0001580642-19-001919.txt : 20190416
0001580642-19-001919.hdr.sgml : 20190416
20190416140319
ACCESSION NUMBER: 0001580642-19-001919
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190416
DATE AS OF CHANGE: 20190416
EFFECTIVENESS DATE: 20190416
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Peterson Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001713558
IRS NUMBER: 261710863
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18697
FILM NUMBER: 19750669
BUSINESS ADDRESS:
STREET 1: 360 W 920 N
CITY: OREM
STATE: UT
ZIP: 84057
BUSINESS PHONE: 8012250000
MAIL ADDRESS:
STREET 1: 360 W 920 N
CITY: OREM
STATE: UT
ZIP: 84057
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001713558
XXXXXXXX
03-31-2019
03-31-2019
false
Peterson Wealth Advisors, LLC
360 W 920 N
Orem
UT
84057
13F HOLDINGS REPORT
028-18697
N
Scott M. Peterson
Chief Compliance Officer
801-225-0000
/s/ Scott M. Peterson
Orem
UT
04-16-2019
0
40
149517
INFORMATION TABLE
2
infotable.xml
ISHARES TR
S&P 500 VAL ETF
464287408
322
2773
SH
SOLE
0
0
2773
SPDR SERIES TRUST
PORTFOLIO MD ETF
78464A847
10445
302571
SH
SOLE
0
0
302571
ISHARES TR
CORE S&P US GWT
464287671
360
5843
SH
SOLE
0
0
5843
FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
3742
150222
SH
SOLE
0
0
150222
MICROSOFT CORP
COM
594918104
557
4605
SH
SOLE
0
0
4605
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
33738R506
261
8355
SH
SOLE
0
0
8355
ISHARES TR
CORE S&P500 ETF
464287200
5787
19807
SH
SOLE
0
0
19807
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
203
4648
SH
SOLE
0
0
4648
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
466
3132
SH
SOLE
0
0
3132
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
1110
37089
SH
SOLE
0
0
37089
HOME DEPOT INC
COM
437076102
308
1513
SH
SOLE
0
0
1513
ISHARES TR
CORE S&P TTL STK
464287150
242
3656
SH
SOLE
0
0
3656
ISHARES TR
MIN VOL EAFE ETF
46429B689
19457
270166
SH
SOLE
0
0
270166
ISHARES TR
CORE S&P SCP ETF
464287804
1528
19170
SH
SOLE
0
0
19170
AMAZON COM INC
COM
023135106
476
258
SH
SOLE
0
0
258
JP MORGAN EXCHANGE TRADED FD
GLOBAL BD OPRT
46641Q852
4002
81040
SH
SOLE
0
0
81040
ISHARES INC
MIN VOL EMRG MKT
464286533
6827
113967
SH
SOLE
0
0
113967
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
530
7956
SH
SOLE
0
0
7956
COSTCO WHSL CORP NEW
COM
22160K105
295
1220
SH
SOLE
0
0
1220
BOEING CO
COM
097023105
282
743
SH
SOLE
0
0
743
JP MORGAN EXCHANGE TRADED FD
DCPLND HG YLD
46641Q878
2710
53245
SH
SOLE
0
0
53245
ISHARES TR
S&P MC 400GR ETF
464287606
364
1615
SH
SOLE
0
0
1615
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
658
7472
SH
SOLE
0
0
7472
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1067
9902
SH
SOLE
0
0
9902
ISHARES TR
CRE U S REIT ETF
464288521
7137
136277
SH
SOLE
0
0
136277
FIRST TR EXCHANGE TRADED FD
CAP STRENGTH ETF
33733E104
325
5876
SH
SOLE
0
0
5876
FIRST TR MORNINGSTAR DIV LEA
SHS
336917109
271
8908
SH
SOLE
0
0
8908
VANGUARD INDEX FDS
MID CAP ETF
922908629
1259
7578
SH
SOLE
0
0
7578
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
245
4755
SH
SOLE
0
0
4755
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
48518
1421555
SH
SOLE
0
0
1421555
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
6253
172972
SH
SOLE
0
0
172972
ISHARES TR
RUS 1000 VAL ETF
464287598
353
2787
SH
SOLE
0
0
2787
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
481
16981
SH
SOLE
0
0
16981
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
9305
184806
SH
SOLE
0
0
184806
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
396
10801
SH
SOLE
0
0
10801
ISHARES TR
S&P 500 GRWT ETF
464287309
1582
8971
SH
SOLE
0
0
8971
SPDR SER TR
PORTFOLIO SM ETF
78468R853
9666
309612
SH
SOLE
0
0
309612
ISHARES TR
CORE S&P MCP ETF
464287507
894
4552
SH
SOLE
0
0
4552
APPLE INC
COM
037833100
549
2761
SH
SOLE
0
0
2761
ISHARES TR
CORE MSCI EAFE
46432F842
284
4560
SH
SOLE
0
0
4560