Peterson Financial Group, Inc. Portfolio Holdings

Peterson Financial Group, Inc.

  • $16.4 Billion
  • Q2 2024

Peterson Financial Group, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $16.4 Billion distributed in 32 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 $2.55B, Ishares Tr Russell 200 Value E with a value of $1.43B, Msci Eafe Growth ETF with a value of $825M, Msci Eafe Value ETF with a value of $766M, and Vanguard Mortg Backed Sec ETF with a value of $694M.

Examining the 13F form we can see an increase of $16.2B in the current position value, from $177M to 16.4B.

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

Portfolio value $16.4 Billion
ETFs: $14.2 Billion
Technology: $1.51 Billion
Industrials: $289 Million
Financial Services: $220 Million
Consumer Defensive: $215 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $16.4 Billion
  • Prior Value $177 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 26 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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