Form 13F-HR Peterson Wealth Advisors For: Jun 30
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 4/25/2024
August 2, 2021 12:33 PM EDT
The Securities and Exchange Commission has not necessarily reviewed
the information in this filing and has not determined if it is
accurate and complete.
The reader should not assume that the information is accurate
and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F
FORM 13F COVER PAGE
|
OMB APPROVAL |
OMB Number: |
3235-0006 |
Expires: |
July 31, 2015 |
Estimated average burden |
hours per response: |
23.8 |
|
|
Report for the Calendar Year or Quarter Ended: |
06-30-2021 |
Check here if Amendment |
|
Amendment Number: |
|
This Amendment (Check only one.): |
|
is a restatement. |
|
|
adds new holdings entries. |
Institutional Investment Manager Filing
this Report: |
Name: |
Peterson Wealth Advisors, LLC |
Address: |
360 W 920 N |
|
|
|
OREM
,
UT84057
|
Form 13F File Number: |
028-18697 |
The institutional investment manager filing this report and
the person by whom it is signed hereby represent that the person
signing the report is authorized to submit it, that all information
contained herein is true, correct and complete, and that it is
understood that all required items, statements, schedules, lists, and
tables, are considered integral parts of this form.
Person Signing this Report on Behalf of
Reporting Manager: |
Name: |
Scott M Peterson |
Title: |
Chief Compliance Officer |
Phone: |
801-225-0000 |
Signature, Place, and Date of Signing: |
Scott M Peterson |
Orem
,
UT
|
08-02-2021 |
[Signature] |
[City, State] |
[Date] |
|
Report Type (Check only one.): |
X |
13F HOLDINGS REPORT. (Check here if all holdings of
this reporting manager are reported in this report.) |
|
13F NOTICE. (Check here if no holdings reported are in
this report, and all holdings are reported by other reporting
manager(s).) |
|
13F COMBINATION REPORT. (Check here if a portion of
the holdings for this reporting manager are reported in this
report and a portion are reported by other reporting manager(s).) |
Form 13F Summary Page |
|
Report Summary: |
|
Number of Other Included
Managers: |
0 |
|
|
|
Form 13F Information Table Entry Total: |
53 |
|
Form 13F Information Table Value Total: |
281,928 |
|
(thousands) |
|
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
|
|
|
Form 13F File Number |
Name |
List of Other Included
Managers: |
Provide a numbered list of the name(s) and Form 13F file number(s)
of all institutional investment managers with respect to which this
report is filed, other than the
manager filing this report.
|
[If there are no entries in this list, state “NONE” and omit the
column headings and list entries.]
|
|
No. |
Form 13F File Number |
Name |
The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
The reader should not assume that the information is
accurate and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F
FORM 13F INFORMATION TABLE
|
OMB APPROVAL |
OMB Number: |
3235-0006 |
Expires: |
July 31, 2015 |
Estimated average
burden |
hours per response:
|
23.8 |
|
|
COLUMN 1 |
COLUMN 2 |
COLUMN 3 |
COLUMN 4 |
COLUMN 5 |
COLUMN 6 |
COLUMN 7 |
COLUMN 8 |
|
|
|
VALUE |
SHRS OR |
SH/ |
PUT/ |
INVESTMENT |
OTHER |
VOTING AUTHORITY |
NAME OF ISSUER |
TITLE OF CLASS |
CUSIP |
(x$1000) |
PRN AMT |
PRN |
CALL |
DISCRETION |
MANAGER |
SOLE |
SHARED |
NONE |
INVESCO EXCHANGE TRADED FD T |
S&P500 EQL WGT |
46137V357 |
666 |
4,417 |
SH |
|
SOLE |
0 |
0 |
0 |
4,417 |
SCHWAB STRATEGIC TR |
EMRG MKTEQ ETF |
808524706 |
203 |
6,188 |
SH |
|
SOLE |
0 |
0 |
0 |
6,188 |
SCHWAB STRATEGIC TR |
US REIT ETF |
808524847 |
605 |
13,214 |
SH |
|
SOLE |
0 |
0 |
0 |
13,214 |
VANGUARD INDEX FDS |
LARGE CAP ETF |
922908637 |
617 |
3,075 |
SH |
|
SOLE |
0 |
0 |
0 |
3,075 |
FIRST TR EXCHANGE-TRADED FD |
NASDQ ARTFCIAL |
33738R720 |
239 |
4,394 |
SH |
|
SOLE |
0 |
0 |
0 |
4,394 |
VANGUARD TAX-MANAGED INTL FD |
FTSE DEV MKT ETF |
921943858 |
305 |
5,912 |
SH |
|
SOLE |
0 |
0 |
0 |
5,912 |
COSTCO WHSL CORP NEW |
COM |
22160K105 |
534 |
1,349 |
SH |
|
SOLE |
0 |
0 |
0 |
1,349 |
J P MORGAN EXCHANGE-TRADED F |
INTL BD OPP ETF |
46641Q852 |
6,675 |
129,538 |
SH |
|
SOLE |
0 |
0 |
0 |
129,538 |
AMAZON COM INC |
COM |
023135106 |
674 |
196 |
SH |
|
SOLE |
0 |
0 |
0 |
196 |
APPLE INC |
COM |
037833100 |
1,836 |
13,405 |
SH |
|
SOLE |
0 |
0 |
0 |
13,405 |
FIRST TR NAS100 EQ WEIGHTED |
SHS |
337344105 |
434 |
3,867 |
SH |
|
SOLE |
0 |
0 |
0 |
3,867 |
ISHARES TR |
MSCI USA MIN VOL |
46429B697 |
236 |
3,208 |
SH |
|
SOLE |
0 |
0 |
0 |
3,208 |
WALMART INC |
COM |
931142103 |
535 |
3,791 |
SH |
|
SOLE |
0 |
0 |
0 |
3,791 |
VANGUARD WHITEHALL FDS |
INTL DVD ETF |
921946810 |
205 |
2,344 |
SH |
|
SOLE |
0 |
0 |
0 |
2,344 |
ISHARES TR |
US HOME CONS ETF |
464288752 |
252 |
3,639 |
SH |
|
SOLE |
0 |
0 |
0 |
3,639 |
ISHARES TR |
CORE S&P SCP ETF |
464287804 |
2,613 |
23,132 |
SH |
|
SOLE |
0 |
0 |
0 |
23,132 |
ISHARES TR |
CORE S&P US GWT |
464287671 |
345 |
3,413 |
SH |
|
SOLE |
0 |
0 |
0 |
3,413 |
ISHARES TR |
MSCI EAFE MIN VL |
46429B689 |
30,937 |
409,538 |
SH |
|
SOLE |
0 |
0 |
0 |
409,538 |
VANGUARD INTL EQUITY INDEX F |
ALLWRLD EX US |
922042775 |
301 |
4,755 |
SH |
|
SOLE |
0 |
0 |
0 |
4,755 |
ABBVIE INC |
COM |
00287Y109 |
264 |
2,342 |
SH |
|
SOLE |
0 |
0 |
0 |
2,342 |
VANGUARD INDEX FDS |
REAL ESTATE ETF |
922908553 |
492 |
4,833 |
SH |
|
SOLE |
0 |
0 |
0 |
4,833 |
VANGUARD INDEX FDS |
MID CAP ETF |
922908629 |
1,134 |
4,780 |
SH |
|
SOLE |
0 |
0 |
0 |
4,780 |
J P MORGAN EXCHANGE-TRADED F |
HIGH YLD RESRCH |
46641Q878 |
5,647 |
107,957 |
SH |
|
SOLE |
0 |
0 |
0 |
107,957 |
FIRST TR VALUE LINE DIVID IN |
SHS |
33734H106 |
296 |
7,442 |
SH |
|
SOLE |
0 |
0 |
0 |
7,442 |
SPDR SER TR |
PORTFOLIO S&P500 |
78464A854 |
93,858 |
1,864,845 |
SH |
|
SOLE |
0 |
0 |
0 |
1,864,845 |
FACEBOOK INC |
CL A |
30303M102 |
276 |
795 |
SH |
|
SOLE |
0 |
0 |
0 |
795 |
VANGUARD INDEX FDS |
SMALL CP ETF |
922908751 |
2,177 |
9,662 |
SH |
|
SOLE |
0 |
0 |
0 |
9,662 |
VANGUARD INDEX FDS |
TOTAL STK MKT |
922908769 |
6,819 |
30,603 |
SH |
|
SOLE |
0 |
0 |
0 |
30,603 |
HOME DEPOT INC |
COM |
437076102 |
749 |
2,350 |
SH |
|
SOLE |
0 |
0 |
0 |
2,350 |
ISHARES TR |
CORE MSCI INTL |
46435G326 |
2,186 |
32,416 |
SH |
|
SOLE |
0 |
0 |
0 |
32,416 |
SPDR SER TR |
PORTFOLIO S&P400 |
78464A847 |
21,706 |
459,767 |
SH |
|
SOLE |
0 |
0 |
0 |
459,767 |
VANGUARD INDEX FDS |
S&P 500 ETF SHS |
922908363 |
671 |
1,704 |
SH |
|
SOLE |
0 |
0 |
0 |
1,704 |
TESLA INC |
COM |
88160R101 |
391 |
575 |
SH |
|
SOLE |
0 |
0 |
0 |
575 |
ISHARES TR |
S&P 500 GRWT ETF |
464287309 |
4,518 |
62,116 |
SH |
|
SOLE |
0 |
0 |
0 |
62,116 |
ISHARES TR |
S&P MC 400GR ETF |
464287606 |
550 |
6,799 |
SH |
|
SOLE |
0 |
0 |
0 |
6,799 |
SPDR SER TR |
PORTFOLIO AGRGTE |
78464A649 |
643 |
21,411 |
SH |
|
SOLE |
0 |
0 |
0 |
21,411 |
MICROSOFT CORP |
COM |
594918104 |
1,136 |
4,195 |
SH |
|
SOLE |
0 |
0 |
0 |
4,195 |
ISHARES TR |
MSCI EMG MKT ETF |
464287234 |
369 |
6,686 |
SH |
|
SOLE |
0 |
0 |
0 |
6,686 |
ISHARES TR |
CORE S&P MCP ETF |
464287507 |
615 |
2,290 |
SH |
|
SOLE |
0 |
0 |
0 |
2,290 |
ISHARES TR |
S&P 500 VAL ETF |
464287408 |
406 |
2,748 |
SH |
|
SOLE |
0 |
0 |
0 |
2,748 |
SPDR INDEX SHS FDS |
PORTFOLIO EMG MK |
78463X509 |
1,160 |
25,491 |
SH |
|
SOLE |
0 |
0 |
0 |
25,491 |
FIRST TR NASDAQ 100 TECH IND |
SHS |
337345102 |
670 |
4,212 |
SH |
|
SOLE |
0 |
0 |
0 |
4,212 |
SPDR SER TR |
PORTFOLIO S&P600 |
78468R853 |
21,415 |
487,375 |
SH |
|
SOLE |
0 |
0 |
0 |
487,375 |
J P MORGAN EXCHANGE-TRADED F |
ULTRA SHRT INC |
46641Q837 |
20,006 |
394,275 |
SH |
|
SOLE |
0 |
0 |
0 |
394,275 |
ISHARES TR |
MSCI EAFE ETF |
464287465 |
794 |
10,067 |
SH |
|
SOLE |
0 |
0 |
0 |
10,067 |
SPDR INDEX SHS FDS |
PORTFOLIO DEVLPD |
78463X889 |
3,263 |
88,690 |
SH |
|
SOLE |
0 |
0 |
0 |
88,690 |
FIRST TR EXCHANGE-TRADED FD |
NO AMER ENERGY |
33738D101 |
6,595 |
269,610 |
SH |
|
SOLE |
0 |
0 |
0 |
269,610 |
VANGUARD INTL EQUITY INDEX F |
FTSE EMR MKT ETF |
922042858 |
746 |
13,735 |
SH |
|
SOLE |
0 |
0 |
0 |
13,735 |
SPDR SER TR |
PRTFLO S&P500 VL |
78464A508 |
2,580 |
65,262 |
SH |
|
SOLE |
0 |
0 |
0 |
65,262 |
ISHARES TR |
CORE S&P500 ETF |
464287200 |
5,318 |
12,369 |
SH |
|
SOLE |
0 |
0 |
0 |
12,369 |
SPDR SER TR |
PORTFOLI S&P1500 |
78464A805 |
11,772 |
222,244 |
SH |
|
SOLE |
0 |
0 |
0 |
222,244 |
ISHARES TR |
CRE U S REIT ETF |
464288521 |
12,352 |
211,719 |
SH |
|
SOLE |
0 |
0 |
0 |
211,719 |
SCHWAB STRATEGIC TR |
US MID-CAP ETF |
808524508 |
2,142 |
27,368 |
SH |
|
SOLE |
0 |
0 |
0 |
27,368 |