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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 $168,033,755
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 26,348 $15,442,151 9.18%
2.
Invesco Qqq Tr
 29,427 $15,044,086 8.95%
3.
Vanguard Specialized Funds
 53,212 $10,420,513 6.2%
4.
Nvidia Corp
 NVDA 70,353 $9,447,719 5.62%
5.
Spdr Series Trust
 58,065 $7,670,416 4.56%
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%
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Returns since its inception in May 2014 (through November 14th, 2024)