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Disclosery

13F-HR filed by Peterson Financial Group, Inc.

Peterson Financial Group, Inc. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-25, with 65 holding rows worth $177,217,710.

Accession
0001903905-24-000002
Filer
CIK 1903905
Filed
2024-04-25
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 65 entries on the cover page, a total value of $177,217,710 stated on the cover page (in dollars after the unit check, H1), rows summing to $177,217,710 with VALUE read as dollars as filed, 13F file number 028-21545. A later restatement replaced it, so the quarter does not use it. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM65,307$11,198,852dollars as filed
Microsoft Corp594918104COM25,005$10,520,328dollars as filed
NVIDIA Corp67066G104COM9,266$8,372,576dollars as filed
Amazon.com, Inc023135106COM37,827$6,823,285dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM38,046$5,742,228dollars as filed
Berkshire Hathaway Inc084670702COM12,178$5,121,004dollars as filed
JPMorgan Chase & Co46625H100COM25,254$5,058,390dollars as filed
META PLATFORMS INC CL A30303M102COM9,730$4,724,791dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS8,085$4,250,385dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS53,286$3,897,818dollars as filed
IDEX CORP COM45167R104Stock15,369$3,750,370dollars as filed
Home Depot, Inc437076102COM9,155$3,511,941dollars as filed
Thermo Fisher Scientific Inc.883556102COM5,956$3,461,554dollars as filed
EXXON MOBIL CORP30231G102COM27,471$3,193,168dollars as filed
UnitedHealth Group Inc91324P102COM6,334$3,133,317dollars as filed
Intercontinental Exchange,Inc.45866F104COM22,144$3,043,279dollars as filed
Eli Lilly and Company532457108COM3,743$2,911,609dollars as filed
Merck & Co.,Inc.58933Y105COM21,465$2,832,372dollars as filed
Salesforce.com, Inc79466L302COM9,294$2,799,206dollars as filed
Tesla Motors, Inc88160R101COM15,870$2,789,812dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL55,423$2,776,675dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock18,926$2,753,989dollars as filed
PepsiCo,Inc.713448108COM15,708$2,749,188dollars as filed
Comcast Corp20030N101COM61,620$2,671,214dollars as filed
McDonalds Corporation580135101COM9,415$2,654,739dollars as filed
Visa Inc92826C839COM9,434$2,632,831dollars as filed
Goldman Sachs Group,Inc.38141G104COM6,186$2,583,623dollars as filed
S&P Global,Inc.78409V104COM6,064$2,579,859dollars as filed
CSX Corporation126408103COM68,576$2,542,106dollars as filed
Procter & Gamble Co742718109COM15,438$2,504,717dollars as filed
Prologis,Inc.74340W103COM19,001$2,474,323dollars as filed
HUNT J B TRANS SVCS INC COM445658107Stock12,302$2,451,189dollars as filed
Johnson & Johnson478160104COM15,421$2,439,393dollars as filed
Cisco Systems,Inc.17275R102COM48,521$2,421,688dollars as filed
AFLAC INC COM001055102Stock27,892$2,394,841dollars as filed
EXELON CORP COM30161N101Stock62,719$2,356,361dollars as filed
AbbVie,Inc.00287Y109COM12,413$2,260,443dollars as filed
NIKE,Inc. Class B654106103COM22,847$2,147,158dollars as filed
TJX Companies Inc872540109COM20,947$2,124,464dollars as filed
QORVO INC COM74736K101Stock18,442$2,117,708dollars as filed
YUM BRANDS INC COM988498101Stock15,008$2,080,845dollars as filed
Intel Corp458140100COM44,000$1,943,502dollars as filed
Chevron Corporation166764100COM12,252$1,932,694dollars as filed
Citigroup Inc.172967424COM30,497$1,928,619dollars as filed
Walt Disney Co254687106COM15,243$1,865,165dollars as filed
Honeywell Technologies438516106COM9,071$1,861,810dollars as filed
iShares Russell Midcap ETF464287499SHS21,081$1,772,772dollars as filed
Advanced Micro Devices,Inc.007903107COM9,699$1,750,573dollars as filed
SPDR SER TR78464A821S&P 400 MDCP GRW18,677$1,630,318dollars as filed
MasterCard, Inc57636Q104COM3,146$1,514,983dollars as filed
iShares Russell 2000 ETF464287655SHS7,129$1,499,243dollars as filed
BORGWARNER INC COM099724106Stock42,477$1,475,641dollars as filed
AT&T Inc00206R102COM81,071$1,426,834dollars as filed
CENTERPOINT ENERGY INC15189T107COM47,678$1,358,338dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID23,496$1,145,903dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO12,256$1,069,062dollars as filed
COMERICAINC200340107COM18,907$1,039,733dollars as filed
Uber Technologies90353T100COM12,358$951,442dollars as filed
Avantis US Small Cap Value ETF025072877SHS6,920$648,427dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA5,945$298,959dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF5,706$287,908dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR9,867$285,354dollars as filed
FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q200ETF5,107$246,378dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 5004,151$222,939dollars as filed
ISHARES TR464289479CORE LT USDB ETF4,059$207,474dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001903905-24-000002this filing2024-04-25acceptance time not in the bulk data set
13F-HR/A 0001903905-24-000013 base2024-08-28acceptance time not in the bulk data set