Peterson Financial Group, Inc. New Holdings in Q3 2024

Peterson Financial Group, Inc.

  • $26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
Ea Series Trust
797
New
N/A
797 $24.5M
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
XSVN
Bondbloxx ETF Tr 7 Yr Target D
472
New
N/A
472 $23.2M
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
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
IVT
Inven Trust Properties Corp.

Real Estate
489
New
$24.41 - $29.87 $11.9K - $14.6K
489 $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
222
New
$57.32 - $62.65 $12.7K - $13.9K
222 $13.9M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
183
New
$66.56 - $75.11 $12.2K - $13.7K
183 $13.7M
CL
Colgate Palmolive CO

Consumer Defensive
131
New
$95.54 - $108.77 $12.5K - $14.2K
131 $13.6M
TSN
Tyson Foods, Inc.

Consumer Defensive
227
New
$55.91 - $65.87 $12.7K - $15K
227 $13.5M
CSX
Csx Corp

Industrials
389
New
$32.48 - $35.45 $12.6K - $13.8K
389 $13.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
271
New
$44.24 - $49.47 $12K - $13.4K
271 $13.4M
C
Citigroup Inc

Financial Services
209
New
$56.11 - $67.61 $11.7K - $14.1K
209 $13.1M
USB
Us Bancorp \De\

Financial Services
284
New
$39.04 - $47.23 $11.1K - $13.4K
284 $13M
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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