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
$19.9B
$8.28 Million 0.03% of portfolio
282
Q3 2024 New
$225B
$6.81 Million 0.03% of portfolio
19
Q3 2024 New
$175B
$8.6 Million 0.03% of portfolio
71
Q3 2024 New
$0
$6.97 Million 0.03% of portfolio
73
Q3 2024 New
$0
$7.34 Million 0.03% of portfolio
37
Q3 2024 New
$38.1B
$7.02 Million 0.03% of portfolio
47
Q3 2024 New
$0
$8.56 Million 0.03% of portfolio
109
Q3 2024 New
$5.96B
$8.61 Million 0.03% of portfolio
84
Q3 2024 New
$0
$6.69 Million 0.03% of portfolio
76
Q3 2024 New
$53.1B
$5.51 Million 0.02% of portfolio
20
Q3 2024 New
$0
$4.29 Million 0.02% of portfolio
163
Q3 2024 New
$0
$5.97 Million 0.02% of portfolio
134
Q3 2024 New
$45.2B
$4.05 Million 0.02% of portfolio
34
Q3 2024 New
$11.5B
$5.66 Million 0.02% of portfolio
200
Q3 2024 New
$8.09B
$5.63 Million 0.02% of portfolio
488
Q3 2024 New
$42.2B
$5 Million 0.02% of portfolio
85
Q3 2024 New
$14.5B
$5.38 Million 0.02% of portfolio
91
Q3 2024 New
$0
$6.04 Million 0.02% of portfolio
65
Q3 2024 New
Bunge Global Sa
-
$4.97 Million 0.02% of portfolio
-
Q3 2024 New
$83.2B
$6.04 Million 0.02% of portfolio
165
Q3 2024 New
$0
$4.04 Million 0.02% of portfolio
24
Q3 2024 New
$199B
$4.24 Million 0.02% of portfolio
1
Q3 2024 New
$24.6B
$4.73 Million 0.02% of portfolio
136
Q3 2024 New
$19.2B
$3.99 Million 0.02% of portfolio
21
Q3 2024 New
$54B
$5.45 Million 0.02% of portfolio
43
Q3 2024 New
$146B
$6.25 Million 0.02% of portfolio
96
Q3 2024 New
$61.3B
$4.04 Million 0.02% of portfolio
95
Q3 2024 New
$95.3B
$4.54 Million 0.02% of portfolio
12
Q3 2024 New
$50.6B
$5.96 Million 0.02% of portfolio
65
Q3 2024 New
$32.8B
$4.83 Million 0.02% of portfolio
55
Q3 2024 New
$0
$6.36 Million 0.02% of portfolio
120
Q3 2024 New
$13.2B
$5.78 Million 0.02% of portfolio
118
Q3 2024 New
$19.9B
$4.65 Million 0.02% of portfolio
66
Q3 2024 New
$41.3B
$4.73 Million 0.02% of portfolio
337
Q3 2024 New
$6.01B
$6.39 Million 0.02% of portfolio
500
Q3 2024 New
$11.1B
$5.73 Million 0.02% of portfolio
48
Q3 2024 New
Te Connectivity PLC
-
$5.49 Million 0.02% of portfolio
-
Q3 2024 New
$98.7B
$6.48 Million 0.02% of portfolio
19
Q3 2024 New
$17.7B
$5.25 Million 0.02% of portfolio
11
Q3 2024 New
$41.2B
$6 Million 0.02% of portfolio
105
Q3 2024 New
$16.6B
$4.81 Million 0.02% of portfolio
78
Q3 2024 New
$0
$5.01 Million 0.02% of portfolio
33
Q3 2024 New
$15.1B
$5.95 Million 0.02% of portfolio
172
Q3 2024 New
$25.2B
$6.31 Million 0.02% of portfolio
429
Q3 2024 New
$47.4B
$4.33 Million 0.02% of portfolio
84
Q3 2024 New
$0
$4.68 Million 0.02% of portfolio
41
Q3 2024 New
$20.2B
$4.27 Million 0.02% of portfolio
41
Q3 2024 New
$22.9B
$4.72 Million 0.02% of portfolio
22
Q3 2024 New
$0
$5.76 Million 0.02% of portfolio
246
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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