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 |
|---|---|---|---|---|---|---|---|---|---|
| ROBLOX CORP | CL A | 51 | $938,220 | 20,521 | 0.00 | 0.00 | -2,856 | -12.22 | 12-31-2023 |
| HONEYWELL INTL INC | COM | 52 | $889,380 | 4,241 | 0.00 | 0.00 | -386 | -8.34 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 53 | $823,710 | 6,040 | 0.00 | 0.00 | -2,965 | -32.93 | 12-31-2023 |
| ETFIS SER TR I | VIRTUS INFRCAP | 54 | $734,149 | 35,449 | 0.00 | 0.00 | -117,915 | -76.89 | 12-31-2023 |
