0001906799-23-000004.txt : 20231114 0001906799-23-000004.hdr.sgml : 20231114 20231114090443 ACCESSION NUMBER: 0001906799-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231401937 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 09-30-2023 09-30-2023 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 801-475-4002 /s/ Billy C. Peterson South Ogden UT 11-14-2023 0 89 208284831 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 1187994 4192 SH SOLE 0 0 4192 ALLSTATE CORP COM 020002101 229946 2064 SH SOLE 0 0 2064 ALPHABET INC CAP STK CL C 02079K107 515764 3912 SH SOLE 0 0 3912 ALPHABET INC CAP STK CL A 02079K305 342461 2617 SH SOLE 0 0 2617 AMAZON COM INC COM 023135106 6959893 54765 SH SOLE 0 0 54765 AMERICAN EXPRESS CO COM 025816109 238827 1601 SH SOLE 0 0 1601 ASML HOLDING N V N Y REGISTRY SHS N07059210 1798175 3057 SH SOLE 0 0 3057 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5671345 16178 SH SOLE 0 0 16178 BROADCOM INC COM 11135F101 5939302 7150 SH SOLE 0 0 7150 CADENCE DESIGN SYSTEM INC COM 127387108 2261579 9653 SH SOLE 0 0 9653 CELANESE CORP DEL COM 150870103 2358128 18782 SH SOLE 0 0 18782 CISCO SYS INC COM 17275R102 1356914 25240 SH SOLE 0 0 25240 CME GROUP INC COM 12572Q105 1247035 6228 SH SOLE 0 0 6228 COMCAST CORP NEW CL A 20030N101 1357105 30607 SH SOLE 0 0 30607 COMFORT SYS USA INC COM 199908104 2776994 16274 SH SOLE 0 0 16274 CONOCOPHILLIPS COM 20825C104 3538632 29513 SH SOLE 0 0 29513 DARDEN RESTAURANTS INC COM 237194105 1068904 7463 SH SOLE 0 0 7463 DEVON ENERGY CORP NEW COM 25179M103 1028845 21569 SH SOLE 0 0 21569 EDWARDS LIFESCIENCES CORP COM 28176E108 239570 3458 SH SOLE 0 0 3458 FIRST HORIZON CORPORATION COM 320517105 709029 64340 SH SOLE 0 0 64340 FISERV INC COM 337738108 267376 2367 SH SOLE 0 0 2367 HALLIBURTON CO COM 406216101 328071 8101 SH SOLE 0 0 8101 HOME DEPOT INC COM 437076102 3678723 12173 SH SOLE 0 0 12173 INTEL CORP COM 458140100 3662265 103070 SH SOLE 0 0 103070 INTERCONTINENTAL EXCHANGE IN COM 45866F104 318423 2894 SH SOLE 0 0 2894 IQVIA HLDGS INC COM 46266C105 237281 1206 SH SOLE 0 0 1206 JOHNSON & JOHNSON COM 478160104 3658887 23488 SH SOLE 0 0 23488 JPMORGAN CHASE & CO COM 46625H100 6544913 45111 SH SOLE 0 0 45111 L3HARRIS TECHNOLOGIES INC COM 502431109 254904 1464 SH SOLE 0 0 1464 LULULEMON ATHLETICA INC COM 550021109 2379150 6174 SH SOLE 0 0 6174 MARATHON OIL CORP COM 565849106 1321059 49385 SH SOLE 0 0 49385 MARATHON PETE CORP COM 56585A102 1637316 10819 SH SOLE 0 0 10819 MCGRATH RENTCORP COM 580589109 2238066 22313 SH SOLE 0 0 22313 MERCK & CO INC COM 58933Y105 1151323 11183 SH SOLE 0 0 11183 META PLATFORMS INC CL A 30303M102 279796 932 SH SOLE 0 0 932 MICROSOFT CORP COM 594918104 4004745 12683 SH SOLE 0 0 12683 MOTOROLA SOLUTIONS INC COM NEW 620076307 1152175 4232 SH SOLE 0 0 4232 NETFLIX INC COM 64110L106 300192 795 SH SOLE 0 0 795 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 488769 16457 SH SOLE 0 0 16457 NOVO-NORDISK A S ADR 670100205 3654260 40169 SH SOLE 0 0 40169 NVIDIA CORPORATION COM 67066G104 8378171 19266 SH SOLE 0 0 19266 OCCIDENTAL PETE CORP COM 674599105 2602938 40101 SH SOLE 0 0 40101 OLD DOMINION FREIGHT LINE IN COM 679580100 2740005 6700 SH SOLE 0 0 6700 PIONEER NAT RES CO COM 723787107 2972176 12937 SH SOLE 0 0 12937 RAYMOND JAMES FINL INC COM 754730109 6514339 64864 SH SOLE 0 0 64864 SALESFORCE INC COM 79466L302 404749 1996 SH SOLE 0 0 1996 SCHWAB CHARLES CORP COM 808513105 265379 4862 SH SOLE 0 0 4862 SKYWORKS SOLUTIONS INC COM 83088M102 1797823 18246 SH SOLE 0 0 18246 STARBUCKS CORP COM 855244109 2541652 27850 SH SOLE 0 0 27850 STRYKER CORPORATION COM 863667101 3236550 11843 SH SOLE 0 0 11843 SYNCHRONY FINANCIAL COM 87165B103 212850 6963 SH SOLE 0 0 6963 TAPESTRY INC COM 876030107 896868 31195 SH SOLE 0 0 31195 THERMO FISHER SCIENTIFIC INC COM 883556102 3169382 6263 SH SOLE 0 0 6263 TJX COS INC NEW COM 872540109 316736 3564 SH SOLE 0 0 3564 TRACTOR SUPPLY CO COM 892356106 1105426 5444 SH SOLE 0 0 5444 ULTA BEAUTY INC COM 90384S303 1725437 4320 SH SOLE 0 0 4320 UNION PAC CORP COM 907818108 3515368 17262 SH SOLE 0 0 17262 UNITEDHEALTH GROUP INC COM 91324P102 435470 864 SH SOLE 0 0 864 VERIZON COMMUNICATIONS INC COM 92343V104 943415 29109 SH SOLE 0 0 29109 VISA INC COM CL A 92826C839 4451714 19349 SH SOLE 0 0 19349 WALMART INC COM 931142103 1335245 8349 SH SOLE 0 0 8349 ZIONS BANCORPORATION N A COM 989701107 2978810 85492 SH SOLE 0 0 85492 ZOETIS INC CL A 98978V103 2735980 15726 SH SOLE 0 0 15726