Peterson Financial Group as of March 31, 2024
Portfolio Holdings for Peterson Financial Group
Peterson Financial Group holds 65 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $11M | 65k | 171.48 | |
| Microsoft Corporation (MSFT) | 5.9 | $11M | 25k | 420.73 | |
| NVIDIA Corporation (NVDA) | 4.7 | $8.4M | 9.3k | 903.58 | |
| Amazon (AMZN) | 3.9 | $6.8M | 38k | 180.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $5.7M | 38k | 150.93 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $5.1M | 12k | 420.51 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $5.1M | 25k | 200.30 | |
| Meta Platforms Cl A (META) | 2.7 | $4.7M | 9.7k | 485.59 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $4.3M | 8.1k | 525.71 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.2 | $3.9M | 53k | 73.15 | |
| IDEX Corporation (IEX) | 2.1 | $3.8M | 15k | 244.02 | |
| Home Depot (HD) | 2.0 | $3.5M | 9.2k | 383.61 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $3.5M | 6.0k | 581.19 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $3.2M | 28k | 116.24 | |
| UnitedHealth (UNH) | 1.8 | $3.1M | 6.3k | 494.68 | |
| Intercontinental Exchange (ICE) | 1.7 | $3.0M | 22k | 137.43 | |
| Eli Lilly & Co. (LLY) | 1.6 | $2.9M | 3.7k | 777.88 | |
| Merck & Co (MRK) | 1.6 | $2.8M | 22k | 131.95 | |
| salesforce (CRM) | 1.6 | $2.8M | 9.3k | 301.18 | |
| Tesla Motors (TSLA) | 1.6 | $2.8M | 16k | 175.79 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.6 | $2.8M | 55k | 50.10 | |
| Agilent Technologies Inc C ommon (A) | 1.6 | $2.8M | 19k | 145.51 | |
| Pepsi (PEP) | 1.6 | $2.7M | 16k | 175.02 | |
| Comcast Corp Cl A (CMCSA) | 1.5 | $2.7M | 62k | 43.35 | |
| McDonald's Corporation (MCD) | 1.5 | $2.7M | 9.4k | 281.97 | |
| Visa Com Cl A (V) | 1.5 | $2.6M | 9.4k | 279.08 | |
| Goldman Sachs (GS) | 1.5 | $2.6M | 6.2k | 417.66 | |
| S&p Global (SPGI) | 1.5 | $2.6M | 6.1k | 425.44 | |
| CSX Corporation (CSX) | 1.4 | $2.5M | 69k | 37.07 | |
| Procter & Gamble Company (PG) | 1.4 | $2.5M | 15k | 162.24 | |
| Prologis (PLD) | 1.4 | $2.5M | 19k | 130.22 | |
| J.B. Hunt Transport Services (JBHT) | 1.4 | $2.5M | 12k | 199.25 | |
| Johnson & Johnson (JNJ) | 1.4 | $2.4M | 15k | 158.19 | |
| Cisco Systems (CSCO) | 1.4 | $2.4M | 49k | 49.91 | |
| AFLAC Incorporated (AFL) | 1.4 | $2.4M | 28k | 85.86 | |
| Exelon Corporation (EXC) | 1.3 | $2.4M | 63k | 37.57 | |
| Abbvie (ABBV) | 1.3 | $2.3M | 12k | 182.10 | |
| Nike CL B (NKE) | 1.2 | $2.1M | 23k | 93.98 | |
| TJX Companies (TJX) | 1.2 | $2.1M | 21k | 101.42 | |
| Qorvo (QRVO) | 1.2 | $2.1M | 18k | 114.83 | |
| Yum! Brands (YUM) | 1.2 | $2.1M | 15k | 138.65 | |
| Intel Corporation (INTC) | 1.1 | $1.9M | 44k | 44.17 | |
| Chevron Corporation (CVX) | 1.1 | $1.9M | 12k | 157.75 | |
| Citigroup Com New (C) | 1.1 | $1.9M | 31k | 63.24 | |
| Walt Disney Company (DIS) | 1.1 | $1.9M | 15k | 122.36 | |
| Honeywell International (HON) | 1.1 | $1.9M | 9.1k | 205.25 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $1.8M | 21k | 84.09 | |
| Advanced Micro Devices (AMD) | 1.0 | $1.8M | 9.7k | 180.49 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.9 | $1.6M | 19k | 87.29 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.5M | 3.1k | 481.56 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.5M | 7.1k | 210.30 | |
| BorgWarner (BWA) | 0.8 | $1.5M | 43k | 34.74 | |
| At&t (T) | 0.8 | $1.4M | 81k | 17.60 | |
| CenterPoint Energy (CNP) | 0.8 | $1.4M | 48k | 28.49 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $1.1M | 24k | 48.77 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $1.1M | 12k | 87.23 | |
| Comerica Incorporated (CMA) | 0.6 | $1.0M | 19k | 54.99 | |
| Uber Technologies (UBER) | 0.5 | $951k | 12k | 76.99 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $648k | 6.9k | 93.70 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $299k | 5.9k | 50.29 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $288k | 5.7k | 50.46 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $285k | 9.9k | 28.92 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $246k | 5.1k | 48.24 | |
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $223k | 4.2k | 53.71 | |
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $208k | 4.1k | 51.11 |
