Latest Peterson Financial Group, Inc. Stock Portfolio
$177Million
Equity Portfolio Value
Last Reported on: 25 Apr, 2024
About Peterson Financial Group, Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Peterson Financial Group, Inc. reported an equity portfolio of $177.2 Millions as of 31 Mar, 2024.
The top stock holdings of Peterson Financial Group, Inc. are AAPL, MSFT, NVDA. The fund has invested 6.3% of it's portfolio in APPLE INC and 5.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BROADCOM INC (AVGO), DOW INC (DOW) and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in COMERICA INC (CMA), AMERICAN CENTY ETF TR (AEMB) and SPDR SER TR (BIL). Peterson Financial Group, Inc. opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), UBER TECHNOLOGIES INC (UBER) and FIRST TR EXCHANGE-TRADED FD (FCVT). The fund showed a lot of confidence in some stocks as they added substantially to SALESFORCE INC (CRM), S&P GLOBAL INC (SPGI) and AGILENT TECHNOLOGIES INC (A).
The top stock holdings of Peterson Financial Group, Inc. are AAPL, MSFT, NVDA. The fund has invested 6.3% of it's portfolio in APPLE INC and 5.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BROADCOM INC (AVGO), DOW INC (DOW) and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in COMERICA INC (CMA), AMERICAN CENTY ETF TR (AEMB) and SPDR SER TR (BIL). Peterson Financial Group, Inc. opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), UBER TECHNOLOGIES INC (UBER) and FIRST TR EXCHANGE-TRADED FD (FCVT). The fund showed a lot of confidence in some stocks as they added substantially to SALESFORCE INC (CRM), S&P GLOBAL INC (SPGI) and AGILENT TECHNOLOGIES INC (A).
New Buys
| Ticker | $ Bought |
|---|---|
| ADVANCED MICRO DEVICES INC | 1,750,570 |
| UBER TECHNOLOGIES INC | 951,442 |
| FIRST TR EXCHANGE-TRADED FD | 222,939 |
New stocks bought by Peterson Financial Group, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| SALESFORCE INC | 61.58 |
| S&P GLOBAL INC | 59.66 |
| AGILENT TECHNOLOGIES INC | 59.39 |
| HUNT J B TRANS SVCS INC | 59.19 |
| COMCAST CORP NEW | 58.89 |
| TESLA INC | 57.77 |
| JPMORGAN CHASE & CO | 56.14 |
| INTERCONTINENTAL EXCHANGE IN | 55.69 |
Additions to existing portfolio by Peterson Financial Group, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| COMERICA INC | -59.51 |
| AMERICAN CENTY ETF TR | -24.66 |
| SPDR SER TR | -19.74 |
| AT&T INC | -7.26 |
| MICROSOFT CORP | -5.73 |
| FIRST TR EXCHANGE-TRADED FD | -5.46 |
| CHEVRON CORP NEW | -2.22 |
| SPDR SER TR | -0.72 |
Peterson Financial Group, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| KINDER MORGAN INC DEL | -1,332,330 |
| FORD MTR CO DEL | -501,459 |
| NEWELL BRANDS INC | -347,652 |
| KEYCORP | -550,984 |
| DOW INC | -1,988,770 |
| HUNTINGTON BANCSHARES INC | -454,919 |
| NEW YORK CMNTY BANCORP INC | -329,326 |
| INVESCO LTD | -435,917 |
Peterson Financial Group, Inc. got rid off the above stocks
Current Stock Holdings of Peterson Financial Group, Inc.
Last Reported on: 25 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | 1.55 | 18,926 | 2,753,990 | ADDED | 59.39 | |
| AAPL | APPLE INC | 6.32 | 65,307 | 11,198,900 | ADDED | 44.98 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ABBV | ABBVIE INC | 1.28 | 12,413 | 2,260,440 | ADDED | 33.95 | |
| ABC | CENCORA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AEMB | AMERICAN CENTY ETF TR | 0.37 | 6,920 | 648,427 | REDUCED | -24.66 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AFL | AFLAC INC | 1.35 | 27,892 | 2,394,840 | ADDED | 49.15 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 2.40 | 8,085 | 4,250,380 | ADDED | 0.04 | |
| AGG | ISHARES TR | 1.00 | 21,081 | 1,772,770 | ADDED | 0.9 | |
| AGG | ISHARES TR | 0.85 | 7,129 | 1,499,240 | ADDED | 0.83 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGT | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGZD | WISDOMTREE TR | 0.65 | 23,496 | 1,145,900 | ADDED | 2.49 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.99 | 9,699 | 1,750,570 | NEW | ||
| AMZN | AMAZON COM INC | 3.85 | 37,827 | 6,823,280 | ADDED | 40.36 | |
| AOA | ISHARES TR | 0.12 | 4,059 | 207,474 | REDUCED | -0.37 | |
| AOA | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AOA | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AVGO | BROADCOM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.16 | 5,706 | 287,908 | ADDED | 1.73 | |
| BEN | FRANKLIN RESOURCES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIBL | NORTHERN LTS FD TR IV | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 2.20 | 53,286 | 3,897,820 | REDUCED | -0.72 | |
| BIL | SPDR SER TR | 1.57 | 55,423 | 2,776,680 | ADDED | 1.04 | |
| BIL | SPDR SER TR | 0.92 | 18,677 | 1,630,320 | ADDED | 0.55 | |
| BIL | SPDR SER TR | 0.60 | 12,256 | 1,069,060 | ADDED | 1.57 | |
| BIL | SPDR SER TR | 0.16 | 9,867 | 285,354 | REDUCED | -19.74 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BWA | BORGWARNER INC | 0.83 | 42,477 | 1,475,640 | ADDED | 47.53 | |
| C | CITIGROUP INC | 1.09 | 30,497 | 1,928,620 | ADDED | 46.98 | |
| CFG | CITIZENS FINL GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CMA | COMERICA INC | 0.59 | 18,907 | 1,039,730 | REDUCED | -59.51 | |
| CMCSA | COMCAST CORP NEW | 1.51 | 61,620 | 2,671,210 | ADDED | 58.89 | |
| CMS | CMS ENERGY CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CNP | CENTERPOINT ENERGY INC | 0.77 | 47,678 | 1,358,340 | ADDED | 39.89 | |
| CRM | SALESFORCE INC | 1.58 | 9,294 | 2,799,210 | ADDED | 61.58 | |
| CSCO | CISCO SYS INC | 1.37 | 48,521 | 2,421,690 | ADDED | 49.81 | |
| CSX | CSX CORP | 1.43 | 68,576 | 2,542,110 | ADDED | 50.46 | |
| CVX | CHEVRON CORP NEW | 1.09 | 12,252 | 1,932,690 | REDUCED | -2.22 | |
| D | DOMINION ENERGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DIS | DISNEY WALT CO | 1.05 | 15,243 | 1,865,160 | ADDED | 41.62 | |
| DOW | DOW INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DTE | DTE ENERGY CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DWMF | WISDOMTREE TR | 0.17 | 5,945 | 298,959 | ADDED | 0.56 | |
| EDV | VANGUARD WORLD FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EIX | EDISON INTL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EMGF | ISHARES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EMR | EMERSON ELEC CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ETR | ENTERGY CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EXC | EXELON CORP | 1.33 | 62,719 | 2,356,360 | ADDED | 13.06 | |
| F | FORD MTR CO DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 0.14 | 5,107 | 246,378 | REDUCED | -5.46 | |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 0.13 | 4,151 | 222,939 | NEW | ||
| FE | FIRSTENERGY CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FEX | FIRST TR LRGE CP CORE ALPHA | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FITB | FIFTH THIRD BANCORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FNF | FIDELITY NATIONAL FINANCIAL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 3.24 | 38,046 | 5,742,230 | ADDED | 45.98 | |
| GS | GOLDMAN SACHS GROUP INC | 1.46 | 6,186 | 2,583,620 | ADDED | 46.8 | |
| HBAN | HUNTINGTON BANCSHARES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HD | HOME DEPOT INC | 1.98 | 9,155 | 3,511,940 | ADDED | 47.97 | |
| HON | HONEYWELL INTL INC | 1.05 | 9,071 | 1,861,810 | ADDED | 47.04 | |
| HPQ | HP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1.72 | 22,144 | 3,043,280 | ADDED | 55.69 | |
| IEX | IDEX CORP | 2.12 | 15,369 | 3,750,370 | ADDED | 40.1 | |
| INTC | INTEL CORP | 1.10 | 44,000 | 1,943,500 | ADDED | 42.86 | |
| IP | INTERNATIONAL PAPER CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IPG | INTERPUBLIC GROUP COS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IVZ | INVESCO LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JAAA | JANUS DETROIT STR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JBHT | HUNT J B TRANS SVCS INC | 1.38 | 12,302 | 2,451,190 | ADDED | 59.19 | |
| JNJ | JOHNSON & JOHNSON | 1.38 | 15,421 | 2,439,390 | ADDED | 24.5 | |
| JPM | JPMORGAN CHASE & CO | 2.85 | 25,254 | 5,058,390 | ADDED | 56.14 | |
| KEY | KEYCORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| KMB | KIMBERLY-CLARK CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| KMI | KINDER MORGAN INC DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LLY | ELI LILLY & CO | 1.64 | 3,743 | 2,911,610 | REDUCED | -0.43 | |
| LNT | ALLIANT ENERGY CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LYB | LYONDELLBASELL INDUSTRIES N | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MA | MASTERCARD INCORPORATED | 0.86 | 3,146 | 1,514,980 | ADDED | 22.08 | |
| MCD | MCDONALDS CORP | 1.50 | 9,415 | 2,654,740 | ADDED | 18.47 | |
| META | META PLATFORMS INC | 2.67 | 9,730 | 4,724,790 | ADDED | 15.43 | |
| MO | ALTRIA GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MRK | MERCK & CO INC | 1.60 | 21,465 | 2,832,370 | ADDED | 13.15 | |
| MSFT | MICROSOFT CORP | 5.94 | 25,005 | 10,520,300 | REDUCED | -5.73 | |
| NEM | NEWMONT CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NI | NISOURCE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NKE | NIKE INC | 1.21 | 22,847 | 2,147,160 | ADDED | 50.79 | |
| NRG | NRG ENERGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NVDA | NVIDIA CORPORATION | 4.72 | 9,266 | 8,372,580 | ADDED | 12.93 | |
| NWL | NEWELL BRANDS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NYCB | NEW YORK CMNTY BANCORP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OGE | OGE ENERGY CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OKE | ONEOK INC NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OMC | OMNICOM GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PEP | PEPSICO INC | 1.55 | 15,708 | 2,749,190 | ADDED | 34.74 | |
| PFE | PFIZER INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PG | PROCTER AND GAMBLE CO | 1.41 | 15,438 | 2,504,720 | ADDED | 30.48 | |
| PLD | PROLOGIS INC. | 1.40 | 19,001 | 2,474,320 | ADDED | 47.39 | |
| PM | PHILIP MORRIS INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PPL | PPL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PRU | PRUDENTIAL FINL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QQQ | INVESCO QQQ TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QRVO | QORVO INC | 1.20 | 18,442 | 2,117,710 | ADDED | 49.51 | |
| SON | SONOCO PRODS CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPGI | S&P GLOBAL INC | 1.46 | 6,064 | 2,579,860 | ADDED | 59.66 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| T | AT&T INC | 0.80 | 81,071 | 1,426,830 | REDUCED | -7.26 | |
| TFC | TRUIST FINL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TJX | TJX COS INC NEW | 1.20 | 20,947 | 2,124,460 | ADDED | 49.87 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.95 | 5,956 | 3,461,550 | ADDED | 48.16 | |
| TSLA | TESLA INC | 1.57 | 15,870 | 2,789,810 | ADDED | 57.77 | |
| UBER | UBER TECHNOLOGIES INC | 0.54 | 12,358 | 951,442 | NEW | ||
| UNH | UNITEDHEALTH GROUP INC | 1.77 | 6,334 | 3,133,320 | ADDED | 54.49 | |
| USB | US BANCORP DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| V | VISA INC | 1.49 | 9,434 | 2,632,830 | ADDED | 36.59 | |
| VLO | VALERO ENERGY CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WBA | WALGREENS BOOTS ALLIANCE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WEC | WEC ENERGY GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WSO | WATSCO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 1.80 | 27,471 | 3,193,170 | ADDED | 19.39 | |
| YUM | YUM BRANDS INC | 1.17 | 15,008 | 2,080,840 | ADDED | 36.09 | |
| BERKSHIRE HATHAWAY INC DEL | 2.89 | 12,178 | 5,121,000 | ADDED | 35.51 |