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Home > Institutional Investor > Peterson Wealth Management > Profile

Instuitional Investor - Peterson Wealth Management

Fund Profile
Filing Period:
Fund Name: Peterson Wealth Management
Portfolio Value $148,559,926
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 26,795 $14,988,947 10.09%
2.
Invesco Qqq Tr
 29,719 $13,935,694 9.38%
3.
Spdr Series Trust
 60,569 $8,217,941 5.53%
4.
Nvidia Corp
 NVDA 71,486 $7,747,663 5.22%
5.
Vanguard Specialized Funds - DIV APP ETF
 38,917 $7,549,431 5.08%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)