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