Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
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.