Long-term investor
Peterson Wealth Services @petersonwealthservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001906799).
Record
- Tracked since 2025-06-30 (441 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -31.3% · all -31.3%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FIX · 7.0% · long · since 2025-06-30
- NVDA · 5.9% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- VUG · 5.2% · long · since 2025-06-30
- TSLA · 4.0% · long · since 2025-06-30
- JPM · 3.5% · long · since 2025-06-30
- AVGO · 3.4% · long · since 2025-06-30
- N07059210 · 3.1% · long · since 2025-06-30
- AMZN · 3.1% · long · since 2025-06-30
- COST · 2.8% · long · since 2025-06-30
- RJF · 2.1% · long · since 2025-06-30
- PLTR · 1.9% · long · since 2025-06-30