StockDriftsStockDriftsTop 50 Peterson Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 9.12% | 10.8K | $2.4M | -9.53%(-1.13K) | — | 2024-09-30 | |
| IWX | ISHARES TR | 5.49% | 17.6K | $1.4M | -8.35%(-1.60K) | — | 2024-09-30 | |
| EFG | ISHARES TR | 3.1% | 7.5K | $805K | -7.21%(-581) | — | 2024-09-30 | |
| EFV | ISHARES TR | 3.02% | 13.6K | $784K | -5.64%(-814) | — | 2024-09-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.55% | 14.1K | $664K | -8.05%(-1.23K) | — | 2024-09-30 | |
| IWS | ISHARES TR | 2.55% | 5.0K | $664K | -10.28%(-575) | — | 2024-09-30 | |
| AAPL | APPLE INC | 2.54% | 2.8K | $660K | +1.32%(+37) | — | 2024-09-30 | |
| IEMG | ISHARES INC | 2.5% | 11.3K | $651K | -7.59%(-931) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 2.49% | 1.5K | $646K | -0.27%(-4) | — | 2024-09-30 | |
| USIG | ISHARES TR | 2.39% | 11.8K | $622K | -8.01%(-1.03K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Peterson Financial Group, Inc. reports $25.98M in US-listed equity holdings across 430 positions in its most recent 13F filing. Its largest disclosed positions are IWY (9.1%), IWX (5.5%) and EFG (3.1%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peterson Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903905). View Peterson Financial Group, Inc.’s 13F filings on SEC