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 |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 51 | $2,284,003 | 8,954 | 0.00 | 0.00 | 251 | 2.88 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 52 | $2,277,551 | 19,784 | 0.00 | 0.00 | 3,333 | 20.26 | 06-30-2024 |
| WALMART INC | COM | 53 | $2,218,849 | 32,770 | 0.00 | 0.00 | 1,203 | 3.81 | 06-30-2024 |
| APA CORPORATION | COM | 54 | $2,170,510 | 73,727 | 0.00 | 0.00 | 1,484 | 2.05 | 06-30-2024 |
