0001085146-23-000754.txt : 20230208 0001085146-23-000754.hdr.sgml : 20230208 20230207203717 ACCESSION NUMBER: 0001085146-23-000754 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230207 EFFECTIVENESS DATE: 20230208 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: 23596752 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 X0202 13F-HR LIVE false false false 0001785144 XXXXXXXX 12-31-2022 12-31-2022 false PETERSON WEALTH MANAGEMENT

2255 GREEN VISTA DR. SUITE 403 Sparks NV 89431

13F HOLDINGS REPORT 028-19661 000285415 N Jess Peterson 775-673-1100 /s/ Jess Peterson Sparks NV 02-07-2023 0 55 98102366 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 876436 7983 SH SOLE 0 0 7983 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 273444 1692 SH SOLE 0 0 1692 AMAZON COM INC COM 023135106 BBG001S5PQL7 508200 6050 SH SOLE 0 0 6050 APPLE INC COM 037833100 BBG001S5N8V8 1276077 9821 SH SOLE 0 0 9821 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 837119 2710 SH SOLE 0 0 2710 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2160671 4733 SH SOLE 0 0 4733 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 491465 7990 SH SOLE 0 0 7990 EMPLOYERS HLDGS INC COM 292218104 BBG001SMM101 430394 9979 SH SOLE 0 0 9979 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 BBG007HXLJT7 305311 6931 SH SOLE 0 0 6931 ETF SER SOLUTIONS AAM LW DUR PFD 26922A198 BBG00QVJRY11 3867617 186571 SH SOLE 0 0 186571 ETFIS SER TR I INFRACP REIT PFD 26923G400 BBG00FY3L5Z9 1935461 115619 SH SOLE 0 0 115619 ETFIS SER TR I VIRTUS INFRCAP 26923G822 BBG00KXH37F6 4318630 238072 SH SOLE 0 0 238072 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 250986 2275 SH SOLE 0 0 2275 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 BBG00HJHQ112 5428688 304811 SH SOLE 0 0 304811 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 BBG006H1W526 1177685 23502 SH SOLE 0 0 23502 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 BBG001SN9872 572278 4647 SH SOLE 0 0 4647 HERSHEY CO COM 427866108 BBG001S5S148 352089 1520 SH SOLE 0 0 1520 HOME DEPOT INC COM 437076102 BBG001S5RTW7 648565 2053 SH SOLE 0 0 2053 INTUIT COM 461202103 BBG001S6TWR2 215239 553 SH SOLE 0 0 553 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 722488 16484 SH SOLE 0 0 16484 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 6509013 101862 SH SOLE 0 0 101862 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 6925120 26007 SH SOLE 0 0 26007 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 1881683 61634 SH SOLE 0 0 61634 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 649663 3678 SH SOLE 0 0 3678 LILLY ELI & CO COM 532457108 BBG001S5STL8 1094593 2992 SH SOLE 0 0 2992 MICROSOFT CORP COM 594918104 BBG001S5TD05 814712 3397 SH SOLE 0 0 3397 PEPSICO INC COM 713448108 BBG001S695T1 4800334 26571 SH SOLE 0 0 26571 PFIZER INC COM 717081103 BBG001S5V466 793144 15479 SH SOLE 0 0 15479 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 893598 5896 SH SOLE 0 0 5896 ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 669066 23509 SH SOLE 0 0 23509 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 819237 17071 SH SOLE 0 0 17071 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 217625 2488 SH SOLE 0 0 2488 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1565026 45761 SH SOLE 0 0 45761 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 970935 7517 SH SOLE 0 0 7517 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 1767445 23708 SH SOLE 0 0 23708 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1293237 9520 SH SOLE 0 0 9520 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 BBG001S7T232 1296668 13203 SH SOLE 0 0 13203 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2376452 19097 SH SOLE 0 0 19097 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 515218 1555 SH SOLE 0 0 1555 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 7717982 20181 SH SOLE 0 0 20181 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 1732641 52792 SH SOLE 0 0 52792 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 414156 9078 SH SOLE 0 0 9078 SPDR SER TR PORTFOLIO LN COR 78464A367 BBG001SRZBZ6 333114 14838 SH SOLE 0 0 14838 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 325387 8221 SH SOLE 0 0 8221 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 1965320 50535 SH SOLE 0 0 50535 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 8390722 67067 SH SOLE 0 0 67067 STATE STR CORP COM 857477103 BBG001S5RLD5 210137 2709 SH SOLE 0 0 2709 TARGET CORP COM 87612E106 BBG001SC0K41 232403 1559 SH SOLE 0 0 1559 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 1327467 26260 SH SOLE 0 0 26260 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 250428 1234 SH SOLE 0 0 1234 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1213366 6346 SH SOLE 0 0 6346 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 7372582 48552 SH SOLE 0 0 48552 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 2114722 19543 SH SOLE 0 0 19543 WALMART INC COM 931142103 BBG001S5XH92 542847 3829 SH SOLE 0 0 3829 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 1457480 9290 SH SOLE 0 0 9290