Peterson Financial Group

Peterson Financial Group as of Sept. 30, 2022

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 87 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) 6.8 $8.1M 59k 138.20
Microsoft Corporation (MSFT) 6.3 $7.6M 32k 232.91
Amazon (AMZN) 3.3 $3.9M 35k 112.99
UnitedHealth (UNH) 2.7 $3.2M 6.3k 505.07
Ishares Tr Core S&p500 Etf (IVV) 2.5 $3.0M 8.3k 358.71
Alphabet Cap Stk Cl A (GOOGL) 2.4 $2.9M 30k 95.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.4 $2.8M 56k 50.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $2.6M 9.7k 267.10
Tesla Motors (TSLA) 2.1 $2.5M 9.3k 265.30
Johnson & Johnson (JNJ) 1.9 $2.3M 14k 163.36
Chevron Corporation (CVX) 1.9 $2.3M 16k 143.70
Bank of America Corporation (BAC) 1.9 $2.2M 74k 30.21
Abbott Laboratories (ABT) 1.8 $2.2M 23k 96.78
Procter & Gamble Company (PG) 1.7 $2.0M 16k 126.27
Emerson Electric (EMR) 1.7 $2.0M 27k 73.25
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.6 $1.9M 56k 34.48
Exxon Mobil Corporation (XOM) 1.6 $1.9M 22k 87.30
Pepsi (PEP) 1.6 $1.9M 12k 163.20
Home Depot (HD) 1.5 $1.8M 6.7k 276.00
Wells Fargo & Company (WFC) 1.5 $1.8M 46k 40.20
Nextera Energy (NEE) 1.5 $1.8M 23k 78.39
Honeywell International (HON) 1.4 $1.7M 10k 166.98
NVIDIA Corporation (NVDA) 1.4 $1.7M 14k 121.41
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.4 $1.7M 14k 119.50
Lockheed Martin Corporation (LMT) 1.4 $1.7M 4.3k 386.41
Abbvie (ABBV) 1.4 $1.6M 12k 134.23
Pfizer (PFE) 1.3 $1.6M 36k 43.75
Johnson Ctls Intl SHS (JCI) 1.3 $1.6M 32k 49.22
Visa Com Cl A (V) 1.3 $1.5M 8.6k 177.71
Goldman Sachs (GS) 1.3 $1.5M 5.1k 292.96
Prologis (PLD) 1.2 $1.5M 15k 101.61
Thermo Fisher Scientific (TMO) 1.2 $1.5M 2.9k 507.02
Mastercard Incorporated Cl A (MA) 1.2 $1.5M 5.1k 284.43
Meta Platforms Cl A (META) 1.2 $1.4M 10k 135.66
Costco Wholesale Corporation (COST) 1.2 $1.4M 2.9k 472.43
At&t (T) 1.2 $1.4M 90k 15.34
Adobe Systems Incorporated (ADBE) 1.1 $1.3M 4.9k 275.33
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.1 $1.3M 23k 57.70
Union Pacific Corporation (UNP) 1.1 $1.3M 6.6k 194.92
Cigna Corp (CI) 1.1 $1.3M 4.6k 277.62
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.3M 20k 62.17
Bristol Myers Squibb (BMY) 1.0 $1.2M 17k 71.08
Lowe's Companies (LOW) 1.0 $1.2M 6.5k 187.74
Cisco Systems (CSCO) 1.0 $1.2M 29k 39.99
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 1.0 $1.1M 19k 60.36
Constellation Brands Cl A (STZ) 1.0 $1.1M 5.0k 229.67
Netflix (NFLX) 1.0 $1.1M 4.8k 235.34
Comcast Corp Cl A (CMCSA) 0.9 $1.1M 38k 29.34
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.1M 6.7k 164.83
Walt Disney Company (DIS) 0.9 $1.1M 11k 94.35
International Business Machines (IBM) 0.9 $1.0M 8.6k 118.77
salesforce (CRM) 0.8 $992k 6.9k 143.87
Autodesk (ADSK) 0.8 $957k 5.1k 186.73
Intel Corporation (INTC) 0.8 $946k 37k 25.76
Advanced Micro Devices (AMD) 0.7 $863k 14k 63.42
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $859k 19k 45.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $783k 8.1k 96.13
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $772k 11k 68.16
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $769k 20k 37.70
Paypal Holdings (PYPL) 0.6 $704k 8.2k 86.03
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $687k 14k 48.11
Lam Research Corporation 0.5 $631k 1.7k 366.65
Ishares Core Msci Emkt (IEMG) 0.5 $617k 14k 42.93
Ishares Tr Eafe Value Etf (EFV) 0.5 $616k 16k 38.52
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $564k 7.8k 72.51
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $457k 6.9k 66.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $444k 9.7k 45.73
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $442k 6.6k 66.59
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $414k 8.2k 50.29
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $380k 6.5k 58.24
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $355k 12k 28.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $350k 9.6k 36.37
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $307k 3.9k 78.42
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $300k 5.2k 57.87
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $290k 8.2k 35.55
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $276k 5.8k 47.67
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $269k 5.4k 50.13
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $261k 8.3k 31.42
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $247k 5.2k 47.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $247k 613.00 402.94
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $222k 3.1k 72.24
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $221k 2.2k 98.97
Ishares Msci Gbl Min Vol (ACWV) 0.2 $220k 2.5k 88.60
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $214k 4.8k 44.22
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $212k 2.2k 95.97
Kyndryl Hldgs Common Stock (KD) 0.2 $205k 25k 8.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $201k 612.00 328.43