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Home > Institutional Investor > Peterson Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Peterson Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,264,471 $164,604,403 27.17%
2.
Spdr Index Shs Fds
 1,595,482 $64,601,083 10.66%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 932,776 $47,273,086 7.8%
4.
Spdr Series Trust
 696,729 $37,888,109 6.25%
5.
J P Morgan Exchange Traded F
 589,884 $36,914,971 6.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)