Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETERSON WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 68 | 470,609,343 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $147,296,736 | 2,393,901 | 0.03 | 0.03 | 13,902 | 0.58 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 2 | $53,946,183 | 1,505,195 | 0.01 | 0.01 | 9,820 | 0.66 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $48,971,069 | 970,685 | 0.01 | 0.01 | 184,434 | 23.46 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 4 | $32,740,541 | 613,808 | 0.01 | 0.01 | 13,072 | 2.18 | 03-31-2024 |
