Peterson Financial Group

Peterson Financial Group as of Sept. 30, 2022

Portfolio Holdings for Peterson Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.7 $7.9M 57k 138.20
Microsoft Corporation (MSFT) 7.2 $7.4M 32k 232.90
Amazon (AMZN) 3.7 $3.8M 33k 113.00
UnitedHealth (UNH) 3.0 $3.1M 6.2k 505.03
Alphabet Cap Stk Cl A (GOOGL) 2.8 $2.8M 30k 95.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $2.5M 9.5k 267.02
Tesla Motors (TSLA) 2.4 $2.4M 9.1k 265.25
Chevron Corporation (CVX) 2.3 $2.3M 16k 143.67
Johnson & Johnson (JNJ) 2.2 $2.3M 14k 163.36
Bank of America Corporation (BAC) 2.1 $2.2M 72k 30.20
Abbott Laboratories (ABT) 2.1 $2.1M 22k 96.76
Procter & Gamble Company (PG) 1.9 $2.0M 16k 126.25
Emerson Electric (EMR) 1.9 $1.9M 26k 73.22
Exxon Mobil Corporation (XOM) 1.8 $1.9M 21k 87.31
Pepsi (PEP) 1.8 $1.8M 11k 163.26
Wells Fargo & Company (WFC) 1.8 $1.8M 45k 40.22
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.8 $1.8M 15k 119.49
Home Depot (HD) 1.7 $1.8M 6.5k 275.94
Nextera Energy (NEE) 1.7 $1.8M 23k 78.41
Honeywell International (HON) 1.6 $1.7M 9.9k 166.97
NVIDIA Corporation (NVDA) 1.6 $1.7M 14k 121.39
Lockheed Martin Corporation (LMT) 1.6 $1.6M 4.2k 386.32
Abbvie (ABBV) 1.5 $1.6M 12k 134.20
Pfizer (PFE) 1.5 $1.5M 35k 43.76
Johnson Ctls Intl SHS (JCI) 1.5 $1.5M 31k 49.22
Visa Com Cl A (V) 1.4 $1.5M 8.4k 177.66
Goldman Sachs (GS) 1.4 $1.5M 5.0k 293.05
Thermo Fisher Scientific (TMO) 1.4 $1.5M 2.9k 507.19
Prologis (PLD) 1.4 $1.4M 14k 101.60
Mastercard Incorporated Cl A (MA) 1.4 $1.4M 5.0k 284.33
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.4 $1.4M 24k 57.71
Meta Platforms Cl A (META) 1.3 $1.4M 10k 135.68
Costco Wholesale Corporation (COST) 1.3 $1.4M 2.9k 472.28
At&t (T) 1.3 $1.3M 87k 15.34
Adobe Systems Incorporated (ADBE) 1.3 $1.3M 4.8k 275.20
Union Pacific Corporation (UNP) 1.2 $1.3M 6.5k 194.83
Cigna Corp (CI) 1.2 $1.2M 4.4k 277.47
Bristol Myers Squibb (BMY) 1.2 $1.2M 17k 71.09
Lowe's Companies (LOW) 1.2 $1.2M 6.3k 187.80
Cisco Systems (CSCO) 1.1 $1.1M 28k 40.00
Constellation Brands Cl A (STZ) 1.1 $1.1M 4.9k 229.69
Netflix (NFLX) 1.1 $1.1M 4.7k 235.44
Comcast Corp Cl A (CMCSA) 1.1 $1.1M 37k 29.33
International Business Machines (IBM) 1.0 $1.1M 9.0k 118.81
Walt Disney Company (DIS) 1.0 $1.0M 11k 94.33
salesforce (CRM) 0.9 $969k 6.7k 143.84
Autodesk (ADSK) 0.9 $925k 5.0k 186.80
Intel Corporation (INTC) 0.9 $914k 36k 25.77
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $900k 20k 45.09
Advanced Micro Devices (AMD) 0.8 $843k 13k 63.36
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $829k 8.6k 96.05
Ishares Tr Usd Inv Grde Etf (USIG) 0.7 $734k 15k 48.05
Paypal Holdings (PYPL) 0.7 $686k 8.0k 86.07
Ishares Core Msci Emkt (IEMG) 0.6 $656k 15k 42.98
Ishares Tr Eafe Value Etf (EFV) 0.6 $651k 17k 38.53
Lam Research Corporation 0.6 $616k 1.7k 366.10
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $605k 8.3k 72.56
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $444k 9.7k 45.77
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $408k 7.0k 58.31
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $406k 6.1k 66.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $326k 9.0k 36.36
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $325k 4.1k 78.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $320k 5.5k 57.79
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.3 $290k 8.2k 35.54
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $276k 5.8k 47.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $248k 617.00 401.66
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $239k 7.6k 31.32
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $226k 2.3k 98.84
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $224k 3.1k 72.22
Ishares Msci Gbl Min Vol (ACWV) 0.2 $222k 2.5k 88.57
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $218k 5.0k 44.07
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $217k 2.3k 96.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $209k 637.00 328.30
Kyndryl Hldgs Common Stock (KD) 0.2 $200k 24k 8.27