Peterson Financial Group, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$574.27M
13F filings
10
Latest filing
Aug 28, 2024

Top 10 holdings

IWY $2.33M
15.28% of AUM
IWY $1.95M
17.85% of AUM
IWY $1.91M
18.95% of AUM
IWX $1.45M
9.52% of AUM
IWX $1.20M
11.00% of AUM
IWX $1.15M
11.41% of AUM
IEMG $923885
6.06% of AUM
VMBS $872882
5.73% of AUM
IWS $788411
5.17% of AUM
IEMG $772724
7.09% of AUM

About this filer

FilingIQ has indexed 10 quarterly Form 13F filings from Peterson Financial Group, Inc.. Reported assets under management total $574.27M.

View live Peterson Financial Group, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Peterson Financial Group, Inc. have under management?
Per Peterson Financial Group, Inc.'s most recent SEC Form 13F filing dated Aug 28, 2024, total assets under management are $574.27M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Peterson Financial Group, Inc. submitted?
FilingIQ has indexed 10 quarterly Form 13F filings from Peterson Financial Group, Inc.. Filings are due 45 days after quarter-end.
Where does Peterson Financial Group, Inc.'s holdings data come from?
Every position shown on this page sources back to Peterson Financial Group, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.