PF
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Peterson Financial Group, Inc.13F | |
| Peterson Financial Group, Inc. | |
| Last update 2024-11-06 | 429 Stocks (396 new) |
| Value $26.00 Mil | Turnover 37 % |
Peterson Financial Group, Inc.... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWY | iShares Russell Top 200 Growth ETF | 10,765 | 2,368.8 | -9.53% | 9.120 | -1.48% | 0.020 | +21.71% | +5.78% | 14,043.2 | ||
IWX | iShares Russell Top 200 Value ETF | 17,565 | 1,427.5 | -8.35% | 5.500 | -0.73% | 0.050 | +10.09% | +8.03% | 2,777.5 | ||
EFG | iShares MSCI EAFE Growth ETF | 7,479 | 805.1 | -7.21% | 3.100 | -0.36% | 0.010 | +14.55% | +15.32% | 13,003.6 | ||
EFV | iShares MSCI EAFE Value ETF | 13,621 | 783.6 | -5.64% | 3.020 | -0.26% | 0.000 | +14.89% | +23.93% | 26,094.1 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 14,057 | 663.6 | -8.05% | 2.560 | -0.34% | 0.000 | +2.66% | +3.42% | 14,361.0 | ||
IWS | iShares Russell Mid-Cap Value ETF | 5,017 | 663.6 | -10.28% | 2.560 | -0.42% | 0.000 | +15.55% | +5.02% | 14,441.7 | ||
AAPL | Apple Inc | 2,834 | 660.3 | +1.32% | 2.540 | +0.03% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 11,332 | 650.6 | -7.59% | 2.500 | -0.30% | 0.000 | +17.68% | +16.42% | 95,715.8 | ||
MSFT | Microsoft Corp | 1,501 | 645.9 | -0.27% | 2.490 | -0.01% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
USIG | iShares U.S. Credit Bond ETF | 11,829 | 622.0 | -8.01% | 2.390 | -0.32% | 0.000 | +3.48% | +3.56% | 13,935.6 |
Peterson Financial Group, Inc.'s Historical Top Holdings Breakdowns
Peterson Financial Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SECT | Main Sector Rotation ETF | 2024-09-30 | Reduce Reduce | -1.97% | 48.64 ($51.9) 53.87 | $58.28 | 12.29% | Reduce -93.79% | 419 | -6,324 | |
IWY | iShares Russell Top 200 Growth ETF | 2024-09-30 | Reduce Reduce | -1.48% | 194.66 ($212.79) 225.97 | $248.33 | 16.70% | Reduce -9.53% | 10,765 | -1,134 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2024-09-30 | New Buy New Buy | +0.91% | 175.1 ($196.07) 223.43 | $283.59 | 44.64% | New holding | 1,070 | 1,070 | |
JNJ | Johnson & Johnson | 2024-09-30 | New Buy New Buy | +0.85% | 145.48 ($159.33) 167.38 | $156.90 | -1.53% | New holding | 1,369 | 1,369 | |
AGOX | Adaptive Alpha Opportunities ETF | 2024-09-30 | New Buy New Buy | +0.75% | 26.6 ($28.25) 29.57 | $29.14 | 3.15% | New holding | 6,786 | 6,786 | |
BUFR | FT Vest Laddered Buffer ETF | 2024-09-30 | New Buy New Buy | +0.73% | 28.1 ($29.22) 29.89 | $32.02 | 9.57% | New holding | 6,322 | 6,322 | |
IWX | iShares Russell Top 200 Value ETF | 2024-09-30 | Reduce Reduce | -0.73% | 74.49 ($78.03) 81.27 | $84.68 | 8.52% | Reduce -8.35% | 17,565 | -1,601 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2024-09-30 | New Buy New Buy | +0.68% | 98.99 ($100.16) 101.51 | $102.63 | 2.47% | New holding | 1,745 | 1,745 | |
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 2024-09-30 | New Buy New Buy | +0.67% | 56.52 ($60.42) 63.23 | $54.66 | -9.53% | New holding | 2,809 | 2,809 | |
VOO | Vanguard S&P 500 ETF | 2024-09-30 | New Buy New Buy | +0.65% | 475.2 ($508.3) 527.7 | $573.22 | 12.77% | New holding | 318 | 318 |
Peterson Financial Group, Inc. Total Holding History ($B)
Peterson Financial Group, Inc.'s Asset Allocation
Peterson Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Peterson Financial Group, Inc.'s Hypothetical Growth since 2024-09-30
Peterson Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Peterson Financial Group, Inc.'s Holdings Heat Map
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Peterson Financial Group, Inc.'s Holdings Bubble Chart
Peterson Financial Group, Inc. News
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