CGSMCAPITAL GRP FIXED INCM ETF T | 12,187 | $315.6M | 0.06% | |
| 73 | SCHFSCHWAB STRATEGIC TR | 15,644 | $279.2M | 0.05% | |
| 74 | BAERBRIDGER AEROSPACE GRP HLDGS | 233,323 | $273.0M | 0.05% | |
| 75 | VEUVANGUARD INTL EQUITY INDEX F | 4,821 | $263.1M | 0.05% | |
| 76 | ETNEATON CORP PLC | 1,035 | $261.3M | 0.05% | |
| 77 | QQEWFIRST TR NAS100 EQ WEIGHTED | 2,358 | $257.4M | 0.05% | |
| 78 | EEMISHARES TR | 6,490 | $253.6M | 0.05% | |
| 79 | EFGISHARES TR | 2,740 | $246.4M | 0.05% | |
| 80 | SCHXSCHWAB STRATEGIC TR | 12,097 | $240.6M | 0.05% | |
| 81 | EMLPFIRST TR EXCHANGE-TRADED FD | 7,011 | $238.0M | 0.05% | |
| 82 | SCHESCHWAB STRATEGIC TR | 9,444 | $233.0M | 0.05% | |
| 83 | DFASDIMENSIONAL ETF TRUST | 4,212 | $225.7M | 0.04% | |
| 84 | VOTVANGUARD INDEX FDS | 1,017 | $224.2M | 0.04% | |
| 85 | CATCATERPILLAR INC | 760 | $212.9M | 0.04% | |
| 86 | JMHIJ P MORGAN EXCHANGE TRADED F | 4,069 | $202.1M | 0.04% | |
| 87 | FTBDFIDELITY MERRIMACK STR TR | 4,160 | $201.6M | 0.04% | |
| 88 | HBANHUNTINGTON BANCSHARES INC | 15,296 | $194.4M | 0.04% | |
| 89 | GNSSGENASYS INC | 71,224 | $135.3M | 0.03% |