Peterson Financial Group

Peterson Financial Group as of June 30, 2022

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 90 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) 6.7 $8.3M 32k 256.84
Apple (AAPL) 6.5 $8.0M 59k 136.73
Amazon (AMZN) 2.8 $3.4M 32k 106.18
UnitedHealth (UNH) 2.5 $3.1M 6.1k 513.47
Alphabet Cap Stk Cl A (GOOGL) 2.5 $3.1M 1.4k 2180.21
Ishares Tr Core S&p500 Etf (IVV) 2.4 $3.0M 7.8k 379.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $2.6M 9.5k 273.09
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.1 $2.5M 49k 52.29
Johnson & Johnson (JNJ) 2.0 $2.5M 14k 177.51
Abbott Laboratories (ABT) 1.9 $2.4M 22k 108.63
Procter & Gamble Company (PG) 1.8 $2.3M 16k 143.84
Bank of America Corporation (BAC) 1.8 $2.3M 73k 31.13
Emerson Electric (EMR) 1.7 $2.1M 27k 79.54
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.6 $2.0M 56k 36.83
McDonald's Corporation (MCD) 1.6 $2.0M 8.2k 246.84
Goldman Sachs (GS) 1.6 $2.0M 6.8k 296.94
Tesla Motors (TSLA) 1.5 $1.9M 2.8k 673.72
Pepsi (PEP) 1.5 $1.9M 11k 166.59
Meta Platforms Cl A (META) 1.5 $1.9M 12k 161.22
Adobe Systems Incorporated (ADBE) 1.5 $1.9M 5.1k 366.04
NVIDIA Corporation (NVDA) 1.5 $1.9M 12k 151.53
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.5 $1.9M 15k 125.25
Home Depot (HD) 1.5 $1.8M 6.6k 274.26
Nextera Energy (NEE) 1.4 $1.8M 23k 77.46
Honeywell International (HON) 1.4 $1.8M 10k 173.81
Exxon Mobil Corporation (XOM) 1.4 $1.8M 21k 85.63
Pfizer (PFE) 1.4 $1.8M 34k 52.43
Abbvie (ABBV) 1.4 $1.8M 12k 153.13
Union Pacific Corporation (UNP) 1.4 $1.7M 8.2k 213.27
Visa Com Cl A (V) 1.4 $1.7M 8.8k 196.86
Prologis (PLD) 1.3 $1.7M 14k 117.66
Merck & Co (MRK) 1.3 $1.7M 18k 91.19
Mastercard Incorporated Cl A (MA) 1.3 $1.6M 5.1k 315.46
Chevron Corporation (CVX) 1.3 $1.6M 11k 144.73
International Business Machines (IBM) 1.3 $1.6M 11k 141.18
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.2 $1.5M 25k 61.78
Lockheed Martin Corporation (LMT) 1.2 $1.5M 3.5k 430.15
Johnson Ctls Intl SHS (JCI) 1.2 $1.5M 31k 47.91
Wells Fargo & Company (WFC) 1.2 $1.5M 37k 39.19
Comcast Corp Cl A (CMCSA) 1.2 $1.4M 37k 39.24
Philip Morris International (PM) 1.1 $1.4M 14k 98.70
Bristol Myers Squibb (BMY) 1.1 $1.3M 17k 77.00
Intel Corporation (INTC) 1.0 $1.3M 34k 37.41
Cisco Systems (CSCO) 1.0 $1.2M 28k 42.66
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $1.2M 19k 64.66
Walt Disney Company (DIS) 1.0 $1.2M 13k 94.41
Citigroup Com New (C) 0.9 $1.1M 23k 46.00
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.0M 6.1k 169.44
At&t (T) 0.8 $1.0M 49k 20.96
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $996k 16k 60.94
Autodesk (ADSK) 0.8 $954k 5.5k 171.98
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $939k 20k 47.77
Cigna Corp (CI) 0.8 $938k 3.6k 263.71
Paypal Holdings (PYPL) 0.7 $873k 13k 69.83
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $868k 8.5k 101.66
Advanced Micro Devices (AMD) 0.7 $860k 11k 76.42
Lowe's Companies (LOW) 0.7 $834k 4.8k 174.48
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $794k 20k 38.96
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $773k 15k 50.96
Ishares Tr Eafe Value Etf (EFV) 0.6 $720k 17k 43.39
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $711k 10k 70.42
Lam Research Corporation 0.6 $706k 1.7k 426.33
Ishares Core Msci Emkt (IEMG) 0.6 $701k 14k 49.06
Netflix (NFLX) 0.6 $686k 3.9k 174.91
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $615k 7.6k 80.49
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $473k 6.9k 68.33
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $472k 6.9k 68.36
Align Technology (ALGN) 0.3 $422k 1.8k 236.68
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $413k 8.2k 50.27
Ishares Tr Core Lt Usdb Etf (ILTB) 0.3 $411k 7.4k 55.50
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $411k 7.0k 58.83
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $405k 6.6k 61.12
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.3 $383k 9.4k 40.77
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.3 $323k 8.9k 36.32
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $295k 10k 29.48
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $288k 6.0k 48.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $281k 678.00 414.45
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $275k 6.2k 44.12
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $273k 8.4k 32.66
Ishares Msci Gbl Min Vol (ACWV) 0.2 $263k 2.8k 94.67
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $263k 3.5k 76.08
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $251k 2.5k 101.17
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $247k 2.5k 99.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $229k 2.9k 79.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $228k 5.5k 41.61
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $222k 3.2k 70.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $215k 621.00 346.22
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $211k 1.5k 136.22
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $210k 4.5k 46.38
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $205k 4.1k 50.01