Chief Compliance Officer

0001172661-23-004041.txt : 20231114 0001172661-23-004041.hdr.sgml : 20231114 20231114162350 ACCESSION NUMBER: 0001172661-23-004041 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231406781 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 09-30-2023 09-30-2023 false PETERSON WEALTH MANAGEMENT

2255 Green Vista Dr. Suite 403 Sparks NV 89431

13F HOLDINGS REPORT 028-19661 000285415 801-117241 N Jess Peterson Chief Compliance Officer 775-673-1100 /s/ Jess Peterson Sparks NV 11-14-2023 0 60 121527629 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 912657 9423 SH SOLE 0 0 9423 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 649164 4355 SH SOLE 0 0 4355 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 947178 9212 SH SOLE 0 0 9212 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 994013 7596 SH SOLE 0 0 7596 AMAZON COM INC COM 023135106 BBG001S5PQL7 2210617 17390 SH SOLE 0 0 17390 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 329722 2005 SH SOLE 0 0 2005 APPLE INC COM 037833100 BBG001S5N8V8 1727005 10087 SH SOLE 0 0 10087 APPLE INC COM 037833100 BBG001S5N8V8 34242 200 SH Call SOLE 0 0 200 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1189619 3396 SH SOLE 0 0 3396 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 4012597 7102 SH SOLE 0 0 7102 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 721910 4313 SH SOLE 0 0 4313 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 220613 4625 SH SOLE 0 0 4625 DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 1239850 10245 SH SOLE 0 0 10245 ELI LILLY & CO COM 532457108 BBG001S5STL8 1651138 3074 SH SOLE 0 0 3074 EMPLOYERS HLDGS INC COM 292218104 BBG001SMM101 398661 9979 SH SOLE 0 0 9979 ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 307344 2558 SH SOLE 0 0 2558 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 BBG007HXLJT7 471005 9128 SH SOLE 0 0 9128 ETFIS SER TR I VIRTUS INFRCAP 26923G822 BBG00KXH37F6 2595377 134197 SH SOLE 0 0 134197 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 246492 2096 SH SOLE 0 0 2096 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 BBG00HJHQ112 3432217 203330 SH SOLE 0 0 203330 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 BBG006H1W526 1065601 21800 SH SOLE 0 0 21800 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 BBG001VDB5R1 1818348 23954 SH SOLE 0 0 23954 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 BBG001SN9872 1862649 11670 SH SOLE 0 0 11670 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1224794 4053 SH SOLE 0 0 4053 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 843523 4566 SH SOLE 0 0 4566 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 7005296 119158 SH SOLE 0 0 119158 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 402513 10271 SH SOLE 0 0 10271 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 11408913 31844 SH SOLE 0 0 31844 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 3322521 37462 SH SOLE 0 0 37462 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 3694691 39289 SH SOLE 0 0 39289 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 457731 3743 SH SOLE 0 0 3743 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 313088 5784 SH SOLE 0 0 5784 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1366285 3451 SH SOLE 0 0 3451 MICROSOFT CORP COM 594918104 BBG001S5TD05 2753741 8721 SH SOLE 0 0 8721 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 797772 1834 SH SOLE 0 0 1834 PEPSICO INC COM 713448108 BBG001S695T1 5290263 31222 SH SOLE 0 0 31222 PEPSICO INC COM 713448108 BBG001S695T1 84720 500 SH Call SOLE 0 0 500 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 200802 762 SH SOLE 0 0 762 ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 667441 23047 SH SOLE 0 0 23047 SALESFORCE INC COM 79466L302 BBG001SDLP09 980441 4835 SH SOLE 0 0 4835 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 245019 4463 SH SOLE 0 0 4463 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3915912 23888 SH SOLE 0 0 23888 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 289790 3206 SH SOLE 0 0 3206 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 987606 29774 SH SOLE 0 0 29774 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 3002683 18653 SH SOLE 0 0 18653 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 1912076 27788 SH SOLE 0 0 27788 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1096966 8521 SH SOLE 0 0 8521 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 269997 2663 SH SOLE 0 0 2663 SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 839471 5495 SH SOLE 0 0 5495 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 490032 1463 SH SOLE 0 0 1463 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 11328856 26501 SH SOLE 0 0 26501 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 768982 1684 SH SOLE 0 0 1684 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 9075237 78908 SH SOLE 0 0 78908 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 360821 8257 SH SOLE 0 0 8257 TARGET CORP COM 87612E106 BBG001SC0K41 325027 2940 SH SOLE 0 0 2940 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 2191373 15115 SH SOLE 0 0 15115 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 1121183 22849 SH SOLE 0 0 22849 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 10661813 68618 SH SOLE 0 0 68618 WALMART INC COM 931142103 BBG001S5XH92 1408597 8808 SH SOLE 0 0 8808 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 1383634 9077 SH SOLE 0 0 9077