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Entity | Shares/Amount Change | Position Value Change |
AMD |
+9,699 | +$1,751 | UBER |
+12,358 | +$951 | KNG |
+4,151 | +$223 |
Entity | Shares/Amount Change | Position Value Change |
AVGO |
-3,662 | -$4,087 | DOW |
-36,265 | -$1,989 | IWY |
-11,330 | -$1,985 | ABC |
-8,678 | -$1,562 | KMI |
-75,529 | -$1,332 | IWX |
-17,618 | -$1,236 | IEMG |
-15,897 | -$804 | VMBS |
-17,212 | -$798 | STX |
-8,627 | -$736 | IWS |
-5,780 | -$672 |
Entity | Shares/Amount Change | Position Value Change |
CSX |
+22,999 | +$962 | CMCSA |
+22,839 | +$970 | AAPL |
+20,263 | +$2,527 | CSCO |
+16,132 | +$786 | BWA |
+13,684 | +$444 | CNP |
+13,595 | +$384 | INTC |
+13,200 | +$396 | GOOGL |
+11,984 | +$2,101 | AMZN |
+10,877 | +$2,728 | C |
+9,748 | +$862 |
Entity | Shares/Amount Change | Position Value Change |
CMA |
-27,794 | -$1,566 | T |
-6,349 | -$40 | SPTS |
-2,427 | -$72 | AVUV |
-2,265 | -$177 | MSFT |
-1,520 | +$546 | SPYG |
-384 | +$406 | LMBS |
-295 | -$15 | CVX |
-278 | +$64 | LLY |
-16 | +$721 |
Size ($ in 1000's)
At 03/31/2024: $177,216 At 12/31/2023: $170,814
Peterson Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peterson Financial Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Peterson Financial Group Inc. to be as follows, presented in the
table below with each row detailing each Peterson Financial Group Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Peterson Financial Group Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Peterson Financial Group Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
APPLE INC |
65,307 |
+20,263 |
$11,199 | AAPL | 65,307 | +20,263 | $11,199 | MICROSOFT CORP |
25,005 |
-1,520 |
$10,520 | MSFT | 25,005 | -1,520 | $10,520 | NVIDIA CORPORATION |
9,266 |
+1,061 |
$8,373 | NVDA | 9,266 | +1,061 | $8,373 | AMAZON COM INC |
37,827 |
+10,877 |
$6,823 | AMZN | 37,827 | +10,877 | $6,823 | ALPHABET INC |
38,046 |
+11,984 |
$5,742 | GOOGL | 38,046 | +11,984 | $5,742 | BERKSHIRE HATHAWAY INC DEL |
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$5,121 | BRK.B | 12,178 | +3,191 | $5,121 | JPMORGAN CHASE & CO |
25,254 |
+9,080 |
$5,058 | JPM | 25,254 | +9,080 | $5,058 | META PLATFORMS INC |
9,730 |
+1,301 |
$4,725 | META | 9,730 | +1,301 | $4,725 | ISHARES TR (IVV) |
8,085 |
+3 |
$4,250 | IVV | 8,085 | +3 | $4,250 | SPDR SER TR (SPYG) |
53,286 |
-384 |
$3,898 | SPYG | 53,286 | -384 | $3,898 | IDEX CORP |
15,369 |
+4,399 |
$3,750 | IEX | 15,369 | +4,399 | $3,750 | HOME DEPOT INC |
9,155 |
+2,968 |
$3,512 | HD | 9,155 | +2,968 | $3,512 | THERMO FISHER SCIENTIFIC INC |
5,956 |
+1,936 |
$3,462 | TMO | 5,956 | +1,936 | $3,462 | EXXON MOBIL CORP |
27,471 |
+4,461 |
$3,193 | XOM | 27,471 | +4,461 | $3,193 | UNITEDHEALTH GROUP INC |
6,334 |
+2,234 |
$3,133 | UNH | 6,334 | +2,234 | $3,133 | INTERCONTINENTAL EXCHANGE IN (ICE) |
22,144 |
+7,921 |
$3,043 | ICE | 22,144 | +7,921 | $3,043 | ELI LILLY & CO |
3,743 |
-16 |
$2,912 | LLY | 3,743 | -16 | $2,912 | MERCK & CO INC |
21,465 |
+2,494 |
$2,832 | MRK | 21,465 | +2,494 | $2,832 | SALESFORCE INC |
9,294 |
+3,542 |
$2,799 | CRM | 9,294 | +3,542 | $2,799 | TESLA INC |
15,870 |
+5,811 |
$2,790 | TSLA | 15,870 | +5,811 | $2,790 | SPDR SER TR (SPYV) |
55,423 |
+568 |
$2,777 | SPYV | 55,423 | +568 | $2,777 | AGILENT TECHNOLOGIES INC |
18,926 |
+7,052 |
$2,754 | A | 18,926 | +7,052 | $2,754 | PEPSICO INC |
15,708 |
+4,050 |
$2,749 | PEP | 15,708 | +4,050 | $2,749 | COMCAST CORP NEW |
61,620 |
+22,839 |
$2,671 | CMCSA | 61,620 | +22,839 | $2,671 | MCDONALDS CORP |
9,415 |
+1,468 |
$2,655 | MCD | 9,415 | +1,468 | $2,655 | VISA INC |
9,434 |
+2,527 |
$2,633 | V | 9,434 | +2,527 | $2,633 | GOLDMAN SACHS GROUP INC |
6,186 |
+1,972 |
$2,584 | GS | 6,186 | +1,972 | $2,584 | S&P GLOBAL INC |
6,064 |
+2,266 |
$2,580 | SPGI | 6,064 | +2,266 | $2,580 | CSX CORP |
68,576 |
+22,999 |
$2,542 | CSX | 68,576 | +22,999 | $2,542 | PROCTER AND GAMBLE CO |
15,438 |
+3,606 |
$2,505 | PG | 15,438 | +3,606 | $2,505 | PROLOGIS INC. |
19,001 |
+6,109 |
$2,474 | PLD | 19,001 | +6,109 | $2,474 | HUNT J B TRANS SVCS INC |
12,302 |
+4,574 |
$2,451 | JBHT | 12,302 | +4,574 | $2,451 | JOHNSON & JOHNSON |
15,421 |
+3,035 |
$2,439 | JNJ | 15,421 | +3,035 | $2,439 | CISCO SYS INC |
48,521 |
+16,132 |
$2,422 | CSCO | 48,521 | +16,132 | $2,422 | AFLAC INC |
27,892 |
+9,191 |
$2,395 | AFL | 27,892 | +9,191 | $2,395 | EXELON CORP |
62,719 |
+7,243 |
$2,356 | EXC | 62,719 | +7,243 | $2,356 | ABBVIE INC |
12,413 |
+3,146 |
$2,260 | ABBV | 12,413 | +3,146 | $2,260 | NIKE INC |
22,847 |
+7,695 |
$2,147 | NKE | 22,847 | +7,695 | $2,147 | TJX COS INC NEW |
20,947 |
+6,970 |
$2,124 | TJX | 20,947 | +6,970 | $2,124 | QORVO INC |
18,442 |
+6,107 |
$2,118 | QRVO | 18,442 | +6,107 | $2,118 | YUM BRANDS INC |
15,008 |
+3,980 |
$2,081 | YUM | 15,008 | +3,980 | $2,081 | INTEL CORP |
44,000 |
+13,200 |
$1,944 | INTC | 44,000 | +13,200 | $1,944 | CHEVRON CORP NEW |
12,252 |
-278 |
$1,933 | CVX | 12,252 | -278 | $1,933 | CITIGROUP INC |
30,497 |
+9,748 |
$1,929 | C | 30,497 | +9,748 | $1,929 | DISNEY WALT CO |
15,243 |
+4,480 |
$1,865 | DIS | 15,243 | +4,480 | $1,865 | HONEYWELL INTL INC |
9,071 |
+2,902 |
$1,862 | HON | 9,071 | +2,902 | $1,862 | ISHARES TR (IWR) |
21,081 |
+189 |
$1,773 | IWR | 21,081 | +189 | $1,773 | ADVANCED MICRO DEVICES INC |
9,699 |
+9,699 |
$1,751 | AMD | 9,699 | +9,699 | $1,751 | SPDR SER TR (MDYG) |
18,677 |
+103 |
$1,630 | MDYG | 18,677 | +103 | $1,630 | MASTERCARD INCORPORATED |
3,146 |
+569 |
$1,515 | MA | 3,146 | +569 | $1,515 | ISHARES TR (IWM) |
7,129 |
+59 |
$1,499 | IWM | 7,129 | +59 | $1,499 | BORGWARNER INC |
42,477 |
+13,684 |
$1,476 | BWA | 42,477 | +13,684 | $1,476 | AT&T INC |
81,071 |
-6,349 |
$1,427 | T | 81,071 | -6,349 | $1,427 | CENTERPOINT ENERGY INC |
47,678 |
+13,595 |
$1,358 | CNP | 47,678 | +13,595 | $1,358 | WISDOMTREE TR |
23,496 |
+570 |
$1,146 | DON | 23,496 | +570 | $1,146 | SPDR SER TR (SLYG) |
12,256 |
+190 |
$1,069 | SLYG | 12,256 | +190 | $1,069 | COMERICA INC |
18,907 |
-27,794 |
$1,040 | CMA | 18,907 | -27,794 | $1,040 | UBER TECHNOLOGIES INC |
12,358 |
+12,358 |
$951 | UBER | 12,358 | +12,358 | $951 | AMERICAN CENTY ETF TR (AVUV) |
6,920 |
-2,265 |
$648 | AVUV | 6,920 | -2,265 | $648 | WISDOMTREE TR |
5,945 |
+33 |
$299 | USFR | 5,945 | +33 | $299 | J P MORGAN EXCHANGE TRADED F (JPST) |
5,706 |
+97 |
$288 | JPST | 5,706 | +97 | $288 | SPDR SER TR (SPTS) |
9,867 |
-2,427 |
$285 | SPTS | 9,867 | -2,427 | $285 | FIRST TR EXCHANGE TRADED FD (LMBS) |
5,107 |
-295 |
$246 | LMBS | 5,107 | -295 | $246 | FIRST TR EXCHANGE TRADED FD (KNG) |
4,151 |
+4,151 |
$223 | KNG | 4,151 | +4,151 | $223 | ISHARES TR (ILTB) |
4,059 |
-15 |
$207 | ILTB | 4,059 | -15 | $207 | CENCORA INC |
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$0 (exited) | ABC | 0 | -8,678 | $0 | ISHARES TR |
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$0 (exited) | ACWI | 0 | -3,219 | $0 | AMERICAN ELEC PWR CO INC |
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$0 (exited) | AEP | 0 | -4,901 | $0 | BROADCOM INC |
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$0 (exited) | AVGO | 0 | -3,662 | $0 | FRANKLIN RESOURCES INC |
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$0 (exited) | BEN | 0 | -15,848 | $0 | CITIZENS FINL GROUP INC |
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$0 (exited) | CFG | 0 | -13,938 | $0 | CMS ENERGY CORP |
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$0 (exited) | CMS | 0 | -7,587 | $0 | DOMINION ENERGY INC |
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$0 (exited) | D | 0 | -9,835 | $0 | DOW INC |
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$0 (exited) | DOW | 0 | -36,265 | $0 | DTE ENERGY CO |
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$0 (exited) | DTE | 0 | -3,571 | $0 | ISHARES TR |
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$0 (exited) | EFG | 0 | -6,417 | $0 | ISHARES TR |
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$0 (exited) | EFV | 0 | -12,442 | $0 | EDISON INTL |
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$0 (exited) | EIX | 0 | -6,795 | $0 | EMERSON ELEC CO |
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$0 (exited) | EMR | 0 | -5,059 | $0 | ENTERGY CORP NEW |
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$0 (exited) | ETR | 0 | -4,575 | $0 | FORD MTR CO DEL |
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$0 (exited) | F | 0 | -41,137 | $0 | FIRSTENERGY CORP |
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$0 (exited) | FE | 0 | -9,205 | $0 | FIRST TR LRGE CP CORE ALPHA |
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$0 (exited) | FEX | 0 | -3,772 | $0 | FIFTH THIRD BANCORP |
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$0 (exited) | FITB | 0 | -15,105 | $0 | FIRST TR EXCHNG TRADED FD VI |
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$0 (exited) | FIXD | 0 | -5,299 | $0 | FIDELITY NATIONAL FINANCIAL |
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$0 (exited) | FNF | 0 | -9,884 | $0 | HUNTINGTON BANCSHARES INC |
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$0 (exited) | HBAN | 0 | -35,764 | $0 | HP INC |
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$0 (exited) | HPQ | 0 | -13,851 | $0 | INTERNATIONAL BUSINESS MACHS |
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$0 (exited) | IBM | 0 | -3,584 | $0 | ISHARES TR |
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$0 (exited) | IDEV | 0 | -4,798 | $0 | ISHARES INC |
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$0 (exited) | IEMG | 0 | -15,897 | $0 | ISHARES TR |
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$0 (exited) | IJH | 0 | -957 | $0 | ISHARES TR |
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$0 (exited) | IOO | 0 | -2,869 | $0 | INTERNATIONAL PAPER CO |
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$0 (exited) | IP | 0 | -17,737 | $0 | INTERPUBLIC GROUP COS INC |
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$0 (exited) | IPG | 0 | -11,930 | $0 | ISHARES TR |
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$0 (exited) | IUSV | 0 | -3,993 | $0 | INVESCO LTD |
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$0 (exited) | IVZ | 0 | -24,435 | $0 | ISHARES TR |
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$0 (exited) | IWP | 0 | -3,850 | $0 | ISHARES TR |
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$0 (exited) | IWS | 0 | -5,780 | $0 | ISHARES TR |
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$0 (exited) | IWX | 0 | -17,618 | $0 | ISHARES TR |
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$0 (exited) | IWY | 0 | -11,330 | $0 | JANUS DETROIT STR TR |
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$0 (exited) | JAAA | 0 | -4,507 | $0 | KEYCORP |
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$0 (exited) | KEY | 0 | -38,263 | $0 | KIMBERLY CLARK CORP |
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$0 (exited) | KMB | 0 | -5,447 | $0 | KINDER MORGAN INC DEL |
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$0 (exited) | KMI | 0 | -75,529 | $0 | ALLIANT ENERGY CORP |
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$0 (exited) | LNT | 0 | -8,933 | $0 | LYONDELLBASELL INDUSTRIES N |
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$0 (exited) | LYB | 0 | -6,737 | $0 | VANGUARD WORLD FD |
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$0 (exited) | MGK | 0 | -1,202 | $0 | ALTRIA GROUP INC |
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$0 (exited) | MO | 0 | -8,986 | $0 | NEWMONT CORP |
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$0 (exited) | NEM | 0 | -6,919 | $0 | NISOURCE INC |
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$0 (exited) | NI | 0 | -20,057 | $0 | NRG ENERGY INC |
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$0 (exited) | NRG | 0 | -11,322 | $0 | NEWELL BRANDS INC |
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$0 (exited) | NWL | 0 | -40,052 | $0 | NEW YORK CMNTY BANCORP INC |
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$0 (exited) | NYCB | 0 | -32,192 | $0 | OGE ENERGY CORP |
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$0 (exited) | OGE | 0 | -10,436 | $0 | ONEOK INC NEW |
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$0 (exited) | OKE | 0 | -7,216 | $0 | OMNICOM GROUP INC |
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$0 (exited) | OMC | 0 | -5,220 | $0 | PUBLIC SVC ENTERPRISE GRP IN |
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$0 (exited) | PEG | 0 | -7,663 | $0 | PFIZER INC |
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$0 (exited) | PFE | 0 | -10,912 | $0 | PRINCIPAL FINANCIAL GROUP IN |
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$0 (exited) | PFG | 0 | -6,007 | $0 | PHILIP MORRIS INTL INC |
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$0 (exited) | PM | 0 | -6,936 | $0 | PPL CORP |
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$0 (exited) | PPL | 0 | -13,840 | $0 | PRUDENTIAL FINL INC |
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$0 (exited) | PRU | 0 | -5,550 | $0 | INVESCO QQQ TR |
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$0 (exited) | QQQ | 0 | -825 | $0 | NORTHERN LTS FD TR IV |
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$0 (exited) | SECT | 0 | -6,829 | $0 | SONOCO PRODS CO |
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$0 (exited) | SON | 0 | -6,470 | $0 | SPDR SER TR |
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$0 (exited) | SPIB | 0 | -7,351 | $0 | SEAGATE TECHNOLOGY HLDNGS PL |
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$0 (exited) | STX | 0 | -8,627 | $0 | TRUIST FINL CORP |
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$0 (exited) | TFC | 0 | -12,617 | $0 | US BANCORP DEL |
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$0 (exited) | USB | 0 | -13,382 | $0 | ISHARES TR |
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$0 (exited) | USIG | 0 | -12,063 | $0 | VANGUARD SCOTTSDALE FDS |
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$0 (exited) | VGIT | 0 | -6,375 | $0 | VANGUARD SCOTTSDALE FDS |
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$0 (exited) | VGSH | 0 | -5,639 | $0 | VALERO ENERGY CORP |
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$0 (exited) | VLO | 0 | -2,967 | $0 | VANGUARD SCOTTSDALE FDS |
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$0 (exited) | VMBS | 0 | -17,212 | $0 | VANGUARD INDEX FDS |
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$0 (exited) | VTI | 0 | -968 | $0 | VANGUARD SCOTTSDALE FDS |
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$0 (exited) | VTWO | 0 | -4,892 | $0 | VERIZON COMMUNICATIONS INC |
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$0 (exited) | VZ | 0 | -16,978 | $0 | WALGREENS BOOTS ALLIANCE INC |
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$0 (exited) | WBA | 0 | -17,955 | $0 | WEC ENERGY GROUP INC |
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$0 (exited) | WEC | 0 | -3,988 | $0 | WATSCO INC |
0 |
-1,403 |
$0 (exited) | WSO | 0 | -1,403 | $0 |
See Summary: Peterson Financial Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Peterson Financial Group Inc.
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