| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 11 | Q2 2024 | 6.7% |
| APPLE INC | 11 | Q2 2024 | 7.1% |
| SPDR SER TR | 11 | Q2 2024 | 3.9% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 4.7% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 2.9% |
| ISHARES TR | 10 | Q2 2024 | 15.6% |
| ISHARES TR | 10 | Q1 2024 | 4.2% |
| AMAZON COM INC | 10 | Q1 2024 | 3.8% |
| ALPHABET INC | 10 | Q1 2024 | 3.2% |
| ISHARES TR | 10 | Q2 2024 | 8.7% |
View Peterson Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-08-28 |
| 13F-HR/A | 2024-08-28 |
| 13F-HR/A | 2024-08-28 |
| 13F-HR/A | 2024-08-28 |
| 13F-HR/A | 2024-08-27 |
| 13F-HR/A | 2024-08-27 |
| 13F-HR/A | 2024-08-26 |
| 13F-HR/A | 2024-08-26 |
| 13F-HR/A | 2024-08-26 |
| 13F-HR/A | 2024-08-22 |
View Peterson Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.