$124 Million is the total value of Peterson Financial Group, Inc.'s 90 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $472,000 | -17.8% | 6,905 | -0.3% | 0.38% | -9.5% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $411,000 | -9.5% | 6,986 | -8.8% | 0.33% | -0.3% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $405,000 | -4.0% | 6,626 | -1.3% | 0.33% | +5.5% |
| SECT | Sell | NORTHERN LTS FD TR IVmain sectr rotn | $323,000 | -27.9% | 8,893 | -15.5% | 0.26% | -20.7% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $281,000 | -16.4% | 678 | -1.2% | 0.23% | -8.1% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $273,000 | -4.2% | 8,360 | -0.0% | 0.22% | +5.3% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $263,000 | -15.2% | 3,457 | -1.4% | 0.21% | -6.6% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $263,000 | -9.9% | 2,778 | -0.4% | 0.21% | -0.9% |
| USMV | Sell | ISHARES TRmsci usa min vol | $222,000 | -24.7% | 3,165 | -16.8% | 0.18% | -17.1% |
| VOO | Sell | VANGUARD INDEX FDS | $215,000 | -20.1% | 621 | -3.9% | 0.17% | -12.2% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $211,000 | -19.2% | 1,549 | -0.1% | 0.17% | -11.0% |
| UWM | Exit | PROSHARES TR | $0 | – | -5,814 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 7.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 6.7% |
| ISHARES TR | 8 | Q3 2023 | 4.2% |
| SPDR SER TR | 8 | Q3 2023 | 3.9% |
| AMAZON COM INC | 8 | Q3 2023 | 3.4% |
| ALPHABET INC | 8 | Q3 2023 | 2.7% |
| SPDR SER TR | 8 | Q3 2023 | 2.9% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.3% |
| ISHARES TR | 8 | Q3 2023 | 2.3% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 2.3% |
View Peterson Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-20 |
| 13F-HR/A | 2022-07-19 |
| 13F-HR | 2022-04-18 |
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.