Peterson Financial Group
Latest statistics and disclosures from Peterson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, AVGO, NVDA, and represent 18.06% of Peterson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: MSFT, AAPL, CMA, AVGO, AMZN, BRK.B, LLY, GOOGL, MRK, TSLA.
- Started 11 new stock positions in MO, FIXD, NEM, QQQ, ACWI, IUSV, JAAA, MGK, ILTB, IOO. IJH.
- Reduced shares in these 10 stocks: LIN, ABT, EL, GPC, MA, CAG, IBM, STX, RTX, GIS.
- Sold out of its positions in ABT, CAG, FTSL, GIS, GPC, ACWV, STIP, EL, MINT, RTX. MDY, VOO, LIN.
- Peterson Financial Group was a net buyer of stock by $6.9M.
- Peterson Financial Group has $171M in assets under management (AUM), dropping by 14.64%.
- Central Index Key (CIK): 0001903905
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Portfolio Holdings for Peterson Financial Group
Peterson Financial Group holds 138 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.8 | $10M | +30% | 27k | 376.04 |
|
| Apple (AAPL) | 5.1 | $8.7M | +29% | 45k | 192.53 |
|
| Amazon (AMZN) | 2.4 | $4.1M | +36% | 27k | 151.94 |
|
| Broadcom (AVGO) | 2.4 | $4.1M | +58% | 3.7k | 1116.14 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $4.1M | +20% | 8.2k | 495.19 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $3.9M | 8.1k | 477.61 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $3.6M | +29% | 26k | 139.69 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.0 | $3.5M | 54k | 65.06 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $3.2M | +49% | 9.0k | 356.64 |
|
| Meta Platforms Cl A (META) | 1.7 | $3.0M | +28% | 8.4k | 353.96 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.8M | +33% | 16k | 170.10 |
|
| Comerica Incorporated (CMA) | 1.5 | $2.6M | +179% | 47k | 55.81 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.5 | $2.6M | 55k | 46.63 |
|
|
| Tesla Motors (TSLA) | 1.5 | $2.5M | +44% | 10k | 248.47 |
|
| IDEX Corporation (IEX) | 1.4 | $2.4M | +32% | 11k | 217.12 |
|
| McDonald's Corporation (MCD) | 1.4 | $2.4M | +11% | 7.9k | 296.51 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $2.3M | +18% | 23k | 99.98 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $2.2M | +61% | 3.8k | 582.90 |
|
| UnitedHealth (UNH) | 1.3 | $2.2M | +33% | 4.1k | 526.44 |
|
| Home Depot (HD) | 1.3 | $2.1M | +47% | 6.2k | 346.54 |
|
| Thermo Fisher Scientific (TMO) | 1.2 | $2.1M | +53% | 4.0k | 530.85 |
|
| Merck & Co (MRK) | 1.2 | $2.1M | +64% | 19k | 109.02 |
|
| Exelon Corporation (EXC) | 1.2 | $2.0M | +13% | 56k | 35.90 |
|
| Dow (DOW) | 1.2 | $2.0M | +35% | 36k | 54.84 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.2 | $2.0M | -11% | 11k | 175.22 |
|
| Pepsi (PEP) | 1.2 | $2.0M | +37% | 12k | 169.84 |
|
| Johnson & Johnson (JNJ) | 1.1 | $1.9M | +28% | 12k | 156.73 |
|
| Chevron Corporation (CVX) | 1.1 | $1.9M | 13k | 149.16 |
|
|
| Intercontinental Exchange (ICE) | 1.1 | $1.8M | +34% | 14k | 128.43 |
|
| Visa Com Cl A (V) | 1.1 | $1.8M | +27% | 6.9k | 260.36 |
|
| AmerisourceBergen (COR) | 1.0 | $1.8M | +29% | 8.7k | 205.38 |
|
| Procter & Gamble Company (PG) | 1.0 | $1.7M | +34% | 12k | 146.54 |
|
| Prologis (PLD) | 1.0 | $1.7M | +35% | 13k | 133.30 |
|
| Comcast Corp Cl A (CMCSA) | 1.0 | $1.7M | +36% | 39k | 43.85 |
|
| S&p Global (SPGI) | 1.0 | $1.7M | +46% | 3.8k | 440.54 |
|
| Agilent Technologies Inc C ommon (A) | 1.0 | $1.7M | +21% | 12k | 139.03 |
|
| Nike CL B (NKE) | 1.0 | $1.6M | +37% | 15k | 108.57 |
|
| Cisco Systems (CSCO) | 1.0 | $1.6M | +42% | 32k | 50.52 |
|
| Goldman Sachs (GS) | 1.0 | $1.6M | +47% | 4.2k | 385.81 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $1.6M | 21k | 77.73 |
|
|
| CSX Corporation (CSX) | 0.9 | $1.6M | +32% | 46k | 34.67 |
|
| Intel Corporation (INTC) | 0.9 | $1.5M | +18% | 31k | 50.25 |
|
| J.B. Hunt Transport Services (JBHT) | 0.9 | $1.5M | +41% | 7.7k | 199.73 |
|
| AFLAC Incorporated (AFL) | 0.9 | $1.5M | +33% | 19k | 82.50 |
|
| salesforce (CRM) | 0.9 | $1.5M | +38% | 5.8k | 263.14 |
|
| At&t (T) | 0.9 | $1.5M | -9% | 87k | 16.78 |
|
| Yum! Brands (YUM) | 0.8 | $1.4M | +34% | 11k | 130.67 |
|
| Abbvie (ABBV) | 0.8 | $1.4M | +29% | 9.3k | 154.97 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.4M | 7.1k | 200.72 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.8 | $1.4M | 19k | 75.67 |
|
|
| Qorvo (QRVO) | 0.8 | $1.4M | +28% | 12k | 112.61 |
|
| Kinder Morgan (KMI) | 0.8 | $1.3M | +33% | 76k | 17.64 |
|
| TJX Companies (TJX) | 0.8 | $1.3M | +45% | 14k | 93.81 |
|
| Honeywell International (HON) | 0.8 | $1.3M | +48% | 6.2k | 209.71 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.7 | $1.2M | -13% | 18k | 70.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.1M | -35% | 2.6k | 426.45 |
|
| Citigroup Com New (C) | 0.6 | $1.1M | +26% | 21k | 51.44 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $1.0M | 23k | 45.69 |
|
|
| BorgWarner (BWA) | 0.6 | $1.0M | +41% | 29k | 35.85 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $1.0M | 12k | 83.63 |
|
|
| CenterPoint Energy (CNP) | 0.6 | $974k | +38% | 34k | 28.57 |
|
| Walt Disney Company (DIS) | 0.6 | $972k | +22% | 11k | 90.29 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $825k | +32% | 9.2k | 89.80 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $804k | -9% | 16k | 50.58 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $798k | -8% | 17k | 46.36 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $737k | -44% | 8.6k | 85.37 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $672k | -11% | 5.8k | 116.29 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $662k | -44% | 5.4k | 121.50 |
|
| Philip Morris International (PM) | 0.4 | $653k | -43% | 6.9k | 94.08 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $648k | -10% | 12k | 52.10 |
|
| International Paper Company (IP) | 0.4 | $641k | -43% | 18k | 36.15 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $641k | -43% | 6.7k | 95.07 |
|
| Verizon Communications (VZ) | 0.4 | $640k | -43% | 17k | 37.70 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $622k | -9% | 6.4k | 96.85 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $618k | -11% | 12k | 51.26 |
|
| Watsco, Incorporated (WSO) | 0.4 | $601k | -45% | 1.4k | 428.59 |
|
| International Business Machines (IBM) | 0.3 | $586k | -51% | 3.6k | 163.56 |
|
| Nrg Energy Com New (NRG) | 0.3 | $585k | -44% | 11k | 51.70 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $579k | -44% | 13k | 43.28 |
|
| Prudential Financial (PRU) | 0.3 | $576k | -44% | 5.6k | 103.70 |
|
| Key (KEY) | 0.3 | $551k | -45% | 38k | 14.40 |
|
| NiSource (NI) | 0.3 | $533k | -42% | 20k | 26.55 |
|
| Fifth Third Ban (FITB) | 0.3 | $521k | -45% | 15k | 34.49 |
|
| Oneok (OKE) | 0.3 | $507k | -45% | 7.2k | 70.22 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $504k | -45% | 9.9k | 51.02 |
|
| Ford Motor Company (F) | 0.3 | $502k | -44% | 41k | 12.19 |
|
| Emerson Electric (EMR) | 0.3 | $492k | -41% | 5.1k | 97.32 |
|
| Edison International (EIX) | 0.3 | $486k | -44% | 6.8k | 71.49 |
|
| Principal Financial (PFG) | 0.3 | $473k | -44% | 6.0k | 78.66 |
|
| Franklin Resources (BEN) | 0.3 | $472k | -44% | 16k | 29.79 |
|
| Walgreen Boots Alliance (WBA) | 0.3 | $469k | -41% | 18k | 26.11 |
|
| Public Service Enterprise (PEG) | 0.3 | $469k | -43% | 7.7k | 61.15 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $466k | -45% | 13k | 36.92 |
|
| Entergy Corporation (ETR) | 0.3 | $463k | -42% | 4.6k | 101.19 |
|
| Dominion Resources (D) | 0.3 | $462k | -46% | 9.8k | 47.00 |
|
| Citizens Financial (CFG) | 0.3 | $462k | -45% | 14k | 33.14 |
|
| Alliant Energy Corporation (LNT) | 0.3 | $458k | -40% | 8.9k | 51.30 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $455k | -45% | 36k | 12.72 |
|
| Omni (OMC) | 0.3 | $452k | -45% | 5.2k | 86.51 |
|
| CMS Energy Corporation (CMS) | 0.3 | $441k | -44% | 7.6k | 58.07 |
|
| Invesco SHS (IVZ) | 0.3 | $436k | -45% | 24k | 17.84 |
|
| Hp (HPQ) | 0.2 | $417k | -43% | 14k | 30.09 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $402k | +66% | 3.9k | 104.45 |
|
| American Electric Power Company (AEP) | 0.2 | $398k | -43% | 4.9k | 81.23 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $397k | -30% | 4.9k | 81.09 |
|
| DTE Energy Company (DTE) | 0.2 | $394k | -44% | 3.6k | 110.25 |
|
| Interpublic Group of Companies (IPG) | 0.2 | $389k | -44% | 12k | 32.64 |
|
| Valero Energy Corporation (VLO) | 0.2 | $386k | -44% | 3.0k | 130.02 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $378k | -11% | 6.4k | 59.32 |
|
| PPL Corporation (PPL) | 0.2 | $375k | -44% | 14k | 27.10 |
|
| Oge Energy Corp (OGE) | 0.2 | $365k | -45% | 10k | 34.93 |
|
| Altria (MO) | 0.2 | $363k | NEW | 9.0k | 40.34 |
|
| Sonoco Products Company (SON) | 0.2 | $362k | -44% | 6.5k | 55.87 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $357k | 12k | 29.05 |
|
|
| Newell Rubbermaid (NWL) | 0.2 | $348k | -45% | 40k | 8.68 |
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.2 | $340k | +33% | 3.8k | 90.18 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $338k | NEW | 825.00 | 409.60 |
|
| FirstEnergy (FE) | 0.2 | $338k | -44% | 9.2k | 36.66 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $337k | NEW | 4.0k | 84.33 |
|
| Wec Energy Group (WEC) | 0.2 | $336k | -45% | 4.0k | 84.16 |
|
| New York Community Ban (NYCB) | 0.2 | $329k | -44% | 32k | 10.23 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $329k | -13% | 5.6k | 58.33 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $328k | NEW | 3.2k | 101.78 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.2 | $318k | -13% | 6.8k | 46.55 |
|
| Pfizer (PFE) | 0.2 | $314k | -40% | 11k | 28.79 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $312k | NEW | 1.2k | 259.51 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $305k | -10% | 4.8k | 63.66 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $297k | 5.9k | 50.24 |
|
|
| Newmont Mining Corporation (NEM) | 0.2 | $286k | NEW | 6.9k | 41.39 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $282k | 5.6k | 50.23 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $265k | NEW | 957.00 | 277.19 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $261k | 5.4k | 48.32 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $241k | -6% | 7.4k | 32.83 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $236k | NEW | 5.3k | 44.60 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $231k | NEW | 2.9k | 80.52 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $230k | 968.00 | 237.31 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $227k | NEW | 4.5k | 50.30 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $214k | NEW | 4.1k | 52.58 |
|
Past Filings by Peterson Financial Group
SEC 13F filings are viewable for Peterson Financial Group going back to 2021
- 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