Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 02-22-2024 | 12-31-2023 | 52 | 111,087,812 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $10,266,379 | 21,599 | 0.01 | 0.01 | -2,262 | -9.48 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $10,021,183 | 24,471 | 0.01 | 0.01 | -5,026 | -17.04 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $8,662,731 | 50,838 | 0.01 | 0.01 | -14,135 | -21.76 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 4 | $7,861,150 | 62,904 | 0.01 | 0.01 | -14,592 | -18.83 | 12-31-2023 |
