13F HOLDINGS REPORT
Peterson Wealth Advisors, LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001667731-25-000558
Total Value
$517.6M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A854 | 2,251,634 | $133.6M | 25.81% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 1,565,058 | $51.4M | 9.93% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 931,809 | $47.0M | 9.08% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 578,595 | $33.0M | 6.39% |
| 5 | SPDR SER TR | 78464A847 | 686,382 | $31.5M | 6.09% |
| 6 | SPDR SER TR | 78468R853 | 682,022 | $24.8M | 4.80% |
| 7 | GLOBAL X FDS | 37960A438 | 246,339 | $24.7M | 4.77% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 364,232 | $17.0M | 3.28% |
| 9 | VANGUARD INDEX FDS | 922908769 | 54,599 | $13.5M | 2.61% |
| 10 | ISHARES TR | 464287200 | 24,365 | $12.3M | 2.38% |
| 11 | SCHWAB STRATEGIC TR | 808524862 | 386,250 | $9.4M | 1.82% |
| 12 | ISHARES TR | 46435G326 | 138,160 | $8.6M | 1.66% |
| 13 | VANGUARD INDEX FDS | 922908553 | 101,456 | $8.3M | 1.61% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 152,771 | $8.1M | 1.57% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 161,611 | $7.6M | 1.48% |
| 16 | SCHWAB STRATEGIC TR | 808524508 | 230,051 | $5.4M | 1.04% |
| 17 | VANGUARD INDEX FDS | 922908751 | 26,935 | $5.4M | 1.04% |
| 18 | ISHARES TR | 464287309 | 57,972 | $4.9M | 0.94% |
| 19 | FIDELITY MERRIMACK STR TR | 316188309 | 106,850 | $4.8M | 0.94% |
| 20 | VANGUARD TAX-MANAGED FDS | 921943858 | 100,763 | $4.6M | 0.89% |
| 21 | SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | 156,031 | $4.3M | 0.83% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042858 | 101,216 | $4.1M | 0.79% |
| 23 | SPDR SER TR | 78464A805 | 60,841 | $3.7M | 0.72% |
| 24 | DIMENSIONAL ETF TRUST | 25434V732 | 154,515 | $3.7M | 0.71% |
| 25 | ISHARES TR | 46434V878 | 51,165 | $2.6M | 0.50% |
| 26 | SPDR INDEX SHS FDS | 78463X509 | 69,575 | $2.4M | 0.47% |
| 27 | EXXON MOBIL CORP | XOM | 22,478 | $2.3M | 0.45% |
| 28 | APPLE INC | AAPL | 12,385 | $2.2M | 0.43% |
| 29 | ISHARES TR | 464287804 | 23,801 | $2.2M | 0.43% |
| 30 | MICROSOFT CORP | MSFT | 4,384 | $1.6M | 0.30% |
| 31 | ISHARES TR | 464287507 | 28,017 | $1.5M | 0.28% |
| 32 | SCHWAB STRATEGIC TR | 808524847 | 73,575 | $1.4M | 0.28% |
| 33 | ISHARES TR | 46429B689 | 18,470 | $1.3M | 0.26% |
| 34 | VANGUARD INDEX FDS | 922908363 | 2,745 | $1.3M | 0.25% |
| 35 | PIMCO ETF TR | 72201R585 | 47,689 | $1.2M | 0.24% |
| 36 | ISHARES TR | 464288521 | 20,545 | $1.1M | 0.20% |
| 37 | VANGUARD SCOTTSDALE FDS | 92206C102 | 17,582 | $1.0M | 0.20% |
| 38 | FIDELITY GREENWOOD STREET TR | 31624J745 | 40,093 | $1.0M | 0.20% |
| 39 | SCHWAB STRATEGIC TR | 808524607 | 42,428 | $890,135 | 0.17% |
| 40 | WALMART INC | WMT | 9,549 | $800,461 | 0.15% |
| 41 | ABBVIE INC | ABBV | 4,249 | $792,741 | 0.15% |
| 42 | FIRST TR NASDAQ 100 TECH IND | 337345102 | 4,922 | $754,165 | 0.15% |
| 43 | VANGUARD INDEX FDS | 922908629 | 3,086 | $717,078 | 0.14% |
| 44 | ISHARES TR | 464287465 | 9,776 | $715,673 | 0.14% |
| 45 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 25,987 | $690,734 | 0.13% |
| 46 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 15,018 | $681,817 | 0.13% |
| 47 | EA SERIES TRUST | 02072L565 | 5,876 | $655,350 | 0.13% |
| 48 | VANGUARD STAR FDS | 921909768 | 11,643 | $650,727 | 0.13% |
| 49 | ISHARES TR | 464287606 | 8,273 | $622,200 | 0.12% |
| 50 | FIDELITY MERRIMACK STR TR | 316188606 | 13,957 | $600,088 | 0.12% |
| 51 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 11,519 | $583,148 | 0.11% |
| 52 | ELI LILLY & CO | LLY | 804 | $582,131 | 0.11% |
| 53 | VANGUARD INDEX FDS | 922908637 | 2,311 | $535,332 | 0.10% |
| 54 | CAPITAL GRP FIXED INCM ETF T | 14020Y706 | 20,607 | $527,951 | 0.10% |
| 55 | SCHWAB STRATEGIC TR | 808524300 | 23,227 | $524,920 | 0.10% |
| 56 | META PLATFORMS INC | META | 1,011 | $521,804 | 0.10% |
| 57 | COSTCO WHSL CORP NEW | 22160K105 | 571 | $518,274 | 0.10% |
| 58 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,040 | $509,995 | 0.10% |
| 59 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,008 | $468,799 | 0.09% |
| 60 | TESLA INC | TSLA | 1,999 | $466,347 | 0.09% |
| 61 | HOME DEPOT INC | HD | 1,318 | $450,133 | 0.09% |
| 62 | JPMORGAN CHASE & CO. | VYLD | 2,027 | $434,694 | 0.08% |
| 63 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 19,340 | $428,178 | 0.08% |
| 64 | ISHARES TR | 464287671 | 3,580 | $412,696 | 0.08% |
| 65 | J P MORGAN EXCHANGE TRADED F | 46641Q738 | 4,868 | $409,713 | 0.08% |
| 66 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 8,042 | $398,412 | 0.08% |
| 67 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 14,956 | $397,391 | 0.08% |
| 68 | ISHARES INC | 46434G103 | 7,954 | $385,593 | 0.07% |
| 69 | ISHARES TR | 464287408 | 2,102 | $359,919 | 0.07% |
| 70 | AMAZON COM INC | AMZN | 2,002 | $350,871 | 0.07% |
| 71 | NVIDIA CORPORATION | NVDA | 3,546 | $346,280 | 0.07% |
| 72 | CAPITAL GRP FIXED INCM ETF T | 14020Y607 | 12,187 | $315,642 | 0.06% |
| 73 | SCHWAB STRATEGIC TR | 808524805 | 15,644 | $279,246 | 0.05% |
| 74 | BRIDGER AEROSPACE GRP HLDGS | 96812F102 | 233,323 | $272,988 | 0.05% |
| 75 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,821 | $263,114 | 0.05% |
| 76 | EATON CORP PLC | ETN | 1,035 | $261,286 | 0.05% |
| 77 | FIRST TR NAS100 EQ WEIGHTED | 337344105 | 2,358 | $257,385 | 0.05% |
| 78 | ISHARES TR | 464287234 | 6,490 | $253,571 | 0.05% |
| 79 | ISHARES TR | 464288885 | 2,740 | $246,369 | 0.05% |
| 80 | SCHWAB STRATEGIC TR | 808524201 | 12,097 | $240,609 | 0.05% |
| 81 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 7,011 | $238,010 | 0.05% |
| 82 | SCHWAB STRATEGIC TR | 808524706 | 9,444 | $232,995 | 0.05% |
| 83 | DIMENSIONAL ETF TRUST | 25434V500 | 4,212 | $225,652 | 0.04% |
| 84 | VANGUARD INDEX FDS | 922908538 | 1,017 | $224,237 | 0.04% |
| 85 | CATERPILLAR INC | CAT | 760 | $212,891 | 0.04% |
| 86 | J P MORGAN EXCHANGE TRADED F | 46654Q799 | 4,069 | $202,125 | 0.04% |
| 87 | FIDELITY MERRIMACK STR TR | 316188879 | 4,160 | $201,594 | 0.04% |
| 88 | HUNTINGTON BANCSHARES INC | HBANP | 15,296 | $194,409 | 0.04% |
| 89 | GENASYS INC | GNSS | 71,224 | $135,326 | 0.03% |