0001085146-20-001198.txt : 20200423 0001085146-20-001198.hdr.sgml : 20200423 20200423163059 ACCESSION NUMBER: 0001085146-20-001198 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200423 DATE AS OF CHANGE: 20200423 EFFECTIVENESS DATE: 20200423 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: 20811389 BUSINESS ADDRESS: STREET 1: 2215 GREEN VISTA DRIVE STREET 2: SUITE 303 CITY: SPARKS STATE: NV ZIP: 89431 BUSINESS PHONE: 775-673-1100 MAIL ADDRESS: STREET 1: 2215 GREEN VISTA DRIVE STREET 2: SUITE 303 CITY: SPARKS STATE: NV ZIP: 89431 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001785144 XXXXXXXX 03-31-2020 03-31-2020 false PETERSON WEALTH MANAGEMENT

2215 GREEN VISTA DRIVE SUITE 303 SPARKS NV 89431

13F HOLDINGS REPORT 028-19661 N Jess Peterson 775-673-1100 /s/ Jess Peterson Sparks NV 04-23-2020 0 47 82115 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 1390 17612 SH SOLE 0 0 17612 AMAZON COM INC COM 023135106 2032 1042 SH SOLE 0 0 1042 AMERICAN ELEC PWR CO INC COM 025537101 465 5809 SH SOLE 0 0 5809 AMERICAN TOWER CORP NEW COM 03027X100 1313 6028 SH SOLE 0 0 6028 ANNALY CAPITAL MANAGEMENT IN COM 035710409 55 10750 SH SOLE 0 0 10750 APPLE INC COM 037833100 222 872 SH SOLE 0 0 872 AT&T INC COM 00206R102 256 8793 SH SOLE 0 0 8793 ATLANTIC POWER CORP COM NEW 04878Q863 21 10000 SH SOLE 0 0 10000 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 432 12624 SH SOLE 0 0 12624 COSTCO WHSL CORP NEW COM 22160K105 2030 7118 SH SOLE 0 0 7118 DOMINION ENERGY INC COM 25746U109 374 5185 SH SOLE 0 0 5185 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 12 11000 SH SOLE 0 0 11000 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 222 4111 SH SOLE 0 0 4111 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 6558 387823 SH SOLE 0 0 387823 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 2637 44669 SH SOLE 0 0 44669 HOME DEPOT INC COM 437076102 319 1709 SH SOLE 0 0 1709 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 3145 67023 SH SOLE 0 0 67023 INVESCO EXCHANGE-TRADED FD T S&P500 HDL VOL 46138E362 460 15333 SH SOLE 0 0 15333 INVESCO QQQ TR UNIT SER 1 46090E103 4608 24200 SH SOLE 0 0 24200 KINDER MORGAN INC DEL COM 49456B101 259 18595 SH SOLE 0 0 18595 MASTERCARD INC CL A 57636Q104 1952 8081 SH SOLE 0 0 8081 MICROSOFT CORP COM 594918104 1710 10843 SH SOLE 0 0 10843 NUVEEN AMT FREE QLTY MUN INC COM 670657105 146 10818 SH SOLE 0 0 10818 PEPSICO INC COM 713448108 3348 27879 SH SOLE 0 0 27879 PROCTER & GAMBLE CO COM 742718109 250 2277 SH SOLE 0 0 2277 REALTY INCOME CORP COM 756109104 303 6078 SH SOLE 0 0 6078 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2131 24057 SH SOLE 0 0 24057 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1686 30944 SH SOLE 0 0 30944 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 228 2328 SH SOLE 0 0 2328 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4584 57033 SH SOLE 0 0 57033 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 225 5083 SH SOLE 0 0 5083 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 130 13000 SH SOLE 0 0 13000 SPDR S&P 500 ETF TR TR UNIT 78462F103 3939 15281 SH SOLE 0 0 15281 SPDR SER TR PORTFOLIO LN COR 78464A367 5163 181335 SH SOLE 0 0 181335 SPDR SER TR PORTFOLIO INTRMD 78464A375 4841 142351 SH SOLE 0 0 142351 SPDR SER TR S&P DIVID ETF 78464A763 2461 30816 SH SOLE 0 0 30816 SPDR SER TR BLOMBERG BRC INV 78468R200 2465 83838 SH SOLE 0 0 83838 SPDR SER TR NUVEEN BRC MUNIC 78468R721 528 10564 SH SOLE 0 0 10564 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 7448 155297 SH SOLE 0 0 155297 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 3008 62381 SH SOLE 0 0 62381 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1514 11744 SH SOLE 0 0 11744 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3801 36764 SH SOLE 0 0 36764 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1117 15786 SH SOLE 0 0 15786 VECTOR GROUP LTD COM 92240M108 145 15365 SH SOLE 0 0 15365 VISA INC COM CL A 92826C839 838 5199 SH SOLE 0 0 5199 WALMART INC COM 931142103 272 2396 SH SOLE 0 0 2396 WASTE MGMT INC DEL COM 94106L109 1072 11585 SH SOLE 0 0 11585