Peterson Financial Group

Peterson Financial Group as of Dec. 31, 2022

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 144 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
Ishares Tr Core S&p500 Etf (IVV) 4.2 $3.0M 7.7k 384.22
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.9 $2.7M 53k 50.67
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.9 $2.1M 53k 38.89
Microsoft Corporation (MSFT) 2.6 $1.9M 7.7k 239.82
Apple (AAPL) 2.6 $1.8M 14k 129.93
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.3 $1.6M 13k 120.53
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.9 $1.4M 21k 64.97
Ishares Tr Rus Mid Cap Etf (IWR) 1.8 $1.3M 19k 67.45
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 1.7 $1.2M 18k 65.34
Ishares Tr Russell 2000 Etf (IWM) 1.6 $1.1M 6.4k 174.35
Exxon Mobil Corporation (XOM) 1.3 $895k 8.1k 110.30
Ishares Core Msci Emkt (IEMG) 1.2 $868k 19k 46.70
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $830k 18k 45.52
Amazon (AMZN) 1.2 $814k 9.7k 84.00
Wisdomtree Tr Us Midcap Divid (DON) 1.1 $783k 19k 41.14
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.1 $775k 11k 72.24
Exelon Corporation (EXC) 1.1 $769k 18k 43.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $728k 2.4k 308.90
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $713k 6.8k 105.34
Ishares Tr Eafe Value Etf (EFV) 1.0 $705k 15k 45.88
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $681k 8.1k 83.75
Chevron Corporation (CVX) 1.0 $676k 3.8k 179.50
Ishares Tr Usd Inv Grde Etf (USIG) 0.9 $649k 13k 49.11
Johnson & Johnson (JNJ) 0.9 $633k 3.6k 176.63
Merck & Co (MRK) 0.9 $627k 5.7k 110.95
Alphabet Cap Stk Cl A (GOOGL) 0.9 $615k 7.0k 88.23
At&t (T) 0.9 $601k 33k 18.41
Intel Corporation (INTC) 0.8 $547k 21k 26.43
Valero Energy Corporation (VLO) 0.8 $534k 4.2k 126.86
Philip Morris International (PM) 0.7 $525k 5.2k 101.22
JPMorgan Chase & Co. (JPM) 0.7 $525k 3.9k 134.11
UnitedHealth (UNH) 0.7 $523k 987.00 530.24
Mastercard Incorporated Cl A (MA) 0.7 $519k 1.5k 347.62
International Paper Company (IP) 0.7 $518k 15k 34.63
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.7 $514k 7.3k 70.37
Pepsi (PEP) 0.7 $513k 2.8k 180.66
Union Pacific Corporation (UNP) 0.7 $496k 2.4k 207.05
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $489k 6.6k 74.51
Home Depot (HD) 0.7 $466k 1.5k 315.85
Gilead Sciences (GILD) 0.7 $465k 5.4k 85.84
Prudential Financial (PRU) 0.7 $464k 4.7k 99.45
Dow (DOW) 0.7 $463k 9.2k 50.39
Us Bancorp Del Com New (USB) 0.7 $462k 11k 43.61
International Business Machines (IBM) 0.7 $457k 3.2k 140.90
Globe Life (GL) 0.6 $453k 3.8k 120.56
Procter & Gamble Company (PG) 0.6 $433k 2.9k 151.54
Lyondellbasell Industries N Shs - A - (LYB) 0.6 $433k 5.2k 83.04
Broadcom (AVGO) 0.6 $428k 765.00 558.85
Watsco, Incorporated (WSO) 0.6 $421k 1.7k 249.45
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $420k 7.2k 58.48
Oneok (OKE) 0.6 $415k 6.3k 65.70
Agilent Technologies Inc C ommon (A) 0.6 $412k 2.8k 149.65
Omni (OMC) 0.6 $412k 5.0k 81.58
Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $407k 8.1k 50.27
Marathon Petroleum Corp (MPC) 0.6 $405k 3.5k 116.39
Wells Fargo & Company (WFC) 0.6 $403k 9.7k 41.29
Tesla Motors (TSLA) 0.6 $399k 3.2k 123.18
Huntington Bancshares Incorporated (HBAN) 0.6 $390k 28k 14.10
Amgen (AMGN) 0.6 $386k 1.5k 262.72
MetLife (MET) 0.5 $382k 5.3k 72.37
Abbvie (ABBV) 0.5 $381k 2.4k 161.60
Visa Com Cl A (V) 0.5 $381k 1.8k 207.76
Meta Platforms Cl A (META) 0.5 $380k 3.2k 120.34
Cisco Systems (CSCO) 0.5 $375k 7.9k 47.64
NiSource (NI) 0.5 $371k 14k 27.42
NVIDIA Corporation (NVDA) 0.5 $371k 2.5k 146.14
Kimberly-Clark Corporation (KMB) 0.5 $369k 2.7k 135.74
Alliant Energy Corporation (LNT) 0.5 $366k 6.6k 55.21
Oge Energy Corp (OGE) 0.5 $363k 9.2k 39.55
Ishares Tr Core Msci Intl (IDEV) 0.5 $361k 6.4k 55.98
Bank of America Corporation (BAC) 0.5 $357k 11k 33.12
Prologis (PLD) 0.5 $355k 3.2k 112.74
Verizon Communications (VZ) 0.5 $353k 8.9k 39.40
Medtronic SHS (MDT) 0.5 $352k 4.5k 77.72
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $351k 12k 28.89
Walt Disney Company (DIS) 0.5 $347k 4.0k 86.88
Interpublic Group of Companies (IPG) 0.5 $345k 10k 33.31
Emerson Electric (EMR) 0.5 $345k 3.6k 96.07
UGI Corporation (UGI) 0.5 $343k 9.2k 37.07
Public Service Enterprise (PEG) 0.5 $341k 5.6k 61.26
Lauder Estee Cos Cl A (EL) 0.5 $339k 1.4k 248.19
Edison International (EIX) 0.5 $338k 5.3k 63.62
American Electric Power Company (AEP) 0.5 $338k 3.6k 94.95
Nike CL B (NKE) 0.5 $335k 2.9k 117.01
Pfizer (PFE) 0.5 $335k 6.5k 51.24
Franklin Resources (BEN) 0.5 $334k 13k 26.38
Intercontinental Exchange (ICE) 0.5 $334k 3.3k 102.60
Fidelity National Financial Fnf Group Com (FNF) 0.5 $332k 8.8k 37.62
ConAgra Foods (CAG) 0.5 $320k 8.3k 38.70
Entergy Corporation (ETR) 0.5 $319k 2.8k 112.49
Principal Financial (PFG) 0.5 $318k 3.8k 83.92
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.5 $317k 8.2k 38.79
CMS Energy Corporation (CMS) 0.5 $316k 5.0k 63.33
Sonoco Products Company (SON) 0.4 $312k 5.1k 60.71
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $312k 3.7k 83.59
Genuine Parts Company (GPC) 0.4 $310k 1.8k 173.54
Western Union Company (WU) 0.4 $309k 23k 13.77
PPL Corporation (PPL) 0.4 $306k 11k 29.22
Invesco SHS (IVZ) 0.4 $305k 17k 17.99
General Mills (GIS) 0.4 $305k 3.6k 83.86
Hp (HPQ) 0.4 $304k 11k 26.87
Caterpillar (CAT) 0.4 $304k 1.3k 239.54
Citizens Financial (CFG) 0.4 $301k 7.6k 39.37
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $291k 5.0k 57.82
FirstEnergy (FE) 0.4 $291k 6.9k 41.94
Key (KEY) 0.4 $289k 17k 17.42
McDonald's Corporation (MCD) 0.4 $289k 1.1k 263.60
Packaging Corporation of America (PKG) 0.4 $288k 2.3k 127.92
AmerisourceBergen (COR) 0.4 $286k 1.7k 165.69
Wec Energy Group (WEC) 0.4 $283k 3.0k 93.75
Boeing Company (BA) 0.4 $278k 1.5k 190.49
Cigna Corp (CI) 0.4 $276k 833.00 331.44
L3harris Technologies (LHX) 0.4 $275k 1.3k 208.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $272k 615.00 442.54
Lumen Technologies (LUMN) 0.4 $268k 51k 5.22
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $266k 5.3k 50.13
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $266k 8.3k 31.83
ConocoPhillips (COP) 0.4 $263k 2.2k 117.99
Schlumberger Com Stk (SLB) 0.4 $254k 4.8k 53.46
Sempra Energy (SRE) 0.4 $252k 1.6k 154.52
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $249k 5.3k 47.41
Monster Beverage Corp (MNST) 0.4 $248k 2.4k 101.53
Cbre Group Cl A (CBRE) 0.4 $248k 3.2k 76.96
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.4 $247k 3.1k 80.06
Newmont Mining Corporation (NEM) 0.3 $245k 5.2k 47.20
BorgWarner (BWA) 0.3 $242k 6.0k 40.25
Ishares Msci Gbl Min Vol (ACWV) 0.3 $237k 2.5k 95.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $235k 669.00 351.08
Nrg Energy Com New (NRG) 0.3 $235k 7.4k 31.82
TJX Companies (TJX) 0.3 $233k 2.9k 79.59
salesforce (CRM) 0.3 $227k 1.7k 132.59
Raytheon Technologies Corp (RTX) 0.3 $227k 2.3k 100.94
Paypal Holdings (PYPL) 0.3 $225k 3.2k 71.22
Citigroup Com New (C) 0.3 $222k 4.9k 45.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $221k 2.2k 98.66
Eli Lilly & Co. (LLY) 0.3 $220k 600.00 366.06
CenterPoint Energy (CNP) 0.3 $217k 7.2k 29.99
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $217k 4.9k 44.59
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $215k 2.2k 96.96
DTE Energy Company (DTE) 0.3 $212k 1.8k 117.56
Qualcomm (QCOM) 0.3 $209k 1.9k 109.92
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $207k 1.4k 145.90
Quanta Services (PWR) 0.3 $204k 1.4k 142.50
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $204k 2.8k 72.10