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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 $391,067,671
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 137,048 $25,559,376 6.54%
2.
Apple Inc.
 AAPL 92,911 $25,258,637 6.46%
3.
Vanguard Growth Etf - GROWTH ETF
 48,904 $23,858,448 6.1%
4.
Tesla Inc.
 TSLA 43,192 $19,424,306 4.97%
5.
Jpmorgan Chase & Co
 JPM 49,846 $16,061,448 4.11%
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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