0001906799-23-000002.txt : 20230406 0001906799-23-000002.hdr.sgml : 20230406 20230406150613 ACCESSION NUMBER: 0001906799-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230406 DATE AS OF CHANGE: 20230406 EFFECTIVENESS DATE: 20230406 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: 23805852 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 X0202 13F-HR LIVE false false false 0001906799 XXXXXXXX 03-31-2023 03-31-2023 false Peterson Wealth Services
1523 E. Skyline Drive Suite C South Ogden UT 84405
13F HOLDINGS REPORT 028-21546 000288620 801-119303 N
Billy C. Peterson CCO 801-475-4002 /s/ Billy C. Peterson South Ogden UT 04-06-2023 0 91 194318675
INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 1138654 3965 SH SOLE 0 0 3965 ALLSTATE CORP COM 020002101 211927 1913 SH SOLE 0 0 1913 ALPHABET INC CAP STK CL C 02079K107 406822 3912 SH SOLE 0 0 3912 ALPHABET INC CAP STK CL A 02079K305 271669 2619 SH SOLE 0 0 2619 AMAZON COM INC COM 023135106 3858900 37374 SH SOLE 0 0 37374 AMERICAN EXPRESS CO COM 025816109 241738 1466 SH SOLE 0 0 1466 APPLE INC COM 037833100 14191602 86078 SH SOLE 0 0 86078 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4748447 15386 SH SOLE 0 0 15386 BROADCOM INC COM 11135F101 4497374 7013 SH SOLE 0 0 7013 CANADIAN NAT RES LTD COM 136385101 4309275 77869 SH SOLE 0 0 77869 CELANESE CORP DEL COM 150870103 1878699 17269 SH SOLE 0 0 17269 CHUBB LIMITED COM H1467J104 1058006 5449 SH SOLE 0 0 5449 CISCO SYS INC COM 17275R102 1254706 24002 SH SOLE 0 0 24002 CME GROUP INC COM 12572Q105 1130203 5901 SH SOLE 0 0 5901 COMCAST CORP NEW CL A 20030N101 1091915 28803 SH SOLE 0 0 28803 COMFORT SYS USA INC COM 199908104 2295224 15739 SH SOLE 0 0 15739 CONOCOPHILLIPS COM 20825C104 2282151 23003 SH SOLE 0 0 23003 COSTCO WHSL CORP NEW COM 22160K105 5196878 10463 SH SOLE 0 0 10463 DARDEN RESTAURANTS INC COM 237194105 1275864 8223 SH SOLE 0 0 8223 DEVON ENERGY CORP NEW COM 25179M103 964287 19053 SH SOLE 0 0 19053 DOLLAR GEN CORP NEW COM 256677105 2421407 11511 SH SOLE 0 0 11511 EATON CORP PLC SHS G29183103 1252712 7311 SH SOLE 0 0 7311 EDWARDS LIFESCIENCES CORP COM 28176E108 278966 3372 SH SOLE 0 0 3372 FIDUS INVT CORP COM 316500107 1061830 55681 SH SOLE 0 0 55681 FIRST HORIZON CORPORATION COM 320517105 869775 48919 SH SOLE 0 0 48919 FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 33734X838 387179 29199 SH SOLE 0 0 29199 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 4097695 56203 SH SOLE 0 0 56203 FISERV INC COM 337738108 265168 2346 SH SOLE 0 0 2346 GARMIN LTD SHS H2906T109 1030719 10213 SH SOLE 0 0 10213 HALLIBURTON CO COM 406216101 244241 7719 SH SOLE 0 0 7719 HOME DEPOT INC COM 437076102 3256359 11042 SH SOLE 0 0 11042 INGEVITY CORP COM 45688C107 1867517 26134 SH SOLE 0 0 26134 INTEL CORP COM 458140100 2878520 88175 SH SOLE 0 0 88175 INTERCONTINENTAL EXCHANGE IN COM 45866F104 295345 2832 SH SOLE 0 0 2832 IQVIA HLDGS INC COM 46266C105 235884 1186 SH SOLE 0 0 1186 ISHARES INC CORE MSCI EMKT 46434G103 841009 17237 SH SOLE 0 0 17237 ISHARES TR CORE 1 5 YR USD 46432F859 255890 5427 SH SOLE 0 0 5427 ISHARES TR CORE S&P MCP ETF 464287507 498498 1993 SH SOLE 0 0 1993 ISHARES TR CORE S&P SCP ETF 464287804 269650 2789 SH SOLE 0 0 2789 ISHARES TR CORE US AGGBD ET 464287226 811255 8142 SH SOLE 0 0 8142 ISHARES TR CORE MSCI EAFE 46432F842 1051966 15736 SH SOLE 0 0 15736 ISHARES TR S&P 500 GRWT ETF 464287309 5358011 83863 SH SOLE 0 0 83863 ISHARES TR U.S. MED DVC ETF 464288810 2506735 46472 SH SOLE 0 0 46472 JOHNSON & JOHNSON COM 478160104 3336175 21530 SH SOLE 0 0 21530 JPMORGAN CHASE & CO COM 46625H100 5529385 42446 SH SOLE 0 0 42446 L3HARRIS TECHNOLOGIES INC COM 502431109 2458579 12532 SH SOLE 0 0 12532 LAUDER ESTEE COS INC CL A 518439104 239977 974 SH SOLE 0 0 974 LULULEMON ATHLETICA INC COM 550021109 2429122 6674 SH SOLE 0 0 6674 MARATHON OIL CORP COM 565849106 1115386 46552 SH SOLE 0 0 46552 MARATHON PETE CORP COM 56585A102 1486801 11027 SH SOLE 0 0 11027 MCGRATH RENTCORP COM 580589109 1758894 18850 SH SOLE 0 0 18850 MEDTRONIC PLC SHS G5960L103 967411 12000 SH SOLE 0 0 12000 MERCK & CO INC COM 58933Y105 1209516 11369 SH SOLE 0 0 11369 MICROSOFT CORP COM 594918104 1835147 6365 SH SOLE 0 0 6365 MOTOROLA SOLUTIONS INC COM NEW 620076307 1362528 4762 SH SOLE 0 0 4762 NETFLIX INC COM 64110L106 274657 795 SH SOLE 0 0 795 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 875199 14407 SH SOLE 0 0 14407 NVIDIA CORPORATION COM 67066G104 5202148 18735 SH SOLE 0 0 18735 NXP SEMICONDUCTORS N V COM N6596X109 265026 1421 SH SOLE 0 0 1421 OCCIDENTAL PETE CORP COM 674599105 1860182 29798 SH SOLE 0 0 29798 OLD DOMINION FREIGHT LINE IN COM 679580100 2092287 6142 SH SOLE 0 0 6142 PIONEER NAT RES CO COM 723787107 2203756 10794 SH SOLE 0 0 10794 RAYMOND JAMES FINL INC COM 754730109 4031022 43219 SH SOLE 0 0 43219 SALESFORCE INC COM 79466L302 372390 1864 SH SOLE 0 0 1864 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4083943 31561 SH SOLE 0 0 31561 SELECT SECTOR SPDR TR ENERGY 81369Y506 7155593 86401 SH SOLE 0 0 86401 SKYWORKS SOLUTIONS INC COM 83088M102 1926064 16329 SH SOLE 0 0 16329 SPDR S&P 500 ETF TR TR UNIT 78462F103 2059813 5031 SH SOLE 0 0 5031 SPDR SER TR PRTFLO S&P500 HI 78468R788 2035390 53755 SH SOLE 0 0 53755 STARBUCKS CORP COM 855244109 2638964 25366 SH SOLE 0 0 25366 STERIS PLC SHS USD G8473T100 234743 1227 SH SOLE 0 0 1227 TAPESTRY INC COM 876030107 1286791 29849 SH SOLE 0 0 29849 TESLA INC COM 88160R101 10162778 49067 SH SOLE 0 0 49067 THERMO FISHER SCIENTIFIC INC COM 883556102 2882382 5006 SH SOLE 0 0 5006 TJX COS INC NEW COM 872540109 275111 3511 SH SOLE 0 0 3511 TRACTOR SUPPLY CO COM 892356106 1216268 5175 SH SOLE 0 0 5175 TRANE TECHNOLOGIES PLC SHS G8994E103 274677 1493 SH SOLE 0 0 1493 ULTA BEAUTY INC COM 90384S303 2003155 3671 SH SOLE 0 0 3671 UNION PAC CORP COM 907818108 3211754 15963 SH SOLE 0 0 15963 UNITEDHEALTH GROUP INC COM 91324P102 396793 840 SH SOLE 0 0 840 VANECK ETF TRUST OIL SERVICES ETF 92189H607 435939 1573 SH SOLE 0 0 1573 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 10832658 124731 SH SOLE 0 0 124731 VANGUARD INDEX FDS GROWTH ETF 922908736 1965274 7879 SH SOLE 0 0 7879 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1722253 4580 SH SOLE 0 0 4580 VANGUARD INDEX FDS VALUE ETF 922908744 2711286 19631 SH SOLE 0 0 19631 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 243687 6014 SH SOLE 0 0 6014 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 675144 9209 SH SOLE 0 0 9209 VERIZON COMMUNICATIONS INC COM 92343V104 1004307 25824 SH SOLE 0 0 25824 VISA INC COM CL A 92826C839 4053238 17987 SH SOLE 0 0 17987 WALMART INC COM 931142103 1174420 7965 SH SOLE 0 0 7965 ZOETIS INC CL A 98978V103 2409990 14487 SH SOLE 0 0 14487