Peloton Wealth Strategists
Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, GOOGL, TMO, WRK, JPM, and represent 17.40% of Peloton Wealth Strategists's stock portfolio.
- Added to shares of these 10 stocks: THO, UNH, AMGN, BGS, TFC, IBDR, RMD, IBDQ, GNRC, IBDP.
- Started 11 new stock positions in THO, RMD, UNH, IBDU, RKT, GNRC, ACN, PFC, BGS, AFL. COST.
- Reduced shares in these 10 stocks: ALGN (-$5.2M), , NKE, TWLO, BAC, RCL, BA, PHM, SIVB, CNI.
- Sold out of its positions in ALGN, BAC, CNI, IDXX, PHM, SCHM, SCHA.
- Peloton Wealth Strategists was a net buyer of stock by $1.3M.
- Peloton Wealth Strategists has $213M in assets under management (AUM), dropping by 5.49%.
- Central Index Key (CIK): 0001080132
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Portfolio Holdings for Peloton Wealth Strategists
Companies in the Peloton Wealth Strategists portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mastercard Incorporated Cl A Stock (MA) | 4.5 | $9.7M | -4% | 27k | 356.05 | |
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 3.4 | $7.2M | 3.5k | 2062.59 | ||
| Thermo Fisher Scientific Stock (TMO) | 3.3 | $7.0M | +11% | 15k | 456.38 | |
| Westrock Stock (WRK) | 3.2 | $6.7M | -2% | 129k | 52.05 | |
| Jpmorgan Chase & Co Stock (JPM) | 3.1 | $6.5M | 43k | 152.23 | ||
| Starbucks Corp Stock (SBUX) | 2.9 | $6.3M | 57k | 109.27 | ||
| Yeti Hldgs Stock (YETI) | 2.7 | $5.8M | -5% | 80k | 72.21 | |
| Salesforce Stock (CRM) | 2.7 | $5.7M | 27k | 211.86 | ||
| Microsoft Corp Stock (MSFT) | 2.5 | $5.4M | 23k | 235.76 | ||
| United Parcel Service Inc Cl B Stock (UPS) | 2.5 | $5.3M | 31k | 170.00 | ||
| Raytheon Technologies Corp Stock (RTX) | 2.5 | $5.2M | -3% | 68k | 77.27 | |
| Disney Walt Stock (DIS) | 2.4 | $5.2M | 28k | 184.54 | ||
| Abbvie Stock (ABBV) | 2.4 | $5.2M | +2% | 48k | 108.22 | |
| Box Inc Cl A Stock (BOX) | 2.3 | $4.8M | 211k | 22.96 | ||
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| Ecolab Stock (ECL) | 2.2 | $4.6M | +3% | 22k | 214.05 | |
| Svb Financial Group Stock (SIVB) | 2.1 | $4.5M | -10% | 9.0k | 493.64 | |
| Medtronic Stock (MDT) | 2.1 | $4.5M | 38k | 118.14 | ||
| Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) | 2.0 | $4.3M | +34% | 161k | 26.83 | |
| Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) | 2.0 | $4.2M | +26% | 161k | 26.39 | |
| Palo Alto Networks Stock (PANW) | 2.0 | $4.2M | -3% | 13k | 322.07 | |
| Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) | 1.9 | $4.0M | +13% | 152k | 26.14 | |
| Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) | 1.9 | $3.9M | +40% | 150k | 26.36 | |
| Amgen Stock (AMGN) | 1.8 | $3.9M | +62% | 16k | 248.80 | |
| Cummins Stock (CMI) | 1.8 | $3.8M | 15k | 259.08 | ||
| Twilio Inc Cl A Stock (TWLO) | 1.7 | $3.6M | -24% | 11k | 340.71 | |
| Ishares Ibonds Dec 2022 Term Corporate Etf Etf (IBDN) | 1.6 | $3.4M | +28% | 134k | 25.46 | |
| Facebook Inc Cl A Stock (FB) | 1.6 | $3.4M | 11k | 294.52 | ||
| Pepsico Stock (PEP) | 1.6 | $3.3M | +2% | 24k | 141.46 | |
| Ishares Ibonds Dec 2021 Term Corporate Etf Etf (IBDM) | 1.4 | $3.0M | 121k | 24.85 | ||
| Nike Inc Cl B Stock (NKE) | 1.4 | $2.9M | -33% | 22k | 132.91 | |
| Boeing Stock (BA) | 1.3 | $2.8M | -17% | 11k | 254.76 | |
| Truist Finl Corp Stock (TFC) | 1.3 | $2.8M | +68% | 49k | 58.32 | |
| Chipotle Mexican Grill Stock (CMG) | 1.3 | $2.8M | -9% | 2.0k | 1420.81 | |
| Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) | 1.3 | $2.8M | +20% | 105k | 26.72 | |
| State Str Corp Stock (STT) | 1.3 | $2.8M | -8% | 33k | 84.02 | |
| Ishares S&p 100 Etf Etf (OEF) | 1.3 | $2.8M | +11% | 15k | 179.82 | |
| At&t Stock (T) | 1.1 | $2.4M | 80k | 30.26 | ||
| Cme Group Stock (CME) | 1.1 | $2.4M | +11% | 12k | 204.23 | |
| Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) | 1.1 | $2.3M | +35% | 83k | 28.32 | |
| Intuitive Surgical Stock (ISRG) | 1.0 | $2.2M | 2.9k | 739.09 | ||
| Illumina Stock (ILMN) | 0.9 | $2.0M | 5.2k | 384.02 | ||
| Skyworks Solutions Stock (SWKS) | 0.9 | $2.0M | +14% | 11k | 183.50 | |
| Thor Inds Stock (THO) | 0.9 | $1.9M | NEW | 14k | 134.71 | |
| Unitedhealth Group Stock (UNH) | 0.8 | $1.8M | NEW | 4.8k | 372.00 | |
| Take-two Interactive Software Stock (TTWO) | 0.8 | $1.7M | -4% | 9.9k | 176.65 | |
| Unilever Adr (UL) | 0.8 | $1.7M | +3% | 31k | 55.84 | |
| Sonos Stock (SONO) | 0.8 | $1.7M | +10% | 45k | 37.47 | |
| Pfizer Stock (PFE) | 0.7 | $1.6M | 43k | 36.23 | ||
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.7 | $1.5M | +9% | 14k | 109.30 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.7 | $1.5M | +9% | 9.8k | 151.50 | |
| Trex Stock (TREX) | 0.7 | $1.5M | +48% | 16k | 91.54 | |
| Schwab U.s. Reit Etf Etf (SCHH) | 0.7 | $1.5M | +10% | 35k | 41.09 | |
| B & G Foods Stock (BGS) | 0.7 | $1.4M | NEW | 46k | 31.05 | |
| Cisco Sys Stock (CSCO) | 0.6 | $1.4M | +37% | 27k | 51.71 | |
| Stanley Black & Decker Stock (SWK) | 0.6 | $1.3M | 6.8k | 199.70 | ||
| Ventas Reit (VTR) | 0.6 | $1.2M | -5% | 23k | 53.32 | |
| Resmed Stock (RMD) | 0.5 | $1.1M | NEW | 5.8k | 194.00 | |
| Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM) | 0.5 | $1.1M | 41k | 27.00 | ||
| Prudential Finl Stock (PRU) | 0.5 | $1.1M | 12k | 91.09 | ||
| Generac Hldgs Stock (GNRC) | 0.5 | $1.1M | NEW | 3.2k | 327.55 | |
| Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) | 0.4 | $768k | -3% | 28k | 27.93 | |
| Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf (IBML) | 0.3 | $738k | 28k | 26.17 | ||
| Rocket Cos Inc Com Cl A Stock (RKT) | 0.3 | $646k | NEW | 28k | 23.09 | |
| Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) | 0.3 | $536k | NEW | 21k | 26.15 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.2 | $528k | -13% | 255.00 | 2070.59 | |
| Goldman Sachs Group Stock (GS) | 0.2 | $510k | 1.6k | 326.92 | ||
| Mcdonalds Corp Stock (MCD) | 0.2 | $492k | +2% | 2.2k | 223.94 | |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.2 | $487k | +5% | 8.9k | 54.68 | |
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.2 | $481k | NEW | 1.7k | 276.44 | |
| Royal Caribbean Group Stock (RCL) | 0.2 | $462k | -70% | 5.4k | 85.56 | |
| Ishares Ibonds Dec 2022 Term Muni Bond Etf Etf (IBMK) | 0.2 | $461k | 18k | 26.34 | ||
| Fiserv Stock (FISV) | 0.2 | $461k | -13% | 3.9k | 119.06 | |
| Home Depot Stock (HD) | 0.2 | $429k | +15% | 1.4k | 305.56 | |
| Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) | 0.2 | $326k | -14% | 12k | 27.17 | |
| Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) | 0.2 | $323k | 12k | 26.92 | ||
| Ishares Ibonds Dec 2021 Term Muni Bond Etf Etf (IBMJ) | 0.1 | $309k | 12k | 25.75 | ||
| Costco Whsl Corp Stock (COST) | 0.1 | $250k | NEW | 710.00 | 352.11 | |
| Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) | 0.1 | $247k | 9.2k | 26.85 | ||
| Texas Pacific Land Corporation Stock (TPL) | 0.1 | $230k | -66% | 145.00 | 1586.21 | |
| Premier Financial Corp Stock (PFC) | 0.1 | $219k | NEW | 6.6k | 33.31 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.1 | $214k | 540.00 | 396.30 | ||
| Aflac Stock (AFL) | 0.1 | $205k | NEW | 4.0k | 51.25 | |
| Precigen Stock (PGEN) | 0.0 | $101k | -21% | 15k | 6.87 | |
Past Filings by Peloton Wealth Strategists
SEC 13F filings are viewable for Peloton Wealth Strategists going back to 2010
- Peloton Wealth Strategists 2021 Q1 filed June 23, 2021
- Peloton Wealth Strategists 2020 Q4 filed Feb. 17, 2021
- Peloton Wealth Strategists 2020 Q3 filed Nov. 17, 2020
- Peloton Wealth Strategists 2020 Q2 filed Aug. 13, 2020
- Peloton Wealth Strategists 2020 Q1 filed May 15, 2020
- Peloton Wealth Strategists 2019 Q4 filed Feb. 14, 2020
- Peloton Wealth Strategists 2019 Q3 filed Nov. 13, 2019
- Peloton Wealth Strategists 2019 Q2 filed Aug. 12, 2019
- Peloton Wealth Strategists 2019 Q1 filed May 15, 2019
- Peloton Wealth Strategists 2018 Q4 filed Feb. 14, 2019
- Peloton Wealth Strategists 2018 Q3 filed Nov. 14, 2018
- Peloton Wealth Strategists 2018 Q2 filed Aug. 15, 2018
- Peloton Wealth Strategists 2018 Q1 filed May 7, 2018
- Peloton Wealth Strategists 2017 Q4 filed Feb. 15, 2018
- Peloton Wealth Strategists 2017 Q3 filed Nov. 9, 2017
- Peloton Wealth Strategists 2017 Q2 filed Aug. 10, 2017