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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 $333,077,491
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 98,047 $24,552,880 7.37%
2.
Nvidia Corp
 NVDA 158,711 $21,313,344 6.39%
3.
Tesla Inc.
 TSLA 52,092 $21,036,833 6.31%
4.
Vanguard Growth Etf
 33,414 $13,714,564 4.11%
5.
Costco Wholesale Corp W
 COST 14,282 $13,086,135 3.92%
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)