Peterson Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Orem, UT
CIK
0001713558
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 75 476,746 SPLG, SPDW, JPST, SPMD 13F-HR 7/18/2024 000171355824000004
Q1 2024 68 470,609 SPLG, SPDW, JPST, SPMD 13F-HR 4/15/2024 000171355824000003
Q4 2023 65 421,185 SPLG, SPDW, JPST, SPMD 13F-HR 1/10/2024 000171355824000001
Q3 2023 61 372,177 SPLG, SPDW, JPST, SPMD 13F-HR 10/5/2023 000171355823000006
Q2 2023 64 378,368 SPLG, SPDW, JPST, SPMD 13F-HR 7/13/2023 000171355823000005
Q1 2023 63 363,285 SPLG, SPDW, JPST, SPMD 13F-HR 4/6/2023 000171355823000003
Q4 2022 62 331,230 SPLG, SPDW, SPMD, JPST 13F-HR 1/20/2023 000171355823000001
Q3 2022 61 297,795 SPLG, SPDW, JPST, SPMD 13F-HR 10/17/2022 000171355822000006
Q2 2022 56 303,000 SPLG, SPDW, JPST, SPMD 13F-HR 7/20/2022 000171355822000005
Q1 2022 57 337,982 SPLG, SPDW, SPMD, JPST 13F-HR 4/21/2022 000171355822000003
Q4 2021 59 346,729 SPLG, SPDW, SPMD, SPSM 13F-HR 1/25/2022 000171355822000001
Q3 2021 53 302,543 SPLG, SPDW, JPST, SPMD 13F-HR 10/21/2021 000171355821000004
Q2 2021 53 281,928 SPLG, EFAV, SPMD, SPSM 13F-HR 8/2/2021 000171355821000003
Q1 2021 51 245,723 SPLG, EFAV, SPMD, SPSM 13F-HR 4/28/2021 000171355821000002
Q4 2020 47 227,256 SPLG, EFAV, SPMD, SPSM 13F-HR 1/25/2021 000171355821000001
Q3 2020 47 195,206 SPLG, EFAV, JPST, SPMD 13F-HR 10/20/2020 000171355820000004
Q2 2020 44 187,731 SPLG, EFAV, JPST, SPMD 13F-HR 7/20/2020 000171355820000003
Q1 2020 50 154,223 SPLG, EFAV, JPST, SPMD 13F-HR 4/21/2020 000171355820000002
Q4 2019 44 174,971 SPLG, EFAV, SPMD, JPST 13F-HR 1/23/2020 000171355820000001
Q3 2019 41 163,356 SPLG, EFAV, SPMD, SPSM 13F-HR 10/17/2019 000171355819000001
Q2 2019 41 157,973 SPLG, EFAV, SPMD, SPSM 13F-HR 7/15/2019 000158064219003223
Q1 2019 40 149,517 SPLG, EFAV, SPMD, SPSM 13F-HR 4/16/2019 000158064219001919
Q4 2018 40 126,255 SPLG, EFAV, SPMD, SPSM 13F-HR 1/29/2019 000158064219000390
Q3 2018 43 137,084 SPLG, EFAV, SPMD, SPSM 13F-HR 10/17/2018 000158064218004927
Q2 2018 43 123,419 SPLG, EFAV, SPMD, IVV 13F-HR 7/18/2018 000158064218003432
Q1 2018 47 121,050 SPLG, EFAV, IVV, SPMD 13F-HR 4/20/2018 000158064218002135
Q4 2017 45 110,628 IVV, EFAV, SPLG, VO 13F-HR 3/19/2018 000158064218001632