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All Stocks Held By Peterson Financial Group Inc.
As of  06/30/2022, 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.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 32,347 +2,515 $8,308
     MSFT32,347+2,515$8,308
APPLE INC 58,731 +3,461 $8,030
     AAPL58,731+3,461$8,030
AMAZON COM INC 32,171 +30,741 $3,416
     AMZN32,171+30,741$3,416
UNITEDHEALTH GROUP INC 6,125 +330 $3,145
     UNH6,125+330$3,145
ALPHABET INC 1,415 +112 $3,085
     GOOGL1,415+112$3,085
ISHARES TR (IVV) 7,843 +1,498 $2,974
     IVV7,843+1,498$2,974
BERKSHIRE HATHAWAY INC DEL      $2,605
     BRK.B9,539+577$2,605
SPDR SER TR (SPYG) 48,747 +7,707 $2,549
     SPYG48,747+7,707$2,549
JOHNSON & JOHNSON 13,920 +822 $2,471
     JNJ13,920+822$2,471
ABBOTT LABS 22,093 +1,753 $2,400
     ABT22,093+1,753$2,400
PROCTER AND GAMBLE CO 15,872 +1,125 $2,283
     PG15,872+1,125$2,283
BK OF AMERICA CORP 73,112 +7,233 $2,276
     BAC73,112+7,233$2,276
EMERSON ELEC CO 26,604 +2,224 $2,116
     EMR26,604+2,224$2,116
SPDR SER TR (SPYV) 55,556 +6,742 $2,046
     SPYV55,556+6,742$2,046
MCDONALDS CORP 8,232 +401 $2,032
     MCD8,232+401$2,032
GOLDMAN SACHS GROUP INC 6,769 +613 $2,010
     GS6,769+613$2,010
TESLA INC 2,835 +183 $1,910
     TSLA2,835+183$1,910
PEPSICO INC 11,447 +698 $1,907
     PEP11,447+698$1,907
META PLATFORMS INC 11,791 +1,469 $1,901
     FB11,791+1,469$1,901
ADOBE SYSTEMS INCORPORATED 5,147 +543 $1,884
     ADBE5,147+543$1,884
NVIDIA CORPORATION 12,400 +1,096 $1,879
     NVDA12,400+1,096$1,879
ISHARES TR (IWY) 14,787 +515 $1,852
     IWY14,787+515$1,852
HOME DEPOT INC 6,585 +572 $1,806
     HD6,585+572$1,806
NEXTERA ENERGY INC 23,199 +2,056 $1,797
     NEE23,199+2,056$1,797
HONEYWELL INTL INC 10,264 +803 $1,784
     HON10,264+803$1,784
EXXON MOBIL CORP 20,764 +720 $1,778
     XOM20,764+720$1,778
PFIZER INC 33,893 +2,121 $1,777
     PFE33,893+2,121$1,777
ABBVIE INC 11,487 +513 $1,759
     ABBV11,487+513$1,759
UNION PAC CORP 8,196 +596 $1,748
     UNP8,196+596$1,748
VISA INC 8,788 +653 $1,730
     V8,788+653$1,730
PROLOGIS INC. 14,168 +967 $1,667
     PLD14,168+967$1,667
MERCK & CO INC 18,193 +688 $1,659
     MRK18,193+688$1,659
MASTERCARD INCORPORATED 5,148 +350 $1,624
     MA5,148+350$1,624
CHEVRON CORP NEW 11,055 +563 $1,600
     CVX11,055+563$1,600
INTERNATIONAL BUSINESS MACHS 11,057 +767 $1,561
     IBM11,057+767$1,561
ISHARES TR (IWX) 24,717 +71 $1,527
     IWX24,717+71$1,527
LOCKHEED MARTIN CORP 3,536 +212 $1,521
     LMT3,536+212$1,521
JOHNSON CTLS INTL PLC 30,915 +2,980 $1,481
     JCI30,915+2,980$1,481
WELLS FARGO CO NEW 37,203 +3,094 $1,458
     WFC37,203+3,094$1,458
COMCAST CORP NEW 36,774 +3,681 $1,443
     CMCSA36,774+3,681$1,443
PHILIP MORRIS INTL INC 13,992 +751 $1,381
     PM13,992+751$1,381
BRISTOL MYERS SQUIBB CO 17,143 +978 $1,320
     BMY17,143+978$1,320
INTEL CORP 33,974 +3,124 $1,271
     INTC33,974+3,124$1,271
CISCO SYS INC 28,364 +2,239 $1,210
     CSCO28,364+2,239$1,210
ISHARES TR (IWR) 18,604 +2,648 $1,203
     IWR18,604+2,648$1,203
DISNEY WALT CO 12,604 +1,503 $1,190
     DIS12,604+1,503$1,190
CITIGROUP INC 23,088 +2,210 $1,062
     C23,088+2,210$1,062
ISHARES TR (IWM) 6,061 +972 $1,027
     IWM6,061+972$1,027
AT&T INC 48,510 +5,930 $1,017
     T48,510+5,930$1,017
SPDR SER TR (MDYG) 16,343 +2,953 $996
     MDYG16,343+2,953$996
AUTODESK INC 5,547 +602 $954
     ADSK5,547+602$954
VANGUARD SCOTTSDALE FDS (VMBS) 19,656 +614 $939
     VMBS19,656+614$939
CIGNA CORP NEW 3,557 +240 $938
     CI3,557+240$938
PAYPAL HLDGS INC 12,501 +2,626 $873
     PYPL12,501+2,626$873
ISHARES TR (IWS) 8,538 +329 $868
     IWS8,538+329$868
ADVANCED MICRO DEVICES INC 11,253 +997 $860
     AMD11,253+997$860
LOWES COS INC 4,780 +424 $834
     LOW4,780+424$834
WISDOMTREE TR 20,381 +3,020 $794
     DON20,381+3,020$794
ISHARES TR (USIG) 15,168 +254 $773
     USIG15,168+254$773
ISHARES TR (EFV) 16,593 +1,158 $720
     EFV16,593+1,158$720
SPDR SER TR (SLYG) 10,096 +1,724 $711
     SLYG10,096+1,724$711
LAM RESEARCH CORP 1,656 +162 $706
     LRCX1,656+162$706
ISHARES INC (IEMG) 14,288 +1,203 $701
     IEMG14,288+1,203$701
NETFLIX INC 3,922 +800 $686
     NFLX3,922+800$686
ISHARES TR (EFG) 7,641 +809 $615
     EFG7,641+809$615
AMERICAN CENTY ETF TR (AVUV) 6,922 +789 $473
     AVUV6,922+789$473
VANGUARD SCOTTSDALE FDS (VTWO) 6,905 -20 $472
     VTWO6,905-20$472
ALIGN TECHNOLOGY INC 1,783 +266 $422
     ALGN1,783+266$422
WISDOMTREE TR 8,215 +361 $413
     USFR8,215+361$413
ISHARES TR (ILTB) 7,405 +370 $411
     ILTB7,405+370$411
VANGUARD SCOTTSDALE FDS (VGSH) 6,986 -676 $411
     VGSH6,986-676$411
VANGUARD SCOTTSDALE FDS (VGIT) 6,626 -85 $405
     VGIT6,626-85$405
VANGUARD TAX MANAGED INTL FD (VEA) 9,395 +836 $383
     VEA9,395+836$383
NORTHERN LTS FD TR IV 8,893 -1,627 $323
     SECT8,893-1,627$323
SPDR SER TR (SPTS) 10,008 +318 $295
     SPTS10,008+318$295
FIRST TR EXCHANGE TRADED FD (LMBS) 5,971 +221 $288
     LMBS5,971+221$288
SPDR S&P MIDCAP 400 ETF TR (MDY) 678 -8 $281
     MDY678-8$281
FIRST TR EXCHANGE TRADED FD (FTSL) 6,233 +55 $275
     FTSL6,233+55$275
SPDR SER TR (SPIB) 8,360 -1 $273
     SPIB8,360-1$273
ISHARES INC (ACWV) 2,778 -12 $263
     ACWV2,778-12$263
FIRST TR LRGE CP CORE ALPHA (FEX) 3,457 -48 $263
     FEX3,457-48$263
ISHARES TR (STIP) 2,481 +17 $251
     STIP2,481+17$251
PIMCO ETF TR (MINT) 2,493 +20 $247
     MINT2,493+20$247
ISHARES TR (IWP) 2,894 +119 $229
     IWP2,894+119$229
VANGUARD INTL EQUITY INDEX F (VWO) 5,479 +869 $228
     VWO5,479+869$228
ISHARES TR (USMV) 3,165 -640 $222
     USMV3,165-640$222
VANGUARD INDEX FDS (VOO) 621 -25 $215
     VOO621-25$215
ISHARES TR (MTUM) 1,549 -1 $211
     MTUM1,549-1$211
FIRST TR EXCHNG TRADED FD VI (FIXD) 4,528 +244 $210
     FIXD4,528+244$210
J P MORGAN EXCHANGE TRADED F (JPST) 4,099 +4,099 $205
     JPST4,099+4,099$205
PROSHARES TR 0 -5,814 $0 (exited)
     UWM0-5,814$0

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

EntityShares/Amount
Change
Position Value
Change
JPST +4,099+$205
EntityShares/Amount
Change
Position Value
Change
UWM -5,814-$270
EntityShares/Amount
Change
Position Value
Change
AMZN +30,741-$1,248
SPYG +7,707-$168
BAC +7,233-$440
SPYV +6,742+$8
T +5,930+$10
CMCSA +3,681-$107
AAPL +3,461-$1,621
INTC +3,124-$258
WFC +3,094-$195
DON +3,020+$23
EntityShares/Amount
Change
Position Value
Change
SECT -1,627-$125
VGSH -676-$43
USMV -640-$73
VGIT -85-$17
FEX -48-$47
VOO -25-$54
VTWO -20-$102
ACWV -12-$29
MDY -8-$55
Size ($ in 1000's)
At 06/30/2022: $124,117
At 03/31/2022: $136,683

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

All Stocks Held By Peterson Financial Group Inc. | www.HoldingsChannel.com

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