Peterson Financial Group
Latest statistics and disclosures from Peterson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWY, IWX, EFG, EFV, VMBS, and represent 23.28% of Peterson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IBM, JNJ, AGOX, BUFR, STIP, VGLT, VOO, GS, SPIB, UWM.
- Started 398 new stock positions in DUK, TXN, COST, BITO, KLAC, ADI, DOX, KNG, CI, VOO.
- Reduced shares in these 10 stocks: IWY, IWX, IWS, IWP, EFG, VMBS, USIG, IEMG, EFV, VGIT.
- Peterson Financial Group was a net buyer of stock by $8.7M.
- Peterson Financial Group has $26M in assets under management (AUM), dropping by 58.39%.
- Central Index Key (CIK): 0001903905
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Portfolio Holdings for Peterson Financial Group
Peterson Financial Group holds 430 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 9.1 | $2.4M | -9% | 11k | 220.04 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 5.5 | $1.4M | -8% | 18k | 81.27 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 3.1 | $805k | -7% | 7.5k | 107.65 |
|
| Ishares Tr Eafe Value Etf (EFV) | 3.0 | $784k | -5% | 14k | 57.53 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.6 | $664k | -8% | 14k | 47.21 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 2.6 | $664k | -10% | 5.0k | 132.26 |
|
| Apple (AAPL) | 2.5 | $660k | 2.8k | 232.97 |
|
|
| Ishares Core Msci Emkt (IEMG) | 2.5 | $651k | -7% | 11k | 57.41 |
|
| Microsoft Corporation (MSFT) | 2.5 | $646k | 1.5k | 430.31 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 2.4 | $622k | -8% | 12k | 52.58 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.8 | $460k | 9.0k | 50.88 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.7 | $447k | 9.6k | 46.74 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.6 | $414k | -9% | 6.8k | 60.42 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.6 | $411k | -14% | 3.5k | 117.30 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 1.4 | $363k | 6.7k | 53.77 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.4 | $363k | -10% | 6.1k | 59.02 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.4 | $360k | 3.7k | 96.95 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.4 | $352k | 3.7k | 95.48 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $328k | -6% | 673.00 | 487.89 |
|
| Deere & Company (DE) | 1.2 | $324k | 776.00 | 417.14 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 1.2 | $317k | -3% | 4.5k | 70.83 |
|
| Ishares Tr Global 100 Etf (IOO) | 1.2 | $307k | 3.1k | 99.15 |
|
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.1 | $289k | +2% | 3.0k | 95.51 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $285k | 3.4k | 82.93 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $283k | +23% | 1.6k | 174.62 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.1 | $282k | +2% | 5.6k | 50.22 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $273k | -3% | 1.1k | 243.06 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $272k | 962.00 | 283.10 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.0 | $271k | -10% | 3.0k | 89.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $254k | +2% | 553.00 | 460.02 |
|
| Coca-Cola Company (KO) | 0.9 | $244k | 3.4k | 71.87 |
|
|
| International Business Machines (IBM) | 0.9 | $237k | NEW | 1.1k | 221.13 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $228k | -6% | 1.9k | 121.45 |
|
| Johnson & Johnson (JNJ) | 0.9 | $222k | NEW | 1.4k | 162.10 |
|
| Starboard Invt Tr Adaptive Alpha (AGOX) | 0.8 | $196k | NEW | 6.8k | 28.85 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.7 | $189k | NEW | 6.3k | 29.89 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.7 | $177k | NEW | 1.7k | 101.30 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.7 | $173k | NEW | 2.8k | 61.54 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $168k | NEW | 318.00 | 527.67 |
|
| Goldman Sachs (GS) | 0.6 | $163k | NEW | 330.00 | 494.49 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.6 | $155k | NEW | 4.6k | 33.71 |
|
| Proshares Tr Pshs Ultruss2000 (UWM) | 0.6 | $147k | NEW | 3.4k | 42.93 |
|
| Chevron Corporation (CVX) | 0.6 | $143k | NEW | 971.00 | 147.27 |
|
| Cisco Systems (CSCO) | 0.5 | $140k | NEW | 2.6k | 53.22 |
|
| Verizon Communications (VZ) | 0.5 | $138k | NEW | 3.1k | 44.92 |
|
| 3M Company (MMM) | 0.5 | $138k | NEW | 1.0k | 136.70 |
|
| Procter & Gamble Company (PG) | 0.5 | $137k | NEW | 789.00 | 173.10 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.5 | $129k | NEW | 2.6k | 50.40 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $129k | NEW | 1.1k | 119.56 |
|
| Dow (DOW) | 0.5 | $119k | NEW | 2.2k | 54.63 |
|
| Casey's General Stores (CASY) | 0.5 | $118k | NEW | 314.00 | 376.28 |
|
| Amgen (AMGN) | 0.4 | $114k | NEW | 355.00 | 321.77 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $105k | NEW | 1.6k | 67.52 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.4 | $98k | NEW | 3.4k | 29.06 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.4 | $98k | NEW | 2.1k | 45.88 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $94k | NEW | 564.00 | 165.84 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.4 | $91k | NEW | 3.1k | 29.41 |
|
| RadNet (RDNT) | 0.3 | $90k | NEW | 1.3k | 69.39 |
|
| Pepsi (PEP) | 0.3 | $88k | NEW | 520.00 | 170.06 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $88k | NEW | 1.1k | 83.24 |
|
| UnitedHealth (UNH) | 0.3 | $88k | NEW | 150.00 | 584.95 |
|
| Amazon (AMZN) | 0.3 | $85k | NEW | 456.00 | 186.21 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $84k | NEW | 1.2k | 70.09 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $83k | NEW | 263.00 | 314.25 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $77k | NEW | 1.5k | 52.79 |
|
| Abbvie (ABBV) | 0.3 | $77k | NEW | 390.00 | 197.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $77k | NEW | 134.00 | 572.54 |
|
| Csw Industrials (CSWI) | 0.3 | $72k | NEW | 196.00 | 367.26 |
|
| Alliant Energy Corporation (LNT) | 0.3 | $71k | NEW | 1.2k | 60.70 |
|
| Builders FirstSource (BLDR) | 0.3 | $71k | NEW | 364.00 | 193.86 |
|
| Meta Platforms Cl A (META) | 0.3 | $70k | NEW | 123.00 | 572.54 |
|
| Home Depot (HD) | 0.3 | $70k | NEW | 173.00 | 405.24 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $69k | NEW | 1.5k | 45.33 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $68k | NEW | 119.00 | 571.01 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $68k | NEW | 137.00 | 492.53 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $66k | NEW | 249.00 | 263.29 |
|
| Wells Fargo & Company (WFC) | 0.2 | $62k | NEW | 1.1k | 56.49 |
|
| Taylor Morrison Hom (TMHC) | 0.2 | $62k | NEW | 881.00 | 70.26 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $59k | NEW | 328.00 | 178.94 |
|
| McDonald's Corporation (MCD) | 0.2 | $58k | NEW | 192.00 | 304.17 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.2 | $56k | NEW | 1.8k | 30.84 |
|
| Kla Corp Com New (KLAC) | 0.2 | $56k | NEW | 73.00 | 770.29 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $54k | NEW | 349.00 | 153.91 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.2 | $53k | NEW | 1.1k | 48.56 |
|
| Emerson Electric (EMR) | 0.2 | $53k | NEW | 481.00 | 109.29 |
|
| AFLAC Incorporated (AFL) | 0.2 | $52k | NEW | 468.00 | 111.82 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $51k | NEW | 438.00 | 117.11 |
|
| Fmc Corp Com New (FMC) | 0.2 | $51k | NEW | 770.00 | 65.90 |
|
| Automatic Data Processing (ADP) | 0.2 | $50k | NEW | 180.00 | 276.92 |
|
| Broadcom (AVGO) | 0.2 | $50k | NEW | 288.00 | 172.27 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.2 | $49k | NEW | 1.9k | 25.40 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $48k | NEW | 124.00 | 384.39 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $46k | NEW | 80.00 | 578.65 |
|
| Hershey Company (HSY) | 0.2 | $46k | NEW | 238.00 | 191.48 |
|
| Ameriprise Financial (AMP) | 0.2 | $46k | NEW | 97.00 | 468.92 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $46k | NEW | 254.00 | 179.00 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $45k | NEW | 215.00 | 211.14 |
|
| Elf Beauty (ELF) | 0.2 | $45k | NEW | 409.00 | 109.03 |
|
| Anthem (ELV) | 0.2 | $44k | NEW | 85.00 | 521.33 |
|
| Standex Int'l (SXI) | 0.2 | $44k | NEW | 241.00 | 182.63 |
|
| Analog Devices (ADI) | 0.2 | $43k | NEW | 188.00 | 230.47 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $42k | NEW | 580.00 | 73.01 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $42k | NEW | 1.6k | 26.66 |
|
| Victory Portfolios Ii Vcshs Us 500 Enh (CFO) | 0.2 | $42k | NEW | 596.00 | 69.83 |
|
| At&t (T) | 0.2 | $41k | NEW | 1.9k | 22.00 |
|
| Altria (MO) | 0.2 | $41k | NEW | 797.00 | 51.02 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $40k | NEW | 319.00 | 125.69 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $39k | NEW | 1.0k | 37.69 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $39k | NEW | 177.00 | 220.56 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $39k | NEW | 196.00 | 198.71 |
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| Raymond James Financial (RJF) | 0.1 | $37k | NEW | 303.00 | 122.33 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $37k | NEW | 1.3k | 29.07 |
|
| Merck & Co (MRK) | 0.1 | $36k | NEW | 316.00 | 113.52 |
|
| Tesla Motors (TSLA) | 0.1 | $35k | NEW | 134.00 | 262.34 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $35k | NEW | 537.00 | 64.76 |
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| Microchip Technology (MCHP) | 0.1 | $34k | NEW | 420.00 | 80.22 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $33k | NEW | 103.00 | 321.79 |
|
| Principal Financial (PFG) | 0.1 | $33k | NEW | 385.00 | 85.95 |
|
| Cubesmart (CUBE) | 0.1 | $33k | NEW | 609.00 | 53.86 |
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| Union Pacific Corporation (UNP) | 0.1 | $32k | NEW | 130.00 | 246.50 |
|
| Abbott Laboratories (ABT) | 0.1 | $32k | NEW | 276.00 | 114.20 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $31k | NEW | 188.00 | 162.57 |
|
| Ball Corporation (BALL) | 0.1 | $30k | NEW | 448.00 | 67.91 |
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| MetLife (MET) | 0.1 | $30k | NEW | 368.00 | 82.53 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $30k | NEW | 51.00 | 583.02 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $30k | NEW | 627.00 | 47.12 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $29k | NEW | 145.00 | 198.05 |
|
| Ge Aerospace Com New (GE) | 0.1 | $28k | NEW | 150.00 | 188.98 |
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| Valero Energy Corporation (VLO) | 0.1 | $28k | NEW | 208.00 | 135.33 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $28k | NEW | 466.00 | 59.70 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $27k | NEW | 44.00 | 617.16 |
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| Eli Lilly & Co. (LLY) | 0.1 | $27k | NEW | 30.00 | 890.50 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.1 | $27k | NEW | 1.1k | 23.44 |
|
| Visa Com Cl A (V) | 0.1 | $26k | NEW | 96.00 | 274.78 |
|
| Wal-Mart Stores (WMT) | 0.1 | $26k | NEW | 324.00 | 80.75 |
|
| Ea Series Trust Astoria Us Equal (ROE) | 0.1 | $25k | NEW | 797.00 | 30.80 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $24k | NEW | 666.00 | 36.39 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $24k | NEW | 723.00 | 33.28 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $24k | NEW | 498.00 | 47.85 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $24k | NEW | 909.00 | 26.01 |
|
| Trimble Navigation (TRMB) | 0.1 | $23k | NEW | 375.00 | 62.09 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.1 | $23k | NEW | 472.00 | 49.07 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $23k | NEW | 93.00 | 243.92 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $23k | NEW | 102.00 | 222.35 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $23k | NEW | 421.00 | 53.61 |
|
| Exelon Corporation (EXC) | 0.1 | $23k | NEW | 555.00 | 40.54 |
|
| Prologis (PLD) | 0.1 | $21k | NEW | 168.00 | 126.07 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $21k | NEW | 108.00 | 190.53 |
|
| salesforce (CRM) | 0.1 | $21k | NEW | 75.00 | 273.92 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $20k | NEW | 486.00 | 41.73 |
|
| Honeywell International (HON) | 0.1 | $20k | NEW | 97.00 | 207.60 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $20k | NEW | 53.00 | 376.43 |
|
| Intercontinental Exchange (ICE) | 0.1 | $20k | NEW | 123.00 | 160.79 |
|
| IDEX Corporation (IEX) | 0.1 | $19k | NEW | 91.00 | 213.70 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $19k | NEW | 215.00 | 90.20 |
|
| Philip Morris International (PM) | 0.1 | $19k | NEW | 154.00 | 121.52 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $18k | NEW | 279.00 | 65.84 |
|
| Lowe's Companies (LOW) | 0.1 | $18k | NEW | 68.00 | 269.54 |
|
| Linde SHS (LIN) | 0.1 | $18k | NEW | 38.00 | 478.68 |
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| AmerisourceBergen (COR) | 0.1 | $18k | NEW | 81.00 | 224.47 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $18k | NEW | 348.00 | 51.78 |
|
| Nike CL B (NKE) | 0.1 | $18k | NEW | 202.00 | 88.56 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $18k | NEW | 80.00 | 221.01 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $17k | NEW | 343.00 | 49.40 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $17k | NEW | 448.00 | 37.54 |
|
| S&p Global (SPGI) | 0.1 | $17k | NEW | 32.00 | 518.75 |
|
| Phillips 66 (PSX) | 0.1 | $16k | NEW | 125.00 | 131.13 |
|
| TJX Companies (TJX) | 0.1 | $16k | NEW | 138.00 | 117.46 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $15k | NEW | 166.00 | 91.08 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $15k | NEW | 51.00 | 283.63 |
|
| Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 0.1 | $14k | NEW | 1.0k | 13.94 |
|
| Netflix (NFLX) | 0.1 | $14k | NEW | 20.00 | 709.25 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $14k | NEW | 145.00 | 95.90 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.1 | $14k | NEW | 489.00 | 28.37 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $14k | NEW | 222.00 | 62.46 |
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.1 | $14k | NEW | 183.00 | 74.84 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $14k | NEW | 131.00 | 103.53 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $14k | NEW | 227.00 | 59.64 |
|
| CSX Corporation (CSX) | 0.1 | $13k | NEW | 389.00 | 34.56 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $13k | NEW | 271.00 | 49.39 |
|
| Citigroup Com New (C) | 0.1 | $13k | NEW | 209.00 | 62.64 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $13k | NEW | 284.00 | 45.79 |
|
| Bank of America Corporation (BAC) | 0.0 | $13k | NEW | 327.00 | 39.64 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $13k | NEW | 184.00 | 69.72 |
|
| Discover Financial Services (DFS) | 0.0 | $13k | NEW | 90.00 | 141.00 |
|
| Zoetis Cl A (ZTS) | 0.0 | $12k | NEW | 63.00 | 196.33 |
|
| Capital One Financial (COF) | 0.0 | $12k | NEW | 81.00 | 150.48 |
|
| Kinder Morgan (KMI) | 0.0 | $12k | NEW | 549.00 | 22.08 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.0 | $12k | NEW | 274.00 | 43.78 |
|
| Yum! Brands (YUM) | 0.0 | $12k | NEW | 86.00 | 139.47 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $12k | NEW | 224.00 | 53.14 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $12k | NEW | 13.00 | 910.15 |
|
| Gilead Sciences (GILD) | 0.0 | $12k | NEW | 139.00 | 84.07 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $12k | NEW | 280.00 | 41.29 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $11k | NEW | 313.00 | 36.47 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $11k | NEW | 1.3k | 8.68 |
|
| Qualcomm (QCOM) | 0.0 | $11k | NEW | 66.00 | 169.80 |
|
| Walt Disney Company (DIS) | 0.0 | $11k | NEW | 112.00 | 95.99 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $11k | NEW | 200.00 | 53.45 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $11k | NEW | 375.00 | 28.41 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $11k | NEW | 173.00 | 61.19 |
|
| Qorvo (QRVO) | 0.0 | $11k | NEW | 102.00 | 103.70 |
|
| Pfizer (PFE) | 0.0 | $11k | NEW | 363.00 | 28.96 |
|
| Cibc Cad (CM) | 0.0 | $11k | NEW | 171.00 | 61.34 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $10k | NEW | 60.00 | 173.30 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $10k | NEW | 20.00 | 517.80 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $10k | NEW | 202.00 | 50.85 |
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $10k | NEW | 98.00 | 104.17 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $10k | NEW | 759.00 | 13.42 |
|
| Advanced Micro Devices (AMD) | 0.0 | $10k | NEW | 62.00 | 164.08 |
|
| Hp (HPQ) | 0.0 | $10k | NEW | 283.00 | 35.90 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $10k | NEW | 130.00 | 77.45 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.0 | $10k | NEW | 222.00 | 45.19 |
|
| Constellation Energy (CEG) | 0.0 | $10k | NEW | 39.00 | 256.95 |
|
| Suncor Energy (SU) | 0.0 | $9.5k | NEW | 257.00 | 36.89 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $9.4k | NEW | 16.00 | 587.94 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $9.3k | NEW | 97.00 | 95.89 |
|
| CRH Ord (CRH) | 0.0 | $9.3k | NEW | 100.00 | 92.74 |
|
| Ge Vernova (GEV) | 0.0 | $9.2k | NEW | 36.00 | 254.97 |
|
| Intel Corporation (INTC) | 0.0 | $9.1k | NEW | 390.00 | 23.44 |
|
| American Electric Power Company (AEP) | 0.0 | $9.0k | NEW | 88.00 | 102.11 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $8.7k | NEW | 166.00 | 52.66 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $8.7k | NEW | 43.00 | 202.26 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $8.7k | NEW | 149.00 | 58.19 |
|
| Ida (IDA) | 0.0 | $8.6k | NEW | 84.00 | 102.49 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $8.6k | NEW | 71.00 | 121.18 |
|
| ConAgra Foods (CAG) | 0.0 | $8.6k | NEW | 264.00 | 32.51 |
|
| Southern Company (SO) | 0.0 | $8.6k | NEW | 95.00 | 90.18 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $8.6k | NEW | 109.00 | 78.50 |
|
| Nextera Energy (NEE) | 0.0 | $8.5k | NEW | 101.00 | 84.47 |
|
| Nrg Energy Com New (NRG) | 0.0 | $8.5k | NEW | 94.00 | 90.68 |
|
| CenterPoint Energy (CNP) | 0.0 | $8.3k | NEW | 282.00 | 29.38 |
|
| BorgWarner (BWA) | 0.0 | $8.2k | NEW | 226.00 | 36.22 |
|
| American Water Works (AWK) | 0.0 | $8.2k | NEW | 56.00 | 146.11 |
|
| Fidelity Covington Trust Fidelity Magelan (FMAG) | 0.0 | $8.1k | NEW | 265.00 | 30.63 |
|
| Prudential Financial (PRU) | 0.0 | $8.0k | NEW | 66.00 | 121.53 |
|
| Piper Jaffray Companies (PIPR) | 0.0 | $8.0k | NEW | 28.00 | 286.00 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $8.0k | NEW | 400.00 | 19.89 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $7.9k | NEW | 126.00 | 62.90 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $7.8k | NEW | 236.00 | 33.02 |
|
| Dupont De Nemours (DD) | 0.0 | $7.7k | NEW | 86.00 | 88.97 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $7.6k | NEW | 54.00 | 141.37 |
|
| Corning Incorporated (GLW) | 0.0 | $7.6k | NEW | 168.00 | 45.15 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $7.6k | NEW | 301.00 | 25.13 |
|
| Northern Lts Fd Tr Iv Main Thematc In (TMAT) | 0.0 | $7.5k | NEW | 419.00 | 17.79 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $7.3k | NEW | 37.00 | 198.30 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $7.3k | NEW | 175.00 | 41.82 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $7.0k | NEW | 47.00 | 149.34 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $7.0k | NEW | 73.00 | 95.45 |
|
| ConocoPhillips (COP) | 0.0 | $7.0k | NEW | 66.00 | 105.48 |
|
| Public Service Enterprise (PEG) | 0.0 | $7.0k | NEW | 78.00 | 89.17 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $6.9k | NEW | 27.00 | 255.26 |
|
| Cummins (CMI) | 0.0 | $6.9k | NEW | 21.00 | 327.71 |
|
| Enbridge (ENB) | 0.0 | $6.9k | NEW | 169.00 | 40.61 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $6.8k | NEW | 19.00 | 358.58 |
|
| International Paper Company (IP) | 0.0 | $6.7k | NEW | 138.00 | 48.77 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $6.7k | NEW | 76.00 | 88.05 |
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $6.6k | NEW | 343.00 | 19.27 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $6.6k | NEW | 69.00 | 95.39 |
|
| Cigna Corp (CI) | 0.0 | $6.5k | NEW | 19.00 | 341.00 |
|
| Pimco Equity Ser Rafi Dyn Emerg (MFEM) | 0.0 | $6.4k | NEW | 302.00 | 21.19 |
|
| Cleveland-cliffs (CLF) | 0.0 | $6.4k | NEW | 500.00 | 12.77 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $6.4k | NEW | 120.00 | 52.97 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $6.3k | NEW | 429.00 | 14.71 |
|
| Unilever Spon Adr New (UL) | 0.0 | $6.2k | NEW | 96.00 | 65.05 |
|
| Entergy Corporation (ETR) | 0.0 | $6.2k | NEW | 47.00 | 131.21 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $6.0k | NEW | 65.00 | 92.97 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $6.0k | NEW | 165.00 | 36.58 |
|
| Kroger (KR) | 0.0 | $6.0k | NEW | 105.00 | 57.13 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $6.0k | NEW | 134.00 | 44.57 |
|
| Oneok (OKE) | 0.0 | $6.0k | NEW | 65.00 | 91.71 |
|
| NiSource (NI) | 0.0 | $5.9k | NEW | 172.00 | 34.56 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $5.9k | NEW | 81.00 | 73.23 |
|
| Jabil Circuit (JBL) | 0.0 | $5.9k | NEW | 49.00 | 119.94 |
|
| Paychex (PAYX) | 0.0 | $5.8k | NEW | 43.00 | 135.65 |
|
| CNA Financial Corporation (CNA) | 0.0 | $5.8k | NEW | 118.00 | 48.97 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $5.8k | NEW | 246.00 | 23.43 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $5.8k | NEW | 35.00 | 164.49 |
|
| SYNNEX Corporation (SNX) | 0.0 | $5.7k | NEW | 48.00 | 119.42 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $5.7k | NEW | 200.00 | 28.28 |
|
| Invesco SHS (IVZ) | 0.0 | $5.6k | NEW | 321.00 | 17.55 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $5.6k | NEW | 488.00 | 11.54 |
|
| Autodesk (ADSK) | 0.0 | $5.5k | NEW | 20.00 | 275.50 |
|
| Te Connectivity Ord Shs | 0.0 | $5.5k | NEW | 36.00 | 152.53 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $5.5k | NEW | 131.00 | 41.92 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $5.5k | NEW | 43.00 | 126.81 |
|
| Unum (UNM) | 0.0 | $5.4k | NEW | 91.00 | 59.14 |
|
| Electronic Arts (EA) | 0.0 | $5.3k | NEW | 37.00 | 143.62 |
|
| Watsco, Incorporated (WSO) | 0.0 | $5.2k | NEW | 11.00 | 477.18 |
|
| PPL Corporation (PPL) | 0.0 | $5.2k | NEW | 158.00 | 33.16 |
|
| Genuine Parts Company (GPC) | 0.0 | $5.0k | NEW | 36.00 | 139.39 |
|
| Lam Research Corporation (LRCX) | 0.0 | $5.0k | NEW | 6.00 | 835.67 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $5.0k | NEW | 33.00 | 151.73 |
|
| Corteva (CTVA) | 0.0 | $5.0k | NEW | 85.00 | 58.86 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $5.0k | NEW | 51.00 | 97.41 |
|
| McKesson Corporation (MCK) | 0.0 | $5.0k | NEW | 10.00 | 496.40 |
|
| Edison International (EIX) | 0.0 | $4.8k | NEW | 55.00 | 87.87 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $4.8k | NEW | 78.00 | 61.67 |
|
| Bce Com New (BCE) | 0.0 | $4.7k | NEW | 136.00 | 34.80 |
|
| Stellantis SHS (STLA) | 0.0 | $4.7k | NEW | 337.00 | 14.04 |
|
| General Mills (GIS) | 0.0 | $4.7k | NEW | 64.00 | 73.75 |
|
| Packaging Corporation of America (PKG) | 0.0 | $4.7k | NEW | 22.00 | 214.55 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $4.7k | NEW | 41.00 | 114.07 |
|
| CMS Energy Corporation (CMS) | 0.0 | $4.6k | NEW | 66.00 | 70.44 |
|
| PNC Financial Services (PNC) | 0.0 | $4.6k | NEW | 25.00 | 184.84 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $4.6k | NEW | 49.00 | 94.06 |
|
| Trane Technologies SHS (TT) | 0.0 | $4.5k | NEW | 12.00 | 378.33 |
|
| Centene Corporation (CNC) | 0.0 | $4.4k | NEW | 58.00 | 75.28 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $4.3k | NEW | 84.00 | 51.54 |
|
| Dbx Etf Tr Xtrack Msci Emrg (DBEM) | 0.0 | $4.3k | NEW | 163.00 | 26.32 |
|
| Omni (OMC) | 0.0 | $4.3k | NEW | 41.00 | 104.22 |
|
| Booking Holdings (BKNG) | 0.0 | $4.2k | NEW | 1.00 | 4237.00 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $4.2k | NEW | 21.00 | 201.14 |
|
| Crown Castle Intl (CCI) | 0.0 | $4.0k | NEW | 34.00 | 119.03 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $4.0k | NEW | 95.00 | 42.57 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $4.0k | NEW | 24.00 | 168.46 |
|
| Verisign (VRSN) | 0.0 | $4.0k | NEW | 21.00 | 189.95 |
|
| DTE Energy Company (DTE) | 0.0 | $3.9k | NEW | 30.00 | 128.73 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.0 | $3.9k | NEW | 72.00 | 53.53 |
|
| Cardinal Health (CAH) | 0.0 | $3.8k | NEW | 35.00 | 109.66 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $3.8k | NEW | 27.00 | 141.19 |
|
| Chubb (CB) | 0.0 | $3.7k | NEW | 13.00 | 285.31 |
|
| Oge Energy Corp (OGE) | 0.0 | $3.7k | NEW | 90.00 | 41.06 |
|
| FirstEnergy (FE) | 0.0 | $3.7k | NEW | 83.00 | 44.45 |
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $3.7k | NEW | 184.00 | 19.94 |
|
| Applied Materials (AMAT) | 0.0 | $3.6k | NEW | 18.00 | 198.11 |
|
| Tc Energy Corp (TRP) | 0.0 | $3.4k | NEW | 71.00 | 47.66 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $3.4k | NEW | 20.00 | 167.60 |
|
| Etsy (ETSY) | 0.0 | $3.3k | NEW | 60.00 | 55.53 |
|
| Wec Energy Group (WEC) | 0.0 | $3.3k | NEW | 34.00 | 97.12 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $3.3k | NEW | 78.00 | 42.10 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $3.3k | NEW | 80.00 | 40.65 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $3.2k | NEW | 92.00 | 35.26 |
|
| Sempra Energy (SRE) | 0.0 | $3.2k | NEW | 39.00 | 82.95 |
|
| Caterpillar (CAT) | 0.0 | $3.2k | NEW | 8.00 | 403.62 |
|
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $3.2k | NEW | 82.00 | 39.16 |
|
| Boeing Company (BA) | 0.0 | $3.2k | NEW | 21.00 | 152.05 |
|
| Citizens Financial (CFG) | 0.0 | $3.2k | NEW | 78.00 | 40.91 |
|
| Micron Technology (MU) | 0.0 | $3.2k | NEW | 31.00 | 102.23 |
|
| Key (KEY) | 0.0 | $3.1k | NEW | 187.00 | 16.79 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $3.1k | NEW | 62.00 | 50.16 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $3.0k | NEW | 31.00 | 98.10 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $3.0k | NEW | 41.00 | 73.78 |
|
| General Dynamics Corporation (GD) | 0.0 | $3.0k | NEW | 10.00 | 298.10 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $2.9k | NEW | 93.00 | 31.46 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $2.9k | NEW | 45.00 | 64.96 |
|
| Sonoco Products Company (SON) | 0.0 | $2.9k | NEW | 53.00 | 54.45 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $2.8k | NEW | 32.00 | 88.53 |
|
| Godaddy Cl A (GDDY) | 0.0 | $2.8k | NEW | 18.00 | 156.78 |
|
| Regions Financial Corporation (RF) | 0.0 | $2.8k | NEW | 119.00 | 23.33 |
|
| Kraft Heinz (KHC) | 0.0 | $2.7k | NEW | 78.00 | 35.05 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $2.6k | NEW | 233.00 | 11.10 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $2.6k | NEW | 22.00 | 116.18 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $2.5k | NEW | 22.00 | 115.32 |
|
| Corebridge Finl (CRBG) | 0.0 | $2.5k | NEW | 86.00 | 29.07 |
|
| Dominion Resources (D) | 0.0 | $2.5k | NEW | 43.00 | 57.79 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $2.5k | NEW | 41.00 | 60.44 |
|
| Ubiquiti (UI) | 0.0 | $2.4k | NEW | 11.00 | 222.45 |
|
| UGI Corporation (UGI) | 0.0 | $2.4k | NEW | 97.00 | 24.95 |
|
| Paypal Holdings (PYPL) | 0.0 | $2.4k | NEW | 31.00 | 78.03 |
|
| Franklin Resources (BEN) | 0.0 | $2.4k | NEW | 120.00 | 20.12 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.3k | NEW | 101.00 | 22.98 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $2.3k | NEW | 30.00 | 76.23 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $2.2k | NEW | 23.00 | 93.61 |
|
| Iqvia Holdings (IQV) | 0.0 | $2.1k | NEW | 9.00 | 237.00 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $2.1k | NEW | 30.00 | 69.67 |
|
| Cdw (CDW) | 0.0 | $2.1k | NEW | 9.00 | 229.11 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $2.0k | NEW | 72.00 | 27.19 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $1.9k | NEW | 37.00 | 51.68 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.8k | NEW | 8.00 | 219.25 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $1.6k | NEW | 79.00 | 20.87 |
|
| Erie Indty Cl A (ERIE) | 0.0 | $1.6k | NEW | 3.00 | 539.67 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.6k | NEW | 21.00 | 76.38 |
|
| Phinia Common Stock (PHIN) | 0.0 | $1.6k | NEW | 34.00 | 46.50 |
|
| Ross Stores (ROST) | 0.0 | $1.6k | NEW | 10.00 | 157.10 |
|
| Agnico (AEM) | 0.0 | $1.5k | NEW | 18.00 | 80.56 |
|
| T. Rowe Price (TROW) | 0.0 | $1.4k | NEW | 13.00 | 108.77 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.4k | NEW | 138.00 | 10.02 |
|
| Target Corporation (TGT) | 0.0 | $1.4k | NEW | 9.00 | 152.22 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $1.3k | NEW | 70.00 | 19.17 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $1.3k | NEW | 28.00 | 47.21 |
|
| Amdocs SHS (DOX) | 0.0 | $1.3k | NEW | 15.00 | 87.47 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.3k | NEW | 13.00 | 100.23 |
|
| Global Payments (GPN) | 0.0 | $1.3k | NEW | 12.00 | 105.67 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.3k | NEW | 62.00 | 20.35 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.2k | NEW | 6.00 | 201.67 |
|
| Comerica Incorporated (CMA) | 0.0 | $1.2k | NEW | 19.00 | 61.26 |
|
| Siriusxm Holdings Common Stock | 0.0 | $1.2k | NEW | 49.00 | 23.69 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $1.1k | NEW | 23.00 | 49.87 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.1k | NEW | 23.00 | 49.57 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.1k | NEW | 8.00 | 141.88 |
|
| Zimmer Holdings (ZBH) | 0.0 | $1.1k | NEW | 10.00 | 111.20 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.1k | NEW | 13.00 | 83.85 |
|
| American Financial (AFG) | 0.0 | $1.1k | NEW | 8.00 | 135.38 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $1.0k | NEW | 13.00 | 80.08 |
|
| NetApp (NTAP) | 0.0 | $1.0k | NEW | 8.00 | 127.00 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $1.0k | NEW | 112.00 | 8.98 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $948.997700 | NEW | 49.00 | 19.37 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $903.000000 | NEW | 4.00 | 225.75 |
|
| Uber Technologies (UBER) | 0.0 | $902.000400 | NEW | 12.00 | 75.17 |
|
| Chemours (CC) | 0.0 | $846.001800 | NEW | 42.00 | 20.14 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $807.000000 | NEW | 15.00 | 53.80 |
|
| Fiserv (FI) | 0.0 | $719.000000 | NEW | 4.00 | 179.75 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $718.002300 | NEW | 87.00 | 8.25 |
|
| Digital Realty Trust (DLR) | 0.0 | $696.000000 | NEW | 4.00 | 174.00 |
|
| Universal Display Corporation (OLED) | 0.0 | $630.999900 | NEW | 3.00 | 210.33 |
|
| Viatris (VTRS) | 0.0 | $621.001000 | NEW | 53.00 | 11.72 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $620.000400 | NEW | 12.00 | 51.67 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $544.000000 | NEW | 5.00 | 108.80 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $514.000300 | NEW | 11.00 | 46.73 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $477.999900 | NEW | 9.00 | 53.11 |
|
| Sasol Sponsored Adr (SSL) | 0.0 | $438.997000 | NEW | 65.00 | 6.75 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $394.000200 | NEW | 9.00 | 43.78 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $381.000000 | NEW | 3.00 | 127.00 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $378.999900 | NEW | 3.00 | 126.33 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.0 | $375.999200 | NEW | 17.00 | 22.12 |
|
| Energy Fuels Com New (UUUU) | 0.0 | $346.002300 | NEW | 63.00 | 5.49 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $295.000000 | NEW | 2.00 | 147.50 |
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $264.000000 | NEW | 5.00 | 52.80 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $252.000000 | NEW | 9.00 | 28.00 |
|
| Whirlpool Corporation (WHR) | 0.0 | $218.000000 | NEW | 2.00 | 109.00 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $218.000000 | NEW | 1.00 | 218.00 |
|
| Victory Portfolios Ii Vcshs Us Lrg Cap (CDL) | 0.0 | $174.999900 | NEW | 3.00 | 58.33 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $174.000000 | NEW | 1.00 | 174.00 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $126.999900 | NEW | 3.00 | 42.33 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $125.000000 | NEW | 1.00 | 125.00 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $99.000000 | NEW | 1.00 | 99.00 |
|
| Ssga Active Tr Spdr Blackstone (HYBL) | 0.0 | $96.000000 | NEW | 3.00 | 32.00 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.0 | $81.000000 | NEW | 2.00 | 40.50 |
|
| Zimvie (ZIMV) | 0.0 | $16.000000 | NEW | 1.00 | 16.00 |
|
Past Filings by Peterson Financial Group
SEC 13F filings are viewable for Peterson Financial Group going back to 2021
- Peterson Financial Group 2024 Q3 filed Nov. 6, 2024
- Peterson Financial Group 2023 Q2 restated filed Aug. 28, 2024
- Peterson Financial Group 2023 Q3 restated filed Aug. 28, 2024
- Peterson Financial Group 2023 Q4 restated filed Aug. 28, 2024
- Peterson Financial Group 2024 Q1 restated filed Aug. 28, 2024
- Peterson Financial Group 2023 Q1 restated filed Aug. 27, 2024
- Peterson Financial Group 2022 Q4 restated filed Aug. 27, 2024
- Peterson Financial Group 2022 Q1 restated filed Aug. 26, 2024
- Peterson Financial Group 2022 Q2 restated filed Aug. 26, 2024
- Peterson Financial Group 2022 Q3 restated filed Aug. 26, 2024
- Peterson Financial Group 2021 Q4 restated filed Aug. 22, 2024
- Peterson Financial Group 2024 Q2 filed Aug. 12, 2024
- 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