Peterson Financial Group, Inc. has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $177 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.2M, Microsoft Corp with a value of $10.5M, Nvidia Corp with a value of $8.37M, Amazon Com Inc with a value of $6.82M, and Alphabet Inc. with a value of $5.74M.

Examining the 13F form we can see an increase of $6.39M in the current position value, from $171M to 177M.

Below you can find more details about Peterson Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $177 Million
Technology: $42.1 Million
Financial Services: $27.9 Million
Consumer Cyclical: $23.6 Million
ETFs: $20.2 Million
Healthcare: $19.8 Million
Communication Services: $16.4 Million
Industrials: $10.6 Million
Consumer Defensive: $5.25 Million
Other: $11.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 65
  • Current Value $177 Million
  • Prior Value $171 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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