0001906799-24-000001.txt : 20240131 0001906799-24-000001.hdr.sgml : 20240131 20240131115333 ACCESSION NUMBER: 0001906799-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Wealth Services CENTRAL INDEX KEY: 0001906799 ORGANIZATION NAME: IRS NUMBER: 270532838 STATE OF INCORPORATION: UT FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21546 FILM NUMBER: 24581447 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 12-31-2023 12-31-2023 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 01-31-2024 0 105 233241814
INFORMATION TABLE 2 infotable.xml AAON INC COM PAR $0.004 000360206 242159 3278 SH SOLE 0 0 3278 ADVANCED ENERGY INDS COM 007973100 206746 1898 SH SOLE 0 0 1898 ADVANCED MICRO DEVICES INC COM 007903107 427784 2902 SH SOLE 0 0 2902 AIR PRODS & CHEMS INC COM 009158106 1268825 4634 SH SOLE 0 0 4634 ALLSTATE CORP COM 020002101 221880 1585 SH SOLE 0 0 1585 ALPHABET INC CAP STK CL A 02079K305 398955 2856 SH SOLE 0 0 2856 ALPHABET INC CAP STK CL C 02079K107 551283 3912 SH SOLE 0 0 3912 AMAZON COM INC COM 023135106 8375426 55108 SH SOLE 0 0 55108 AMERICAN EXPRESS CO COM 025816109 300414 1604 SH SOLE 0 0 1604 APA CORPORATION COM 03743Q108 1122111 31274 SH SOLE 0 0 31274 APPLE INC COM 037833100 18208433 94569 SH SOLE 0 0 94569 ASML HOLDING N V N Y REGISTRY SHS N07059210 1779562 2351 SH SOLE 0 0 2351 ATKORE INC COM 047649108 215520 1347 SH SOLE 0 0 1347 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5091172 14273 SH SOLE 0 0 14273 BROADCOM INC COM 11135F101 8321427 7454 SH SOLE 0 0 7454 BRUNSWICK CORP COM 117043109 371617 3841 SH SOLE 0 0 3841 CADENCE DESIGN SYSTEM INC COM 127387108 2677481 9829 SH SOLE 0 0 9829 CANADIAN NAT RES LTD COM 136385101 4892643 74679 SH SOLE 0 0 74679 CELANESE CORP DEL COM 150870103 2329207 14983 SH SOLE 0 0 14983 CHUBB LIMITED COM H1467J104 1870115 8275 SH SOLE 0 0 8275 CISCO SYS INC COM 17275R102 1515310 29994 SH SOLE 0 0 29994 CLOUDFLARE INC CL A COM 18915M107 242536 2913 SH SOLE 0 0 2913 CME GROUP INC COM 12572Q105 1361383 6464 SH SOLE 0 0 6464 COMCAST CORP NEW CL A 20030N101 1380101 31473 SH SOLE 0 0 31473 COMFORT SYS USA INC COM 199908104 3314647 16114 SH SOLE 0 0 16114 CONOCOPHILLIPS COM 20825C104 4120466 35496 SH SOLE 0 0 35496 COSTCO WHSL CORP NEW COM 22160K105 10009573 15162 SH SOLE 0 0 15162 DARDEN RESTAURANTS INC COM 237194105 1287016 7833 SH SOLE 0 0 7833 DEVON ENERGY CORP NEW COM 25179M103 1262499 27870 SH SOLE 0 0 27870 DIAMONDBACK ENERGY INC COM 25278X109 1912459 12332 SH SOLE 0 0 12332 E L F BEAUTY INC COM 26856L103 250863 1738 SH SOLE 0 0 1738 EATON CORP PLC SHS G29183103 2889148 11997 SH SOLE 0 0 11997 EDWARDS LIFESCIENCES CORP COM 28176E108 238510 3128 SH SOLE 0 0 3128 FIRST CTZNS BANCSHARES INC N CL A 31946M103 228645 161 SH SOLE 0 0 161 FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 33734X838 174278 13385 SH SOLE 0 0 13385 FISERV INC COM 337738108 321207 2418 SH SOLE 0 0 2418 GARMIN LTD SHS H2906T109 2365206 18401 SH SOLE 0 0 18401 HALLIBURTON CO COM 406216101 300787 8321 SH SOLE 0 0 8321 HOME DEPOT INC COM 437076102 4486849 12946 SH SOLE 0 0 12946 HUBSPOT INC COM 443573100 223508 385 SH SOLE 0 0 385 HUDSON TECHNOLOGIES INC COM 444144109 207260 15364 SH SOLE 0 0 15364 IES HLDGS INC COM 44951W106 218251 2755 SH SOLE 0 0 2755 INTEL CORP COM 458140100 5146817 102410 SH SOLE 0 0 102410 INTERCONTINENTAL EXCHANGE IN COM 45866F104 381501 2970 SH SOLE 0 0 2970 INTERNATIONAL SEAWAYS INC COM Y41053102 202537 4453 SH SOLE 0 0 4453 IQVIA HLDGS INC COM 46266C105 286911 1240 SH SOLE 0 0 1240 ISHARES INC CORE MSCI EMKT 46434G103 780533 15432 SH SOLE 0 0 15432 ISHARES TR CORE US AGGBD ET 464287226 494276 4980 SH SOLE 0 0 4980 ISHARES TR CORE S&P SCP ETF 464287804 398978 3686 SH SOLE 0 0 3686 ISHARES TR CORE 1 5 YR USD 46432F859 216120 4544 SH SOLE 0 0 4544 ISHARES TR CORE S&P MCP ETF 464287507 518685 1871 SH SOLE 0 0 1871 ISHARES TR U.S. MED DVC ETF 464288810 203251 3766 SH SOLE 0 0 3766 ISHARES TR CORE MSCI EAFE 46432F842 1177162 16733 SH SOLE 0 0 16733 JOHNSON & JOHNSON COM 478160104 4039560 25773 SH SOLE 0 0 25773 JOHNSON CTLS INTL PLC SHS G51502105 1049003 18199 SH SOLE 0 0 18199 JPMORGAN CHASE & CO COM 46625H100 7607324 44721 SH SOLE 0 0 44721 L3HARRIS TECHNOLOGIES INC COM 502431109 285039 1353 SH SOLE 0 0 1353 LULULEMON ATHLETICA INC COM 550021109 3240053 6338 SH SOLE 0 0 6338 MARATHON PETE CORP COM 56585A102 2076273 13995 SH SOLE 0 0 13995 MATADOR RES CO COM 576485205 1498047 26346 SH SOLE 0 0 26346 MCGRATH RENTCORP COM 580589109 2091485 17483 SH SOLE 0 0 17483 MEDTRONIC PLC SHS G5960L103 1227318 14898 SH SOLE 0 0 14898 MERCK & CO INC COM 58933Y105 2007600 18415 SH SOLE 0 0 18415 META PLATFORMS INC CL A 30303M102 339802 960 SH SOLE 0 0 960 MGP INGREDIENTS INC NEW COM 55303J106 220586 2239 SH SOLE 0 0 2239 MICROSOFT CORP COM 594918104 5859589 15582 SH SOLE 0 0 15582 MONOLITHIC PWR SYS INC COM 609839105 252351 400 SH SOLE 0 0 400 MOTOROLA SOLUTIONS INC COM NEW 620076307 2303865 7358 SH SOLE 0 0 7358 NETFLIX INC COM 64110L106 387070 795 SH SOLE 0 0 795 NOVO-NORDISK A S ADR 670100205 4200572 40604 SH SOLE 0 0 40604 NVIDIA CORPORATION COM 67066G104 9556658 19298 SH SOLE 0 0 19298 NXP SEMICONDUCTORS N V COM N6596X109 338608 1474 SH SOLE 0 0 1474 OCCIDENTAL PETE CORP COM 674599105 2407259 40311 SH SOLE 0 0 40311 OLD DOMINION FREIGHT LINE IN COM 679580100 2743827 6764 SH SOLE 0 0 6764 ONTO INNOVATION INC COM 683344105 224763 1470 SH SOLE 0 0 1470 PIONEER NAT RES CO COM 723787107 355618 1581 SH SOLE 0 0 1581 RAYMOND JAMES FINL INC COM 754730109 6725841 60321 SH SOLE 0 0 60321 S&P GLOBAL INC COM 78409V104 254199 577 SH SOLE 0 0 577 SALESFORCE INC COM 79466L302 524175 1992 SH SOLE 0 0 1992 SCHWAB CHARLES CORP COM 808513105 476654 6880 SH SOLE 0 0 6880 SELECT SECTOR SPDR TR ENERGY 81369Y506 592239 7058 SH SOLE 0 0 7058 SIMPSON MFG INC COM 829073105 247972 1253 SH SOLE 0 0 1253 SKYWORKS SOLUTIONS INC COM 83088M102 2096760 18632 SH SOLE 0 0 18632 SPDR S&P 500 ETF TR TR UNIT 78462F103 2448863 5152 SH SOLE 0 0 5152 STARBUCKS CORP COM 855244109 2702933 28154 SH SOLE 0 0 28154 STERIS PLC SHS USD G8473T100 281849 1282 SH SOLE 0 0 1282 STRYKER CORPORATION COM 863667101 3622520 12098 SH SOLE 0 0 12098 SUPER MICRO COMPUTER INC COM 86800U104 200119 704 SH SOLE 0 0 704 TESLA INC COM 88160R101 11711328 47106 SH SOLE 0 0 47106 THERMO FISHER SCIENTIFIC INC COM 883556102 3512413 6616 SH SOLE 0 0 6616 TJX COS INC NEW COM 872540109 343202 3658 SH SOLE 0 0 3658 TRANE TECHNOLOGIES PLC SHS G8994E103 391415 1605 SH SOLE 0 0 1605 UFP TECHNOLOGIES INC COM 902673102 204384 1188 SH SOLE 0 0 1188 ULTA BEAUTY INC COM 90384S303 1793740 3663 SH SOLE 0 0 3663 UNION PAC CORP COM 907818108 3839493 15631 SH SOLE 0 0 15631 UNITEDHEALTH GROUP INC COM 91324P102 461987 878 SH SOLE 0 0 878 VANGUARD INDEX FDS GROWTH ETF 922908736 13644742 43891 SH SOLE 0 0 43891 VANGUARD INDEX FDS VALUE ETF 922908744 2539542 16987 SH SOLE 0 0 16987 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2006480 4594 SH SOLE 0 0 4594 VERIZON COMMUNICATIONS INC COM 92343V104 936040 24829 SH SOLE 0 0 24829 VISA INC COM CL A 92826C839 5183422 19909 SH SOLE 0 0 19909 WALMART INC COM 931142103 1546954 9813 SH SOLE 0 0 9813 WESTLAKE CORPORATION COM 960413102 212235 1516 SH SOLE 0 0 1516 ZIONS BANCORPORATION N A COM 989701107 313540 7070 SH SOLE 0 0 7070 ZOETIS INC CL A 98978V103 3124470 15831 SH SOLE 0 0 15831