Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETERSON WEALTH SERVICES | 07-30-2024 | 06-30-2024 | 111 | 286,128,106 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $20,510,732 | 97,383 | 0.01 | 0.01 | 1,126 | 1.17 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $19,866,734 | 160,812 | 0.01 | 0.01 | 144,080 | 861.10 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $14,161,815 | 37,865 | 0.00 | 0.01 | -2,725 | -6.71 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 4 | $12,065,642 | 14,195 | 0.00 | 0.00 | -33 | -0.23 | 06-30-2024 |
