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.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 20; Value $3,352.
- ETSY: Country of operation United States; Class COM; Shares 60; Value $3,332.
- WEC: Country of operation United States; Class COM; Shares 34; Value $3,302.
- SLB: Country of operation —; Class COM STK; Shares 78; Value $3,284.
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 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 20 | $3,352 | 0.04% | 2024-09-30 | 2024-11-06 | +101.76% |
|---|
ETSY
ETSY INC | United States | COM | 60 | $3,332 | 0.04% | 2024-09-30 | 2024-11-06 | +24.76% |
|---|
WEC
WEC ENERGY GROUP INC | United States | COM | 34 | $3,302 | 0.04% | 2024-09-30 | 2024-11-06 | +6.65% |
|---|
SLB
SCHLUMBERGER LTD | | COM STK | 78 | $3,284 | 0.04% | 2024-09-30 | 2024-11-06 | +18.88% |
|---|
SRE
SEMPRA | United States | COM | 39 | $3,235 | 0.04% | 2024-09-30 | 2024-11-06 | -6.52% |
|---|
CAT
CATERPILLAR INC | United States | COM | 8 | $3,229 | 0.04% | 2024-09-30 | 2024-11-06 | +111.35% |
|---|
BA
BOEING CO | United States | COM | 21 | $3,193 | 0.04% | 2024-09-30 | 2024-11-06 | +23.44% |
|---|
CFG
CITIZENS FINL GROUP INC | United States | COM | 78 | $3,191 | 0.04% | 2024-09-30 | 2024-11-06 | +55.56% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 31 | $3,169 | 0.04% | 2024-09-30 | 2024-11-06 | +926.98% |
|---|
KEY
KEYCORP | United States | COM | 187 | $3,140 | 0.04% | 2024-09-30 | 2024-11-06 | +20.12% |
|---|
VMRK
EQUITY RESIDENTIAL | United States | SH BEN INT | 41 | $3,025 | 0.04% | 2024-09-30 | 2024-11-06 | -17.61% |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 10 | $2,981 | 0.04% | 2024-09-30 | 2024-11-06 | +9.97% |
|---|
IPG
INTERPUBLIC GROUP COS INC | United States | COM | 93 | $2,926 | 0.04% | 2024-09-30 | 2024-11-06 | |
|---|
LW
LAMB WESTON HLDGS INC | United States | COM | 45 | $2,923 | 0.04% | 2024-09-30 | 2024-11-06 | -33.16% |
|---|
SON
SONOCO PRODS CO | United States | COM | 53 | $2,886 | 0.04% | 2024-09-30 | 2024-11-06 | -9.19% |
|---|
GDDY
GODADDY INC | United States | CL A | 18 | $2,822 | 0.03% | 2024-09-30 | 2024-11-06 | -40.01% |
|---|
RF
REGIONS FINANCIAL CORP NEW | United States | COM | 119 | $2,776 | 0.03% | 2024-09-30 | 2024-11-06 | +15.26% |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 78 | $2,734 | 0.03% | 2024-09-30 | 2024-11-06 | -33.21% |
|---|
CNH
CNH INDL N V | | SHS | 233 | $2,586 | 0.03% | 2024-09-30 | 2024-11-06 | +17.66% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 22 | $2,537 | 0.03% | 2024-09-30 | 2024-11-06 | -0.95% |
|---|
CRBG
COREBRIDGE FINL INC | United States | COM | 86 | $2,500 | 0.03% | 2024-09-30 | 2024-11-06 | +15.81% |
|---|
D
DOMINION ENERGY INC | United States | COM | 43 | $2,485 | 0.03% | 2024-09-30 | 2024-11-06 | +4.93% |
|---|
UI
UBIQUITI INC | United States | COM | 11 | $2,447 | 0.03% | 2024-09-30 | 2024-11-06 | +152.26% |
|---|
UGI
UGI CORP NEW | United States | COM | 97 | $2,420 | 0.03% | 2024-09-30 | 2024-11-06 | +44.48% |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 31 | $2,419 | 0.03% | 2024-09-30 | 2024-11-06 | -30.94% |
|---|
BEN
FRANKLIN RESOURCES INC | United States | COM | 120 | $2,415 | 0.03% | 2024-09-30 | 2024-11-06 | +62.13% |
|---|
KD
KYNDRYL HLDGS INC | United States | COMMON STOCK | 101 | $2,321 | 0.03% | 2024-09-30 | 2024-11-06 | — split 2026-02-09, ratio not on file |
|---|
CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 30 | $2,287 | 0.03% | 2024-09-30 | 2024-11-06 | -26.35% |
|---|
IQV
IQVIA HLDGS INC | United States | COM | 9 | $2,133 | 0.03% | 2024-09-30 | 2024-11-06 | +13.51% |
|---|
CDW
CDW CORP | United States | COM | 9 | $2,062 | 0.03% | 2024-09-30 | 2024-11-06 | -42.68% |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 8 | $1,754 | 0.02% | 2024-09-30 | 2024-11-06 | +36.37% |
|---|
PAAS
PAN AMERN SILVER CORP | | COM | 79 | $1,649 | 0.02% | 2024-09-30 | 2024-11-06 | +121.08% |
|---|
ERIE
ERIE INDTY CO | United States | CL A | 3 | $1,619 | 0.02% | 2024-09-30 | 2024-11-06 | -58.80% |
|---|
PHIN
PHINIA INC | United States | COMMON STOCK | 34 | $1,581 | 0.02% | 2024-09-30 | 2024-11-06 | +31.26% |
|---|
ROST
ROSS STORES INC | United States | COM | 10 | $1,571 | 0.02% | 2024-09-30 | 2024-11-06 | +55.74% |
|---|
AEM
AGNICO EAGLE MINES LTD | | COM | 18 | $1,450 | 0.02% | 2024-09-30 | 2024-11-06 | +130.67% |
|---|
TROW
PRICE T ROWE GROUP INC | United States | COM | 13 | $1,414 | 0.02% | 2024-09-30 | 2024-11-06 | -4.06% |
|---|
TGT
TARGET CORP | United States | COM | 9 | $1,370 | 0.02% | 2024-09-30 | 2024-11-06 | +0.37% |
|---|
DOX
AMDOCS LTD | | SHS | 15 | $1,312 | 0.02% | 2024-09-30 | 2024-11-06 | -34.17% |
|---|
EL
LAUDER ESTEE COS INC | United States | CL A | 13 | $1,303 | 0.02% | 2024-09-30 | 2024-11-06 | -5.34% |
|---|
GPN
GLOBAL PMTS INC | United States | COM | 12 | $1,268 | 0.02% | 2024-09-30 | 2024-11-06 | -18.64% |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 62 | $1,262 | 0.02% | 2024-09-30 | 2024-11-06 | +200.54% |
|---|
CMA
COMERICA INC | United States | COM | 19 | $1,164 | 0.01% | 2024-09-30 | 2024-11-06 | |
|---|
SIRI
SIRIUSXM HOLDINGS INC | United States | COMMON STOCK | 49 | $1,161 | 0.01% | 2024-09-30 | 2024-11-06 | +8.92% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 8 | $1,135 | 0.01% | 2024-09-30 | 2024-11-06 | -31.11% |
|---|
ZBH
ZIMMER BIOMET HOLDINGS INC | United States | COM | 10 | $1,112 | 0.01% | 2024-09-30 | 2024-11-06 | -15.39% |
|---|
AFG
AMERICAN FINL GROUP INC OHIO | United States | COM | 8 | $1,083 | 0.01% | 2024-09-30 | 2024-11-06 | +2.87% |
|---|
NTAP
NETAPP INC | United States | COM | 8 | $1,016 | 0.01% | 2024-09-30 | 2024-11-06 | +69.36% |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 12 | $902 | 0.01% | 2024-09-30 | 2024-11-06 | -7.72% |
|---|
CC
CHEMOURS CO | United States | COM | 42 | $846 | 0.01% | 2024-09-30 | 2024-11-06 | -31.64% |
|---|
FISV
FISERV INC | United States | COM | 4 | $719 | 0.01% | 2024-09-30 | 2024-11-06 | — split 2025-10-29, ratio not on file |
|---|
WBD
WARNER BROS DISCOVERY INC | United States | COM SER A | 87 | $718 | 0.01% | 2024-09-30 | 2024-11-06 | +273.94% |
|---|
DLR
DIGITAL RLTY TR INC | United States | COM | 4 | $696 | 0.01% | 2024-09-30 | 2024-11-06 | +9.10% |
|---|
OLED
UNIVERSAL DISPLAY CORP | United States | COM | 3 | $631 | 0.01% | 2024-09-30 | 2024-11-06 | -63.72% |
|---|
VTRS
VIATRIS INC | United States | COM | 53 | $621 | 0.01% | 2024-09-30 | 2024-11-06 | +56.07% |
|---|
UUUU
ENERGY FUELS INC | | COM NEW | 63 | $346 | 0.00% | 2024-09-30 | 2024-11-06 | +100.18% |
|---|
WHR
WHIRLPOOL CORP | United States | COM | 2 | $218 | 0.00% | 2024-09-30 | 2024-11-06 | -71.34% |
|---|
ZIMV
ZIMVIE INC | United States | COM | 1 | $16 | 0.00% | 2024-09-30 | 2024-11-06 | |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |