Peterson Financial Group, Inc. Portfolio Holdings

Peterson Financial Group, Inc.

  • $26 Billion
  • Q3 2024

Peterson Financial Group, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $26 Billion distributed in 430 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $2.37B, Ishares Tr Russell 200 Value E with a value of $1.43B, Msci Eafe Growth ETF with a value of $805M, Msci Eafe Value ETF with a value of $784M, and Ishares Russell Midcap Value E with a value of $664M.

Examining the 13F form we can see an increase of $9.58B in the current position value, from $16.4B to 26B.

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

Portfolio value $26 Billion
ETFs: $17.7 Billion
Technology: $2.27 Billion
Financial Services: $1.12 Billion
Industrials: $1.02 Billion
Healthcare: $878 Million
Consumer Defensive: $772 Million
Consumer Cyclical: $571 Million
Communication Services: $411 Million
Other: $831 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.37 Billion 9.12% of portfolio
10,765
Q3 2024 Reduced 9.53%
$0
$1.43 Billion 5.49% of portfolio
17,565
Q3 2024 Reduced 8.35%
$0
$805 Million 3.1% of portfolio
7,479
Q3 2024 Reduced 7.21%
$0
$784 Million 3.02% of portfolio
13,621
Q3 2024 Reduced 5.64%
$0
$664 Million 2.55% of portfolio
5,017
Q3 2024 Reduced 10.28%
$0
$664 Million 2.55% of portfolio
14,057
Q3 2024 Reduced 8.05%
$0
$651 Million 2.5% of portfolio
11,332
Q3 2024 Reduced 7.59%
$0
$622 Million 2.39% of portfolio
11,829
Q3 2024 Reduced 8.01%
$0
$460 Million 1.77% of portfolio
9,041
Q3 2024 Added 1.72%
$0
$447 Million 1.72% of portfolio
9,569
Q3 2024 Added 1.39%
$0
$414 Million 1.59% of portfolio
6,846
Q3 2024 Reduced 9.32%
$0
$411 Million 1.58% of portfolio
3,504
Q3 2024 Reduced 14.62%
$0
$363 Million 1.4% of portfolio
6,143
Q3 2024 Reduced 10.36%
$0
$363 Million 1.4% of portfolio
6,743
Q1 2024 Reduced 1.26%
$0
$360 Million 1.39% of portfolio
3,714
Q3 2024 Added 0.27%
$0
$352 Million 1.36% of portfolio
3,689
Q3 2024 Added 0.3%
$0
$317 Million 1.22% of portfolio
4,477
Q3 2024 Reduced 3.76%
$0
$307 Million 1.18% of portfolio
3,096
Q3 2024 Added 0.75%
$0
$289 Million 1.11% of portfolio
3,029
Q3 2024 Added 2.5%
$0
$285 Million 1.1% of portfolio
3,432
Q3 2024 Reduced 0.09%
$0
$282 Million 1.09% of portfolio
5,618
Q3 2024 Added 2.24%
$0
$283 Million 1.09% of portfolio
1,620
Q3 2024 Added 23.95%
$0
$272 Million 1.05% of portfolio
962
Q3 2024 Reduced 1.03%
$86.2B
$273 Million 1.05% of portfolio
1,122
Q3 2024 Reduced 3.36%
$0
$271 Million 1.04% of portfolio
3,031
Q3 2024 Reduced 10.17%
$0
$196 Million 0.75% of portfolio
6,786
Q3 2024 New
$0
$189 Million 0.73% of portfolio
6,322
Q3 2024 New
$0
$177 Million 0.68% of portfolio
1,745
Q3 2024 New
$0
$173 Million 0.67% of portfolio
2,809
Q3 2024 New
$0
$168 Million 0.65% of portfolio
318
Q3 2024 New
$0
$155 Million 0.6% of portfolio
4,610
Q3 2024 New
$0
$147 Million 0.57% of portfolio
3,421
Q3 2024 New
$0
$129 Million 0.5% of portfolio
1,080
Q3 2024 New
$0
$105 Million 0.41% of portfolio
1,559
Q3 2024 New
$0
$98.2 Million 0.38% of portfolio
3,379
Q3 2024 New
$0
$97.6 Million 0.38% of portfolio
2,128
Q3 2024 New
$0
$91.2 Million 0.35% of portfolio
3,102
Q3 2024 New
$0
$88.1 Million 0.34% of portfolio
1,059
Q3 2024 New
$0
$82.6 Million 0.32% of portfolio
263
Q3 2024 New
$0
$83.8 Million 0.32% of portfolio
1,196
Q3 2024 New
$0
$77.2 Million 0.3% of portfolio
1,463
Q3 2024 New
$0
$76.7 Million 0.3% of portfolio
134
Q3 2024 New
$0
$68 Million 0.26% of portfolio
119
Q3 2024 New
$0
$68.8 Million 0.26% of portfolio
1,517
Q3 2024 New
$0
$65.6 Million 0.25% of portfolio
249
Q3 2024 New
$0
$58.7 Million 0.23% of portfolio
328
Q3 2024 New
$0
$56.3 Million 0.22% of portfolio
1,826
Q3 2024 New
$0
$53.7 Million 0.21% of portfolio
349
Q3 2024 New
$0
$48.7 Million 0.19% of portfolio
1,918
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 430
  • Current Value $26 Billion
  • Prior Value $16.4 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 398 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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