Peterson Financial Group, Inc. Purchases in Q3 2024

Peterson Financial Group, Inc.

  • $26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
1.07K
New
$175.1 - $223.38 $187K - $239K
1.07K $237M
JNJ
Johnson & Johnson

Healthcare
1.37K
New
$145.48 - $167.38 $199K - $229K
1.37K $222M
AGOX
Starboard Invt Tr

ETFs
6.79K
New
$26.6 - $29.57 $181K - $201K
6.79K $196M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.32K
New
$28.1 - $29.89 $178K - $189K
6.32K $189M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.75K
New
$98.99 - $101.51 $173K - $177K
1.75K $177M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.81K
New
$56.52 - $63.23 $159K - $178K
2.81K $173M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
318
New
$475.2 - $527.7 $151K - $168K
318 $168M
GS
Goldman Sachs Group Inc

Financial Services
330
New
$459.02 - $510.25 $151K - $168K
330 $163M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.61K
New
$32.36 - $33.78 $149K - $156K
4.61K $155M
UWM
Proshares Ultra Russell 2000

ETFs
3.42K
New
$36.33 - $45.34 $124K - $155K
3.42K $147M
CSCO
Cisco Systems, Inc.

Technology
2.62K
New
$44.74 - $53.22 $117K - $140K
2.62K $140M
VZ
Verizon Communications Inc

Communication Services
3.07K
New
$38.89 - $45.0 $120K - $138K
3.07K $138M
MMM
3 M CO

Industrials
1.01K
New
$99.69 - $139.42 $100K - $140K
1.01K $138M
PG
Procter & Gamble CO

Consumer Defensive
789
New
$160.76 - $177.82 $127K - $140K
789 $137M
Doubleline ETF Trust
2.57K
New
N/A
2.57K $129M
ACWI
Ishares Msci Acwi ETF

ETFs
1.08K
New
$107.24 - $119.84 $116K - $129K
1.08K $129M
DOW
Dow Inc.

Basic Materials
2.17K
New
$50.15 - $55.41 $109K - $120K
2.17K $119M
CASY
Caseys General Stores Inc

Consumer Cyclical
314
New
$354.52 - $391.16 $111K - $123K
314 $118M
AMGN
Amgen Inc

Healthcare
355
New
$309.38 - $337.38 $110K - $120K
355 $114M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.56K
New
$60.84 - $67.51 $94.8K - $105K
1.56K $105M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.38K
New
$27.8 - $29.26 $93.9K - $98.9K
3.38K $98.2M
FTSL
First Trust Senior Ln Fund

ETFs
2.13K
New
$45.51 - $46.26 $96.8K - $98.4K
2.13K $97.6M
GOOGL
Alphabet Inc.

Communication Services
564
New
$148.65 - $191.18 $83.8K - $108K
564 $93.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.1K
New
$28.75 - $29.46 $89.2K - $91.4K
3.1K $91.2M
RDNT
Rad Net, Inc.

Healthcare
1.3K
New
$55.28 - $71.1 $71.8K - $92.4K
1.3K $90.1M
PEP
Pepsico Inc

Consumer Defensive
520
New
$161.9 - $179.3 $84.2K - $93.2K
520 $88.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.06K
New
$75.88 - $83.21 $80.4K - $88.1K
1.06K $88.1M
UNH
Unitedhealth Group Inc

Healthcare
150
New
$488.01 - $604.18 $73.2K - $90.6K
150 $87.7M
AMZN
Amazon Com Inc

Consumer Cyclical
456
New
$161.02 - $200.0 $73.4K - $91.2K
456 $84.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.2K
New
$63.28 - $70.06 $75.7K - $83.8K
1.2K $83.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
263
New
$283.28 - $314.39 $74.5K - $82.7K
263 $82.6M
VEA
Vanguard Ftse Developed Market

ETFs
1.46K
New
$47.6 - $53.31 $69.6K - $78K
1.46K $77.2M
ABBV
Abb Vie Inc.

Healthcare
390
New
$163.84 - $199.33 $63.9K - $77.7K
390 $77M
SPY
Spdr S&P 500 ETF Trust

ETFs
134
New
$517.38 - $573.86 $69.3K - $76.9K
134 $76.7M
VTV
Vanguard Value ETF

ETFs
313
+ 23.95%
$159.75 - $174.57 $50K - $54.6K
1.62K $283M
CSWI
Csw Industrials, Inc.

Industrials
196
New
$263.55 - $370.84 $51.7K - $72.7K
196 $72M
LNT
Alliant Energy Corp

Utilities
1.18K
New
$50.74 - $60.74 $59.7K - $71.5K
1.18K $71.4M
AAPL
Apple Inc.

Technology
37
+ 1.32%
$207.23 - $234.82 $7.67K - $8.69K
2.83K $660M
BLDR
Builders First Source, Inc.

Industrials
364
New
$132.6 - $201.83 $48.3K - $73.5K
364 $70.6M
META
Meta Platforms, Inc.

Communication Services
123
New
$453.41 - $572.44 $55.8K - $70.4K
123 $70.4M
HD
Home Depot, Inc.

Consumer Cyclical
173
New
$333.64 - $405.2 $57.7K - $70.1K
173 $70.1M
XLF
Financial Sector Spdr

ETFs
1.52K
New
$40.84 - $45.74 $62K - $69.4K
1.52K $68.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
119
New
$523.84 - $572.02 $62.3K - $68.1K
119 $68M
MA
Mastercard Inc

Financial Services
137
New
$429.6 - $500.99 $58.9K - $68.6K
137 $67.5M
VV
Vanguard Large Cap ETF

ETFs
249
New
$236.92 - $263.4 $59K - $65.6K
249 $65.6M
WFC
Wells Fargo & Company

Financial Services
1.1K
New
$51.58 - $60.97 $56.6K - $66.9K
1.1K $62M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
881
New
$53.53 - $71.86 $47.2K - $63.3K
881 $61.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
328
New
$162.83 - $179.16 $53.4K - $58.8K
328 $58.7M
MCD
Mcdonalds Corp

Consumer Cyclical
192
New
$245.82 - $304.51 $47.2K - $58.5K
192 $58.4M
Activity Summary
Buys All Purchases 410 New Holdings 398 Increased Positions 12 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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