Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETERSON WEALTH SERVICES | 05-01-2024 | 03-31-2024 | 112 | 274,591,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $16,506,081 | 96,257 | 0.01 | 0.01 | 1,688 | 1.78 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $15,118,426 | 16,732 | 0.01 | 0.00 | -2,566 | -13.30 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $13,971,010 | 40,590 | 0.01 | 0.01 | -3,301 | -7.52 | 03-31-2024 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | Liquidated | $0 | 0 | 0.01 | 0.01 | 22,015 | 21.43 | 12-31-2023 |
