Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peterson Financial Group, Inc. (CIK 1903905) reported $26.0M across 430 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: IWY ($2.4M, 9.12%), IWX ($1.4M, 5.49%), EFG ($805,132, 3.10%), EFV ($783,628, 3.02%), VMBS ($663,653, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $2.4M | 9.12% | 10,765 | Trimmed |
| 2 | IWX | ISHARES TR | $1.4M | 5.49% | 17,565 | Trimmed |
| 3 | EFG | ISHARES TR | $805,132 | 3.10% | 7,479 | Trimmed |
| 4 | EFV | ISHARES TR | $783,628 | 3.02% | 13,621 | Trimmed |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | $663,653 | 2.55% | 14,057 | Trimmed |
| 6 | IWS | ISHARES TR | $663,555 | 2.55% | 5,017 | Trimmed |
| 7 | AAPL | APPLE INC | $660,248 | 2.54% | 2,834 | Added |
| 8 | IEMG | ISHARES INC | $650,568 | 2.50% | 11,332 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $645,901 | 2.49% | 1,501 | Trimmed |
| 10 | USIG | ISHARES TR | $621,961 | 2.39% | 11,829 | Trimmed |
| 11 | JAAA | JANUS DETROIT STR TR | $460,009 | 1.77% | 9,041 | Added |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $447,259 | 1.72% | 9,569 | Added |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $413,656 | 1.59% | 6,846 | Trimmed |
| 14 | IWP | ISHARES TR | $411,003 | 1.58% | 3,504 | Trimmed |
| 15 | VGSH | VANGUARD SCOTTSDALE FDS | $362,557 | 1.40% | 6,143 | Trimmed |
| 16 | SECT | NORTHERN LTS FD TR IV | $362,585 | 1.40% | 6,743 | Hold |
| 17 | MOAT | VANECK ETF TRUST | $360,086 | 1.39% | 3,714 | Added |
| 18 | IUSV | ISHARES TR | $352,240 | 1.36% | 3,689 | Added |
| 19 | QQQ | INVESCO QQQ TR | $328,350 | 1.26% | 673 | Trimmed |
| 20 | DE | DEERE & CO | $323,701 | 1.25% | 776 | Added |
| 21 | IDEV | ISHARES TR | $317,124 | 1.22% | 4,477 | Trimmed |
| 22 | IOO | ISHARES TR | $306,962 | 1.18% | 3,096 | Added |
| 23 | HYS | PIMCO ETF TR | $289,311 | 1.11% | 3,029 | Added |
| 24 | SPYG | SPDR SER TR | $284,630 | 1.10% | 3,432 | Trimmed |
| 25 | USFR | WISDOMTREE TR | $282,126 | 1.09% | 5,618 | Added |
Source: SEC Form 13F filings · as of 2024-09-30