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.
- KMI: Country of operation United States; Class COM; Shares 549; Value $12,124.
- YUM: Country of operation United States; Class COM; Shares 86; Value $11,994.
- COST: Country of operation United States; Class COM; Shares 13; Value $11,832.
- GILD: Country of operation United States; Class COM; Shares 139; Value $11,686.
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 |
|---|---|---|---|---|---|---|---|---|
| KMI KINDER MORGAN INC DEL | United States | COM | 549 | $12,124 | 0.15% | 2024-09-30 | 2024-11-06 | +37.85% |
| YUM YUM BRANDS INC | United States | COM | 86 | $11,994 | 0.15% | 2024-09-30 | 2024-11-06 | -1.42% |
| COST COSTCO WHSL CORP NEW | United States | COM | 13 | $11,832 | 0.14% | 2024-09-30 | 2024-11-06 | +4.29% |
| GILD GILEAD SCIENCES INC | United States | COM | 139 | $11,686 | 0.14% | 2024-09-30 | 2024-11-06 | +80.44% |
| QCOM QUALCOMM INC | United States | COM | 66 | $11,207 | 0.14% | 2024-09-30 | 2024-11-06 | +8.26% |
| DIS DISNEY WALT CO | United States | COM | 112 | $10,751 | 0.13% | 2024-09-30 | 2024-11-06 | +9.59% |
| NEM NEWMONT CORP | United States | COM | 200 | $10,690 | 0.13% | 2024-09-30 | 2024-11-06 | +119.06% |
| SLV ISHARES SILVER TR | United States | ISHARES | 375 | $10,654 | 0.13% | 2024-09-30 | 2024-11-06 | +95.28% |
| QRVO QORVO INC | United States | COM | 102 | $10,577 | 0.13% | 2024-09-30 | 2024-11-06 | +13.02% |
| PFE PFIZER INC | United States | COM | 363 | $10,514 | 0.13% | 2024-09-30 | 2024-11-06 | -0.76% |
| CM CANADIAN IMPERIAL BK COMM | COM | 171 | $10,489 | 0.13% | 2024-09-30 | 2024-11-06 | +82.12% | |
| JBHT HUNT J B TRANS SVCS INC | United States | COM | 60 | $10,398 | 0.13% | 2024-09-30 | 2024-11-06 | +33.05% |
| ADBE ADOBE INC | United States | COM | 20 | $10,356 | 0.13% | 2024-09-30 | 2024-11-06 | -54.97% |
| DAL DELTA AIR LINES INC DEL | United States | COM NEW | 202 | $10,272 | 0.13% | 2024-09-30 | 2024-11-06 | +67.10% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 62 | $10,173 | 0.12% | 2024-09-30 | 2024-11-06 | +270.29% |
| HPQ HP INC | United States | COM | 283 | $10,161 | 0.12% | 2024-09-30 | 2024-11-06 | -14.33% |
| JCI JOHNSON CTLS INTL PLC | SHS | 130 | $10,069 | 0.12% | 2024-09-30 | 2024-11-06 | +92.53% | |
| CEG CONSTELLATION ENERGY CORP | United States | COM | 39 | $10,021 | 0.12% | 2024-09-30 | 2024-11-06 | +1.75% |
| SU SUNCOR ENERGY INC NEW | COM | 257 | $9,480 | 0.12% | 2024-09-30 | 2024-11-06 | +82.85% | |
| LMT LOCKHEED MARTIN CORP | United States | COM | 16 | $9,407 | 0.11% | 2024-09-30 | 2024-11-06 | -12.38% |
| LYB LYONDELLBASELL INDUSTRIES N | SHS - A - | 97 | $9,301 | 0.11% | 2024-09-30 | 2024-11-06 | -39.33% | |
| CRH CRH PLC | ORD | 100 | $9,274 | 0.11% | 2024-09-30 | 2024-11-06 | -8.85% | |
| GEV GE VERNOVA INC | United States | COM | 36 | $9,179 | 0.11% | 2024-09-30 | 2024-11-06 | +277.48% |
| INTC INTEL CORP | United States | COM | 390 | $9,142 | 0.11% | 2024-09-30 | 2024-11-06 | +394.16% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 88 | $8,986 | 0.11% | 2024-09-30 | 2024-11-06 | +16.28% |
| IDA IDACORP INC | United States | COM | 84 | $8,609 | 0.10% | 2024-09-30 | 2024-11-06 | +27.19% |
| RTX RTX CORPORATION | United States | COM | 71 | $8,604 | 0.10% | 2024-09-30 | 2024-11-06 | +54.29% |
| CAG CONAGRA BRANDS INC | United States | COM | 264 | $8,582 | 0.10% | 2024-09-30 | 2024-11-06 | -56.55% |
| SO SOUTHERN CO | United States | COM | 95 | $8,567 | 0.10% | 2024-09-30 | 2024-11-06 | -7.46% |
| NEE NEXTERA ENERGY INC | United States | COM | 101 | $8,531 | 0.10% | 2024-09-30 | 2024-11-06 | -10.22% |
| NRG NRG ENERGY INC | United States | COM NEW | 94 | $8,524 | 0.10% | 2024-09-30 | 2024-11-06 | +6.66% |
| CNP CENTERPOINT ENERGY INC | United States | COM | 282 | $8,284 | 0.10% | 2024-09-30 | 2024-11-06 | +25.56% |
| BWA BORGWARNER INC | United States | COM | 226 | $8,185 | 0.10% | 2024-09-30 | 2024-11-06 | +67.93% |
| AWK AMERICAN WTR WKS CO INC NEW | United States | COM | 56 | $8,182 | 0.10% | 2024-09-30 | 2024-11-06 | -11.24% |
| PRU PRUDENTIAL FINL INC | United States | COM | 66 | $8,021 | 0.10% | 2024-09-30 | 2024-11-06 | -4.99% |
| PIPRXXXX PIPER SANDLER COMPANIES | United States | COM | 28 | $8,008 | 0.10% | 2024-09-30 | 2024-11-06 | |
| CVS CVS HEALTH CORP | United States | COM | 126 | $7,926 | 0.10% | 2024-09-30 | 2024-11-06 | +38.52% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 54 | $7,634 | 0.09% | 2024-09-30 | 2024-11-06 | -30.43% |
| GLW CORNING INC | United States | COM | 168 | $7,585 | 0.09% | 2024-09-30 | 2024-11-06 | +251.52% |
| SGOL ETFS GOLD TR | United States | PHYSCL GOLD SHS | 301 | $7,564 | 0.09% | 2024-09-30 | 2024-11-06 | |
| A AGILENT TECHNOLOGIES INC | United States | COM | 47 | $7,019 | 0.09% | 2024-09-30 | 2024-11-06 | +17.88% |
| COP CONOCOPHILLIPS | United States | COM | 66 | $6,962 | 0.08% | 2024-09-30 | 2024-11-06 | +19.15% |
| PEG PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 78 | $6,955 | 0.08% | 2024-09-30 | 2024-11-06 | -24.13% |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 27 | $6,892 | 0.08% | 2024-09-30 | 2024-11-06 | -56.24% |
| CMI CUMMINS INC | United States | COM | 21 | $6,882 | 0.08% | 2024-09-30 | 2024-11-06 | +61.02% |
| ENB ENBRIDGE INC | COM | 169 | $6,863 | 0.08% | 2024-09-30 | 2024-11-06 | +14.87% | |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 19 | $6,813 | 0.08% | 2024-09-30 | 2024-11-06 | -49.89% | |
| IP INTERNATIONAL PAPER CO | United States | COM | 138 | $6,730 | 0.08% | 2024-09-30 | 2024-11-06 | -31.79% |
| CI THE CIGNA GROUP | United States | COM | 19 | $6,479 | 0.08% | 2024-09-30 | 2024-11-06 | -20.55% |
| CLF CLEVELAND-CLIFFS INC NEW | United States | COM | 500 | $6,385 | 0.08% | 2024-09-30 | 2024-11-06 | -13.78% |
| HBAN HUNTINGTON BANCSHARES INC | United States | COM | 429 | $6,312 | 0.08% | 2024-09-30 | 2024-11-06 | +3.88% |
| ETR ENTERGY CORP NEW | United States | COM | 47 | $6,167 | 0.08% | 2024-09-30 | 2024-11-06 | +51.59% |
| KR KROGER CO | United States | COM | 105 | $5,999 | 0.07% | 2024-09-30 | 2024-11-06 | +6.09% |
| OKE ONEOK INC NEW | United States | COM | 65 | $5,961 | 0.07% | 2024-09-30 | 2024-11-06 | -4.69% |
| NI NISOURCE INC | United States | COM | 172 | $5,945 | 0.07% | 2024-09-30 | 2024-11-06 | +13.48% |
| MDLZ MONDELEZ INTL INC | United States | CL A | 81 | $5,932 | 0.07% | 2024-09-30 | 2024-11-06 | -19.48% |
| JBL JABIL INC | United States | COM | 49 | $5,877 | 0.07% | 2024-09-30 | 2024-11-06 | +166.08% |
| PAYX PAYCHEX INC | United States | COM | 43 | $5,833 | 0.07% | 2024-09-30 | 2024-11-06 | -25.99% |
| CNA CNA FINL CORP | United States | COM | 118 | $5,779 | 0.07% | 2024-09-30 | 2024-11-06 | -6.03% |
| MPC MARATHON PETE CORP | United States | COM | 35 | $5,757 | 0.07% | 2024-09-30 | 2024-11-06 | +140.64% |
| SNX TD SYNNEX CORPORATION | United States | COM | 48 | $5,732 | 0.07% | 2024-09-30 | 2024-11-06 | +115.01% |
| RPRX ROYALTY PHARMA PLC | United States | SHS CLASS A | 200 | $5,656 | 0.07% | 2024-09-30 | 2024-11-06 | +105.80% |
| IVZ INVESCO LTD | United States | SHS | 321 | $5,633 | 0.07% | 2024-09-30 | 2024-11-06 | +73.23% |
| ROIV ROIVANT SCIENCES LTD | SHS | 488 | $5,632 | 0.07% | 2024-09-30 | 2024-11-06 | +216.29% | |
| ADSK AUTODESK INC | United States | COM | 20 | $5,510 | 0.07% | 2024-09-30 | 2024-11-06 | -26.25% |
| TEL TE CONNECTIVITY PLC | ORD SHS | 36 | $5,491 | 0.07% | 2024-09-30 | 2024-11-06 | +40.80% | |
| ABNB AIRBNB INC | United States | COM CL A | 43 | $5,453 | 0.07% | 2024-09-30 | 2024-11-06 | +23.78% |
| UNM UNUM GROUP | United States | COM | 91 | $5,382 | 0.07% | 2024-09-30 | 2024-11-06 | +48.45% |
| EA ELECTRONIC ARTS INC | United States | COM | 37 | $5,314 | 0.06% | 2024-09-30 | 2024-11-06 | |
| WSO WATSCO INC | United States | COM | 11 | $5,249 | 0.06% | 2024-09-30 | 2024-11-06 | -38.85% |
| PPL PPL CORP | United States | COM | 158 | $5,240 | 0.06% | 2024-09-30 | 2024-11-06 | -1.51% |
| GPC GENUINE PARTS CO | United States | COM | 36 | $5,018 | 0.06% | 2024-09-30 | 2024-11-06 | -9.11% |
| CTVA CORTEVA INC | United States | COM | 85 | $5,003 | 0.06% | 2024-09-30 | 2024-11-06 | +32.45% |
| BG BUNGE GLOBAL SA | Switzerland | COM SHS | 51 | $4,968 | 0.06% | 2024-09-30 | 2024-11-06 | +11.90% |
| MCK MCKESSON CORP | United States | COM | 10 | $4,964 | 0.06% | 2024-09-30 | 2024-11-06 | +74.92% |
| EIX EDISON INTL | United States | COM | 55 | $4,833 | 0.06% | 2024-09-30 | 2024-11-06 | -38.50% |
| FNF FIDELITY NATIONAL FINANCIAL | United States | FNF GROUP COM | 78 | $4,810 | 0.06% | 2024-09-30 | 2024-11-06 | -31.23% |
| BCE BCE INC | COM NEW | 136 | $4,733 | 0.06% | 2024-09-30 | 2024-11-06 | -42.13% | |
| STLA STELLANTIS N.V | SHS | 337 | $4,730 | 0.06% | 2024-09-30 | 2024-11-06 | -68.47% | |
| GIS GENERAL MLS INC | United States | COM | 64 | $4,720 | 0.06% | 2024-09-30 | 2024-11-06 | -54.20% |
| PKG PACKAGING CORP AMER | United States | COM | 22 | $4,720 | 0.06% | 2024-09-30 | 2024-11-06 | +8.30% |
| CMS CMS ENERGY CORP | United States | COM | 66 | $4,649 | 0.06% | 2024-09-30 | 2024-11-06 | -10.17% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 25 | $4,621 | 0.06% | 2024-09-30 | 2024-11-06 | +19.91% |
| GEHC GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 49 | $4,609 | 0.06% | 2024-09-30 | 2024-11-06 | -29.18% |
| TT TRANE TECHNOLOGIES PLC | SHS | 12 | $4,540 | 0.06% | 2024-09-30 | 2024-11-06 | +17.20% | |
| CNC CENTENE CORP DEL | United States | COM | 58 | $4,366 | 0.05% | 2024-09-30 | 2024-11-06 | — split 2025-07-02, ratio not on file |
| OXY OCCIDENTAL PETE CORP | United States | COM | 84 | $4,329 | 0.05% | 2024-09-30 | 2024-11-06 | +6.60% |
| OMC OMNICOM GROUP INC | United States | COM | 41 | $4,273 | 0.05% | 2024-09-30 | 2024-11-06 | -28.29% |
| BKNG BOOKING HOLDINGS INC | United States | COM | 1 | $4,237 | 0.05% | 2024-09-30 | 2024-11-06 | -3.64% |
| CCI CROWN CASTLE INC | United States | COM | 34 | $4,047 | 0.05% | 2024-09-30 | 2024-11-06 | -43.46% |
| TFC TRUIST FINL CORP | United States | COM | 95 | $4,044 | 0.05% | 2024-09-30 | 2024-11-06 | +8.58% |
| VRSN VERISIGN INC | United States | COM | 21 | $3,989 | 0.05% | 2024-09-30 | 2024-11-06 | +47.32% |
| DTE DTE ENERGY CO | United States | COM | 30 | $3,862 | 0.05% | 2024-09-30 | 2024-11-06 | -4.69% |
| CAH CARDINAL HEALTH INC | United States | COM | 35 | $3,838 | 0.05% | 2024-09-30 | 2024-11-06 | +102.60% |
| CB CHUBB LIMITED | COM | 13 | $3,709 | 0.05% | 2024-09-30 | 2024-11-06 | +15.15% | |
| OGE OGE ENERGY CORP | United States | COM | 90 | $3,695 | 0.05% | 2024-09-30 | 2024-11-06 | +10.63% |
| FE FIRSTENERGY CORP | United States | COM | 83 | $3,689 | 0.04% | 2024-09-30 | 2024-11-06 | -1.60% |
| AGI ALAMOS GOLD INC NEW | COM CL A | 184 | $3,669 | 0.04% | 2024-09-30 | 2024-11-06 | +65.70% | |
| AMAT APPLIED MATLS INC | United States | COM | 18 | $3,566 | 0.04% | 2024-09-30 | 2024-11-06 | +153.41% |
| TRP TC ENERGY CORP | COM | 71 | $3,384 | 0.04% | 2024-09-30 | 2024-11-06 | +22.52% |
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