0001580642-19-003223.txt : 20190715 0001580642-19-003223.hdr.sgml : 20190715 20190715160607 ACCESSION NUMBER: 0001580642-19-003223 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190715 DATE AS OF CHANGE: 20190715 EFFECTIVENESS DATE: 20190715 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: 19955266 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 06-30-2019 06-30-2019 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 07-15-2019 0 41 157973
INFORMATION TABLE 2 infotable.xml ISHARES TR S&P 500 VAL ETF 464287408 325 2789 SH SOLE 0 0 2789 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 11006 323041 SH SOLE 0 0 323041 ISHARES TR CORE S&P US GWT 464287671 372 5937 SH SOLE 0 0 5937 MICROSOFT CORP COM 594918104 584 4356 SH SOLE 0 0 4356 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 3972 157941 SH SOLE 0 0 157941 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 261 8390 SH SOLE 0 0 8390 VANGUARD INDEX FDS TOTAL STK MKT 922908769 471 3139 SH SOLE 0 0 3139 ISHARES TR CORE S&P500 ETF 464287200 5873 19924 SH SOLE 0 0 19924 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1187 40111 SH SOLE 0 0 40111 HOME DEPOT INC COM 437076102 307 1474 SH SOLE 0 0 1474 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 10178 332185 SH SOLE 0 0 332185 ISHARES TR CORE S&P TTL STK 464287150 245 3674 SH SOLE 0 0 3674 ISHARES TR MIN VOL EAFE ETF 46429B689 20979 288806 SH SOLE 0 0 288806 ISHARES TR CORE S&P SCP ETF 464287804 1535 19611 SH SOLE 0 0 19611 AMAZON COM INC COM 023135106 496 262 SH SOLE 0 0 262 JP MORGAN EXCHANGE TRADED FD GLOBAL BD OPRT 46641Q852 4270 84366 SH SOLE 0 0 84366 BOEING CO COM 097023105 271 744 SH SOLE 0 0 744 COSTCO WHSL CORP NEW COM 22160K105 323 1222 SH SOLE 0 0 1222 ISHARES INC MIN VOL EMRG MKT 464286533 7190 122151 SH SOLE 0 0 122151 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 515 7733 SH SOLE 0 0 7733 ISHARES TR S&P MC 400GR ETF 464287606 366 1619 SH SOLE 0 0 1619 JP MORGAN EXCHANGE TRADED FD DCPLND HG YLD 46641Q878 2855 55853 SH SOLE 0 0 55853 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 653 7472 SH SOLE 0 0 7472 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1072 9947 SH SOLE 0 0 9947 ISHARES TR CRE U S REIT ETF 464288521 7355 141393 SH SOLE 0 0 141393 FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF 33733E104 333 5892 SH SOLE 0 0 5892 FIRST TR MORNINGSTAR DIV LEA SHS 336917109 275 8982 SH SOLE 0 0 8982 VANGUARD INDEX FDS MID CAP ETF 922908629 1281 7664 SH SOLE 0 0 7664 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 202 2597 SH SOLE 0 0 2597 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 242 4755 SH SOLE 0 0 4755 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 51628 1494740 SH SOLE 0 0 1494740 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 6728 184537 SH SOLE 0 0 184537 ISHARES TR RUS 1000 VAL ETF 464287598 357 2803 SH SOLE 0 0 2803 MASTERCARD INC CL A 57636Q104 225 849 SH SOLE 0 0 849 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 465 15926 SH SOLE 0 0 15926 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 9818 194839 SH SOLE 0 0 194839 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 417 11645 SH SOLE 0 0 11645 ISHARES TR S&P 500 GRWT ETF 464287309 1615 9008 SH SOLE 0 0 9008 ISHARES TR CORE S&P MCP ETF 464287507 904 4652 SH SOLE 0 0 4652 APPLE INC COM 037833100 537 2715 SH SOLE 0 0 2715 ISHARES TR CORE MSCI EAFE 46432F842 285 4649 SH SOLE 0 0 4649