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Home > Institutional Investor > Peterson Wealth Services > Profile

Instuitional Investor - Peterson Wealth Services

Fund Profile
Filing Period:
Fund Name: Peterson Wealth Services
Portfolio Value $322,799,943
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Growth Etf - GROWTH ETF
 61,774 $22,907,065 7.1%
2.
Apple Inc.
 AAPL 99,943 $22,200,420 6.88%
3.
Nvidia Corp
 NVDA 147,333 $15,967,986 4.95%
4.
Costco Wholesale Corp W
 COST 13,544 $12,809,254 3.97%
5.
Jpmorgan Chase & Co
 JPM 50,793 $12,459,633 3.86%
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)