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
VIG
Vanguard Dividend Appreciation

ETFs
145
New
$182.15 - $182.15 $26.4K - $26.4K
145 $28.7M
GE
General Electric CO

Industrials
150
New
$156.66 - $189.66 $23.5K - $28.4K
150 $28.3M
VLO
Valero Energy Corp

Energy
208
New
$132.81 - $163.48 $27.6K - $34K
208 $28.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11
+ 0.3%
$87.56 - $95.49 $963 - $1.05K
3.69K $352M
ADM
Archer Daniels Midland CO

Consumer Defensive
466
New
$57.96 - $65.72 $27K - $30.6K
466 $27.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
44
New
$531.86 - $624.21 $23.4K - $27.5K
44 $27.2M
LLY
Eli Lilly & CO

Healthcare
30
New
$772.14 - $960.02 $23.2K - $28.8K
30 $26.7M
HIGH
Simplify Exchange Traded Fds E
1.14K
New
N/A
1.14K $26.6M
V
Visa Inc.

Financial Services
96
New
$253.74 - $291.56 $24.4K - $28K
96 $26.4M
WMT
Walmart Inc.

Consumer Defensive
324
New
$66.91 - $81.4 $21.7K - $26.4K
324 $26.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
666
New
$32.65 - $36.69 $21.7K - $24.4K
666 $24.2M
Victory Portfolios Ii
723
New
N/A
723 $24.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
498
New
$41.9 - $48.26 $20.9K - $24K
498 $23.8M
CTA
Simplify Exch Traded Fds Simpl

ETFs
909
New
$25.73 - $27.07 $23.4K - $24.6K
909 $23.6M
TRMB
Trimble Inc.

Technology
375
New
$49.82 - $62.06 $18.7K - $23.3K
375 $23.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
131
+ 1.39%
$44.65 - $47.21 $5.85K - $6.18K
9.57K $447M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
472
New
N/A
472 $23.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
93
New
$218.05 - $243.47 $20.3K - $22.6K
93 $22.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
102
New
$210.25 - $231.86 $21.4K - $23.6K
102 $22.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
421
New
$51.58 - $53.79 $21.7K - $22.6K
421 $22.6M
EXC
Exelon Corp

Utilities
555
New
$34.24 - $40.55 $19K - $22.5K
555 $22.5M
PLD
Prologis, Inc.

Real Estate
168
New
$111.95 - $132.43 $18.8K - $22.2K
168 $21.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
108
New
$173.36 - $189.8 $18.7K - $20.5K
108 $20.6M
CRM
Salesforce, Inc.

Technology
75
New
$238.42 - $276.53 $17.9K - $20.7K
75 $20.5M
CMCSA
Comcast Corp

Communication Services
486
New
$37.33 - $41.78 $18.1K - $20.3K
486 $20.3M
HON
Honeywell International Inc

Industrials
97
New
$196.73 - $220.21 $19.1K - $21.4K
97 $20.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
53
New
$332.02 - $382.76 $17.6K - $20.3K
53 $20M
ICE
Intercontinental Exchange, Inc.

Financial Services
123
New
$136.93 - $162.81 $16.8K - $20K
123 $19.8M
IEX
Idex Corp

Industrials
91
New
$190.56 - $214.98 $17.3K - $19.6K
91 $19.4M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
215
New
$82.41 - $92.06 $17.7K - $19.8K
215 $19.4M
PM
Philip Morris International Inc.

Consumer Defensive
154
New
$101.25 - $127.45 $15.6K - $19.6K
154 $18.7M
AVLV
American Centy ETF Tr Avantis
279
New
$60.05 - $65.83 $16.8K - $18.4K
279 $18.4M
LOW
Lowes Companies Inc

Consumer Cyclical
68
New
$213.3 - $270.78 $14.5K - $18.4K
68 $18.3M
Linde PLC
38
New
N/A
38 $18.2M
ABC
Amerisourcebergen Corp

Healthcare
81
New
N/A
81 $18.2M
BMY
Bristol Myers Squibb CO

Healthcare
348
New
$39.66 - $51.75 $13.8K - $18K
348 $18M
NKE
Nike, Inc.

Consumer Cyclical
202
New
$71.09 - $89.44 $14.4K - $18.1K
202 $17.9M
IWM
Ishares Russell 2000 ETF

ETFs
80
New
$200.87 - $224.6 $16.1K - $18K
80 $17.7M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
343
New
$47.95 - $49.61 $16.4K - $17K
343 $16.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
448
New
$33.74 - $37.96 $15.1K - $17K
448 $16.8M
SPGI
S&P Global Inc.

Financial Services
32
New
$446.32 - $527.38 $14.3K - $16.9K
32 $16.6M
PSX
Phillips 66

Energy
125
New
$125.0 - $147.17 $15.6K - $18.4K
125 $16.4M
TJX
Tjx Companies Inc

Consumer Cyclical
138
New
$107.93 - $120.23 $14.9K - $16.6K
138 $16.2M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
74
+ 2.5%
$92.1 - $95.52 $6.82K - $7.07K
3.03K $289M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
166
New
$83.76 - $91.82 $13.9K - $15.2K
166 $15.1M
VHT
Vanguard Health Care ETF

ETFs
51
New
$261.88 - $288.1 $13.4K - $14.7K
51 $14.5M
BUYW
Northern Lts Fd Tr Iv Main Buy
1.02K
New
N/A
1.02K $14.2M
NFLX
Netflix Inc

Communication Services
20
New
$598.55 - $722.26 $12K - $14.4K
20 $14.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
145
New
$84.77 - $97.13 $12.3K - $14.1K
145 $13.9M
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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