0001085146-22-003402.txt : 20221014 0001085146-22-003402.hdr.sgml : 20221014 20221013201612 ACCESSION NUMBER: 0001085146-22-003402 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221013 EFFECTIVENESS DATE: 20221014 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: 221310071 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 09-30-2022 09-30-2022 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 10-13-2022 0 57 107267 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 794 8210 SH SOLE 0 0 8210 ALPHABET INC CAP STK CL A 02079K305 234 2451 SH SOLE 0 0 2451 AMAZON COM INC COM 023135106 356 3148 SH SOLE 0 0 3148 APPLE INC COM 037833100 1257 9093 SH SOLE 0 0 9093 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 743 2782 SH SOLE 0 0 2782 COSTCO WHSL CORP NEW COM 22160K105 1708 3617 SH SOLE 0 0 3617 DEVON ENERGY CORP NEW COM 25179M103 813 13521 SH SOLE 0 0 13521 EMPLOYERS HLDGS INC COM 292218104 344 9979 SH SOLE 0 0 9979 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 314 7231 SH SOLE 0 0 7231 ETF SER SOLUTIONS AAM LW DUR PFD 26922A198 4216 198028 SH SOLE 0 0 198028 ETFIS SER TR I INFRACP REIT PFD 26923G400 2208 128725 SH SOLE 0 0 128725 ETFIS SER TR I VIRTUS INFRCAP 26923G822 5860 307781 SH SOLE 0 0 307781 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 5401 314951 SH SOLE 0 0 314951 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1213 24889 SH SOLE 0 0 24889 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 1138 19178 SH SOLE 0 0 19178 FIRST TR EXCHANGE-TRADED FD NASDAQ LUX DIGI 33719L106 594 4709 SH SOLE 0 0 4709 HERSHEY CO COM 427866108 364 1650 SH SOLE 0 0 1650 HOME DEPOT INC COM 437076102 571 2070 SH SOLE 0 0 2070 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 726 18569 SH SOLE 0 0 18569 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 6503 112452 SH SOLE 0 0 112452 INVESCO QQQ TR UNIT SER 1 46090E103 6679 24991 SH SOLE 0 0 24991 ISHARES TR PFD AND INCM SEC 464288687 2146 67764 SH SOLE 0 0 67764 JOHNSON & JOHNSON COM 478160104 742 4543 SH SOLE 0 0 4543 LILLY ELI & CO COM 532457108 1397 4319 SH SOLE 0 0 4319 MARVELL TECHNOLOGY INC COM 573874104 213 4960 SH SOLE 0 0 4960 MICROSOFT CORP COM 594918104 807 3465 SH SOLE 0 0 3465 PEPSICO INC COM 713448108 4475 27412 SH SOLE 0 0 27412 PFIZER INC COM 717081103 686 15676 SH SOLE 0 0 15676 PROCTER AND GAMBLE CO COM 742718109 767 6072 SH SOLE 0 0 6072 PUBLIC STORAGE COM 74460D109 201 686 SH SOLE 0 0 686 ROBLOX CORP CL A 771049103 827 23064 SH SOLE 0 0 23064 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 844 17633 SH SOLE 0 0 17633 SELECT SECTOR SPDR TR ENERGY 81369Y506 263 3658 SH SOLE 0 0 3658 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1412 46523 SH SOLE 0 0 46523 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1086 7622 SH SOLE 0 0 7622 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1774 26580 SH SOLE 0 0 26580 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1406 11606 SH SOLE 0 0 11606 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1102 13299 SH SOLE 0 0 13299 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2313 19471 SH SOLE 0 0 19471 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 443 1542 SH SOLE 0 0 1542 SPDR S&P 500 ETF TR TR UNIT 78462F103 6937 19423 SH SOLE 0 0 19423 SPDR SER TR ICE PFD SEC ETF 78464A292 2174 62359 SH SOLE 0 0 62359 SPDR SER TR NUVEEN BLMBRG MU 78468R721 428 9740 SH SOLE 0 0 9740 SPDR SER TR PORTFOLIO INTRMD 78464A375 1748 55825 SH SOLE 0 0 55825 SPDR SER TR PORTFOLIO LN COR 78464A367 275 12653 SH SOLE 0 0 12653 SPDR SER TR PRTFLO S&P500 HI 78468R788 314 8860 SH SOLE 0 0 8860 SPDR SER TR PRTFLO S&P500 VL 78464A508 1726 50041 SH SOLE 0 0 50041 SPDR SER TR S&P DIVID ETF 78464A763 10285 92243 SH SOLE 0 0 92243 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2766 68841 SH SOLE 0 0 68841 TARGET CORP COM 87612E106 236 1588 SH SOLE 0 0 1588 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1534 30720 SH SOLE 0 0 30720 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 235 1269 SH SOLE 0 0 1269 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1157 6444 SH SOLE 0 0 6444 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8261 61118 SH SOLE 0 0 61118 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2423 25539 SH SOLE 0 0 25539 WALMART INC COM 931142103 495 3817 SH SOLE 0 0 3817 WASTE MGMT INC DEL COM 94106L109 1333 8318 SH SOLE 0 0 8318