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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 $233,241,814
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 94,569 $18,208,433 7.8%
2.
Vanguard Index Fds
 43,891 $13,644,742 5.85%
3.
Tesla Inc.
 TSLA 47,106 $11,711,328 5.02%
4.
Costco Wholesale Corp W
 COST 15,162 $10,009,573 4.29%
5.
Nvidia Corp
 NVDA 19,298 $9,556,658 4.09%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)