Peterson Financial Group, Inc. Portfolio Holdings

Peterson Financial Group, Inc.

  • $177 Million
  • Q1 2024

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
$3.5T
$11.2 Million 6.32% of portfolio
65,307
Q1 2024 Added 44.98%
$3.17T
$10.5 Million 5.94% of portfolio
25,005
Q1 2024 Reduced 5.73%
$282B
$8.37 Million 4.73% of portfolio
9,266
Q1 2024 Added 12.93%
$1.86T
$6.82 Million 3.85% of portfolio
37,827
Q1 2024 Added 40.36%
$997B
$5.74 Million 3.24% of portfolio
38,046
Q1 2024 Added 45.98%
$569B
$5.12 Million 2.89% of portfolio
12,178
Q1 2024 Added 35.51%
$623B
$5.06 Million 2.85% of portfolio
25,254
Q1 2024 Added 56.14%
$1.05T
$4.72 Million 2.67% of portfolio
9,730
Q1 2024 Added 15.43%
$0
$4.25 Million 2.4% of portfolio
8,085
Q1 2024 Added 0.04%
$0
$3.9 Million 2.2% of portfolio
53,286
Q1 2024 Reduced 0.72%
$15.6B
$3.75 Million 2.12% of portfolio
15,369
Q1 2024 Added 40.1%
$368B
$3.51 Million 1.98% of portfolio
9,155
Q1 2024 Added 47.97%
$238B
$3.46 Million 1.95% of portfolio
5,956
Q1 2024 Added 48.16%
$489B
$3.19 Million 1.8% of portfolio
27,471
Q1 2024 Added 19.39%
$533B
$3.13 Million 1.77% of portfolio
6,334
Q1 2024 Added 54.49%
$84.3B
$3.04 Million 1.72% of portfolio
22,144
Q1 2024 Added 55.69%
$317B
$2.83 Million 1.6% of portfolio
21,465
Q1 2024 Added 13.15%
$263B
$2.8 Million 1.58% of portfolio
9,294
Q1 2024 Added 61.58%
$0
$2.78 Million 1.57% of portfolio
55,423
Q1 2024 Added 1.04%
$694B
$2.79 Million 1.57% of portfolio
15,870
Q1 2024 Added 57.77%
$238B
$2.75 Million 1.55% of portfolio
15,708
Q1 2024 Added 34.74%
$40.7B
$2.75 Million 1.55% of portfolio
18,926
Q1 2024 Added 59.39%
$175B
$2.67 Million 1.51% of portfolio
61,620
Q1 2024 Added 58.89%
$185B
$2.65 Million 1.5% of portfolio
9,415
Q1 2024 Added 18.47%
$424B
$2.63 Million 1.49% of portfolio
9,434
Q1 2024 Added 36.59%
$160B
$2.58 Million 1.46% of portfolio
6,064
Q1 2024 Added 59.66%
$170B
$2.58 Million 1.46% of portfolio
6,186
Q1 2024 Added 46.8%
$72.2B
$2.54 Million 1.43% of portfolio
68,576
Q1 2024 Added 50.46%
$401B
$2.5 Million 1.41% of portfolio
15,438
Q1 2024 Added 30.48%
$113B
$2.47 Million 1.4% of portfolio
19,001
Q1 2024 Added 47.39%
$17.8B
$2.45 Million 1.38% of portfolio
12,302
Q1 2024 Added 59.19%
$420B
$2.44 Million 1.38% of portfolio
15,421
Q1 2024 Added 24.5%
$197B
$2.42 Million 1.37% of portfolio
48,521
Q1 2024 Added 49.81%
$59.9B
$2.39 Million 1.35% of portfolio
27,892
Q1 2024 Added 49.15%
$36.5B
$2.36 Million 1.33% of portfolio
62,719
Q1 2024 Added 13.06%
$327B
$2.26 Million 1.28% of portfolio
12,413
Q1 2024 Added 33.95%
$91.4B
$2.15 Million 1.21% of portfolio
22,847
Q1 2024 Added 50.79%
$130B
$2.12 Million 1.2% of portfolio
20,947
Q1 2024 Added 49.87%
$12.6B
$2.12 Million 1.19% of portfolio
18,442
Q1 2024 Added 49.51%
$36.4B
$2.08 Million 1.17% of portfolio
15,008
Q1 2024 Added 36.09%
$129B
$1.94 Million 1.1% of portfolio
44,000
Q1 2024 Added 42.86%
$309B
$1.93 Million 1.09% of portfolio
12,252
Q1 2024 Reduced 2.22%
$126B
$1.93 Million 1.09% of portfolio
30,497
Q1 2024 Added 46.98%
$136B
$1.86 Million 1.05% of portfolio
9,071
Q1 2024 Added 47.04%
$164B
$1.87 Million 1.05% of portfolio
15,243
Q1 2024 Added 41.62%
$0
$1.77 Million 1.0% of portfolio
21,081
Q1 2024 Added 0.9%
$226B
$1.75 Million 0.99% of portfolio
9,699
Q1 2024 New
$0
$1.63 Million 0.92% of portfolio
18,677
Q1 2024 Added 0.55%
$418B
$1.52 Million 0.86% of portfolio
3,146
Q1 2024 Added 22.08%

Summary

  • 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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