0001085146-22-001575.txt : 20220426 0001085146-22-001575.hdr.sgml : 20220426 20220426170818 ACCESSION NUMBER: 0001085146-22-001575 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220426 DATE AS OF CHANGE: 20220426 EFFECTIVENESS DATE: 20220426 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: 22855285 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 03-31-2022 03-31-2022 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 04-25-2022 0 60 149059 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1139 9625 SH SOLE 0 0 9625 ADVANCED MICRO DEVICES INC COM 007903107 1039 9506 SH SOLE 0 0 9506 ALPHABET INC CAP STK CL A 02079K305 337 121 SH SOLE 0 0 121 AMAZON COM INC COM 023135106 1591 488 SH SOLE 0 0 488 APPLE INC COM 037833100 1809 10358 SH SOLE 0 0 10358 COSTCO WHSL CORP NEW COM 22160K105 2442 4241 SH SOLE 0 0 4241 EMPLOYERS HLDGS INC COM 292218104 409 9979 SH SOLE 0 0 9979 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 511 8703 SH SOLE 0 0 8703 ETF SER SOLUTIONS AAM LW DUR PFD 26922A198 1406 59057 SH SOLE 0 0 59057 ETFIS SER TR I INFRACP REIT PFD 26923G400 8992 412326 SH SOLE 0 0 412326 ETFIS SER TR I VIRTUS INFRCAP 26923G822 9395 390164 SH SOLE 0 0 390164 EXXON MOBIL CORP COM 30231G102 203 2458 SH SOLE 0 0 2458 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 6931 357267 SH SOLE 0 0 357267 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1807 34053 SH SOLE 0 0 34053 FIRST TR EXCHANGE-TRADED FD NASDAQ LUX DIGI 33719L106 1366 7271 SH SOLE 0 0 7271 HERSHEY CO COM 427866108 660 3045 SH SOLE 0 0 3045 HOME DEPOT INC COM 437076102 985 3291 SH SOLE 0 0 3291 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 307 6509 SH SOLE 0 0 6509 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 5025 74894 SH SOLE 0 0 74894 INVESCO QQQ TR UNIT SER 1 46090E103 7937 21892 SH SOLE 0 0 21892 ISHARES TR PFD AND INCM SEC 464288687 3559 97713 SH SOLE 0 0 97713 JOHNSON & JOHNSON COM 478160104 806 4546 SH SOLE 0 0 4546 JPMORGAN CHASE & CO COM 46625H100 1014 7436 SH SOLE 0 0 7436 LILLY ELI & CO COM 532457108 1192 4164 SH SOLE 0 0 4164 MARVELL TECHNOLOGY INC COM 573874104 539 7522 SH SOLE 0 0 7522 MASTERCARD INCORPORATED CL A 57636Q104 1095 3065 SH SOLE 0 0 3065 MICROSOFT CORP COM 594918104 1333 4322 SH SOLE 0 0 4322 MICROSOFT CORP COM 594918104 0 100 SH Call SOLE 0 0 100 NVIDIA CORPORATION COM 67066G104 1241 4547 SH SOLE 0 0 4547 PEPSICO INC COM 713448108 4455 26613 SH SOLE 0 0 26613 PFIZER INC COM 717081103 571 11021 SH SOLE 0 0 11021 PUBLIC STORAGE COM 74460D109 664 1702 SH SOLE 0 0 1702 ROBLOX CORP CL A 771049103 931 20132 SH SOLE 0 0 20132 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2459 40501 SH SOLE 0 0 40501 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1624 23610 SH SOLE 0 0 23610 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1706 44512 SH SOLE 0 0 44512 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 861 17829 SH SOLE 0 0 17829 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2408 13015 SH SOLE 0 0 13015 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2897 38179 SH SOLE 0 0 38179 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2538 18528 SH SOLE 0 0 18528 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1442 14004 SH SOLE 0 0 14004 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3277 20621 SH SOLE 0 0 20621 SPDR S&P 500 ETF TR TR UNIT 78462F103 9095 20139 SH SOLE 0 0 20139 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 427 871 SH SOLE 0 0 871 SPDR SER TR ICE PFD SEC ETF 78464A292 6349 162766 SH SOLE 0 0 162766 SPDR SER TR NUVEEN BLMBRG MU 78468R721 709 14815 SH SOLE 0 0 14815 SPDR SER TR PORTFOLIO INTRMD 78464A375 1830 53580 SH SOLE 0 0 53580 SPDR SER TR PORTFOLIO LN COR 78464A367 5168 185961 SH SOLE 0 0 185961 SPDR SER TR PRTFLO S&P500 HI 78468R788 328 7463 SH SOLE 0 0 7463 SPDR SER TR PRTFLO S&P500 VL 78464A508 2050 49093 SH SOLE 0 0 49093 SPDR SER TR S&P DIVID ETF 78464A763 9398 73358 SH SOLE 0 0 73358 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2707 60473 SH SOLE 0 0 60473 STATE STR CORP COM 857477103 960 11018 SH SOLE 0 0 11018 TARGET CORP COM 87612E106 1199 5650 SH SOLE 0 0 5650 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 2230 38848 SH SOLE 0 0 38848 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1807 7937 SH SOLE 0 0 7937 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9101 56124 SH SOLE 0 0 56124 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2146 19122 SH SOLE 0 0 19122 WALMART INC COM 931142103 1276 8566 SH SOLE 0 0 8566 WASTE MGMT INC DEL COM 94106L109 1376 8683 SH SOLE 0 0 8683