Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Peterson Financial Group, Inc. > Profile

Instuitional Investor - Peterson Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Peterson Financial Group, Inc.
Portfolio Value $171,034,444
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 26,525 $9,974,424 5.83%
2.
Apple Inc.
 AAPL 45,044 $8,672,346 5.07%
3.
Amazon Com Inc
 AMZN 26,950 $4,094,780 2.39%
4.
Broadcom Inc.
 AVGO 36,620 $4,087,314 2.38%
5.
Nvidia Corp
 NVDA 82,050 $4,063,055 2.37%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)