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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 $111,087,812
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 21,599 $10,266,379 9.24%
2.
Invesco Qqq Tr
 24,471 $10,021,183 9.02%
3.
Vanguard Specialized Funds
 50,838 $8,662,731 7.79%
4.
Spdr Series Trust
 62,904 $7,861,150 7.07%
5.
Pepsico Inc
 PEP 32,414 $5,505,128 4.95%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)