Peterson Wealth Management
Latest statistics and disclosures from Peterson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, VCIT, VIG, XLU, and represent 49.55% of Peterson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, QQQ, MSFT, LLY, VIG, VCIT, AAPL, AVGO, WMT, XLY.
- Started 38 new stock positions in NVO, QUBT, MRNA, PWZ, INTC, DOCN, IYT, ON, SPYG, MU.
- Reduced shares in these 10 stocks: CIBR (-$12M), CRWD (-$11M), BRK.B, PANW, HD, AXP, IDHQ, OXY, XLC, SPYD.
- Sold out of its positions in AXP, USAS, APP, ARCC, TEAM, Carnival Corporation, DOW, GPN, HAL, Honeywell International. PGF, IDHQ, OXY, PANW, SPYD, TTAN, TPL, REMX, UP, BULL.
- Peterson Wealth Management was a net buyer of stock by $18M.
- Peterson Wealth Management has $215M in assets under management (AUM), dropping by 24.41%.
- Central Index Key (CIK): 0001785144
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Download as csvPortfolio Holdings for Peterson Wealth Management
Peterson Wealth Management holds 184 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 15.3 | $33M | +15% | 45k | 736.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 14.1 | $30M | +17% | 41k | 746.76 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 8.8 | $19M | +23% | 227k | 82.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 6.7 | $14M | +33% | 61k | 236.62 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 4.6 | $9.9M | 219k | 45.34 |
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| Amazon (AMZN) | 4.2 | $9.0M | +5% | 38k | 238.34 |
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| Microsoft Corporation (MSFT) | 4.1 | $8.8M | +92% | 24k | 373.02 |
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| Costco Wholesale Corporation (COST) | 3.7 | $7.9M | +28% | 8.5k | 935.50 |
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| Wal-Mart Stores (WMT) | 3.4 | $7.3M | +45% | 65k | 113.26 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 3.3 | $7.0M | +48% | 60k | 117.28 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 3.1 | $6.7M | +4% | 42k | 158.66 |
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| Nextera Energy (NEE) | 2.6 | $5.6M | +30% | 64k | 87.77 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $4.6M | +3% | 14k | 327.33 |
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| Eli Lilly & Co. (LLY) | 2.1 | $4.6M | +1057% | 3.8k | 1199.43 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.1 | $4.5M | 9.5k | 477.57 |
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| NVIDIA Corporation (NVDA) | 2.0 | $4.3M | +13% | 22k | 200.09 |
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| Broadcom (AVGO) | 2.0 | $4.2M | +150% | 11k | 377.74 |
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| Meta Platforms Cl A (META) | 1.9 | $4.1M | +54% | 7.2k | 563.32 |
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| Apple (AAPL) | 1.7 | $3.7M | +255% | 13k | 289.37 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.1 | $2.4M | +88% | 46k | 53.61 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 1.1 | $2.3M | NEW | 45k | 50.63 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.8 | $1.8M | 2.5k | 703.48 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.8 | $1.6M | 15k | 107.13 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.7 | $1.4M | +6% | 17k | 83.07 |
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| Pepsi (PEP) | 0.6 | $1.3M | 9.7k | 135.41 |
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| Tesla Motors (TSLA) | 0.5 | $1.1M | +21% | 2.6k | 420.60 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.1M | +6% | 2.1k | 513.54 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.5 | $1.0M | +99% | 7.7k | 134.56 |
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| Ge Vernova (GEV) | 0.4 | $939k | +37% | 799.00 | 1175.04 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $841k | NEW | 7.2k | 116.67 |
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| Roblox Corp Cl A (RBLX) | 0.4 | $782k | 14k | 54.38 |
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| Employers Holdings (EIG) | 0.2 | $526k | 10k | 50.48 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $512k | +6% | 2.7k | 190.49 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $397k | 14k | 29.43 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.2 | $335k | +54% | 2.1k | 158.25 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $332k | 6.6k | 50.39 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $323k | -5% | 2.4k | 136.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $318k | -2% | 1.1k | 300.39 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $271k | 7.4k | 36.87 |
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| Home Depot (HD) | 0.1 | $240k | -35% | 680.00 | 352.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $238k | 3.2k | 73.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $217k | +25% | 607.00 | 357.33 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $184k | -11% | 189.00 | 975.88 |
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| Astera Labs (ALAB) | 0.1 | $184k | +11% | 380.00 | 483.02 |
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| Inventrust Pptys Corp Com New (IVT) | 0.1 | $151k | 4.3k | 35.40 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $148k | 4.1k | 36.26 |
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| Advanced Micro Devices (AMD) | 0.1 | $138k | +58% | 237.00 | 580.91 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $136k | +59% | 207.00 | 655.91 |
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| Realty Income (O) | 0.1 | $136k | 2.2k | 61.96 |
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| Monarch Casino & Resort (MCRI) | 0.1 | $134k | 1.0k | 131.55 |
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| Netflix (NFLX) | 0.1 | $134k | +76% | 1.9k | 71.40 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $131k | 257.00 | 508.64 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $124k | 1.5k | 82.82 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $124k | 1.4k | 88.98 |
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| Altria (MO) | 0.1 | $120k | 1.7k | 71.95 |
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| Waste Management (WM) | 0.1 | $117k | -13% | 525.00 | 223.06 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $105k | -99% | 1.2k | 89.83 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $101k | 1.6k | 64.71 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $96k | 500.00 | 190.92 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $95k | 276.00 | 343.97 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $95k | 623.00 | 152.18 |
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| Corning Incorporated (GLW) | 0.0 | $93k | +212% | 363.00 | 255.58 |
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| Verizon Communications (VZ) | 0.0 | $93k | +98% | 2.2k | 42.34 |
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| Key (KEY) | 0.0 | $91k | 4.0k | 23.05 |
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| Atmos Energy Corporation (ATO) | 0.0 | $90k | 520.00 | 172.12 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $88k | 1.4k | 61.76 |
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| McDonald's Corporation (MCD) | 0.0 | $84k | 311.00 | 270.16 |
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| Johnson & Johnson (JNJ) | 0.0 | $71k | +39% | 280.00 | 253.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $71k | +17% | 201.00 | 353.17 |
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| Reddit Cl A (RDDT) | 0.0 | $70k | 405.00 | 173.58 |
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| Uipath Cl A (PATH) | 0.0 | $61k | +91% | 5.7k | 10.87 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $59k | -21% | 161.00 | 368.38 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $57k | +41% | 1.0k | 56.01 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $57k | 818.00 | 69.94 |
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| American Electric Power Company (AEP) | 0.0 | $55k | 400.00 | 136.81 |
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| Glacier Ban (GBCI) | 0.0 | $54k | 1.0k | 51.60 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $54k | -2% | 202.00 | 264.72 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $53k | 643.00 | 82.33 |
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| Tempus Ai Cl A (TEM) | 0.0 | $52k | +89% | 900.00 | 57.93 |
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| ConocoPhillips (COP) | 0.0 | $52k | 500.00 | 103.96 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $50k | 4.6k | 10.92 |
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| Ishares Tr Us Trsprtion (IYT) | 0.0 | $49k | NEW | 570.00 | 86.75 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $45k | 3.8k | 11.74 |
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| DaVita (DVA) | 0.0 | $45k | 200.00 | 222.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $44k | 204.00 | 213.10 |
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| Phillips 66 (PSX) | 0.0 | $42k | 250.00 | 169.05 |
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| Oneok (OKE) | 0.0 | $41k | 476.00 | 86.94 |
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| Linde SHS (LIN) | 0.0 | $41k | 79.00 | 520.28 |
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| Xcel Energy (XEL) | 0.0 | $40k | 494.00 | 80.33 |
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| Cisco Systems (CSCO) | 0.0 | $38k | +39% | 326.00 | 117.46 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $38k | NEW | 1.5k | 24.51 |
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| Ford Motor Company (F) | 0.0 | $37k | +22% | 2.7k | 13.90 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $37k | 117.00 | 318.76 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $36k | 2.8k | 12.80 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $36k | 3.7k | 9.81 |
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| Martin Marietta Materials (MLM) | 0.0 | $36k | 62.00 | 573.18 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $35k | +61% | 356.00 | 99.54 |
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| Medtronic SHS (MDT) | 0.0 | $35k | -14% | 445.00 | 78.23 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $34k | 480.00 | 71.25 |
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| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $34k | 2.7k | 12.53 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $32k | 2.7k | 12.12 |
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| Eaton Corp SHS (ETN) | 0.0 | $32k | NEW | 75.00 | 426.12 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $32k | +15% | 950.00 | 33.29 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $31k | -99% | 40.00 | 763.15 |
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| Unilever Spon Adr New (UL) | 0.0 | $30k | 505.00 | 60.15 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $29k | 304.00 | 96.53 |
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| Oklo Com Cl A (OKLO) | 0.0 | $28k | +256% | 535.00 | 52.33 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $27k | 122.00 | 218.98 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $27k | 500.00 | 53.11 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.0 | $26k | NEW | 217.00 | 118.05 |
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| SYSCO Corporation (SYY) | 0.0 | $25k | 304.00 | 83.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $23k | NEW | 31.00 | 750.87 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $23k | 622.00 | 36.73 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $21k | 400.00 | 51.88 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $21k | NEW | 174.00 | 119.14 |
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| Iren Ordinary Shares (IREN) | 0.0 | $21k | 450.00 | 45.73 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $21k | NEW | 160.00 | 128.08 |
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| Visa Com Cl A (V) | 0.0 | $20k | +103% | 59.00 | 345.07 |
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| International Business Machines (IBM) | 0.0 | $19k | 67.00 | 283.09 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $19k | NEW | 111.00 | 170.86 |
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| Moderna (MRNA) | 0.0 | $19k | NEW | 269.00 | 70.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $19k | 125.00 | 148.76 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $19k | NEW | 61.00 | 304.02 |
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| Honeywell Aerospace (HONA) | 0.0 | $18k | NEW | 82.00 | 221.09 |
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| Chevron Corporation (CVX) | 0.0 | $18k | 109.00 | 165.44 |
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| Intel Corporation (INTC) | 0.0 | $18k | NEW | 128.00 | 139.63 |
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| Boeing Company (BA) | 0.0 | $16k | 74.00 | 216.47 |
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| salesforce (CRM) | 0.0 | $16k | NEW | 100.00 | 156.66 |
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| Quantum Computing (QUBT) | 0.0 | $16k | NEW | 1.6k | 9.70 |
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| Cleanspark Com New (CLSK) | 0.0 | $15k | 1.0k | 14.55 |
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| Dutch Bros Cl A (BROS) | 0.0 | $14k | 200.00 | 71.81 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $14k | 197.00 | 72.42 |
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| Rocket Lab Corp (RKLB) | 0.0 | $14k | +178% | 139.00 | 101.65 |
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| Honeywell International (HON) | 0.0 | $13k | NEW | 59.00 | 222.69 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $13k | 24.00 | 530.50 |
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| Amgen (AMGN) | 0.0 | $13k | 35.00 | 362.11 |
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| Pimco Municipal Income Fund II (PML) | 0.0 | $13k | 1.7k | 7.61 |
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| Nike CL B (NKE) | 0.0 | $12k | NEW | 300.00 | 41.05 |
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| Rayonier (RYN) | 0.0 | $12k | 557.00 | 21.27 |
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| Target Corporation (TGT) | 0.0 | $12k | 91.00 | 130.14 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $11k | 1.0k | 10.90 |
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| Global X Fds Superdividend (SDIV) | 0.0 | $11k | NEW | 448.00 | 24.44 |
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| D-wave Quantum (QBTS) | 0.0 | $11k | NEW | 450.00 | 23.99 |
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| Carnival Corp Common Shares (CCL) | 0.0 | $10k | NEW | 352.00 | 28.56 |
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| Astrazeneca Ord (AZN) | 0.0 | $9.5k | 50.00 | 189.62 |
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| Casey's General Stores (CASY) | 0.0 | $8.8k | 11.00 | 795.73 |
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| Union Pacific Corporation (UNP) | 0.0 | $8.5k | 31.00 | 273.94 |
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| C3 Ai Cl A (AI) | 0.0 | $8.2k | +50% | 900.00 | 9.09 |
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| Walt Disney Company (DIS) | 0.0 | $7.8k | 81.00 | 96.53 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $7.3k | NEW | 550.00 | 13.28 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $6.8k | -58% | 25.00 | 271.96 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $6.6k | +24% | 1.0k | 6.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $6.5k | -99% | 13.00 | 500.38 |
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| Viking Holdings Ord Shs (VIK) | 0.0 | $6.1k | NEW | 58.00 | 104.67 |
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| Marvell Technology (MRVL) | 0.0 | $6.0k | NEW | 20.00 | 297.90 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $5.9k | NEW | 1.3k | 4.73 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $5.9k | +4% | 560.00 | 10.51 |
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| Kingstone Companies (KINS) | 0.0 | $5.8k | NEW | 305.00 | 19.03 |
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| Billiontoone Cl A (BLLN) | 0.0 | $5.6k | NEW | 47.00 | 119.98 |
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| Uber Technologies (UBER) | 0.0 | $5.4k | +50% | 75.00 | 72.16 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $5.3k | NEW | 15.00 | 354.60 |
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| Sempra Energy (SRE) | 0.0 | $5.3k | 57.00 | 93.12 |
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| Fuelcell Energy Com New (FCEL) | 0.0 | $5.3k | NEW | 147.00 | 36.01 |
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| Ishares Msci Sweden Etf (EWD) | 0.0 | $5.0k | NEW | 100.00 | 49.98 |
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| Ondas Com New (ONDS) | 0.0 | $4.9k | NEW | 600.00 | 8.24 |
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| Global X Fds Global X Copper (COPX) | 0.0 | $4.8k | 62.00 | 76.97 |
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| Comstock Com Shs (LODE) | 0.0 | $4.8k | 1.1k | 4.16 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $4.5k | NEW | 450.00 | 10.03 |
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| Spdr Series Trust St Str Sp Home (XHB) | 0.0 | $4.1k | 35.00 | 115.71 |
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| Bitmine Immersion Techs Com New (BMNR) | 0.0 | $3.7k | -81% | 275.00 | 13.31 |
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| Brightstar Lottery Shs Usd (BRSL) | 0.0 | $3.7k | +2% | 341.00 | 10.71 |
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| Cintas Corporation (CTAS) | 0.0 | $3.6k | -78% | 21.00 | 170.48 |
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| Roundhill Etf Trust Memory Etf | 0.0 | $3.5k | NEW | 47.00 | 73.85 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $3.1k | NEW | 65.00 | 47.94 |
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| Rigetti Computing Common Stock (RGTI) | 0.0 | $3.1k | +1500% | 160.00 | 19.32 |
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| Ionq Inc Pipe (IONQ) | 0.0 | $2.7k | +400% | 50.00 | 53.26 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $2.5k | 33.00 | 75.30 |
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| Digitalocean Hldgs (DOCN) | 0.0 | $2.4k | NEW | 15.00 | 157.00 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $1.9k | 111.00 | 17.41 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $1.4k | -42% | 16.00 | 88.75 |
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| ON Semiconductor (ON) | 0.0 | $1.4k | NEW | 15.00 | 94.53 |
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| Micron Technology (MU) | 0.0 | $1.2k | NEW | 1.00 | 1154.00 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $91.000000 | 5.00 | 18.20 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $0 | NEW | 0 | 0.00 |
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Past Filings by Peterson Wealth Management
SEC 13F filings are viewable for Peterson Wealth Management going back to 2019
- Peterson Wealth Management 2026 Q2 filed July 30, 2026
- Peterson Wealth Management 2026 Q1 filed May 15, 2026
- Peterson Wealth Management 2025 Q4 filed Feb. 4, 2026
- Peterson Wealth Management 2025 Q3 filed Dec. 17, 2025
- Peterson Wealth Management 2025 Q2 filed Oct. 15, 2025
- Peterson Wealth Management 2025 Q1 filed June 16, 2025
- Peterson Wealth Management 2024 Q4 filed Feb. 14, 2025
- Peterson Wealth Management 2024 Q3 filed Nov. 14, 2024
- Peterson Wealth Management 2024 Q2 filed Aug. 5, 2024
- Peterson Wealth Management 2024 Q1 filed May 15, 2024
- Peterson Wealth Management 2023 Q4 filed Feb. 22, 2024
- Peterson Wealth Management 2023 Q3 filed Nov. 14, 2023
- Peterson Wealth Management 2023 Q1 filed Aug. 17, 2023
- Peterson Wealth Management 2023 Q2 filed Aug. 17, 2023
- Peterson Wealth Management 2022 Q4 filed Feb. 8, 2023
- Peterson Wealth Management 2022 Q3 filed Oct. 14, 2022