Peterson Financial Group

Peterson Financial Group as of March 31, 2022

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 90 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.1 $9.7M 55k 174.62
Microsoft Corporation (MSFT) 6.7 $9.2M 30k 308.33
Amazon (AMZN) 3.4 $4.7M 1.4k 3261.54
Alphabet Cap Stk Cl A (GOOGL) 2.7 $3.6M 1.3k 2782.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $3.2M 9.0k 352.93
NVIDIA Corporation (NVDA) 2.3 $3.1M 11k 272.82
UnitedHealth (UNH) 2.2 $3.0M 5.8k 510.09
Ishares Tr Core S&p500 Etf (IVV) 2.1 $2.9M 6.3k 453.74
Tesla Motors (TSLA) 2.1 $2.9M 2.7k 1077.68
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.0 $2.7M 41k 66.20
Bank of America Corporation (BAC) 2.0 $2.7M 66k 41.23
Abbott Laboratories (ABT) 1.8 $2.4M 20k 118.39
Emerson Electric (EMR) 1.7 $2.4M 24k 98.07
Johnson & Johnson (JNJ) 1.7 $2.3M 13k 177.20
Meta Platforms Cl A (META) 1.7 $2.3M 10k 222.34
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.7 $2.3M 14k 158.84
Procter & Gamble Company (PG) 1.6 $2.3M 15k 152.78
Prologis (PLD) 1.6 $2.1M 13k 161.50
Adobe Systems Incorporated (ADBE) 1.5 $2.1M 4.6k 455.69
Union Pacific Corporation (UNP) 1.5 $2.1M 7.6k 273.16
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.5 $2.0M 49k 41.75
Goldman Sachs (GS) 1.5 $2.0M 6.2k 330.08
McDonald's Corporation (MCD) 1.4 $1.9M 7.8k 247.22
Honeywell International (HON) 1.3 $1.8M 9.5k 194.48
Johnson Ctls Intl SHS (JCI) 1.3 $1.8M 28k 65.58
Visa Com Cl A (V) 1.3 $1.8M 8.1k 221.76
Home Depot (HD) 1.3 $1.8M 6.0k 299.35
Pepsi (PEP) 1.3 $1.8M 11k 167.36
Nextera Energy (NEE) 1.3 $1.8M 21k 84.71
Abbvie (ABBV) 1.3 $1.8M 11k 162.02
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.3 $1.7M 25k 69.63
Mastercard Incorporated Cl A (MA) 1.3 $1.7M 4.8k 357.44
Chevron Corporation (CVX) 1.3 $1.7M 11k 162.89
Exxon Mobil Corporation (XOM) 1.2 $1.7M 20k 82.62
Wells Fargo & Company (WFC) 1.2 $1.7M 34k 48.46
Pfizer (PFE) 1.2 $1.6M 32k 51.78
Comcast Corp Cl A (CMCSA) 1.1 $1.6M 33k 46.84
Intel Corporation (INTC) 1.1 $1.5M 31k 49.56
Walt Disney Company (DIS) 1.1 $1.5M 11k 137.10
Lockheed Martin Corporation (LMT) 1.1 $1.5M 3.3k 441.64
Cisco Systems (CSCO) 1.1 $1.5M 26k 55.77
Merck & Co (MRK) 1.1 $1.4M 18k 82.03
International Business Machines (IBM) 1.0 $1.3M 10k 130.03
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.2M 16k 78.03
Philip Morris International (PM) 0.9 $1.2M 13k 93.95
Bristol Myers Squibb (BMY) 0.9 $1.2M 16k 73.06
Netflix (NFLX) 0.9 $1.2M 3.1k 374.76
Paypal Holdings (PYPL) 0.8 $1.1M 9.9k 115.65
Advanced Micro Devices (AMD) 0.8 $1.1M 10k 109.40
Citigroup Com New (C) 0.8 $1.1M 21k 53.41
Autodesk (ADSK) 0.8 $1.1M 4.9k 214.36
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.0M 5.1k 205.15
At&t (T) 0.7 $1.0M 43k 23.65
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.7 $994k 13k 74.23
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $982k 8.2k 119.62
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $954k 19k 50.10
Lowe's Companies (LOW) 0.6 $881k 4.4k 202.25
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $821k 15k 55.05
Lam Research Corporation 0.6 $804k 1.5k 538.15
Cigna Corp (CI) 0.6 $795k 3.3k 239.67
Ishares Tr Eafe Value Etf (EFV) 0.6 $776k 15k 50.28
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $771k 17k 44.41
Ishares Core Msci Emkt (IEMG) 0.5 $727k 13k 55.56
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $702k 8.4k 83.85
Align Technology (ALGN) 0.5 $661k 1.5k 435.73
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $657k 6.8k 96.17
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $574k 6.9k 82.89
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $490k 6.1k 79.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $454k 7.7k 59.25
Ishares Tr Core Lt Usdb Etf (ILTB) 0.3 $450k 7.0k 63.97
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.3 $448k 11k 42.59
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $422k 6.7k 62.88
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.3 $411k 8.6k 48.02
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $395k 7.9k 50.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $336k 686.00 489.80
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $310k 3.5k 88.45
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $295k 3.8k 77.53
Ishares Msci Gbl Min Vol (ACWV) 0.2 $292k 2.8k 104.66
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $291k 6.2k 47.10
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $287k 9.7k 29.62
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $285k 8.4k 34.09
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $281k 5.8k 48.87
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $279k 2.8k 100.54
Proshares Tr Pshs Ultruss2000 (UWM) 0.2 $270k 5.8k 46.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $269k 646.00 416.41
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $261k 1.6k 168.39
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $259k 2.5k 105.11
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $248k 2.5k 100.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $213k 4.6k 46.20
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $212k 4.3k 49.49