Peterson Wealth Advisors, LLC [Rocket]

Holdings

Peterson Wealth Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
SPDR SERIES TRUST	THRK	Common	129,141	-7,693	6,778,623,000	-688,429,000	1.82		Hist	09/30/2023
iSHARES TRUST	EFAV	Common	25,709	-5,324	1,676,729,000	-411,487,000	0.45		Hist	09/30/2023
iSHARES TRUST	IVV	Common	9,219	-352	3,959,107,000	-313,108,000	1.06		Hist	09/30/2023
Apple Inc.	AAPL	Common	11,023	-33	1,887,170,000	-240,624,000	0.51		Hist	09/30/2023
iSHARES TRUST	FTY	Common	20,053	-2,290	946,109,000	-216,624,000	0.25		Hist	09/30/2023
MICROSOFT CORP	MSFT	Common	4,268	-181	1,347,763,000	-155,789,000	0.36	0.00	Hist	09/30/2023
J P MORGAN EXCHANGE TRADED F	JPIB	Common	130,271	-760	5,926,040,000	-151,188,000	1.59		Hist	09/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII	FIXD	Common	8,498	-2,122	357,386,000	-110,300,000	0.10		Hist	09/30/2023
SPDR INDEX SHS FDS	SPEM	Common	42,162	-278	1,415,384,000	-57,290,000	0.38		Hist	09/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	16,657	-56	728,226,000	-44,932,000	0.20		Hist	09/30/2023
Navvis & Company, LLC	VV	ETF	2,912	-1	569,769,000	-21,805,000	0.15		Hist	09/30/2023
JOHNSON & JOHNSON	JNJ	Common	1,341	-48	208,879,000	-17,963,000	0.06		Hist	09/30/2023
iSHARES TRUST	IVE	Common	2,127	-5	327,260,000	-17,060,000	0.09		Hist	09/30/2023
First Trust North American Energy Infrastructure Fund	EMLP	common	10,570	-199	279,263,000	-12,580,000	0.08		Hist	09/30/2023
Walmart Inc.	WMT	Common	3,351	-37	535,865,000	-79,000	0.14	0.00	Hist	09/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	611	-17	345,126,000	5,397,000	0.09		Hist	09/30/2023
CATERPILLAR INC	CAT	Common	1,041	-53	284,091,000	13,444,000	0.08		Hist	09/30/2023
ELI LILLY & Co	LLY	Common	651	-11	349,673,000	44,199,000	0.09	0.00	Hist	09/30/2023

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