Peterson Financial Group, Inc. Top Holdings and 13F Report (2024) → America’s worst nightmare? (From Porter & Company) (Ad) About Peterson Financial Group, Inc.Investment ActivityPeterson Financial Group, Inc. has $177.22 million in total holdings as of March 31, 2024.Peterson Financial Group, Inc. owns shares of 65 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 23.34% of the portfolio was purchased this quarter.About 26.42% of the portfolio was sold this quarter.This quarter, Peterson Financial Group, Inc. has purchased 138 new stocks and bought additional shares in 52 stocks.Peterson Financial Group, Inc. sold shares of 10 stocks and completely divested from 76 stocks this quarter.Largest Holdings Apple $11,198,852Microsoft $10,520,328NVIDIA $8,372,576Amazon.com $6,823,285Alphabet $5,742,228 Largest New Holdings this Quarter Advanced Micro Devices $1,750,573 HoldingUber Technologies $951,442 HoldingFT Vest S&P 500 Dividend Aristocrats Target Income ETF $222,939 Holding Largest Purchases this Quarter Apple 20,263 shares (about $3.47M)Amazon.com 10,877 shares (about $1.96M)JPMorgan Chase & Co. 9,080 shares (about $1.82M)Alphabet 11,984 shares (about $1.81M)Advanced Micro Devices 9,699 shares (about $1.75M) Largest Sales this Quarter Comerica 27,794 shares (about $1.53M)Microsoft 1,520 shares (about $639.51K)Avantis U.S. Small Cap Value ETF 2,265 shares (about $212.24K)AT&T 6,349 shares (about $111.74K)SPDR Portfolio Short Term Treasury ETF 2,427 shares (about $70.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeterson Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$11,198,852$3,474,702 ▲45.0%65,3076.3%Computer and TechnologyMSFTMicrosoft$10,520,328$639,508 ▼-5.7%25,0055.9%Computer and TechnologyNVDANVIDIA$8,372,576$958,699 ▲12.9%9,2664.7%Computer and TechnologyAMZNAmazon.com$6,823,285$1,962,008 ▲40.4%37,8273.9%Retail/WholesaleGOOGLAlphabet$5,742,228$1,808,728 ▲46.0%38,0463.2%Computer and TechnologyBRK.BBerkshire Hathaway$5,121,004$1,341,856 ▲35.5%12,1782.9%FinanceJPMJPMorgan Chase & Co.$5,058,390$1,818,729 ▲56.1%25,2542.9%FinanceMETAMeta Platforms$4,724,791$631,753 ▲15.4%9,7302.7%Computer and TechnologyIVViShares Core S&P 500 ETF$4,250,385$1,577 ▲0.0%8,0852.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,897,818$28,089 ▼-0.7%53,2862.2%ETFIEXIDEX$3,750,370$1,073,452 ▲40.1%15,3692.1%Industrial ProductsHDHome Depot$3,511,941$1,138,552 ▲48.0%9,1552.0%Retail/WholesaleTMOThermo Fisher Scientific$3,461,554$1,125,179 ▲48.2%5,9562.0%MedicalXOMExxon Mobil$3,193,168$518,537 ▲19.4%27,4711.8%Oils/EnergyUNHUnitedHealth Group$3,133,317$1,105,120 ▲54.5%6,3341.8%MedicalICEIntercontinental Exchange$3,043,279$1,088,593 ▲55.7%22,1441.7%FinanceLLYEli Lilly and Company$2,911,609$12,446 ▼-0.4%3,7431.6%MedicalMRKMerck & Co., Inc.$2,832,372$329,091 ▲13.1%21,4651.6%MedicalCRMSalesforce$2,799,206$1,066,794 ▲61.6%9,2941.6%Computer and TechnologyTSLATesla$2,789,812$1,021,525 ▲57.8%15,8701.6%Auto/Tires/TrucksSPYVSPDR Portfolio S&P 500 Value ETF$2,776,675$28,457 ▲1.0%55,4231.6%ETFAAgilent Technologies$2,753,989$1,026,161 ▲59.4%18,9261.6%Computer and TechnologyPEPPepsiCo$2,749,188$708,824 ▲34.7%15,7081.6%Consumer StaplesCMCSAComcast$2,671,214$990,066 ▲58.9%61,6201.5%Consumer DiscretionaryMCDMcDonald's$2,654,739$413,931 ▲18.5%9,4151.5%Retail/WholesaleVVisa$2,632,831$705,233 ▲36.6%9,4341.5%Business ServicesGSThe Goldman Sachs Group$2,583,623$823,619 ▲46.8%6,1861.5%FinanceSPGIS&P Global$2,579,859$964,044 ▲59.7%6,0641.5%Business ServicesCSXCSX$2,542,106$852,571 ▲50.5%68,5761.4%TransportationPGProcter & Gamble$2,504,717$585,050 ▲30.5%15,4381.4%Consumer StaplesPLDPrologis$2,474,323$795,518 ▲47.4%19,0011.4%FinanceJBHTJ.B. Hunt Transport Services$2,451,189$911,375 ▲59.2%12,3021.4%TransportationJNJJohnson & Johnson$2,439,393$480,096 ▲24.5%15,4211.4%MedicalCSCOCisco Systems$2,421,688$805,150 ▲49.8%48,5211.4%Computer and TechnologyAFLAflac$2,394,841$789,150 ▲49.1%27,8921.4%FinanceEXCExelon$2,356,361$272,120 ▲13.1%62,7191.3%UtilitiesABBVAbbVie$2,260,443$572,896 ▲33.9%12,4131.3%MedicalNKENIKE$2,147,158$723,175 ▲50.8%22,8471.2%Consumer DiscretionaryTJXTJX Companies$2,124,464$706,904 ▲49.9%20,9471.2%Retail/WholesaleQRVOQorvo$2,117,708$701,271 ▲49.5%18,4421.2%Computer and TechnologyYUMYum! Brands$2,080,845$551,823 ▲36.1%15,0081.2%Retail/WholesaleINTCIntel$1,943,502$583,051 ▲42.9%44,0001.1%Computer and TechnologyCVXChevron$1,932,694$43,853 ▼-2.2%12,2521.1%Oils/EnergyCCitigroup$1,928,619$616,460 ▲47.0%30,4971.1%FinanceDISWalt Disney$1,865,165$548,182 ▲41.6%15,2431.1%Consumer DiscretionaryHONHoneywell International$1,861,810$595,631 ▲47.0%9,0711.1%Multi-Sector ConglomeratesIWRiShares Russell Mid-Cap ETF$1,772,772$15,894 ▲0.9%21,0811.0%ETFAMDAdvanced Micro Devices$1,750,573$1,750,573 ▲New Holding9,6991.0%Computer and TechnologyMDYGSPDR S&P 400 Mid CapGrowth ETF$1,630,318$8,991 ▲0.6%18,6770.9%ETFMAMastercard$1,514,983$274,007 ▲22.1%3,1460.9%Business ServicesIWMiShares Russell 2000 ETF$1,499,243$12,408 ▲0.8%7,1290.8%FinanceBWABorgWarner$1,475,641$475,379 ▲47.5%42,4770.8%Auto/Tires/TrucksTAT&T$1,426,834$111,741 ▼-7.3%81,0710.8%Computer and TechnologyCNPCenterPoint Energy$1,358,338$387,319 ▲39.9%47,6780.8%UtilitiesDONWisdomTree U.S. MidCap Dividend Fund$1,145,903$27,799 ▲2.5%23,4960.6%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$1,069,062$16,573 ▲1.6%12,2560.6%ETFCMAComerica$1,039,733$1,528,447 ▼-59.5%18,9070.6%FinanceUBERUber Technologies$951,442$951,442 ▲New Holding12,3580.5%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$648,427$212,238 ▼-24.7%6,9200.4%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$298,959$1,659 ▲0.6%5,9450.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$287,908$4,894 ▲1.7%5,7060.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$285,354$70,189 ▼-19.7%9,8670.2%ETFLMBSFirst Trust Low Duration Opportunities ETF$246,378$14,232 ▼-5.5%5,1070.1%ManufacturingKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$222,939$222,939 ▲New Holding4,1510.1%ETFILTBiShares Core 10+ Year USD Bond ETF$207,474$767 ▼-0.4%4,0590.1%ETFAVGOBroadcom$0$4,087,314 ▼-100.0%00.0%Computer and TechnologyDOWDOW$0$1,988,773 ▼-100.0%00.0%Basic MaterialsIWYiShares Russell Top 200 Growth ETF$0$1,985,220 ▼-100.0%00.0%ETFCORCencora$0$1,782,330 ▼-100.0%00.0%MedicalKMIKinder Morgan$0$1,332,326 ▼-100.0%00.0%Oils/EnergyIWXiShares Russell Top 200 Value ETF$0$1,236,253 ▼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$804,058 ▼-100.0%00.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$0$797,929 ▼-100.0%00.0%ETFSTXSeagate Technology$0$736,480 ▼-100.0%00.0%Business ServicesIWSiShares Russell Mid-Cap Value ETF$0$672,184 ▼-100.0%00.0%ETFKMBKimberly-Clark$0$661,828 ▼-100.0%00.0%Consumer StaplesPMPhilip Morris International$0$652,567 ▼-100.0%00.0%Consumer StaplesEFViShares MSCI EAFE Value ETF$0$648,203 ▼-100.0%00.0%ETFIPInternational Paper$0$641,195 ▼-100.0%00.0%Basic MaterialsLYBLyondellBasell Industries$0$640,509 ▼-100.0%00.0%Basic MaterialsVZVerizon Communications$0$640,079 ▼-100.0%00.0%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$0$621,463 ▼-100.0%00.0%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$0$618,342 ▼-100.0%00.0%ManufacturingWSOWatsco$0$601,309 ▼-100.0%00.0%ConstructionIBMInternational Business Machines$0$586,217 ▼-100.0%00.0%Computer and TechnologyNRGNRG Energy$0$585,357 ▼-100.0%00.0%UtilitiesUSBU.S. Bancorp$0$579,159 ▼-100.0%00.0%FinancePRUPrudential Financial$0$575,539 ▼-100.0%00.0%FinanceKEYKeyCorp$0$550,984 ▼-100.0%00.0%FinanceNINiSource$0$532,504 ▼-100.0%00.0%UtilitiesFITBFifth Third Bancorp$0$520,960 ▼-100.0%00.0%FinanceOKEONEOK$0$506,691 ▼-100.0%00.0%Oils/EnergyFNFFidelity National Financial$0$504,282 ▼-100.0%00.0%FinanceFFord Motor$0$501,459 ▼-100.0%00.0%Auto/Tires/TrucksEMREmerson Electric$0$492,350 ▼-100.0%00.0%Industrial ProductsEIXEdison International$0$485,772 ▼-100.0%00.0%UtilitiesPFGPrincipal Financial Group$0$472,533 ▼-100.0%00.0%FinanceBENFranklin Resources$0$472,106 ▼-100.0%00.0%FinanceWBAWalgreens Boots Alliance$0$468,812 ▼-100.0%00.0%Retail/WholesalePEGPublic Service Enterprise Group$0$468,616 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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