Peterson Financial Group, Inc. current holdings: USA Stocks
Peterson Financial Group, Inc. reported $0.01 billion in share positions in stocks (listed in the US), 258 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are AAPL, MSFT, DE.
- AAPL: Country of operation United States; Class COM; Shares 2,834; Value $660,248.
- MSFT: Country of operation United States; Class COM; Shares 1,501; Value $645,901.
- DE: Country of operation United States; Class COM; Shares 776; Value $323,701.
- GLD: Country of operation United States; Class GOLD SHS; Shares 1,122; Value $272,713.
Form 13F-HR as filed (SEC CIK 1903905): quarter ended 2024-09-30, filed 2024-11-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 2,834 | $660,248 | 8.05% | 2024-09-30 | 2024-11-06 | |
| MSFT MICROSOFT CORP | United States | COM | 1,501 | $645,901 | 7.87% | 2024-09-30 | 2024-11-06 | +18.28% |
| DE DEERE & CO | United States | COM | 776 | $323,701 | 3.94% | 2024-09-30 | 2024-11-06 | +63.06% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 1,122 | $272,713 | 3.32% | 2024-09-30 | 2024-11-06 | +57.53% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 553 | $254,390 | 3.10% | 2024-09-30 | 2024-11-06 | ||
| KO COCA COLA CO | United States | COM | 3,399 | $244,285 | 2.98% | 2024-09-30 | 2024-11-06 | +20.85% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 1,070 | $236,614 | 2.88% | 2024-09-30 | 2024-11-06 | -0.49% |
| NVDA NVIDIA CORPORATION | United States | COM | 1,875 | $227,716 | 2.77% | 2024-09-30 | 2024-11-06 | +87.10% |
| JNJ JOHNSON & JOHNSON | United States | COM | 1,369 | $221,920 | 2.70% | 2024-09-30 | 2024-11-06 | +65.11% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 330 | $163,181 | 1.99% | 2024-09-30 | 2024-11-06 | +85.06% |
| CVX CHEVRON CORP NEW | United States | COM | 971 | $143,002 | 1.74% | 2024-09-30 | 2024-11-06 | +38.78% |
| CSCO CISCO SYS INC | United States | COM | 2,623 | $139,599 | 1.70% | 2024-09-30 | 2024-11-06 | +100.94% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 3,073 | $138,026 | 1.68% | 2024-09-30 | 2024-11-06 | +2.38% |
| MMM 3M CO | United States | COM | 1,007 | $137,661 | 1.68% | 2024-09-30 | 2024-11-06 | +23.26% |
| PG PROCTER AND GAMBLE CO | United States | COM | 789 | $136,579 | 1.66% | 2024-09-30 | 2024-11-06 | -14.36% |
| DOW DOW INC | United States | COM | 2,171 | $118,596 | 1.45% | 2024-09-30 | 2024-11-06 | -49.46% |
| CASY CASEYS GEN STORES INC | United States | COM | 314 | $118,151 | 1.44% | 2024-09-30 | 2024-11-06 | +59.67% |
| AMGN AMGEN INC | United States | COM | 355 | $114,228 | 1.39% | 2024-09-30 | 2024-11-06 | +31.48% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 564 | $93,533 | 1.14% | 2024-09-30 | 2024-11-06 | +105.56% |
| RDNT RADNET INC | United States | COM | 1,299 | $90,138 | 1.10% | 2024-09-30 | 2024-11-06 | +1.82% |
| PEP PEPSICO INC | United States | COM | 520 | $88,432 | 1.08% | 2024-09-30 | 2024-11-06 | -24.32% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 150 | $87,743 | 1.07% | 2024-09-30 | 2024-11-06 | -35.87% |
| AMZN AMAZON COM INC | United States | COM | 456 | $84,911 | 1.03% | 2024-09-30 | 2024-11-06 | +32.38% |
| ABBV ABBVIE INC | United States | COM | 390 | $76,998 | 0.94% | 2024-09-30 | 2024-11-06 | +33.32% |
| CSW CSW INDUSTRIALS INC | United States | COM | 196 | $71,983 | 0.88% | 2024-09-30 | 2024-11-06 | -19.82% |
| LNT ALLIANT ENERGY CORP | United States | COM | 1,177 | $71,441 | 0.87% | 2024-09-30 | 2024-11-06 | +6.01% |
| BLDR BUILDERS FIRSTSOURCE INC | United States | COM | 364 | $70,565 | 0.86% | 2024-09-30 | 2024-11-06 | -70.32% |
| META META PLATFORMS INC | United States | CL A | 123 | $70,422 | 0.86% | 2024-09-30 | 2024-11-06 | +29.06% |
| HD HOME DEPOT INC | United States | COM | 173 | $70,106 | 0.85% | 2024-09-30 | 2024-11-06 | -28.91% |
| MA MASTERCARD INCORPORATED | United States | CL A | 137 | $67,477 | 0.82% | 2024-09-30 | 2024-11-06 | +14.13% |
| WFC WELLS FARGO CO NEW | United States | COM | 1,097 | $61,971 | 0.76% | 2024-09-30 | 2024-11-06 | +42.47% |
| TMHC TAYLOR MORRISON HOME CORP | United States | COM | 881 | $61,899 | 0.75% | 2024-09-30 | 2024-11-06 | |
| MCD MCDONALDS CORP | United States | COM | 192 | $58,400 | 0.71% | 2024-09-30 | 2024-11-06 | -23.16% |
| KLAC KLA CORP | United States | COM NEW | 73 | $56,231 | 0.69% | 2024-09-30 | 2024-11-06 | +153.78% |
| EMR EMERSON ELEC CO | United States | COM | 481 | $52,570 | 0.64% | 2024-09-30 | 2024-11-06 | +43.77% |
| AFL AFLAC INC | United States | COM | 468 | $52,333 | 0.64% | 2024-09-30 | 2024-11-06 | +1.66% |
| XOMXXXX EXXON MOBIL CORP | COM | 438 | $51,292 | 0.63% | 2024-09-30 | 2024-11-06 | ||
| FMC FMC CORP | United States | COM NEW | 770 | $50,741 | 0.62% | 2024-09-30 | 2024-11-06 | — split 2025-10-30, ratio not on file |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 180 | $49,846 | 0.61% | 2024-09-30 | 2024-11-06 | -5.40% |
| AVGO BROADCOM INC | United States | COM | 288 | $49,615 | 0.60% | 2024-09-30 | 2024-11-06 | +105.86% |
| HSY HERSHEY CO | United States | COM | 238 | $45,572 | 0.56% | 2024-09-30 | 2024-11-06 | -15.84% |
| AMP AMERIPRISE FINL INC | United States | COM | 97 | $45,485 | 0.55% | 2024-09-30 | 2024-11-06 | +5.86% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 215 | $45,395 | 0.55% | 2024-09-30 | 2024-11-06 | +58.86% |
| ELF E L F BEAUTY INC | United States | COM | 409 | $44,593 | 0.54% | 2024-09-30 | 2024-11-06 | -6.72% |
| ELV ELEVANCE HEALTH INC | United States | COM | 85 | $44,313 | 0.54% | 2024-09-30 | 2024-11-06 | -24.47% |
| SXI STANDEX INTL CORP | United States | COM | 241 | $44,013 | 0.54% | 2024-09-30 | 2024-11-06 | +49.55% |
| ADI ANALOG DEVICES INC | United States | COM | 188 | $43,328 | 0.53% | 2024-09-30 | 2024-11-06 | +73.01% |
| NDAQ NASDAQ INC | United States | COM | 580 | $42,343 | 0.52% | 2024-09-30 | 2024-11-06 | +25.80% |
| T AT&T INC | United States | COM | 1,855 | $40,813 | 0.50% | 2024-09-30 | 2024-11-06 | +11.27% |
| MO ALTRIA GROUP INC | United States | COM | 797 | $40,661 | 0.50% | 2024-09-30 | 2024-11-06 | +34.64% |
| AVY AVERY DENNISON CORP | United States | COM | 177 | $39,039 | 0.48% | 2024-09-30 | 2024-11-06 | -22.64% |
| FERG FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 196 | $38,948 | 0.47% | 2024-09-30 | 2024-11-06 | +12.74% | |
| RJF RAYMOND JAMES FINL INC | United States | COM | 303 | $37,065 | 0.45% | 2024-09-30 | 2024-11-06 | +30.53% |
| MRK MERCK & CO INC | United States | COM | 316 | $35,873 | 0.44% | 2024-09-30 | 2024-11-06 | +31.45% |
| TSLA TESLA INC | United States | COM | 134 | $35,153 | 0.43% | 2024-09-30 | 2024-11-06 | +34.86% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 537 | $34,774 | 0.42% | 2024-09-30 | 2024-11-06 | +52.91% |
| MCHP MICROCHIP TECHNOLOGY INC. | United States | COM | 420 | $33,694 | 0.41% | 2024-09-30 | 2024-11-06 | -1.88% |
| PFG PRINCIPAL FINANCIAL GROUP IN | United States | COM | 385 | $33,091 | 0.40% | 2024-09-30 | 2024-11-06 | +32.68% |
| CUBE CUBESMART | United States | COM | 609 | $32,799 | 0.40% | 2024-09-30 | 2024-11-06 | -29.65% |
| UNP UNION PAC CORP | United States | COM | 130 | $32,045 | 0.39% | 2024-09-30 | 2024-11-06 | +11.23% |
| ABT ABBOTT LABS | United States | COM | 276 | $31,518 | 0.38% | 2024-09-30 | 2024-11-06 | -11.46% |
| BAH BOOZ ALLEN HAMILTON HLDG COR | United States | CL A | 188 | $30,563 | 0.37% | 2024-09-30 | 2024-11-06 | -57.17% |
| BALL BALL CORP | United States | COM | 448 | $30,424 | 0.37% | 2024-09-30 | 2024-11-06 | -16.58% |
| MET METLIFE INC | United States | COM | 368 | $30,372 | 0.37% | 2024-09-30 | 2024-11-06 | +15.42% |
| GE GE AEROSPACE | United States | COM NEW | 150 | $28,347 | 0.35% | 2024-09-30 | 2024-11-06 | +68.57% |
| VLO VALERO ENERGY CORP | United States | COM | 208 | $28,148 | 0.34% | 2024-09-30 | 2024-11-06 | +187.14% |
| ADM ARCHER DANIELS MIDLAND CO | United States | COM | 466 | $27,821 | 0.34% | 2024-09-30 | 2024-11-06 | +32.91% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 44 | $27,155 | 0.33% | 2024-09-30 | 2024-11-06 | +9.87% |
| LLY ELI LILLY & CO | United States | COM | 30 | $26,715 | 0.33% | 2024-09-30 | 2024-11-06 | +33.71% |
| V VISA INC | United States | COM CL A | 96 | $26,379 | 0.32% | 2024-09-30 | 2024-11-06 | +33.07% |
| WMT WALMART INC | United States | COM | 324 | $26,162 | 0.32% | 2024-09-30 | 2024-11-06 | +32.26% |
| TRMB TRIMBLE INC | United States | COM | 375 | $23,284 | 0.28% | 2024-09-30 | 2024-11-06 | -7.65% |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 102 | $22,680 | 0.28% | 2024-09-30 | 2024-11-06 | -23.61% |
| EXC EXELON CORP | United States | COM | 555 | $22,497 | 0.27% | 2024-09-30 | 2024-11-06 | +0.25% |
| PLD PROLOGIS INC. | United States | COM | 168 | $21,180 | 0.26% | 2024-09-30 | 2024-11-06 | +5.01% |
| CRM SALESFORCE INC | United States | COM | 75 | $20,544 | 0.25% | 2024-09-30 | 2024-11-06 | -17.68% |
| CMCSA COMCAST CORP NEW | United States | CL A | 486 | $20,283 | 0.25% | 2024-09-30 | 2024-11-06 | -44.83% |
| HONZZZZ HONEYWELL INTL INC | COM | 97 | $20,137 | 0.25% | 2024-09-30 | 2024-11-06 | ||
| ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 123 | $19,777 | 0.24% | 2024-09-30 | 2024-11-06 | -5.26% |
| IEX IDEX CORP | United States | COM | 91 | $19,447 | 0.24% | 2024-09-30 | 2024-11-06 | +7.43% |
| PM PHILIP MORRIS INTL INC | United States | COM | 154 | $18,714 | 0.23% | 2024-09-30 | 2024-11-06 | +59.72% |
| LOW LOWES COS INC | United States | COM | 68 | $18,329 | 0.22% | 2024-09-30 | 2024-11-06 | -30.86% |
| LIN LINDE PLC | United Kingdom | SHS | 38 | $18,190 | 0.22% | 2024-09-30 | 2024-11-06 | -0.73% |
| COR CENCORA INC | United States | COM | 81 | $18,182 | 0.22% | 2024-09-30 | 2024-11-06 | +36.66% |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 348 | $18,021 | 0.22% | 2024-09-30 | 2024-11-06 | +21.49% |
| NKE NIKE INC | United States | CL B | 202 | $17,890 | 0.22% | 2024-09-30 | 2024-11-06 | -59.46% |
| SPGI S&P GLOBAL INC | United States | COM | 32 | $16,600 | 0.20% | 2024-09-30 | 2024-11-06 | -19.71% |
| PSX PHILLIPS 66 | United States | COM | 125 | $16,391 | 0.20% | 2024-09-30 | 2024-11-06 | +91.90% |
| TJX TJX COS INC NEW | United States | COM | 138 | $16,209 | 0.20% | 2024-09-30 | 2024-11-06 | +13.83% |
| NFLX NETFLIX INC | United States | COM | 20 | $14,185 | 0.17% | 2024-09-30 | 2024-11-06 | -0.89% |
| IVT INVENTRUST PPTYS CORP | United States | COM NEW | 489 | $13,873 | 0.17% | 2024-09-30 | 2024-11-06 | +7.61% |
| CL COLGATE PALMOLIVE CO | United States | COM | 131 | $13,562 | 0.17% | 2024-09-30 | 2024-11-06 | -16.71% |
| TSN TYSON FOODS INC | United States | CL A | 227 | $13,539 | 0.16% | 2024-09-30 | 2024-11-06 | -14.41% |
| CSX CSX CORP | United States | COM | 389 | $13,442 | 0.16% | 2024-09-30 | 2024-11-06 | +35.91% |
| C CITIGROUP INC | United States | COM NEW | 209 | $13,091 | 0.16% | 2024-09-30 | 2024-11-06 | +108.95% |
| USB US BANCORP DEL | United States | COM NEW | 284 | $13,004 | 0.16% | 2024-09-30 | 2024-11-06 | +27.14% |
| BAC BANK AMERICA CORP | United States | COM | 327 | $12,963 | 0.16% | 2024-09-30 | 2024-11-06 | +38.51% |
| SOLV SOLVENTUM CORP | United States | COM SHS | 184 | $12,828 | 0.16% | 2024-09-30 | 2024-11-06 | +28.11% |
| ZTS ZOETIS INC | United States | CL A | 63 | $12,369 | 0.15% | 2024-09-30 | 2024-11-06 | -64.02% |
| COF CAPITAL ONE FINL CORP | United States | COM | 81 | $12,189 | 0.15% | 2024-09-30 | 2024-11-06 | +31.21% |
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