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| Name: |
Peterson Financial Group Inc. |
| City: |
West Des Moines |
| State: |
IA |
| Zip: |
50265 |
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| Holdings
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76 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FEX |
First Trust Large Cap Core ... |
88 |
Closed |
$97.32 |
$0 |
0 |
0% |
-340,000 |
-3,772 |
0 |
Closed - End Fund - Debt |
|
|
PFE |
Pfizer Inc |
120 |
Closed |
$28.44 |
$0 |
0 |
0% |
-314,000 |
-10,912 |
0 |
Drug Manufacturers - ... |
|
|
IDEV |
Ishares Core Msci Internati... |
75 |
Closed |
$67.47 |
$0 |
0 |
0% |
-305,000 |
-4,798 |
0 |
N/A |
|
|
FNF |
Fidelity National Financial... |
107 |
Closed |
$51.41 |
$0 |
0 |
0% |
-504,000 |
-9,884 |
0 |
Surety & Title Insurance |
|
|
QQQ |
Invesco QQQ Trust Series I |
139 |
Closed |
$443.08 |
$0 |
0 |
0% |
-338,000 |
-825 |
0 |
Closed - End Fund - Debt |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
94 |
Closed |
$123.30 |
$0 |
0 |
0% |
-672,000 |
-5,780 |
0 |
Closed - End Fund - E... |
|
|
KEY |
Keycorp |
126 |
Closed |
$14.88 |
$0 |
0 |
0% |
-551,000 |
-38,263 |
0 |
Domestic Money Center... |
|
|
CFT |
iShares Barclays Credit Bond |
81 |
Closed |
$49.87 |
$0 |
0 |
0% |
-618,000 |
-12,063 |
0 |
Closed - End Fund - E... |
|
|
USB |
US Bancorp Delaware |
113 |
Closed |
$41.49 |
$0 |
0 |
0% |
-579,000 |
-13,382 |
0 |
Domestic Regional Banks |
|
|
CMS |
CMS Energy Corp |
68 |
Closed |
$62.91 |
$0 |
0 |
0% |
-441,000 |
-7,587 |
0 |
Multi Utilities |
|
|
ABC |
AmerisourceBergen Corp |
100 |
Closed |
$222.92 |
$0 |
0 |
0% |
-1,782,000 |
-8,678 |
0 |
Drugs Wholesale |
|
|
LYB |
LyondellBasell Industries N.V. |
132 |
Closed |
$101.32 |
$0 |
0 |
0% |
-641,000 |
-6,737 |
0 |
Specialty Chemicals |
|
|
IP |
International Paper Co |
87 |
Closed |
$39.52 |
$0 |
0 |
0% |
-641,000 |
-17,737 |
0 |
Paper & Paper Products |
|
|
PM |
Philip Morris International... |
119 |
Closed |
$99.29 |
$0 |
0 |
0% |
-653,000 |
-6,936 |
0 |
Cigarettes & Other To... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
74 |
Closed |
$53.68 |
$0 |
0 |
0% |
-804,000 |
-15,897 |
0 |
N/A |
|
|
ETR |
Entergy Corp |
106 |
Closed |
$111.85 |
$0 |
0 |
0% |
-463,000 |
-4,575 |
0 |
Electric Utilities |
|
|
EIX |
Edison International |
138 |
Closed |
$74.44 |
$0 |
0 |
0% |
-486,000 |
-6,795 |
0 |
Electric Utilities |
|
|
HBAN |
Huntington Bancshares Inc |
93 |
Closed |
$13.96 |
$0 |
0 |
0% |
-455,000 |
-35,764 |
0 |
Domestic Regional Banks |
|
|
PFG |
Principal Financial Group Inc |
125 |
Closed |
$83.92 |
$0 |
0 |
0% |
-473,000 |
-6,007 |
0 |
Life & Health Insurance |
|
|
IWX |
iShares Trust |
80 |
Closed |
$75.44 |
$0 |
0 |
0% |
-1,236,000 |
-17,618 |
0 |
N/A |
|
|
BBT |
Truist Financial Corp |
112 |
Closed |
$35.64 |
$0 |
0 |
0% |
-466,000 |
-12,617 |
0 |
Domestic Regional Banks |
|
|
PEG |
Public Service Enterprise G... |
67 |
Closed |
$73.49 |
$0 |
0 |
0% |
-469,000 |
-7,663 |
0 |
Multi Utilities |
|
|
AVGO |
Broadcom Limited |
99 |
Closed |
$1,337.51 |
$0 |
0 |
0% |
-4,087,000 |
-3,662 |
0 |
Semiconductor- Broad... |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
131 |
Closed |
$0.00 |
$0 |
0 |
0% |
-648,000 |
-12,442 |
0 |
Closed - End Fund - E... |
|
|
LNT |
Alliant Energy Corp |
86 |
Closed |
$51.34 |
$0 |
0 |
0% |
-458,000 |
-8,933 |
0 |
Multi Utilities |
|
|
VZ |
Verizon Communications Inc |
118 |
Closed |
$40.54 |
$0 |
0 |
0% |
-640,000 |
-16,978 |
0 |
Telecom Services - Do... |
|
|
JAAA |
Janus Henderson Aaa Clo Etf |
73 |
Closed |
$0.00 |
$0 |
0 |
0% |
-227,000 |
-4,507 |
0 |
N/A |
|
|
EMR |
Emerson Electric Co |
105 |
Closed |
$114.82 |
$0 |
0 |
0% |
-492,000 |
-5,059 |
0 |
Industrial Electrical... |
|
|
FITB |
Fifth Third Bancorp |
137 |
Closed |
$38.20 |
$0 |
0 |
0% |
-521,000 |
-15,105 |
0 |
Domestic Regional Banks |
|
|
HPQ |
HP Inc |
92 |
Closed |
$29.94 |
$0 |
0 |
0% |
-417,000 |
-13,851 |
0 |
Diversified Computer ... |
|
|
NI |
NiSource Inc |
124 |
Closed |
$28.80 |
$0 |
0 |
0% |
-533,000 |
-20,057 |
0 |
Multi Utilities |
|
|
IWY |
iShares Trust |
79 |
Closed |
$196.13 |
$0 |
0 |
0% |
-1,985,000 |
-11,330 |
0 |
N/A |
|
|
ITR |
SPDR Series Trust |
111 |
Closed |
$32.34 |
$0 |
0 |
0% |
-241,000 |
-7,351 |
0 |
Closed - End Fund - Debt |
|
|
PRU |
Prudential Financial Inc |
66 |
Closed |
$117.80 |
$0 |
0 |
0% |
-576,000 |
-5,550 |
0 |
Life & Health Insurance |
|
|
VGSH |
Vanguard Scottsdale Funds |
98 |
Closed |
$57.74 |
$0 |
0 |
0% |
-329,000 |
-5,639 |
0 |
Closed - End Fund - Debt |
|
|
ACWI |
iShares MSCI ACWI Index |
130 |
Closed |
$110.25 |
$0 |
0 |
0% |
-328,000 |
-3,219 |
0 |
Closed - End Fund - E... |
|
|
NYCB |
New York Community Bancorp Inc |
85 |
Closed |
$3.71 |
$0 |
0 |
0% |
-329,000 |
-32,192 |
0 |
Savings & Loans |
|
|
PPL |
PPL Corp |
117 |
Closed |
$29.17 |
$0 |
0 |
0% |
-375,000 |
-13,840 |
0 |
Electric Utilities |
|
|
NEM |
Newmont Mining Corp |
72 |
Closed |
$42.46 |
$0 |
0 |
0% |
-286,000 |
-6,919 |
0 |
Gold |
|
|
VTI |
Vanguard Total Stock Market... |
104 |
Closed |
$258.19 |
$0 |
0 |
0% |
-230,000 |
-968 |
0 |
Closed - End Fund - E... |
|
|
FIXD |
First Trust Tcw Opportnisti... |
136 |
Closed |
$42.76 |
$0 |
0 |
0% |
-236,000 |
-5,299 |
0 |
N/A |
|
|
BEN |
Franklin Resources Inc |
91 |
Closed |
$23.95 |
$0 |
0 |
0% |
-472,000 |
-15,848 |
0 |
Asset Management |
|
|
NRG |
NRG Energy Inc |
123 |
Closed |
$82.46 |
$0 |
0 |
0% |
-585,000 |
-11,322 |
0 |
Electric Utilities |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
78 |
Closed |
$0.00 |
$0 |
0 |
0% |
-621,000 |
-6,417 |
0 |
Closed - End Fund - E... |
|
|
SON |
Sonoco Products Co |
110 |
Closed |
$59.70 |
$0 |
0 |
0% |
-361,000 |
-6,470 |
0 |
Paper & Paper Products |
|
|
VMBS |
Vanguard Mortgage-Backed S |
97 |
Closed |
$44.92 |
$0 |
0 |
0% |
-798,000 |
-17,212 |
0 |
Closed - End Fund - Debt |
|
|
IWP |
iShares Tr Russell MidCap Gr |
129 |
Closed |
$109.95 |
$0 |
0 |
0% |
-402,000 |
-3,850 |
0 |
Closed - End Fund - E... |
|
|
KMI |
Kinder Morgan Inc |
84 |
Closed |
$19.15 |
$0 |
0 |
0% |
-1,332,000 |
-75,529 |
0 |
Gas Utilities |
|
|
STX |
Seagate Technology |
116 |
Closed |
$93.15 |
$0 |
0 |
0% |
-736,000 |
-8,627 |
0 |
Data Storage Devices |
|
|
DTE |
DTE Energy Co |
71 |
Closed |
$115.31 |
$0 |
0 |
0% |
-394,000 |
-3,571 |
0 |
Electric Utilities |
|
|
VGIT |
Vanguard Intermediate -Ter |
103 |
Closed |
$57.69 |
$0 |
0 |
0% |
-378,000 |
-6,375 |
0 |
Closed - End Fund - Debt |
|
|
IBM |
International Business Mach... |
135 |
Closed |
$167.56 |
$0 |
0 |
0% |
-586,000 |
-3,584 |
0 |
Diversified Computer ... |
|
|
F |
Ford Motor Co |
90 |
Closed |
$12.50 |
$0 |
0 |
0% |
-501,000 |
-41,137 |
0 |
Auto Manufacturers |
|
|
SECT |
Main Sector Rotation Etf |
122 |
Closed |
$0.00 |
$0 |
0 |
0% |
-318,000 |
-6,829 |
0 |
N/A |
|
|
IWW |
iShares Russell 3000 Value |
77 |
Closed |
$89.20 |
$0 |
0 |
0% |
-337,000 |
-3,993 |
0 |
Closed - End Fund - E... |
|
|
NWL |
Newell Rubbermaid Inc |
109 |
Closed |
$8.24 |
$0 |
0 |
0% |
-348,000 |
-40,052 |
0 |
Housewares & Accessories |
|
|
WBA |
Walgreens Boots Alliance, Inc. |
141 |
Closed |
$18.12 |
$0 |
0 |
0% |
-469,000 |
-17,955 |
0 |
N/A |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
96 |
Closed |
$277.92 |
$0 |
0 |
0% |
-312,000 |
-1,202 |
0 |
Closed - End Fund - E... |
|
|
IOO |
iShares S&P Global 100 Index |
128 |
Closed |
$91.16 |
$0 |
0 |
0% |
-231,000 |
-2,869 |
0 |
Closed - End Fund - E... |
|
|
KMB |
Kimberly Clark Corp |
83 |
Closed |
$136.29 |
$0 |
0 |
0% |
-662,000 |
-5,447 |
0 |
Paper & Paper Products |
|
|
OMC |
Omnicom Group Inc |
115 |
Closed |
$96.30 |
$0 |
0 |
0% |
-452,000 |
-5,220 |
0 |
Advertising Agencies |
|
|
DOW |
DOW Inc |
70 |
Closed |
$59.36 |
$0 |
0 |
0% |
-1,989,000 |
-36,265 |
0 |
Diversified Chemicals |
|
|
VTWO |
Vanguard Russell 2000 Etf |
102 |
Closed |
$82.76 |
$0 |
0 |
0% |
-397,000 |
-4,892 |
0 |
N/A |
|
|
IVZ |
Invesco Plc (ADR) |
134 |
Closed |
$15.79 |
$0 |
0 |
0% |
-436,000 |
-24,435 |
0 |
Asset Management |
|
|
FE |
FirstEnergy Corp |
89 |
Closed |
$39.24 |
$0 |
0 |
0% |
-337,000 |
-9,205 |
0 |
Electric Utilities |
|
|
OKE |
ONEOK Inc |
121 |
Closed |
$80.60 |
$0 |
0 |
0% |
-507,000 |
-7,216 |
0 |
Gas Utilities |
|
|
IJH |
iShares S&P MidCap 400 Index |
76 |
Closed |
$59.78 |
$0 |
0 |
0% |
-265,000 |
-957 |
0 |
Closed - End Fund - E... |
|
|
VLO |
Valero Energy Corp |
108 |
Closed |
$155.93 |
$0 |
0 |
0% |
-386,000 |
-2,967 |
0 |
Oil & Gas Refining, P... |
|
|
MO |
Altria Group Inc |
140 |
Closed |
$45.04 |
$0 |
0 |
0% |
-363,000 |
-8,986 |
0 |
Cigarettes & Other To... |
|
|
WSO |
Watsco Inc |
95 |
Closed |
$479.46 |
$0 |
0 |
0% |
-601,000 |
-1,403 |
0 |
Building Materials Wh... |
|
|
AEP |
American Electric Power Co Inc |
127 |
Closed |
$91.52 |
$0 |
0 |
0% |
-398,000 |
-4,901 |
0 |
Electric Utilities |
|
|
WEC |
WEC Energy Group Inc |
82 |
Closed |
$84.88 |
$0 |
0 |
0% |
-336,000 |
-3,988 |
0 |
Multi Utilities |
|
|
OGE |
OGE Energy Corp |
114 |
Closed |
$36.30 |
$0 |
0 |
0% |
-365,000 |
-10,436 |
0 |
Electric Utilities |
|
|
D |
Dominion Energy Inc |
69 |
Closed |
$53.04 |
$0 |
0 |
0% |
-462,000 |
-9,835 |
0 |
Electric Utilities |
|
|
CFG |
Citizens Financial Group, Inc. |
101 |
Closed |
$35.94 |
$0 |
0 |
0% |
-462,000 |
-13,938 |
0 |
N/A |
|
|
IPG |
Interpublic Group of Companies |
133 |
Closed |
$31.40 |
$0 |
0 |
0% |
-389,000 |
-11,930 |
0 |
Advertising Agencies |
|
