0001085146-22-000657.txt : 20220209 0001085146-22-000657.hdr.sgml : 20220209 20220208174321 ACCESSION NUMBER: 0001085146-22-000657 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220209 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PETERSON WEALTH MANAGEMENT CENTRAL INDEX KEY: 0001785144 IRS NUMBER: 469505182 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19661 FILM NUMBER: 22603048 BUSINESS ADDRESS: STREET 1: 2255 GREEN VISTA DR. SUITE 403 CITY: SPARKS STATE: NV ZIP: 89431 BUSINESS PHONE: 775-673-1100 MAIL ADDRESS: STREET 1: 2255 GREEN VISTA DR. SUITE 403 CITY: SPARKS STATE: NV ZIP: 89431 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001785144 XXXXXXXX 12-31-2021 12-31-2021 false PETERSON WEALTH MANAGEMENT

2255 GREEN VISTA DR. SUITE 403 Sparks NV 89431

13F HOLDINGS REPORT 028-19661 N Jess Peterson 775-673-1100 /s/ Jess Peterson Sparks NV 02-03-2022 0 59 149742 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1731 12299 SH SOLE 0 0 12299 ADVANCED MICRO DEVICES INC COM 007903107 854 5935 SH SOLE 0 0 5935 ADVANCED MICRO DEVICES INC COM 007903107 0 100 SH Call SOLE 0 0 100 AMAZON COM INC COM 023135106 1661 498 SH SOLE 0 0 498 APPLE INC COM 037833100 2305 12981 SH SOLE 0 0 12981 COSTCO WHSL CORP NEW COM 22160K105 3095 5452 SH SOLE 0 0 5452 DISNEY WALT CO COM 254687106 868 5607 SH SOLE 0 0 5607 EMPLOYERS HLDGS INC COM 292218104 413 9979 SH SOLE 0 0 9979 ETFIS SER TR I INFRACP REIT PFD 26923G400 4405 185913 SH SOLE 0 0 185913 ETFIS SER TR I VIRTUS INFRCAP 26923G822 4696 186939 SH SOLE 0 0 186939 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 5864 287450 SH SOLE 0 0 287450 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1122 19693 SH SOLE 0 0 19693 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 2435 10770 SH SOLE 0 0 10770 HERSHEY CO COM 427866108 1457 7529 SH SOLE 0 0 7529 HOME DEPOT INC COM 437076102 1948 4693 SH SOLE 0 0 4693 HONEYWELL INTL INC COM 438516106 324 1553 SH SOLE 0 0 1553 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3983 58039 SH SOLE 0 0 58039 INVESCO QQQ TR UNIT SER 1 46090E103 10491 26370 SH SOLE 0 0 26370 ISHARES TR PFD AND INCM SEC 464288687 2049 51969 SH SOLE 0 0 51969 ISHARES TR RUSSELL 2000 ETF 464287655 680 3056 SH SOLE 0 0 3056 JOHNSON & JOHNSON COM 478160104 869 5081 SH SOLE 0 0 5081 JPMORGAN CHASE & CO COM 46625H100 1856 11719 SH SOLE 0 0 11719 MARVELL TECHNOLOGY INC COM 573874104 432 4937 SH SOLE 0 0 4937 MASTERCARD INCORPORATED CL A 57636Q104 1356 3775 SH SOLE 0 0 3775 MICROSOFT CORP COM 594918104 2651 7882 SH SOLE 0 0 7882 NETFLIX INC COM 64110L106 552 917 SH SOLE 0 0 917 NVIDIA CORPORATION COM 67066G104 1065 3622 SH SOLE 0 0 3622 PEPSICO INC COM 713448108 4463 25694 SH SOLE 0 0 25694 ROBLOX CORP CL A 771049103 2077 20132 SH SOLE 0 0 20132 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4164 66204 SH SOLE 0 0 66204 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2033 26166 SH SOLE 0 0 26166 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4574 22373 SH SOLE 0 0 22373 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3085 40013 SH SOLE 0 0 40013 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2900 20586 SH SOLE 0 0 20586 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1552 14669 SH SOLE 0 0 14669 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5997 34490 SH SOLE 0 0 34490 SPDR S&P 500 ETF TR TR UNIT 78462F103 9801 20636 SH SOLE 0 0 20636 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 701 1355 SH SOLE 0 0 1355 SPDR SER TR COMP SOFTWARE 78464A599 602 3640 SH SOLE 0 0 3640 SPDR SER TR ICE PFD SEC ETF 78464A292 2355 54877 SH SOLE 0 0 54877 SPDR SER TR NUVEEN BLMBRG MU 78468R721 883 17078 SH SOLE 0 0 17078 SPDR SER TR PORTFOLIO INTRMD 78464A375 2927 80978 SH SOLE 0 0 80978 SPDR SER TR PORTFOLIO LN COR 78464A367 8766 278449 SH SOLE 0 0 278449 SPDR SER TR PRTFLO S&P500 HI 78468R788 217 5155 SH SOLE 0 0 5155 SPDR SER TR PRTFLO S&P500 VL 78464A508 1992 47436 SH SOLE 0 0 47436 SPDR SER TR S&P DIVID ETF 78464A763 6681 51746 SH SOLE 0 0 51746 SPDR SER TR S&P HOMEBUILD 78464A888 979 11418 SH SOLE 0 0 11418 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 4239 89542 SH SOLE 0 0 89542 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 225 4586 SH SOLE 0 0 4586 STARBUCKS CORP COM 855244109 384 3283 SH SOLE 0 0 3283 TARGET CORP COM 87612E106 2022 8736 SH SOLE 0 0 8736 UNITED PARCEL SERVICE INC CL B 911312106 1040 4853 SH SOLE 0 0 4853 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1041 16678 SH SOLE 0 0 16678 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1688 6993 SH SOLE 0 0 6993 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 225 4105 SH SOLE 0 0 4105 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7146 41605 SH SOLE 0 0 41605 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2346 20926 SH SOLE 0 0 20926 WALMART INC COM 931142103 1769 12228 SH SOLE 0 0 12228 WASTE MGMT INC DEL COM 94106L109 1706 10222 SH SOLE 0 0 10222