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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$21.2 Million 0.08% of portfolio
168
Q3 2024 New
$87B
$19.8 Million 0.08% of portfolio
123
Q3 2024 New
$152B
$20.1 Million 0.08% of portfolio
97
Q3 2024 New
$16.8B
$19.4 Million 0.07% of portfolio
91
Q3 2024 New
$38.4B
$18.2 Million 0.07% of portfolio
81
Q3 2024 New
$0
$18.4 Million 0.07% of portfolio
279
Q3 2024 New
$0
$16.9 Million 0.07% of portfolio
343
Q3 2024 New
$0
$19.4 Million 0.07% of portfolio
215
Q3 2024 New
$123B
$18 Million 0.07% of portfolio
348
Q3 2024 New
$0
$17.7 Million 0.07% of portfolio
80
Q3 2024 New
$92.4B
$17.9 Million 0.07% of portfolio
202
Q3 2024 New
$202B
$18.7 Million 0.07% of portfolio
154
Q3 2024 New
Linde PLC
-
$18.2 Million 0.07% of portfolio
-
Q3 2024 New
$163B
$18.3 Million 0.07% of portfolio
68
Q3 2024 New
$63.2B
$16.4 Million 0.06% of portfolio
125
Q3 2024 New
$139B
$16.2 Million 0.06% of portfolio
138
Q3 2024 New
$0
$14.5 Million 0.06% of portfolio
51
Q3 2024 New
$0
$15.1 Million 0.06% of portfolio
166
Q3 2024 New
$164B
$16.6 Million 0.06% of portfolio
32
Q3 2024 New
-
$14.2 Million 0.05% of portfolio
-
Q3 2024 New
$18.3B
$13.5 Million 0.05% of portfolio
227
Q3 2024 New
$0
$13.9 Million 0.05% of portfolio
222
Q3 2024 New
$0
$13.9 Million 0.05% of portfolio
145
Q3 2024 New
$82.2B
$12.4 Million 0.05% of portfolio
63
Q3 2024 New
$393B
$14.2 Million 0.05% of portfolio
20
Q3 2024 New
$37.8B
$12 Million 0.05% of portfolio
86
Q3 2024 New
$62.9B
$12.1 Million 0.05% of portfolio
549
Q3 2024 New
$0
$11.9 Million 0.05% of portfolio
224
Q3 2024 New
Solventum Corp
-
$12.8 Million 0.05% of portfolio
-
Q3 2024 New
$75.4B
$13 Million 0.05% of portfolio
284
Q3 2024 New
$78.3B
$13.6 Million 0.05% of portfolio
131
Q3 2024 New
$370B
$13 Million 0.05% of portfolio
327
Q3 2024 New
$411B
$11.8 Million 0.05% of portfolio
13
Q3 2024 New
$0
$13.4 Million 0.05% of portfolio
271
Q3 2024 New
$132B
$13.1 Million 0.05% of portfolio
209
Q3 2024 New
$69.4B
$12.2 Million 0.05% of portfolio
81
Q3 2024 New
$2.08B
$13.9 Million 0.05% of portfolio
489
Q3 2024 New
$47.2B
$12.7 Million 0.05% of portfolio
90
Q3 2024 New
$0
$13.7 Million 0.05% of portfolio
183
Q3 2024 New
$72.7B
$13.4 Million 0.05% of portfolio
389
Q3 2024 New
$0
$12 Million 0.05% of portfolio
274
Q3 2024 New
$98.6B
$9.14 Million 0.04% of portfolio
390
Q3 2024 New
$0
$10.2 Million 0.04% of portfolio
98
Q3 2024 New
$173B
$11.2 Million 0.04% of portfolio
66
Q3 2024 New
$18.8B
$10.4 Million 0.04% of portfolio
60
Q3 2024 New
$40.8B
$10.3 Million 0.04% of portfolio
202
Q3 2024 New
$58.7B
$10.5 Million 0.04% of portfolio
171
Q3 2024 New
Ge Vernova Inc
-
$9.18 Million 0.04% of portfolio
-
Q3 2024 New
$57.2B
$10.1 Million 0.04% of portfolio
130
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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