StockDriftsStockDriftsTop 50 Peterson Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 24.47% | 2.40M | $184.0M | +4.60%(+105.61K) | $40.78(+108.90%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 11.42% | 1.88M | $85.8M | +15.51%(+252.53K) | $36.37(+35.25%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 6.39% | 893.6K | $48.0M | +1.74%(+15.26K) | $53.94(-0.99%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 6% | 706.3K | $45.1M | +3.18%(+21.76K) | $56.03(+20.57%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 5.76% | 730.8K | $43.3M | -0.65%(-4.75K) | $39.57(+62.39%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.62% | 835.3K | $42.3M | -5.05%(-44.41K) | $50.36(+0.19%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 4.21% | 655.1K | $31.7M | -8.86%(-63.71K) | $35.67(+50.65%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.22% | 700.2K | $24.2M | -1.47%(-10.41K) | $31.10(+27.46%) | 2026-03-31 | |
| CLIP | GLOBAL X FDS | 3.17% | 237.5K | $23.8M | -2.74%(-6.70K) | $100.38(-0.28%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.82% | 450.6K | $21.2M | +1.61%(+7.12K) | $48.61(-3.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.99% | +36.74% |
| Top 20 Holdings Unweighted | +9.49% | +31.27% |
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