0001085146-22-002729.txt : 20220803
0001085146-22-002729.hdr.sgml : 20220803
20220802205805
ACCESSION NUMBER: 0001085146-22-002729
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220803
DATE AS OF CHANGE: 20220802
EFFECTIVENESS DATE: 20220803
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: 221130655
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
06-30-2022
06-30-2022
false
PETERSON WEALTH MANAGEMENT
2255 GREEN VISTA DR. SUITE 403
Sparks
NV
89431
13F HOLDINGS REPORT
028-19661
N
Jess Peterson
Chief Compliance Officer
775-673-1100
/s/ Jess Peterson
Sparks
NV
08-01-2022
0
46
77367
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBOTT LABS
COM
002824100
774
7125
SH
SOLE
0
0
7125
ALPHABET INC
CAP STK CL A
02079K305
253
116
SH
SOLE
0
0
116
APPLE INC
COM
037833100
792
5791
SH
SOLE
0
0
5791
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
658
2411
SH
SOLE
0
0
2411
COSTCO WHSL CORP NEW
COM
22160K105
1534
3201
SH
SOLE
0
0
3201
DEVON ENERGY CORP NEW
COM
25179M103
779
14128
SH
SOLE
0
0
14128
EMPLOYERS HLDGS INC
COM
292218104
418
9979
SH
SOLE
0
0
9979
ETF MANAGERS TR
PRIME CYBR SCRTY
26924G201
332
7247
SH
SOLE
0
0
7247
ETF SER SOLUTIONS
AAM LW DUR PFD
26922A198
1635
73503
SH
SOLE
0
0
73503
ETFIS SER TR I
VIRTUS INFRCAP
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6072
287826
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SOLE
0
0
287826
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
33739P855
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SOLE
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FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
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SOLE
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0
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FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
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40814
SH
SOLE
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0
40814
HERSHEY CO
COM
427866108
268
1244
SH
SOLE
0
0
1244
HOME DEPOT INC
COM
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408
1487
SH
SOLE
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0
1487
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
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INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
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SH
SOLE
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76045
INVESCO QQQ TR
UNIT SER 1
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2947
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SOLE
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0
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JOHNSON & JOHNSON
COM
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687
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SH
SOLE
0
0
3872
LILLY ELI & CO
COM
532457108
1359
4192
SH
SOLE
0
0
4192
MARVELL TECHNOLOGY INC
COM
573874104
208
4785
SH
SOLE
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0
4785
MICROSOFT CORP
COM
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736
2866
SH
SOLE
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PEPSICO INC
COM
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PFIZER INC
COM
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767
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PROCTER AND GAMBLE CO
COM
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777
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SOLE
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ROBLOX CORP
CL A
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662
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SOLE
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SCHWAB STRATEGIC TR
US TIPS ETF
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FINANCIAL
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SELECT SECTOR SPDR TR
SBI CONS STPLS
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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SELECT SECTOR SPDR TR
SBI INT-INDS
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SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
528
4150
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SOLE
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
2972
7877
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SOLE
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SPDR SER TR
ICE PFD SEC ETF
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SOLE
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SPDR SER TR
NUVEEN BLMBRG MU
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SPDR SER TR
PORTFOLIO INTRMD
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SPDR SER TR
PORTFOLIO LN COR
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219
9095
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SPDR SER TR
PRTFLO S&P500 HI
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SPDR SER TR
PRTFLO S&P500 VL
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SPDR SER TR
S&P DIVID ETF
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SSGA ACTIVE ETF TR
SPDR TR TACTIC
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VANECK ETF TRUST
HIGH YLD MUNIETF
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SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SOLE
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
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2006
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SH
SOLE
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WASTE MGMT INC DEL
COM
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SOLE
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