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 26923G822 6072 287826 SH SOLE 0 0 287826 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 5173 291921 SH SOLE 0 0 291921 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1215 24005 SH SOLE 0 0 24005 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 2424 40814 SH SOLE 0 0 40814 HERSHEY CO COM 427866108 268 1244 SH SOLE 0 0 1244 HOME DEPOT INC COM 437076102 408 1487 SH SOLE 0 0 1487 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 382 8654 SH SOLE 0 0 8654 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 4715 76045 SH SOLE 0 0 76045 INVESCO QQQ TR UNIT SER 1 46090E103 2947 10513 SH SOLE 0 0 10513 JOHNSON & JOHNSON COM 478160104 687 3872 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 0 0 4785 MICROSOFT CORP COM 594918104 736 2866 SH SOLE 0 0 2866 PEPSICO INC COM 713448108 4407 26442 SH SOLE 0 0 26442 PFIZER INC COM 717081103 767 14637 SH SOLE 0 0 14637 PROCTER AND GAMBLE CO COM 742718109 777 5407 SH SOLE 0 0 5407 ROBLOX CORP CL A 771049103 662 20132 SH SOLE 0 0 20132 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1569 28115 SH SOLE 0 0 28115 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1302 41388 SH SOLE 0 0 41388 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1532 21226 SH SOLE 0 0 21226 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1008 7860 SH SOLE 0 0 7860 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1074 12294 SH SOLE 0 0 12294 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 528 4150 SH SOLE 0 0 4150 SPDR S&P 500 ETF TR TR UNIT 78462F103 2972 7877 SH SOLE 0 0 7877 SPDR SER TR ICE PFD SEC ETF 78464A292 791 22054 SH SOLE 0 0 22054 SPDR SER TR NUVEEN BLMBRG MU 78468R721 446 9726 SH SOLE 0 0 9726 SPDR SER TR PORTFOLIO INTRMD 78464A375 1887 57821 SH SOLE 0 0 57821 SPDR SER TR PORTFOLIO LN COR 78464A367 219 9095 SH SOLE 0 0 9095 SPDR SER TR PRTFLO S&P500 HI 78468R788 309 7754 SH SOLE 0 0 7754 SPDR SER TR PRTFLO S&P500 VL 78464A508 1687 45806 SH SOLE 0 0 45806 SPDR SER TR S&P DIVID ETF 78464A763 7843 66083 SH SOLE 0 0 66083 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2334 55343 SH SOLE 0 0 55343 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1591 29539 SH SOLE 0 0 29539 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1057 5602 SH SOLE 0 0 5602 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5666 39490 SH SOLE 0 0 39490 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2006 19720 SH SOLE 0 0 19720 WASTE MGMT INC DEL COM 94106L109 1164 7611 SH SOLE 0 0 7611