Peterson Financial Group

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