Peloton Wealth Strategists
Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, TMO, GOOGL, SBUX, CRM, and represent 17.14% of Peloton Wealth Strategists's stock portfolio.
- Added to shares of these 10 stocks: OEF, TFC, SCHH, IWS, SWKS, IBDR, AMGN, IBDO, CSCO, IBDQ.
- Started 7 new stock positions in TFC, Texas Pacific Land Corp, SCHM, IWS, SPY, SCHH, OEF.
- Reduced shares in these 10 stocks: BAC.PL, ALGN, IWN, JNK, Ishares Tr Dec 2020, YETI, IWD, IDXX, MA, STT.
- Sold out of its positions in BAC.PL, IWN, Ishares Tr Dec 2020, JNK, TPL.
- Peloton Wealth Strategists was a net seller of stock by $-2.8M.
- Peloton Wealth Strategists has $202M in assets under management (AUM), dropping by 13.12%.
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Positions held by Peloton Wealth Strategists consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Peloton Wealth Strategists
Companies in the Peloton Wealth Strategists portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Mastercard Incorporated Cl A Stock (MA) | 5.1 | $10M | -4% | 29k | 357.55 | |
Thermo Fisher Scientific Stock (TMO) | 3.2 | $6.4M | -2% | 14k | 465.78 | |
Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 3.0 | $6.0M | 3.4k | 1752.68 | ||
Starbucks Corp Stock (SBUX) | 3.0 | $6.0M | 56k | 106.98 | ||
Salesforce Stock (CRM) | 2.9 | $5.9M | -2% | 27k | 222.54 | |
Westrock Stock (WRK) | 2.9 | $5.8M | 133k | 43.53 | ||
Yeti Hldgs Stock (YETI) | 2.9 | $5.8M | -16% | 84k | 68.47 | |
Jpmorgan Chase & Co Stock (JPM) | 2.7 | $5.4M | 43k | 127.08 | ||
United Parcel Service Inc Cl B Stock (UPS) | 2.6 | $5.3M | 31k | 168.41 | ||
Align Technology Stock (ALGN) | 2.6 | $5.2M | -28% | 9.7k | 534.43 | |
Disney Walt Stock (DIS) | 2.5 | $5.1M | +2% | 28k | 181.17 | |
Microsoft Corp Stock (MSFT) | 2.5 | $5.0M | 23k | 222.41 | ||
Abbvie Stock (ABBV) | 2.5 | $5.0M | 47k | 107.15 | ||
Raytheon Technologies Corp Stock (RTX) | 2.5 | $5.0M | +5% | 70k | 71.51 | |
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Palo Alto Networks Stock (PANW) | 2.4 | $4.8M | -2% | 14k | 355.38 | |
Twilio Inc Cl A Stock (TWLO) | 2.3 | $4.7M | -9% | 14k | 338.51 | |
Nike Inc Cl B Stock (NKE) | 2.3 | $4.7M | -2% | 33k | 141.89 | |
Ecolab Stock (ECL) | 2.3 | $4.5M | +2% | 21k | 216.38 | |
Medtronic Stock (MDT) | 2.2 | $4.5M | 38k | 117.15 | ||
Idexx Labs Stock (IDXX) | 2.1 | $4.2M | -11% | 8.4k | 499.82 | |
Svb Financial Group Stock (SIVB) | 1.9 | $3.9M | -3% | 10k | 387.78 | |
Box Inc Cl A Stock (BOX) | 1.9 | $3.8M | +3% | 212k | 18.05 | |
Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) | 1.7 | $3.5M | +23% | 133k | 26.27 | |
Pepsico Stock (PEP) | 1.7 | $3.4M | 23k | 148.28 | ||
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) | 1.7 | $3.4M | +4% | 127k | 26.58 | |
Cummins Stock (CMI) | 1.6 | $3.3M | 15k | 227.12 | ||
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) | 1.6 | $3.3M | +16% | 120k | 27.37 | |
Facebook Inc Cl A Stock (FB) | 1.6 | $3.2M | 12k | 273.20 | ||
Chipotle Mexican Grill Stock (CMG) | 1.5 | $3.1M | -10% | 2.2k | 1386.50 | |
Ishares Ibonds Dec 2021 Term Corporate Etf Etf (IBDM) | 1.5 | $3.0M | +13% | 120k | 24.91 | |
Boeing Stock (BA) | 1.4 | $2.9M | -4% | 14k | 214.04 | |
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) | 1.4 | $2.9M | +55% | 106k | 27.10 | |
Ishares Ibonds Dec 2022 Term Corporate Etf Etf (IBDN) | 1.3 | $2.7M | +10% | 105k | 25.57 | |
State Str Corp Stock (STT) | 1.3 | $2.6M | -16% | 36k | 72.77 | |
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) | 1.2 | $2.4M | +14% | 87k | 27.57 | |
Intuitive Surgical Stock (ISRG) | 1.2 | $2.4M | 2.9k | 818.24 | ||
Ishares S&p 100 Etf Etf (OEF) | 1.2 | $2.4M | NEW | 14k | 171.66 | |
At&t Stock (T) | 1.1 | $2.3M | -9% | 80k | 28.76 | |
Amgen Stock (AMGN) | 1.1 | $2.2M | +58% | 9.7k | 229.92 | |
Take-two Interactive Software Stock (TTWO) | 1.1 | $2.2M | -2% | 10k | 207.83 | |
Illumina Stock (ILMN) | 1.0 | $1.9M | +3% | 5.3k | 369.96 | |
Cme Group Stock (CME) | 0.9 | $1.9M | +4% | 10k | 182.04 | |
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) | 0.9 | $1.8M | +27% | 61k | 29.56 | |
Unilever Adr (UL) | 0.9 | $1.8M | +34% | 29k | 60.35 | |
Pfizer Stock (PFE) | 0.8 | $1.6M | 43k | 36.81 | ||
Skyworks Solutions Stock (SWKS) | 0.7 | $1.4M | +307% | 9.4k | 152.91 | |
Truist Finl Corp Stock (TFC) | 0.7 | $1.4M | NEW | 29k | 47.92 | |
Royal Caribbean Group Stock (RCL) | 0.7 | $1.4M | -4% | 19k | 74.72 | |
Ishares Russell 1000 Value Etf Etf (IWD) | 0.6 | $1.2M | -34% | 9.0k | 136.68 | |
Schwab U.s. Reit Etf Etf (SCHH) | 0.6 | $1.2M | NEW | 32k | 37.96 | |
Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.6 | $1.2M | NEW | 13k | 96.93 | |
Stanley Black & Decker Stock (SWK) | 0.6 | $1.2M | 6.8k | 178.52 | ||
Ventas Reit (VTR) | 0.6 | $1.2M | -27% | 24k | 49.03 | |
Bk Of America Corp Stock (BAC) | 0.6 | $1.2M | 38k | 30.32 | ||
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM) | 0.5 | $1.1M | +2% | 41k | 27.10 | |
Sonos Stock (SONO) | 0.5 | $957k | +26% | 41k | 23.40 | |
Trex Stock (TREX) | 0.4 | $904k | 11k | 83.70 | ||
Prudential Finl Stock (PRU) | 0.4 | $902k | -26% | 12k | 78.10 | |
Cisco Sys Stock (CSCO) | 0.4 | $863k | +202% | 19k | 44.77 | |
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) | 0.4 | $803k | +5% | 29k | 28.18 | |
Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf (IBML) | 0.4 | $738k | 28k | 26.17 | ||
Pulte Group Stock (PHM) | 0.3 | $569k | -36% | 13k | 43.11 | |
Canadian Natl Ry Stock (CNI) | 0.3 | $538k | -41% | 4.9k | 109.80 | |
Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $517k | -11% | 295.00 | 1752.54 | |
Fiserv Stock (FISV) | 0.3 | $509k | -34% | 4.5k | 113.82 | |
Schwab U.s. Small-cap Etf Etf (SCHA) | 0.2 | $473k | 5.3k | 88.91 | ||
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.2 | $464k | +20% | 8.4k | 55.21 | |
Ishares Ibonds Dec 2022 Term Muni Bond Etf Etf (IBMK) | 0.2 | $461k | 18k | 26.34 | ||
Mcdonalds Corp Stock (MCD) | 0.2 | $461k | +39% | 2.1k | 214.72 | |
Goldman Sachs Group Stock (GS) | 0.2 | $403k | +17% | 1.5k | 263.40 | |
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) | 0.2 | $386k | 14k | 27.57 | ||
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) | 0.2 | $328k | 12k | 27.33 | ||
Home Depot Stock (HD) | 0.2 | $324k | +43% | 1.2k | 266.01 | |
Texas Pacific Land Corporation Stock | 0.2 | $316k | NEW | 435.00 | 726.44 | |
Ishares Ibonds Dec 2021 Term Muni Bond Etf Etf (IBMJ) | 0.2 | $309k | 12k | 25.75 | ||
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) | 0.1 | $249k | 9.2k | 27.07 | ||
Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.1 | $218k | NEW | 3.2k | 68.27 | |
Spdr S&p 500 Etf Etf (SPY) | 0.1 | $205k | NEW | 549.00 | 373.41 | |
Precigen Stock (PGEN) | 0.1 | $191k | -13% | 19k | 10.21 |
Past Filings by Peloton Wealth Strategists
SEC 13F filings are viewable for Peloton Wealth Strategists going back to 2010
- 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
- Peloton Wealth Strategists 2017 Q1 filed May 16, 2017