Peterson Financial Group, Inc. Portfolio Holdings by Sector

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IWY IWX EFG EFV VMBS IWS IEMG USIG 153 stocks	$17.4 Million 68.12% of portfolio	136	16	128	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE VRSN GDDY DOX 5 stocks	$664,380 2.6% of portfolio	4	1	4	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$660,248 2.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ AMGN ABBV MRK LLY BMY GILD PFE 8 stocks	$515,955 2.02% of portfolio	8	-	8	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO ADI MCHP QCOM QRVO AMD INTC 10 stocks	$400,375 1.57% of portfolio	9	1	9	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$332,717 1.3% of portfolio	2	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT CNHI 3 stocks	$329,516 1.29% of portfolio	3	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$272,343 1.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$254,390 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN KD CTSH CDW FISV 6 stocks	$250,816 0.98% of portfolio	6	-	6	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS RJF SCHW PIPR 4 stocks	$243,028 0.95% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CSWI EMR SXI GE IEX CMI 6 stocks	$223,242 0.87% of portfolio	6	-	6	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG ELF CL KMB UL EL 6 stocks	$209,916 0.82% of portfolio	6	-	6	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA BCE VOD 5 stocks	$205,238 0.8% of portfolio	5	-	5	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SU 3 stocks	$203,774 0.8% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities LNT EXC AEP IDA SO NEE CNP PEG 19 stocks	$186,419 0.73% of portfolio	19	-	19	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$167,307 0.66% of portfolio	3	-	3	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$157,798 0.62% of portfolio	2	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV CVS CI CNC 5 stocks	$150,827 0.59% of portfolio	5	-	5	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC JPM C BAC CM 5 stocks	$143,909 0.56% of portfolio	5	-	5	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO UI HPE 3 stocks	$143,308 0.56% of portfolio	3	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare RDNT TMO A IQV 4 stocks	$126,445 0.5% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY GPC 2 stocks	$123,169 0.48% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V DFS COF PYPL 5 stocks	$121,154 0.47% of portfolio	5	-	5	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$118,596 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services AMP PFG ETW IVZ CRBG BEN TROW 7 stocks	$101,952 0.4% of portfolio	7	-	7	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL MET PRU UNM 4 stocks	$96,108 0.38% of portfolio	4	-	4	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$88,435 0.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN ETSY 2 stocks	$88,243 0.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR JCI TT 3 stocks	$85,174 0.33% of portfolio	3	-	3	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ ICE SPGI 3 stocks	$78,720 0.31% of portfolio	3	-	3	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM 2 stocks	$70,394 0.28% of portfolio	2	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM BTI 3 stocks	$65,411 0.26% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC LRCX AMAT 3 stocks	$64,811 0.25% of portfolio	3	-	3	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical TMHC 1 stocks	$61,899 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials FMC CTVA 2 stocks	$55,744 0.22% of portfolio	2	-	2	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$55,679 0.22% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate CUBE PLD 2 stocks	$53,979 0.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$51,504 0.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO PSX MPC 3 stocks	$50,296 0.2% of portfolio	3	-	3	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$45,487 0.18% of portfolio	2	-	2	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL IP PKG SON 4 stocks	$44,760 0.18% of portfolio	4	-	4	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM TSN 2 stocks	$41,360 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA STLA 2 stocks	$39,883 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$39,364 0.15% of portfolio	3	-	3	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY 1 stocks	$39,039 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB HBAN PNC TFC CFG KEY RF CMA 8 stocks	$38,252 0.15% of portfolio	8	-	8	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT ZBH ZIMV 3 stocks	$32,646 0.13% of portfolio	3	-	3	-	0 Calls 0 Puts
Consulting Services \| Industrials BAH 1 stocks	$30,563 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI ENB OKE TRP 4 stocks	$28,332 0.11% of portfolio	4	-	4	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC MCK CAH 3 stocks	$26,984 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Application \| Technology CRM ADSK UBER 3 stocks	$26,956 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS WBD 3 stocks	$25,654 0.1% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC ERIE 2 stocks	$24,299 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX BA GD 4 stocks	$24,185 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Gold \| Basic Materials NEM GOLD AGI AEM 4 stocks	$23,765 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$23,284 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG GIS LW KHC 4 stocks	$18,959 0.07% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials LYB DD CC SSL 4 stocks	$18,237 0.07% of portfolio	4	-	4	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$17,890 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST 2 stocks	$17,780 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Components \| Technology GLW JBL OLED 3 stocks	$14,093 0.06% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Retail \| Real Estate IVT 1 stocks	$13,873 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS VTRS 2 stocks	$12,990 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials JBHT UPS 2 stocks	$11,533 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP OXY 2 stocks	$11,291 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare RPRX ROIV 2 stocks	$11,288 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ NTAP 2 stocks	$11,177 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CNA CB AFG 3 stocks	$10,571 0.04% of portfolio	3	-	3	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$10,272 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$10,021 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB BKNG 2 stocks	$9,690 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$9,274 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$8,524 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI UGI 2 stocks	$8,365 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical BWA 1 stocks	$8,185 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$8,182 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC IPG 2 stocks	$7,199 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$6,892 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials CLF 1 stocks	$6,385 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$5,999 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology SNX 1 stocks	$5,732 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$5,314 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$5,249 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$4,810 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI DLR 2 stocks	$4,743 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$3,284 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$3,235 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$3,025 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$1,649 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$1,268 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$1,006 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy UUUU 1 stocks	$346 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$218 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Peterson Financial Group, Inc. Portfolio Holdings by Sector

Peterson Financial Group, Inc.

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