0001172661-23-003203.txt : 20230817 0001172661-23-003203.hdr.sgml : 20230817 20230817100345 ACCESSION NUMBER: 0001172661-23-003203 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230817 DATE AS OF CHANGE: 20230817 EFFECTIVENESS DATE: 20230817 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: 231180211 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 true false 0001785144 XXXXXXXX 03-31-2023 03-31-2023 false PETERSON WEALTH MANAGEMENT

2255 Green Vista Dr. Suite 403 Sparks NV 89431

13F HOLDINGS REPORT 028-19661 000285415 801-117241 N Jess Peterson 775-673-1100 /s/ Jess Peterson Sparks NV 08-17-2023 0 59 104480589 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 1030524 10177 SH SOLE 0 0 10177 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 609590 3825 SH SOLE 0 0 3825 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 241483 2328 SH SOLE 0 0 2328 AMAZON COM INC COM 023135106 BBG001S5PQL7 795436 7701 SH SOLE 0 0 7701 APPLE INC COM 037833100 BBG001S5N8V8 1353919 8211 SH SOLE 0 0 8211 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 833370 2699 SH SOLE 0 0 2699 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2367656 4765 SH SOLE 0 0 4765 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 395871 7822 SH SOLE 0 0 7822 EMPLOYERS HLDGS INC COM 292218104 BBG001SMM101 416025 9979 SH SOLE 0 0 9979 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 BBG007HXLJT7 331440 6931 SH SOLE 0 0 6931 ETF SER SOLUTIONS AAM LW DUR PFD 26922A198 BBG00QVJRY11 3879336 184204 SH SOLE 0 0 184204 ETFIS SER TR I INFRACP REIT PFD 26923G400 BBG00FY3L5Z9 1873459 111449 SH SOLE 0 0 111449 ETFIS SER TR I VIRTUS INFRCAP 26923G822 BBG00KXH37F6 3480733 180162 SH SOLE 0 0 180162 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 256051 2335 SH SOLE 0 0 2335 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 BBG006H1W526 1155147 22679 SH SOLE 0 0 22679 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 BBG00HJHQ112 4099679 244757 SH SOLE 0 0 244757 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 BBG001SN9872 678927 4592 SH SOLE 0 0 4592 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 2586499 43463 SH SOLE 0 0 43463 HERSHEY CO COM 427866108 BBG001S5S148 319404 1255 SH SOLE 0 0 1255 HOME DEPOT INC COM 437076102 BBG001S5RTW7 600471 2035 SH SOLE 0 0 2035 INTUIT COM 461202103 BBG001S6TWR2 246544 553 SH SOLE 0 0 553 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 7148391 114558 SH SOLE 0 0 114558 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 689721 16340 SH SOLE 0 0 16340 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 8037420 25044 SH SOLE 0 0 25044 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 1881796 60275 SH SOLE 0 0 60275 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 549748 3547 SH SOLE 0 0 3547 LILLY ELI & CO COM 532457108 BBG001S5STL8 1410426 4107 SH SOLE 0 0 4107 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 232001 5358 SH SOLE 0 0 5358 MICROSOFT CORP COM 594918104 BBG001S5TD05 996136 3455 SH SOLE 0 0 3455 PEPSICO INC COM 713448108 BBG001S695T1 5331609 29246 SH SOLE 0 0 29246 PFIZER INC COM 717081103 BBG001S5V466 629503 15429 SH SOLE 0 0 15429 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 875041 5885 SH SOLE 0 0 5885 ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 1057435 23509 SH SOLE 0 0 23509 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 463301 8845 SH SOLE 0 0 8845 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 925433 15964 SH SOLE 0 0 15964 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 1220451 8161 SH SOLE 0 0 8161 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2860500 18942 SH SOLE 0 0 18942 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 BBG001S7T232 1301095 12859 SH SOLE 0 0 12859 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1463500 45521 SH SOLE 0 0 45521 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 201691 2435 SH SOLE 0 0 2435 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1206519 9320 SH SOLE 0 0 9320 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 1733159 23198 SH SOLE 0 0 23198 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 494606 1487 SH SOLE 0 0 1487 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 7998191 19537 SH SOLE 0 0 19537 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 1762189 51890 SH SOLE 0 0 51890 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 375004 8009 SH SOLE 0 0 8009 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 8208769 66355 SH SOLE 0 0 66355 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 299402 7879 SH SOLE 0 0 7879 SPDR SER TR PORTFOLIO LN COR 78464A367 BBG001SRZBZ6 352812 14937 SH SOLE 0 0 14937 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 2040677 50115 SH SOLE 0 0 50115 STATE STR CORP COM 857477103 BBG001S5RLD5 202017 2669 SH SOLE 0 0 2669 TARGET CORP COM 87612E106 BBG001SC0K41 257114 1552 SH SOLE 0 0 1552 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 1329636 25698 SH SOLE 0 0 25698 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 311091 1182 SH SOLE 0 0 1182 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1280211 6272 SH SOLE 0 0 6272 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 7424328 48207 SH SOLE 0 0 48207 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 2054634 19475 SH SOLE 0 0 19475 WALMART INC COM 931142103 BBG001S5XH92 810316 5496 SH SOLE 0 0 5496 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 1513152 9273 SH SOLE 0 0 9273