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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 101 | $719,619 | 3,923 | 0.00 | 0.00 | 11 | 0.28 | 06-30-2024 |
| CLOUDFLARE INC | CL A COM | 102 | $715,071 | 8,633 | 0.00 | 0.00 | 1,405 | 19.44 | 06-30-2024 |
| MGP INGREDIENTS INC NEW | COM | 103 | $692,084 | 9,302 | 0.00 | 0.00 | 2,065 | 28.53 | 06-30-2024 |
| SIMPSON MFG INC | COM | 104 | $682,350 | 4,049 | 0.00 | 0.00 | 596 | 17.26 | 06-30-2024 |
