Peterson Financial Group

Peterson Financial Group as of June 30, 2022

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 74 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.5 $8.0M 31k 256.83
Apple (AAPL) 7.3 $7.7M 57k 136.72
Amazon (AMZN) 3.1 $3.3M 31k 106.21
UnitedHealth (UNH) 2.8 $3.0M 5.9k 513.60
Alphabet Cap Stk Cl A (GOOGL) 2.8 $3.0M 1.4k 2179.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $2.5M 9.2k 273.02
Johnson & Johnson (JNJ) 2.2 $2.4M 13k 177.51
Abbott Laboratories (ABT) 2.2 $2.3M 21k 108.65
Procter & Gamble Company (PG) 2.1 $2.2M 15k 143.79
Bank of America Corporation (BAC) 2.1 $2.2M 70k 31.13
Emerson Electric (EMR) 1.9 $2.0M 26k 79.54
McDonald's Corporation (MCD) 1.8 $2.0M 7.9k 246.89
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.8 $2.0M 16k 125.24
Goldman Sachs (GS) 1.8 $1.9M 6.5k 297.03
Pepsi (PEP) 1.7 $1.8M 11k 166.66
Tesla Motors (TSLA) 1.7 $1.8M 2.7k 673.42
Meta Platforms Cl A (META) 1.7 $1.8M 11k 161.25
Adobe Systems Incorporated (ADBE) 1.7 $1.8M 5.0k 366.06
NVIDIA Corporation (NVDA) 1.7 $1.8M 12k 151.60
Home Depot (HD) 1.6 $1.7M 6.3k 274.25
Nextera Energy (NEE) 1.6 $1.7M 22k 77.46
Merck & Co (MRK) 1.6 $1.7M 19k 91.17
Honeywell International (HON) 1.6 $1.7M 9.9k 173.82
Exxon Mobil Corporation (XOM) 1.6 $1.7M 20k 85.64
Pfizer (PFE) 1.6 $1.7M 33k 52.43
Abbvie (ABBV) 1.6 $1.7M 11k 153.16
Union Pacific Corporation (UNP) 1.6 $1.7M 7.9k 213.28
Visa Com Cl A (V) 1.6 $1.7M 8.5k 196.89
Chevron Corporation (CVX) 1.6 $1.6M 11k 144.78
International Business Machines (IBM) 1.5 $1.6M 12k 141.20
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.5 $1.6M 26k 61.78
Prologis (PLD) 1.5 $1.6M 14k 117.65
Mastercard Incorporated Cl A (MA) 1.5 $1.6M 5.0k 315.49
Lockheed Martin Corporation (LMT) 1.4 $1.5M 3.4k 429.91
Johnson Ctls Intl SHS (JCI) 1.3 $1.4M 30k 47.88
Wells Fargo & Company (WFC) 1.3 $1.4M 36k 39.17
Comcast Corp Cl A (CMCSA) 1.3 $1.4M 36k 39.24
Philip Morris International (PM) 1.2 $1.3M 13k 98.74
Bristol Myers Squibb (BMY) 1.2 $1.3M 17k 77.00
Intel Corporation (INTC) 1.2 $1.2M 33k 37.41
Cisco Systems (CSCO) 1.1 $1.2M 27k 42.64
Walt Disney Company (DIS) 1.1 $1.1M 12k 94.40
Citigroup Com New (C) 1.0 $1.0M 22k 45.99
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $981k 21k 47.81
At&t (T) 0.9 $981k 47k 20.96
Autodesk (ADSK) 0.9 $910k 5.3k 171.96
Ishares Tr Rus Mdcp Val Etf (IWS) 0.9 $909k 8.9k 101.57
Cigna Corp (CI) 0.8 $902k 3.4k 263.54
Paypal Holdings (PYPL) 0.8 $846k 12k 69.84
Advanced Micro Devices (AMD) 0.8 $827k 11k 76.47
Ishares Tr Usd Inv Grde Etf (USIG) 0.8 $823k 16k 50.97
Lowe's Companies (LOW) 0.8 $804k 4.6k 174.67
Ishares Tr Eafe Value Etf (EFV) 0.7 $751k 17k 43.40
Ishares Core Msci Emkt (IEMG) 0.7 $734k 15k 49.06
Lam Research Corporation 0.6 $680k 1.6k 426.25
Netflix (NFLX) 0.6 $662k 3.8k 174.87
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $645k 8.0k 80.49
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $437k 7.4k 58.86
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $433k 7.1k 61.16
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $431k 6.3k 68.37
Align Technology (ALGN) 0.4 $407k 1.7k 236.67
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.3 $357k 8.8k 40.80
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.3 $323k 8.9k 36.37
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $253k 612.00 413.16
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $251k 7.7k 32.63
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $245k 5.6k 44.10
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $241k 3.0k 79.23
Ishares Msci Gbl Min Vol (ACWV) 0.2 $234k 2.5k 94.51
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $234k 3.1k 76.07
Coca-Cola Company (KO) 0.2 $229k 3.6k 62.92
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $224k 2.2k 101.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $223k 643.00 346.88
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $221k 2.2k 99.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $214k 5.1k 41.65