0001906799-22-000001.txt : 20220131 0001906799-22-000001.hdr.sgml : 20220131 20220131161442 ACCESSION NUMBER: 0001906799-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220131 EFFECTIVENESS DATE: 20220131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Wealth Services CENTRAL INDEX KEY: 0001906799 IRS NUMBER: 270532838 STATE OF INCORPORATION: UT FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21546 FILM NUMBER: 22574127 BUSINESS ADDRESS: STREET 1: 1523 E. SKYLINE DRIVE SUITE C CITY: SOUTH OGDEN STATE: UT ZIP: 84405 BUSINESS PHONE: 8014754002 MAIL ADDRESS: STREET 1: 1523 E. SKYLINE DRIVE SUITE C CITY: SOUTH OGDEN STATE: UT ZIP: 84405 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001906799 XXXXXXXX 12-31-2021 12-31-2021 false Peterson Wealth Services

1523 E. Skyline Drive Suite C South Ogden UT 84405

13F HOLDINGS REPORT 028-21546 N Billy C. Peterson 801-475-4002 /s/ Billy C. Peterson South Ogden UT 01-31-2022 0 87 150775 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 409 1344 SH SOLE 0 0 1344 ALPHABET INC CAP STK CL A 02079K305 298 103 SH SOLE 0 0 103 ALPHABET INC CAP STK CL C 02079K107 2596 897 SH SOLE 0 0 897 AMAZON COM INC COM 023135106 3708 1112 SH SOLE 0 0 1112 AMERICAN EXPRESS CO COM 025816109 239 1460 SH SOLE 0 0 1460 APPLE INC COM 037833100 13285 74817 SH SOLE 0 0 74817 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3371 11275 SH SOLE 0 0 11275 BEST BUY INC COM 086516101 320 3149 SH SOLE 0 0 3149 BROADCOM INC COM 11135F101 3012 4527 SH SOLE 0 0 4527 CANADIAN NAT RES LTD COM 136385101 2367 55939 SH SOLE 0 0 55939 CELANESE CORP DEL COM 150870103 1397 8313 SH SOLE 0 0 8313 CHARLES RIV LABS INTL INC COM 159864107 1708 4534 SH SOLE 0 0 4534 CHUBB LIMITED COM H1467J104 394 2038 SH SOLE 0 0 2038 CISCO SYS INC COM 17275R102 434 6845 SH SOLE 0 0 6845 CME GROUP INC COM 12572Q105 411 1799 SH SOLE 0 0 1799 COMCAST CORP NEW CL A 20030N101 345 6852 SH SOLE 0 0 6852 COMFORT SYS USA INC COM 199908104 1941 19617 SH SOLE 0 0 19617 CONOCOPHILLIPS COM 20825C104 375 5196 SH SOLE 0 0 5196 COSTCO WHSL CORP NEW COM 22160K105 5381 9479 SH SOLE 0 0 9479 DARDEN RESTAURANTS INC COM 237194105 237 1572 SH SOLE 0 0 1572 DEVON ENERGY CORP NEW COM 25179M103 282 6405 SH SOLE 0 0 6405 DOLLAR GEN CORP NEW COM 256677105 2154 9132 SH SOLE 0 0 9132 EATON CORP PLC SHS G29183103 428 2475 SH SOLE 0 0 2475 EDWARDS LIFESCIENCES CORP COM 28176E108 301 2322 SH SOLE 0 0 2322 FIDUS INVT CORP COM 316500107 340 18883 SH SOLE 0 0 18883 FIRST HORIZON CORPORATION COM 320517105 362 22147 SH SOLE 0 0 22147 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1042 51270 SH SOLE 0 0 51270 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 5074 60014 SH SOLE 0 0 60014 GARMIN LTD SHS H2906T109 295 2163 SH SOLE 0 0 2163 HANESBRANDS INC COM 410345102 354 21198 SH SOLE 0 0 21198 HOME DEPOT INC COM 437076102 3618 8717 SH SOLE 0 0 8717 IHS MARKIT LTD SHS G47567105 250 1879 SH SOLE 0 0 1879 INGEVITY CORP COM 45688C107 1450 20222 SH SOLE 0 0 20222 INTERCONTINENTAL EXCHANGE IN COM 45866F104 259 1892 SH SOLE 0 0 1892 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 2310 47160 SH SOLE 0 0 47160 IQVIA HLDGS INC COM 46266C105 248 878 SH SOLE 0 0 878 ISHARES INC CORE MSCI EMKT 46434G103 1053 17598 SH SOLE 0 0 17598 ISHARES TR CORE 1 5 YR USD 46432F859 294 5829 SH SOLE 0 0 5829 ISHARES TR CORE S&P MCP ETF 464287507 330 1165 SH SOLE 0 0 1165 ISHARES TR S&P 500 GRWT ETF 464287309 202 2420 SH SOLE 0 0 2420 ISHARES TR U.S. MED DVC ETF 464288810 2340 35528 SH SOLE 0 0 35528 ISHARES TR CORE MSCI EAFE 46432F842 561 7517 SH SOLE 0 0 7517 ISHARES TR CORE S&P SCP ETF 464287804 259 2262 SH SOLE 0 0 2262 JOHNSON & JOHNSON COM 478160104 2691 15732 SH SOLE 0 0 15732 JPMORGAN CHASE & CO COM 46625H100 4111 25960 SH SOLE 0 0 25960 L3HARRIS TECHNOLOGIES INC COM 502431109 2074 9724 SH SOLE 0 0 9724 LAUDER ESTEE COS INC CL A 518439104 253 683 SH SOLE 0 0 683 LULULEMON ATHLETICA INC COM 550021109 2151 5496 SH SOLE 0 0 5496 MARATHON PETE CORP COM 56585A102 412 6437 SH SOLE 0 0 6437 MEDTRONIC PLC SHS G5960L103 306 2960 SH SOLE 0 0 2960 MERCK & CO INC COM 58933Y105 355 4635 SH SOLE 0 0 4635 META PLATFORMS INC CL A 30303M102 1214 3610 SH SOLE 0 0 3610 MICROSOFT CORP COM 594918104 2363 7027 SH SOLE 0 0 7027 MKS INSTRS INC COM 55306N104 2032 11668 SH SOLE 0 0 11668 MOTOROLA SOLUTIONS INC COM NEW 620076307 462 1700 SH SOLE 0 0 1700 NETFLIX INC COM 64110L106 2711 4500 SH SOLE 0 0 4500 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 388 4597 SH SOLE 0 0 4597 NVIDIA CORPORATION COM 67066G104 3917 13319 SH SOLE 0 0 13319 NXP SEMICONDUCTORS N V COM N6596X109 228 999 SH SOLE 0 0 999 OLD DOMINION FREIGHT LINE IN COM 679580100 3052 8516 SH SOLE 0 0 8516 PIONEER NAT RES CO COM 723787107 369 2029 SH SOLE 0 0 2029 RAYMOND JAMES FINL INC COM 754730109 1705 16982 SH SOLE 0 0 16982 ROPER TECHNOLOGIES INC COM 776696106 231 469 SH SOLE 0 0 469 SALESFORCE COM INC COM 79466L302 1923 7567 SH SOLE 0 0 7567 SELECT SECTOR SPDR TR ENERGY 81369Y506 5268 94929 SH SOLE 0 0 94929 SKYWORKS SOLUTIONS INC COM 83088M102 1193 7688 SH SOLE 0 0 7688 SPDR S&P 500 ETF TR TR UNIT 78462F103 908 1911 SH SOLE 0 0 1911 STARBUCKS CORP COM 855244109 2605 22271 SH SOLE 0 0 22271 STRYKER CORPORATION COM 863667101 2403 8985 SH SOLE 0 0 8985 SYNCHRONY FINANCIAL COM 87165B103 214 4606 SH SOLE 0 0 4606 SYSCO CORP COM 871829107 1600 20366 SH SOLE 0 0 20366 TESLA INC COM 88160R101 3816 3611 SH SOLE 0 0 3611 THERMO FISHER SCIENTIFIC INC COM 883556102 1975 2960 SH SOLE 0 0 2960 TRANE TECHNOLOGIES PLC SHS G8994E103 238 1178 SH SOLE 0 0 1178 UNION PAC CORP COM 907818108 3270 12981 SH SOLE 0 0 12981 UNITEDHEALTH GROUP INC COM 91324P102 241 479 SH SOLE 0 0 479 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 8204 85986 SH SOLE 0 0 85986 VANGUARD INDEX FDS VALUE ETF 922908744 3298 22420 SH SOLE 0 0 22420 VANGUARD INDEX FDS GROWTH ETF 922908736 2607 8123 SH SOLE 0 0 8123 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1346 3083 SH SOLE 0 0 3083 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3804 28400 SH SOLE 0 0 28400 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 299 5863 SH SOLE 0 0 5863 VERIZON COMMUNICATIONS INC COM 92343V104 367 7059 SH SOLE 0 0 7059 VISA INC COM CL A 92826C839 2707 12490 SH SOLE 0 0 12490 WALMART INC COM 931142103 378 2614 SH SOLE 0 0 2614 WESTROCK CO COM 96145D105 2446 55135 SH SOLE 0 0 55135 ZOETIS INC CL A 98978V103 2606 10677 SH SOLE 0 0 10677