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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.17B
$90.1 Million 0.35% of portfolio
1,299
Q3 2024 New
$5.53B
$72 Million 0.28% of portfolio
196
Q3 2024 New
$6.47B
$61.9 Million 0.24% of portfolio
881
Q3 2024 New
$6.32B
$50.7 Million 0.2% of portfolio
770
Q3 2024 New
$6.74B
$44.6 Million 0.17% of portfolio
409
Q3 2024 New
$2.27B
$44 Million 0.17% of portfolio
241
Q3 2024 New
$9.58B
$32.8 Million 0.13% of portfolio
609
Q3 2024 New
$2.01B
$13.9 Million 0.05% of portfolio
489
Q3 2024 New
$7.31B
$10.6 Million 0.04% of portfolio
102
Q3 2024 New
$4.08B
$8.01 Million 0.03% of portfolio
28
Q3 2024 New
$7.46B
$8.19 Million 0.03% of portfolio
226
Q3 2024 New
$5.5B
$8.61 Million 0.03% of portfolio
84
Q3 2024 New
$8.15B
$5.63 Million 0.02% of portfolio
488
Q3 2024 New
$4.83B
$6.39 Million 0.02% of portfolio
500
Q3 2024 New
$9.79B
$5.01 Million 0.02% of portfolio
6
Q3 2024 New
$7.88B
$5.63 Million 0.02% of portfolio
321
Q3 2024 New
$5.71B
$2.42 Million 0.01% of portfolio
97
Q3 2024 New
$7.2B
$3.67 Million 0.01% of portfolio
184
Q3 2024 New
$8.93B
$2.92 Million 0.01% of portfolio
45
Q3 2024 New
$8.21B
$3.7 Million 0.01% of portfolio
90
Q3 2024 New
$4.82B
$2.89 Million 0.01% of portfolio
53
Q3 2024 New
$7.19B
$3.33 Million 0.01% of portfolio
60
Q3 2024 New
$4.33B
$1.65 Million 0.01% of portfolio
79
Q3 2024 New
$8.26B
$1.01 Million 0.0% of portfolio
112
Q3 2024 New
$6.24B
$218,000 0.0% of portfolio
2
Q3 2024 New
$7.06B
$631,000 0.0% of portfolio
3
Q3 2024 New
$8.01B
$1.16 Million 0.0% of portfolio
19
Q3 2024 New
$2.67B
$846,000 0.0% of portfolio
42
Q3 2024 New
$2.94B
$439,000 0.0% of portfolio
65
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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