Peterson Financial Group

Peterson Financial Group as of Dec. 31, 2022

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 75 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.6 $5.0M 21k 239.85
Apple (AAPL) 6.5 $4.9M 38k 129.92
UnitedHealth (UNH) 2.8 $2.1M 3.9k 530.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $1.9M 6.3k 308.90
Amazon (AMZN) 2.5 $1.9M 23k 84.01
Chevron Corporation (CVX) 2.5 $1.9M 11k 179.46
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.3 $1.7M 14k 120.53
Alphabet Cap Stk Cl A (GOOGL) 2.2 $1.7M 19k 88.24
Emerson Electric (EMR) 2.1 $1.6M 17k 96.07
Johnson & Johnson (JNJ) 2.1 $1.6M 9.1k 176.67
Abbott Laboratories (ABT) 2.1 $1.6M 15k 109.80
Bank of America Corporation (BAC) 2.0 $1.5M 46k 33.12
Exxon Mobil Corporation (XOM) 2.0 $1.5M 14k 110.27
Procter & Gamble Company (PG) 2.0 $1.5M 10k 151.59
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.9 $1.5M 23k 64.97
Honeywell International (HON) 1.8 $1.3M 6.3k 214.30
Home Depot (HD) 1.7 $1.3M 4.2k 315.99
Lockheed Martin Corporation (LMT) 1.7 $1.3M 2.7k 486.59
Pepsi (PEP) 1.7 $1.3M 7.2k 180.70
NVIDIA Corporation (NVDA) 1.7 $1.3M 8.9k 146.14
Johnson Ctls Intl SHS (JCI) 1.7 $1.3M 20k 64.01
Wells Fargo & Company (WFC) 1.6 $1.2M 30k 41.29
Abbvie (ABBV) 1.6 $1.2M 7.6k 161.63
Nextera Energy (NEE) 1.6 $1.2M 15k 83.61
Pfizer (PFE) 1.5 $1.2M 23k 51.24
Mastercard Incorporated Cl A (MA) 1.5 $1.2M 3.3k 347.76
Visa Com Cl A (V) 1.5 $1.1M 5.3k 207.76
Goldman Sachs (GS) 1.5 $1.1M 3.2k 343.41
At&t (T) 1.4 $1.1M 57k 18.41
Adobe Systems Incorporated (ADBE) 1.4 $1.0M 3.1k 336.56
Prologis (PLD) 1.4 $1.0M 9.2k 112.76
Thermo Fisher Scientific (TMO) 1.4 $1.0M 1.9k 550.87
Cigna Corp (CI) 1.2 $941k 2.8k 331.34
Ishares Core Msci Emkt (IEMG) 1.2 $908k 20k 46.70
Cisco Systems (CSCO) 1.2 $881k 19k 47.64
Union Pacific Corporation (UNP) 1.2 $874k 4.2k 207.11
Netflix (NFLX) 1.1 $868k 2.9k 294.76
International Business Machines (IBM) 1.1 $861k 6.1k 140.89
Comcast Corp Cl A (CMCSA) 1.1 $858k 25k 34.97
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.1 $857k 19k 45.52
Costco Wholesale Corporation (COST) 1.1 $850k 1.9k 456.38
Lowe's Companies (LOW) 1.1 $810k 4.1k 199.32
Meta Platforms Cl A (META) 1.1 $799k 6.6k 120.34
Bristol Myers Squibb (BMY) 1.1 $795k 11k 71.95
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $768k 7.3k 105.34
Ishares Tr Eafe Value Etf (EFV) 1.0 $758k 17k 45.88
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $735k 8.8k 83.76
Tesla Motors (TSLA) 1.0 $734k 6.0k 123.14
Constellation Brands Cl A (STZ) 1.0 $728k 3.1k 231.88
Ishares Tr Usd Inv Grde Etf (USIG) 0.9 $683k 14k 49.11
Intel Corporation (INTC) 0.8 $638k 24k 26.42
Walt Disney Company (DIS) 0.8 $613k 7.1k 86.89
Autodesk (ADSK) 0.8 $590k 3.2k 186.91
salesforce (CRM) 0.8 $581k 4.4k 132.59
Advanced Micro Devices (AMD) 0.7 $555k 8.6k 64.77
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $483k 6.9k 70.37
Lam Research Corporation 0.6 $455k 1.1k 420.44
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $442k 7.5k 58.48
Paypal Holdings (PYPL) 0.5 $360k 5.1k 71.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $336k 4.0k 83.61
Ishares Tr Core Msci Intl (IDEV) 0.4 $330k 5.9k 55.98
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $317k 8.2k 38.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $305k 5.3k 57.82
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $274k 618.00 442.53
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.3 $249k 3.1k 80.06
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $244k 7.7k 31.83
Ishares Msci Gbl Min Vol (ACWV) 0.3 $239k 2.5k 95.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $235k 669.00 351.08
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $226k 2.3k 98.65
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $221k 5.0k 44.59
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $220k 2.3k 96.95
Coca-Cola Company (KO) 0.3 $218k 3.4k 63.61
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $208k 1.4k 145.90
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $206k 2.9k 72.10
Kyndryl Hldgs Common Stock (KD) 0.2 $174k 16k 11.12