Peterson Financial Group, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Des Moines, IA
CIK
0001903905
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 65 177,217 AAPL, MSFT, NVDA, AMZN 13F-HR 4/24/2024 000190390524000002
Q4 2023 138 171,034 MSFT, AAPL, AMZN, AVGO 13F-HR 2/12/2024 000190390524000001
Q3 2023 140 149,188 MSFT, AAPL, IVV, SPYG 13F-HR 10/31/2023 000190390523000004
Q2 2023 142 155,562 MSFT, AAPL, IVV, SPYG 13F-HR 8/4/2023 000190390523000003
Q1 2023 143 142,475 AAPL, MSFT, IVV, SPYG 13F-HR 4/25/2023 000190390523000002
Q4 2022 144 70,018 IVV, SPYG, SPYV, MSFT 13F-HR 2/3/2023 000190390523000001
Q3 2022 87 118,981 AAPL, MSFT, AMZN, UNH 13F-HR 10/17/2022 000190390522000006
Q2 2022 90 124,117 MSFT, AAPL, AMZN, UNH 13F-HR 7/20/2022 000190390522000004
Q1 2022 90 136,683 AAPL, MSFT, AMZN, GOOGL RESTATEMENT 7/19/2022 000190390522000003
Q4 2021 78 415,062 AAPL, MSFT, AMZN, GOOGL 13F-HR 1/31/2022 000190390522000001
Additional filings from Peterson Financial Group, Inc. that have since been restated