Peterson Financial Group
Latest statistics and disclosures from Peterson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, GOOGL, and represent 24.07% of Peterson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL, AMZN, JPM, GOOGL, AMD, BRK.B, HD, TMO, UNH, ICE.
- Started 3 new stock positions in UBER, KNG, AMD.
- Reduced shares in these 10 stocks: AVGO, DOW, IWY, , CMA, , IWX, , , STX.
- Sold out of its positions in LNT, MO, AEP, COR, AVGO, CMS, CFG, DTE, D, DOW.
- Peterson Financial Group was a net seller of stock by $-5.5M.
- Peterson Financial Group has $177M in assets under management (AUM), dropping by 3.62%.
- Central Index Key (CIK): 0001903905
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Portfolio Holdings for Peterson Financial Group
Peterson Financial Group holds 65 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $11M | +44% | 65k | 171.48 |
|
| Microsoft Corporation (MSFT) | 5.9 | $11M | -5% | 25k | 420.73 |
|
| NVIDIA Corporation (NVDA) | 4.7 | $8.4M | +12% | 9.3k | 903.58 |
|
| Amazon (AMZN) | 3.9 | $6.8M | +40% | 38k | 180.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $5.7M | +45% | 38k | 150.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $5.1M | +35% | 12k | 420.51 |
|
| JPMorgan Chase & Co. (JPM) | 2.9 | $5.1M | +56% | 25k | 200.30 |
|
| Meta Platforms Cl A (META) | 2.7 | $4.7M | +15% | 9.7k | 485.59 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $4.3M | 8.1k | 525.71 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.2 | $3.9M | 53k | 73.15 |
|
|
| IDEX Corporation (IEX) | 2.1 | $3.8M | +40% | 15k | 244.02 |
|
| Home Depot (HD) | 2.0 | $3.5M | +47% | 9.2k | 383.61 |
|
| Thermo Fisher Scientific (TMO) | 2.0 | $3.5M | +48% | 6.0k | 581.19 |
|
| Exxon Mobil Corporation (XOM) | 1.8 | $3.2M | +19% | 28k | 116.24 |
|
| UnitedHealth (UNH) | 1.8 | $3.1M | +54% | 6.3k | 494.68 |
|
| Intercontinental Exchange (ICE) | 1.7 | $3.0M | +55% | 22k | 137.43 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $2.9M | 3.7k | 777.88 |
|
|
| Merck & Co (MRK) | 1.6 | $2.8M | +13% | 22k | 131.95 |
|
| salesforce (CRM) | 1.6 | $2.8M | +61% | 9.3k | 301.18 |
|
| Tesla Motors (TSLA) | 1.6 | $2.8M | +57% | 16k | 175.79 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.6 | $2.8M | 55k | 50.10 |
|
|
| Agilent Technologies Inc C ommon (A) | 1.6 | $2.8M | +59% | 19k | 145.51 |
|
| Pepsi (PEP) | 1.6 | $2.7M | +34% | 16k | 175.02 |
|
| Comcast Corp Cl A (CMCSA) | 1.5 | $2.7M | +58% | 62k | 43.35 |
|
| McDonald's Corporation (MCD) | 1.5 | $2.7M | +18% | 9.4k | 281.97 |
|
| Visa Com Cl A (V) | 1.5 | $2.6M | +36% | 9.4k | 279.08 |
|
| Goldman Sachs (GS) | 1.5 | $2.6M | +46% | 6.2k | 417.66 |
|
| S&p Global (SPGI) | 1.5 | $2.6M | +59% | 6.1k | 425.44 |
|
| CSX Corporation (CSX) | 1.4 | $2.5M | +50% | 69k | 37.07 |
|
| Procter & Gamble Company (PG) | 1.4 | $2.5M | +30% | 15k | 162.24 |
|
| Prologis (PLD) | 1.4 | $2.5M | +47% | 19k | 130.22 |
|
| J.B. Hunt Transport Services (JBHT) | 1.4 | $2.5M | +59% | 12k | 199.25 |
|
| Johnson & Johnson (JNJ) | 1.4 | $2.4M | +24% | 15k | 158.19 |
|
| Cisco Systems (CSCO) | 1.4 | $2.4M | +49% | 49k | 49.91 |
|
| AFLAC Incorporated (AFL) | 1.4 | $2.4M | +49% | 28k | 85.86 |
|
| Exelon Corporation (EXC) | 1.3 | $2.4M | +13% | 63k | 37.57 |
|
| Abbvie (ABBV) | 1.3 | $2.3M | +33% | 12k | 182.10 |
|
| Nike CL B (NKE) | 1.2 | $2.1M | +50% | 23k | 93.98 |
|
| TJX Companies (TJX) | 1.2 | $2.1M | +49% | 21k | 101.42 |
|
| Qorvo (QRVO) | 1.2 | $2.1M | +49% | 18k | 114.83 |
|
| Yum! Brands (YUM) | 1.2 | $2.1M | +36% | 15k | 138.65 |
|
| Intel Corporation (INTC) | 1.1 | $1.9M | +42% | 44k | 44.17 |
|
| Chevron Corporation (CVX) | 1.1 | $1.9M | -2% | 12k | 157.75 |
|
| Citigroup Com New (C) | 1.1 | $1.9M | +46% | 31k | 63.24 |
|
| Walt Disney Company (DIS) | 1.1 | $1.9M | +41% | 15k | 122.36 |
|
| Honeywell International (HON) | 1.1 | $1.9M | +47% | 9.1k | 205.25 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $1.8M | 21k | 84.09 |
|
|
| Advanced Micro Devices (AMD) | 1.0 | $1.8M | NEW | 9.7k | 180.49 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.9 | $1.6M | 19k | 87.29 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.5M | +22% | 3.1k | 481.56 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.5M | 7.1k | 210.30 |
|
|
| BorgWarner (BWA) | 0.8 | $1.5M | +47% | 43k | 34.74 |
|
| At&t (T) | 0.8 | $1.4M | -7% | 81k | 17.60 |
|
| CenterPoint Energy (CNP) | 0.8 | $1.4M | +39% | 48k | 28.49 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $1.1M | +2% | 24k | 48.77 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $1.1M | 12k | 87.23 |
|
|
| Comerica Incorporated (CMA) | 0.6 | $1.0M | -59% | 19k | 54.99 |
|
| Uber Technologies (UBER) | 0.5 | $951k | NEW | 12k | 76.99 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $648k | -24% | 6.9k | 93.70 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $299k | 5.9k | 50.29 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $288k | 5.7k | 50.46 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $285k | -19% | 9.9k | 28.92 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $246k | -5% | 5.1k | 48.24 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $223k | NEW | 4.2k | 53.71 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $208k | 4.1k | 51.11 |
|
Past Filings by Peterson Financial Group
SEC 13F filings are viewable for Peterson Financial Group going back to 2021
- Peterson Financial Group 2024 Q1 filed April 25, 2024
- Peterson Financial Group 2023 Q4 filed Feb. 12, 2024
- Peterson Financial Group 2023 Q3 filed Oct. 31, 2023
- Peterson Financial Group 2023 Q2 filed Aug. 4, 2023
- Peterson Financial Group 2023 Q1 filed April 25, 2023
- Peterson Financial Group 2022 Q4 filed Feb. 3, 2023
- Peterson Financial Group 2022 Q3 filed Oct. 17, 2022
- Peterson Financial Group 2022 Q2 filed July 20, 2022
- Peterson Financial Group 2022 Q1 restated filed July 19, 2022
- Peterson Financial Group 2022 Q1 filed April 18, 2022
- Peterson Financial Group 2021 Q4 filed Jan. 31, 2022