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CIK: 0001903905
Total reported value
$26.0M
$26.0M
65 檔
164.2%
As reported in its official Q1 2024 Form 13F filing, Peterson Financial Group, Inc.'s tracked investment portfolio stood at $26.0M with 65 total positions.
In Q1 2024, Peterson Financial Group, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.32% | -1.05% | +44.98% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.94% | — | -5.73% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.72% | — | +12.93% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.85% | +0.33% | NEW | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.24% | +0.36% | NEW | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.89% | — | +35.51% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.85% | — | +56.14% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.67% | +0.27% | NEW | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | — | +0.04% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.20% | — | -0.72% | |
| 11 | IEX | Idex CORP | Stock-Industrials | 2.12% | — | +40.10% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.98% | +0.27% | NEW | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.95% | — | +48.16% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | — | +19.39% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.77% | +0.34% | NEW | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 1.72% | — | +55.69% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.64% | — | -0.43% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.60% | — | +13.15% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.58% | — | +61.58% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.57% | — | +57.77% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.57% | — | +1.04% | |
| 22 | A | Agilent Technologies Inc | Stock-Healthcare | 1.55% | — | +59.39% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.55% | +0.34% | NEW | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.51% | — | +58.89% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.50% | — | +18.47% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | — | +36.59% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.46% | +0.63% | NEW | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 1.46% | — | +59.66% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 1.43% | — | +50.46% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.41% | +0.53% | NEW | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 1.40% | — | +47.39% | |
| 32 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 1.38% | — | +59.19% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | +0.85% | NEW | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 1.37% | +0.54% | NEW | |
| 35 | AFL | Aflac Inc | Stock-Financials | 1.35% | — | +49.15% | |
| 36 | EXC | Exelon CORP | Stock-Utilities | 1.33% | — | +13.06% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 1.28% | +0.30% | NEW | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.21% | — | +50.79% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | — | +49.87% | |
| 40 | QRVO | Qorvo Inc | Stock-Tech | 1.19% | — | +49.51% | |
| 41 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.17% | — | +36.09% | |
| 42 | INTC | Intel CORP | Stock-Tech | 1.10% | — | +42.86% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 1.09% | +0.55% | NEW | |
| 44 | C | Citigroup Inc | Stock-Financials | 1.09% | — | +46.98% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.05% | — | +41.62% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 1.05% | — | +47.04% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.00% | — | +0.90% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.99% | — | — | |
| 49 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.92% | — | +0.55% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | +0.26% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | +12.93% | Add |
| 2 | AMZN | Amazon.com Inc | +1.5% | +40.36% | Add |
| 3 | AAPL | Apple Inc | +1.3% | +44.98% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +1.2% | +56.14% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +1.1% | +45.98% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +35.51% | Add |
| 7 | AMD | Advanced Micro Devices | +1% | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | +0.9% | +15.43% | Add |
| 9 | IEX | Idex CORP | +0.7% | +40.10% | Add |
| 10 | HD | Home Depot Inc | +0.7% | +47.97% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.7% | +48.16% | Add |
| 12 | CRM | Salesforce Inc | +0.7% | +61.58% | Add |
| 13 | ICE | Intercontinental Exchange In | +0.7% | +55.69% | Add |
| 14 | A | Agilent Technologies Inc | +0.6% | +59.39% | Add |
| 15 | UBER | Uber Technologies Inc | +0.5% | NEW | New buy |
| 16 | CMCSA | Comcast Corp-class A | +0.5% | +58.89% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.5% | +54.49% | Add |
| 18 | CSX | Csx CORP | +0.5% | +50.46% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.5% | +46.80% | Add |
| 20 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.5% | +59.19% | Add |
| 21 | SPGI | S&p Global Inc | +0.5% | +59.66% | Add |
| 22 | DIS | Walt Disney Co/the | +0.5% | +41.62% | Add |
| 23 | C | Citigroup Inc | +0.5% | +46.98% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.5% | +19.39% | Add |
| 25 | AFL | Aflac Inc | +0.5% | +49.15% | Add |
| 26 | V | Visa Inc-class A Shares | +0.4% | +36.59% | Add |
| 27 | ABBV | Abbvie Inc | +0.4% | +33.95% | Add |
| 28 | TJX | Tjx Companies Inc | +0.4% | +49.87% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.4% | +49.81% | Add |
| 30 | PG | Procter & Gamble Co/the | +0.4% | +30.48% | Add |
| 31 | PLD | Prologis Inc | +0.4% | +47.39% | Add |
| 32 | PEP | Pepsico Inc | +0.4% | +34.74% | Add |
| 33 | MRK | Merck & Co. Inc. | +0.4% | +13.15% | Add |
| 34 | QRVO | Qorvo Inc | +0.4% | +49.51% | Add |
| 35 | LLY | Eli Lilly & Co | +0.4% | -0.43% | Trim |
| 36 | IP | International Paper Co | -0.4% | EXIT | Sold out |
| 37 | PM | Philip Morris International | -0.4% | EXIT | Sold out |
| 38 | EFV | Ishares Msci Eafe Value ETF | -0.4% | EXIT | Sold out |
| 39 | IWS | Ishares Russell Mid-cap Valu | -0.4% | EXIT | Sold out |
| 40 | KMB | Kimberly-clark CORP | -0.4% | EXIT | Sold out |
| 41 | STX | Seagate Technology Holdings plc | -0.4% | EXIT | Sold out |
| 42 | IEMG | Ishares Core Msci Emerging | -0.5% | EXIT | Sold out |
| 43 | VMBS | Vanguard Mortgage-backed Sec | -0.5% | EXIT | Sold out |
| 44 | IWX | Ishares Russell Top 200 Valu | -0.7% | EXIT | Sold out |
| 45 | KMI | Kinder Morgan, Inc. | -0.8% | EXIT | Sold out |
| 46 | CMA | Comerica Inc | -0.9% | -59.51% | Trim |
| 47 | COR | Cencora Inc | -1% | EXIT | Sold out |
| 48 | DOW | Dow Inc | -1.2% | EXIT | Sold out |
| 49 | IWY | Ishares Russell Top 200 Grow | -1.2% | EXIT | Sold out |
| 50 | AVGO | Broadcom Inc | -2.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Peterson Financial Group, Inc. reported a total U.S. public equity portfolio value of $26.0M across 65 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 164.2% of total reported equity market value during Q1 2024.
Top New Position Initiated
AMD
市值: $1.8M
Top Position Liquidated / Trimmed
AVGO
前期市值: $4.1M
During Q1 2024, Peterson Financial Group, Inc.'s top holdings by market value included AAPL (6.3%)、MSFT (5.9%)、NVDA (4.7%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q1 2024, Peterson Financial Group, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 32 positions, trimming 2 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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