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Home > Institutional Investor > Peterson Wealth Services > 13F Holdings

Instuitional Investor - Peterson Wealth Services

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Growth Etf - GROWTH ETF
 2,263 $28,297,313 6.98%
2.
Nvidia Corp
 NVDA 2,605 $27,386,809 6.76%
3.
Apple Inc.
 AAPL 1,125 $24,089,691 5.94%
4.
Tesla Inc.
 TSLA 150 $20,027,076 4.94%
5.
Jpmorgan Chase & Co
 JPM 6,646 $15,955,668 3.94%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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