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 |
|---|---|---|---|---|---|---|---|---|---|
| SKYWORKS SOLUTIONS INC | COM | 51 | $2,360,940 | 21,796 | 0.00 | 0.00 | 3,164 | 16.98 | 03-31-2024 |
| CELANESE CORP DEL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,286 | -13.24 | 03-31-2024 |
| CHUBB LIMITED | COM | 53 | $2,255,202 | 8,703 | 0.00 | 0.00 | 428 | 5.17 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | Liquidated | $0 | 0 | 0.00 | 0.01 | -192,555 | -78.18 | 12-31-2023 |
