$149 Million is the total value of Peterson Financial Group, Inc.'s 140 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
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.