All Stocks Held By Peterson Financial Group Inc.

As of 03/31/2024, we find all stocks held by Peterson Financial Group Inc. to be as follows, presented in the table below with each row detailing each Peterson Financial Group Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Peterson Financial Group Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Peterson Financial Group Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
APPLE INC	65,307	+20,263	$11,199
AAPL	65,307	+20,263	$11,199
MICROSOFT CORP	25,005	-1,520	$10,520
MSFT	25,005	-1,520	$10,520
NVIDIA CORPORATION	9,266	+1,061	$8,373
NVDA	9,266	+1,061	$8,373
AMAZON COM INC	37,827	+10,877	$6,823
AMZN	37,827	+10,877	$6,823
ALPHABET INC	38,046	+11,984	$5,742
GOOGL	38,046	+11,984	$5,742
BERKSHIRE HATHAWAY INC DEL			$5,121
BRK.B	12,178	+3,191	$5,121
JPMORGAN CHASE & CO	25,254	+9,080	$5,058
JPM	25,254	+9,080	$5,058
META PLATFORMS INC	9,730	+1,301	$4,725
META	9,730	+1,301	$4,725
ISHARES TR (IVV)	8,085	+3	$4,250
IVV	8,085	+3	$4,250
SPDR SER TR (SPYG)	53,286	-384	$3,898
SPYG	53,286	-384	$3,898
IDEX CORP	15,369	+4,399	$3,750
IEX	15,369	+4,399	$3,750
HOME DEPOT INC	9,155	+2,968	$3,512
HD	9,155	+2,968	$3,512
THERMO FISHER SCIENTIFIC INC	5,956	+1,936	$3,462
TMO	5,956	+1,936	$3,462
EXXON MOBIL CORP	27,471	+4,461	$3,193
XOM	27,471	+4,461	$3,193
UNITEDHEALTH GROUP INC	6,334	+2,234	$3,133
UNH	6,334	+2,234	$3,133
INTERCONTINENTAL EXCHANGE IN (ICE)	22,144	+7,921	$3,043
ICE	22,144	+7,921	$3,043
ELI LILLY & CO	3,743	-16	$2,912
LLY	3,743	-16	$2,912
MERCK & CO INC	21,465	+2,494	$2,832
MRK	21,465	+2,494	$2,832
SALESFORCE INC	9,294	+3,542	$2,799
CRM	9,294	+3,542	$2,799
TESLA INC	15,870	+5,811	$2,790
TSLA	15,870	+5,811	$2,790
SPDR SER TR (SPYV)	55,423	+568	$2,777
SPYV	55,423	+568	$2,777
AGILENT TECHNOLOGIES INC	18,926	+7,052	$2,754
A	18,926	+7,052	$2,754
PEPSICO INC	15,708	+4,050	$2,749
PEP	15,708	+4,050	$2,749
COMCAST CORP NEW	61,620	+22,839	$2,671
CMCSA	61,620	+22,839	$2,671
MCDONALDS CORP	9,415	+1,468	$2,655
MCD	9,415	+1,468	$2,655
VISA INC	9,434	+2,527	$2,633
V	9,434	+2,527	$2,633
GOLDMAN SACHS GROUP INC	6,186	+1,972	$2,584
GS	6,186	+1,972	$2,584
S&P GLOBAL INC	6,064	+2,266	$2,580
SPGI	6,064	+2,266	$2,580
CSX CORP	68,576	+22,999	$2,542
CSX	68,576	+22,999	$2,542
PROCTER AND GAMBLE CO	15,438	+3,606	$2,505
PG	15,438	+3,606	$2,505
PROLOGIS INC.	19,001	+6,109	$2,474
PLD	19,001	+6,109	$2,474
HUNT J B TRANS SVCS INC	12,302	+4,574	$2,451
JBHT	12,302	+4,574	$2,451
JOHNSON & JOHNSON	15,421	+3,035	$2,439
JNJ	15,421	+3,035	$2,439
CISCO SYS INC	48,521	+16,132	$2,422
CSCO	48,521	+16,132	$2,422
AFLAC INC	27,892	+9,191	$2,395
AFL	27,892	+9,191	$2,395
EXELON CORP	62,719	+7,243	$2,356
EXC	62,719	+7,243	$2,356
ABBVIE INC	12,413	+3,146	$2,260
ABBV	12,413	+3,146	$2,260
NIKE INC	22,847	+7,695	$2,147
NKE	22,847	+7,695	$2,147
TJX COS INC NEW	20,947	+6,970	$2,124
TJX	20,947	+6,970	$2,124
QORVO INC	18,442	+6,107	$2,118
QRVO	18,442	+6,107	$2,118
YUM BRANDS INC	15,008	+3,980	$2,081
YUM	15,008	+3,980	$2,081
INTEL CORP	44,000	+13,200	$1,944
INTC	44,000	+13,200	$1,944
CHEVRON CORP NEW	12,252	-278	$1,933
CVX	12,252	-278	$1,933
CITIGROUP INC	30,497	+9,748	$1,929
C	30,497	+9,748	$1,929
DISNEY WALT CO	15,243	+4,480	$1,865
DIS	15,243	+4,480	$1,865
HONEYWELL INTL INC	9,071	+2,902	$1,862
HON	9,071	+2,902	$1,862
ISHARES TR (IWR)	21,081	+189	$1,773
IWR	21,081	+189	$1,773
ADVANCED MICRO DEVICES INC	9,699	+9,699	$1,751
AMD	9,699	+9,699	$1,751
SPDR SER TR (MDYG)	18,677	+103	$1,630
MDYG	18,677	+103	$1,630
MASTERCARD INCORPORATED	3,146	+569	$1,515
MA	3,146	+569	$1,515
ISHARES TR (IWM)	7,129	+59	$1,499
IWM	7,129	+59	$1,499
BORGWARNER INC	42,477	+13,684	$1,476
BWA	42,477	+13,684	$1,476
AT&T INC	81,071	-6,349	$1,427
T	81,071	-6,349	$1,427
CENTERPOINT ENERGY INC	47,678	+13,595	$1,358
CNP	47,678	+13,595	$1,358
WISDOMTREE TR	23,496	+570	$1,146
DON	23,496	+570	$1,146
SPDR SER TR (SLYG)	12,256	+190	$1,069
SLYG	12,256	+190	$1,069
COMERICA INC	18,907	-27,794	$1,040
CMA	18,907	-27,794	$1,040
UBER TECHNOLOGIES INC	12,358	+12,358	$951
UBER	12,358	+12,358	$951
AMERICAN CENTY ETF TR (AVUV)	6,920	-2,265	$648
AVUV	6,920	-2,265	$648
WISDOMTREE TR	5,945	+33	$299
USFR	5,945	+33	$299
J P MORGAN EXCHANGE TRADED F (JPST)	5,706	+97	$288
JPST	5,706	+97	$288
SPDR SER TR (SPTS)	9,867	-2,427	$285
SPTS	9,867	-2,427	$285
FIRST TR EXCHANGE TRADED FD (LMBS)	5,107	-295	$246
LMBS	5,107	-295	$246
FIRST TR EXCHANGE TRADED FD (KNG)	4,151	+4,151	$223
KNG	4,151	+4,151	$223
ISHARES TR (ILTB)	4,059	-15	$207
ILTB	4,059	-15	$207
CENCORA INC			$0 (exited)
ABC	0	-8,678	$0
ISHARES TR			$0 (exited)
ACWI	0	-3,219	$0
AMERICAN ELEC PWR CO INC			$0 (exited)
AEP	0	-4,901	$0
BROADCOM INC			$0 (exited)
AVGO	0	-3,662	$0
FRANKLIN RESOURCES INC			$0 (exited)
BEN	0	-15,848	$0
CITIZENS FINL GROUP INC			$0 (exited)
CFG	0	-13,938	$0
CMS ENERGY CORP			$0 (exited)
CMS	0	-7,587	$0
DOMINION ENERGY INC			$0 (exited)
D	0	-9,835	$0
DOW INC			$0 (exited)
DOW	0	-36,265	$0
DTE ENERGY CO			$0 (exited)
DTE	0	-3,571	$0
ISHARES TR			$0 (exited)
EFG	0	-6,417	$0
ISHARES TR			$0 (exited)
EFV	0	-12,442	$0
EDISON INTL			$0 (exited)
EIX	0	-6,795	$0
EMERSON ELEC CO			$0 (exited)
EMR	0	-5,059	$0
ENTERGY CORP NEW			$0 (exited)
ETR	0	-4,575	$0
FORD MTR CO DEL			$0 (exited)
F	0	-41,137	$0
FIRSTENERGY CORP			$0 (exited)
FE	0	-9,205	$0
FIRST TR LRGE CP CORE ALPHA			$0 (exited)
FEX	0	-3,772	$0
FIFTH THIRD BANCORP			$0 (exited)
FITB	0	-15,105	$0
FIRST TR EXCHNG TRADED FD VI			$0 (exited)
FIXD	0	-5,299	$0
FIDELITY NATIONAL FINANCIAL			$0 (exited)
FNF	0	-9,884	$0
HUNTINGTON BANCSHARES INC			$0 (exited)
HBAN	0	-35,764	$0
HP INC			$0 (exited)
HPQ	0	-13,851	$0
INTERNATIONAL BUSINESS MACHS			$0 (exited)
IBM	0	-3,584	$0
ISHARES TR			$0 (exited)
IDEV	0	-4,798	$0
ISHARES INC			$0 (exited)
IEMG	0	-15,897	$0
ISHARES TR			$0 (exited)
IJH	0	-957	$0
ISHARES TR			$0 (exited)
IOO	0	-2,869	$0
INTERNATIONAL PAPER CO			$0 (exited)
IP	0	-17,737	$0
INTERPUBLIC GROUP COS INC			$0 (exited)
IPG	0	-11,930	$0
ISHARES TR			$0 (exited)
IUSV	0	-3,993	$0
INVESCO LTD			$0 (exited)
IVZ	0	-24,435	$0
ISHARES TR			$0 (exited)
IWP	0	-3,850	$0
ISHARES TR			$0 (exited)
IWS	0	-5,780	$0
ISHARES TR			$0 (exited)
IWX	0	-17,618	$0
ISHARES TR			$0 (exited)
IWY	0	-11,330	$0
JANUS DETROIT STR TR			$0 (exited)
JAAA	0	-4,507	$0
KEYCORP			$0 (exited)
KEY	0	-38,263	$0
KIMBERLY CLARK CORP			$0 (exited)
KMB	0	-5,447	$0
KINDER MORGAN INC DEL			$0 (exited)
KMI	0	-75,529	$0
ALLIANT ENERGY CORP			$0 (exited)
LNT	0	-8,933	$0
LYONDELLBASELL INDUSTRIES N			$0 (exited)
LYB	0	-6,737	$0
VANGUARD WORLD FD			$0 (exited)
MGK	0	-1,202	$0
ALTRIA GROUP INC			$0 (exited)
MO	0	-8,986	$0
NEWMONT CORP			$0 (exited)
NEM	0	-6,919	$0
NISOURCE INC			$0 (exited)
NI	0	-20,057	$0
NRG ENERGY INC			$0 (exited)
NRG	0	-11,322	$0
NEWELL BRANDS INC			$0 (exited)
NWL	0	-40,052	$0
NEW YORK CMNTY BANCORP INC			$0 (exited)
NYCB	0	-32,192	$0
OGE ENERGY CORP			$0 (exited)
OGE	0	-10,436	$0
ONEOK INC NEW			$0 (exited)
OKE	0	-7,216	$0
OMNICOM GROUP INC			$0 (exited)
OMC	0	-5,220	$0
PUBLIC SVC ENTERPRISE GRP IN			$0 (exited)
PEG	0	-7,663	$0
PFIZER INC			$0 (exited)
PFE	0	-10,912	$0
PRINCIPAL FINANCIAL GROUP IN			$0 (exited)
PFG	0	-6,007	$0
PHILIP MORRIS INTL INC			$0 (exited)
PM	0	-6,936	$0
PPL CORP			$0 (exited)
PPL	0	-13,840	$0
PRUDENTIAL FINL INC			$0 (exited)
PRU	0	-5,550	$0
INVESCO QQQ TR			$0 (exited)
QQQ	0	-825	$0
NORTHERN LTS FD TR IV			$0 (exited)
SECT	0	-6,829	$0
SONOCO PRODS CO			$0 (exited)
SON	0	-6,470	$0
SPDR SER TR			$0 (exited)
SPIB	0	-7,351	$0
SEAGATE TECHNOLOGY HLDNGS PL			$0 (exited)
STX	0	-8,627	$0
TRUIST FINL CORP			$0 (exited)
TFC	0	-12,617	$0
US BANCORP DEL			$0 (exited)
USB	0	-13,382	$0
ISHARES TR			$0 (exited)
USIG	0	-12,063	$0
VANGUARD SCOTTSDALE FDS			$0 (exited)
VGIT	0	-6,375	$0
VANGUARD SCOTTSDALE FDS			$0 (exited)
VGSH	0	-5,639	$0
VALERO ENERGY CORP			$0 (exited)
VLO	0	-2,967	$0
VANGUARD SCOTTSDALE FDS			$0 (exited)
VMBS	0	-17,212	$0
VANGUARD INDEX FDS			$0 (exited)
VTI	0	-968	$0
VANGUARD SCOTTSDALE FDS			$0 (exited)
VTWO	0	-4,892	$0
VERIZON COMMUNICATIONS INC			$0 (exited)
VZ	0	-16,978	$0
WALGREENS BOOTS ALLIANCE INC			$0 (exited)
WBA	0	-17,955	$0
WEC ENERGY GROUP INC			$0 (exited)
WEC	0	-3,988	$0
WATSCO INC	0	-1,403	$0 (exited)
WSO	0	-1,403	$0

See Summary: Peterson Financial Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Peterson Financial Group Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
AMD	+9,699	+$1,751
UBER	+12,358	+$951
KNG	+4,151	+$223

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
AVGO	-3,662	-$4,087
DOW	-36,265	-$1,989
IWY	-11,330	-$1,985
ABC	-8,678	-$1,562
KMI	-75,529	-$1,332
IWX	-17,618	-$1,236
IEMG	-15,897	-$804
VMBS	-17,212	-$798
STX	-8,627	-$736
IWS	-5,780	-$672

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
CSX	+22,999	+$962
CMCSA	+22,839	+$970
AAPL	+20,263	+$2,527
CSCO	+16,132	+$786
BWA	+13,684	+$444
CNP	+13,595	+$384
INTC	+13,200	+$396
GOOGL	+11,984	+$2,101
AMZN	+10,877	+$2,728
C	+9,748	+$862

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
CMA	-27,794	-$1,566
T	-6,349	-$40
SPTS	-2,427	-$72
AVUV	-2,265	-$177
MSFT	-1,520	+$546
SPYG	-384	+$406
LMBS	-295	-$15
CVX	-278	+$64
LLY	-16	+$721

Peterson Financial Group Inc. Info

Size ($ in 1000's)
At 03/31/2024: $177,216
At 12/31/2023: $170,814

Peterson Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peterson Financial Group Inc. 13F filings. Link to 13F filings: SEC filings

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