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  Name: Peterson Financial Group Inc.
  City: West Des Moines
  State: IA
  Zip: 50265
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $177,216,000
  Total Value Change : $6,182,000
  Securities Held Change : -73
   
All Securities Held : 65
  New Positions : 3
  Closed Positions : 76
  Increased Positions : 52
  Unchanged Positions : 0
  Decreased Positions : 10

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 48 New $150.56 $1,751,000 9,699 0.99% 1,751,000 9,699 0.001    Semiconductor- Broad...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 58 New $66.02 $951,000 12,358 0.54% 951,000 12,358 0.001    N/A
   (KNG)1 Year Chart         KNG Ft Cboe S&p 500 Dividend Ta... 64 New $0.00 $223,000 4,151 0.13% 223,000 4,151 0.01    N/A

      3 Records Found
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