Peterson Financial Group as of March 31, 2022
Portfolio Holdings for Peterson Financial Group
Peterson Financial Group holds 73 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 | $9.6M | 55k | 174.61 | |
Microsoft Corporation (MSFT) | 6.6 | $8.9M | 29k | 308.31 | |
Amazon (AMZN) | 3.5 | $4.7M | 1.4k | 3261.72 | |
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 | 352.95 | |
Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $3.1M | 6.8k | 453.68 | |
NVIDIA Corporation (NVDA) | 2.3 | $3.1M | 11k | 272.89 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.2 | $3.0M | 45k | 66.20 | |
UnitedHealth (UNH) | 2.2 | $3.0M | 5.8k | 510.11 | |
Tesla Motors (TSLA) | 2.1 | $2.9M | 2.7k | 1077.62 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 2.1 | $2.8M | 18k | 158.84 | |
Bank of America Corporation (BAC) | 2.0 | $2.7M | 66k | 41.22 | |
Abbott Laboratories (ABT) | 1.8 | $2.4M | 20k | 118.38 | |
Emerson Electric (EMR) | 1.8 | $2.4M | 24k | 98.08 | |
Johnson & Johnson (JNJ) | 1.7 | $2.3M | 13k | 177.27 | |
Meta Platforms Cl A (META) | 1.7 | $2.3M | 10k | 222.37 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.7 | $2.2M | 54k | 41.75 | |
Procter & Gamble Company (PG) | 1.7 | $2.2M | 15k | 152.76 | |
Prologis (PLD) | 1.6 | $2.1M | 13k | 161.44 | |
Ishares Tr Rus Tp200 Vl Etf (IWX) | 1.6 | $2.1M | 31k | 69.65 | |
Adobe Systems Incorporated (ADBE) | 1.6 | $2.1M | 4.6k | 455.57 | |
Union Pacific Corporation (UNP) | 1.5 | $2.1M | 7.5k | 273.22 | |
Goldman Sachs (GS) | 1.5 | $2.0M | 6.2k | 330.15 | |
McDonald's Corporation (MCD) | 1.4 | $1.9M | 7.8k | 247.26 | |
Honeywell International (HON) | 1.4 | $1.8M | 9.5k | 194.49 | |
Johnson Ctls Intl SHS (JCI) | 1.4 | $1.8M | 28k | 65.59 | |
Chevron Corporation (CVX) | 1.4 | $1.8M | 11k | 162.82 | |
Home Depot (HD) | 1.3 | $1.8M | 6.0k | 299.34 | |
Visa Com Cl A (V) | 1.3 | $1.8M | 8.1k | 221.72 | |
Pepsi (PEP) | 1.3 | $1.8M | 11k | 167.30 | |
Nextera Energy (NEE) | 1.3 | $1.8M | 21k | 84.70 | |
Abbvie (ABBV) | 1.3 | $1.8M | 11k | 162.05 | |
Mastercard Incorporated Cl A (MA) | 1.3 | $1.7M | 4.8k | 357.44 | |
Exxon Mobil Corporation (XOM) | 1.2 | $1.7M | 20k | 82.62 | |
Pfizer (PFE) | 1.2 | $1.6M | 32k | 51.78 | |
Merck & Co (MRK) | 1.2 | $1.6M | 19k | 82.07 | |
Comcast Corp Cl A (CMCSA) | 1.2 | $1.5M | 33k | 46.80 | |
Intel Corporation (INTC) | 1.1 | $1.5M | 31k | 49.55 | |
Walt Disney Company (DIS) | 1.1 | $1.5M | 11k | 137.13 | |
Wells Fargo & Company (WFC) | 1.1 | $1.5M | 31k | 48.44 | |
Lockheed Martin Corporation (LMT) | 1.1 | $1.5M | 3.3k | 441.43 | |
Cisco Systems (CSCO) | 1.1 | $1.5M | 26k | 55.74 | |
International Business Machines (IBM) | 1.1 | $1.4M | 11k | 130.04 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $1.4M | 17k | 78.08 | |
Philip Morris International (PM) | 0.9 | $1.2M | 13k | 93.91 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $1.2M | 10k | 119.59 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $1.2M | 24k | 50.10 | |
Bristol Myers Squibb (BMY) | 0.9 | $1.2M | 16k | 73.01 | |
Netflix (NFLX) | 0.9 | $1.2M | 3.1k | 374.60 | |
Paypal Holdings (PYPL) | 0.8 | $1.1M | 9.9k | 115.68 | |
Advanced Micro Devices (AMD) | 0.8 | $1.1M | 10k | 109.32 | |
Citigroup Com New (C) | 0.8 | $1.1M | 21k | 53.40 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.1M | 5.4k | 205.12 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.8 | $1.1M | 14k | 74.23 | |
Autodesk (ADSK) | 0.8 | $1.1M | 4.9k | 214.47 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.8 | $1.0M | 19k | 55.04 | |
At&t (T) | 0.7 | $1.0M | 42k | 23.64 | |
Ishares Tr Eafe Value Etf (EFV) | 0.7 | $954k | 19k | 50.26 | |
Ishares Core Msci Emkt (IEMG) | 0.7 | $899k | 16k | 55.55 | |
Lowe's Companies (LOW) | 0.7 | $881k | 4.4k | 202.20 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $839k | 19k | 44.43 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $811k | 8.4k | 96.24 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $761k | 9.1k | 83.84 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $627k | 7.6k | 82.86 | |
Lam Research Corporation | 0.5 | $617k | 1.1k | 537.92 | |
Cigna Corp (CI) | 0.5 | $608k | 2.5k | 239.75 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $576k | 9.7k | 59.27 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $543k | 6.8k | 79.97 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $533k | 8.5k | 62.93 | |
Ishares Tr Core Lt Usdb Etf (ILTB) | 0.4 | $520k | 8.1k | 64.03 | |
Align Technology (ALGN) | 0.4 | $513k | 1.2k | 436.22 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $437k | 9.1k | 48.06 | |
First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.2 | $210k | 2.4k | 88.31 |