Peloton Wealth Strategists
Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PHM, Box Inc cl a, COH, SBUX, Weyerhaeuser C conv prf, and represent 20.05% of Peloton Wealth Strategists's stock portfolio.
- Added to shares of these 1 stocks: Bank Of America Corporation preferred.
- Reduced shares in these 10 stocks: Box Inc cl a, PHM, WDR, TCAP, BAC, Textainer Group Holdings Ltd, Weyerhaeuser C conv prf, COH, PFE, Invesco Ltd shs.
- Peloton Wealth Strategists was a net seller of stock by $38.02M.
- Peloton Wealth Strategists has $1.71M in assets under management (AUM), dropping by -98.68%.
Peloton Wealth Strategists portfolio companies for March 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Price | Last Trade |
|---|---|---|---|---|
| Pulte (PHM) | 5.02 | 2018 -97.00% | 42.47 | 24.15 |
| Box Inc cl a | 4.57 | 1274 -98.00% | 61.30 | 0.00 |
| Coach (COH) | 3.79 | 2678 -95.00% | 24.20 | 46.71 |
| Starbucks Corporation (SBUX) | 3.34 | 3325 -94.00% | 17.13 | 59.81 |
| Weyerhaeuser C conv prf | 3.32 | 1929 -96.00% | 29.42 | 0.00 |
| Republic Services (RSG) | 3.20 | 3437 -92.00% | 15.92 | 64.04 |
| Dow Chemical Company (DOW) | 3.11 | 3369 -93.00% | 15.74 | 63.47 |
| Pfizer (PFE) | 3.10 | 1810 -96.00% | 29.23 | 34.17 |
| Ventas (VTR) | 3.02 | 3353 -93.00% | 15.37 | 71.72 |
| MasterCard Incorporated (MA) | 2.77 | 5321 -88.00% | 8.89 | 124.01 |
| Invesco Ltd shs | 2.71 | 1415 -96.00% | 32.65 | 0.00 |
| Bank of America Corporation (BAC) | 2.69 | 1085 -97.00% | 42.40 | 22.82 |
| Waddell & Reed Financial (WDR) | 2.61 | 757 -98.00% | 58.78 | 19.18 |
| Consumer Staples Select Sect. SPDR (XLP) | 2.53 | 2360 -94.00% | 18.33 | 55.49 |
| Triangle Capital Corporation (TCAP) | 2.31 | 752 -98.00% | 52.38 | 17.73 |
| Canadian Natl Ry Co | 2.23 | 2813 -92.00% | 13.53 | 0.00 |
| JPMorgan Chase & Co. (JPM) | 2.19 | 3281 -91.00% | 11.38 | 86.86 |
| Cummins (CMI) | 1.92 | 4965 -84.00% | 6.61 | 159.14 |
| salesforce (CRM) | 1.76 | 2483 -91.00% | 12.12 | 88.62 |
| Intrexon | 1.64 | 555 -98.00% | 50.45 | 0.00 |
| Textainer Group Holdings Ltd | 1.58 | 412 -98.00% | 65.29 | 0.00 |
| CVS Caremark Corporation (CVS) | 1.54 | 2059 -92.00% | 12.74 | 77.41 |
| Cal-Maine Foods (CALM) | 1.54 | 966 -96.00% | 27.17 | 38.10 |
| United Parcel Service (UPS) | 1.51 | 2762 -89.00% | 9.32 | 110.27 |
| Transcanada Corp | 1.44 | 1135 -95.00% | 21.67 | 0.00 |
| Pepsi (PEP) | 1.42 | 2718 -88.00% | 8.94 | 116.96 |
| NIKE (NKE) | 1.39 | 1326 -94.00% | 17.95 | 52.85 |
| Helmerich & Payne (HP) | 1.35 | 1538 -93.00% | 15.02 | 52.74 |
| Ecolab (ECL) | 1.33 | 2839 -87.00% | 7.98 | 131.66 |
| Occidental Petroleum Corporation (OXY) | 1.30 | 1407 -93.00% | 15.78 | 60.12 |
| Stanley Black & Decker (SWK) | 1.27 | 2883 -86.00% | 7.53 | 143.05 |
| QUALCOMM (QCOM) | 1.23 | 1204 -94.00% | 17.44 | 56.91 |
| Fiserv (FISV) | 1.22 | 2398 -88.00% | 8.67 | 124.80 |
| Apple (AAPL) | 1.18 | 2888 -85.00% | 6.96 | 146.28 |
| Akamai Technologies (AKAM) | 1.13 | 1152 -94.00% | 16.75 | 51.30 |
| Fortune Brands | 1.05 | 1095 -93.00% | 16.44 | 0.00 |
| Boeing Company (BA) | 1.04 | 3145 -82.00% | 5.65 | 202.23 |
| IDEXX Laboratories (IDXX) | 1.00 | 2641 -84.00% | 6.47 | 167.35 |
| Align Technology (ALGN) | 1.00 | 1950 -88.00% | 8.72 | 153.50 |
| Union Pacific Corporation (UNP) | 0.99 | 1795 -89.00% | 9.44 | 108.10 |
| Texas Capital Bancshares (TCBI) | 0.99 | 1410 -91.00% | 11.99 | 73.25 |
| Dollar Tree (DLTR) | 0.95 | 1267 -92.00% | 12.75 | 66.60 |
| Procter & Gamble Company (PG) | 0.91 | 1397 -91.00% | 11.13 | 89.42 |
| Novartis AG (NVS) | 0.89 | 1129 -92.00% | 13.46 | 86.34 |
| Facebook Inc cl a | 0.89 | 2166 -97.00% | 7.04 | 0.00 |
| Schlumberger (SLB) | 0.84 | 1125 -92.00% | 12.80 | 65.93 |
| DaVita (DVA) | 0.83 | 958 -93.00% | 14.72 | 64.89 |
| ConocoPhillips (COP) | 0.83 | 706 -95.00% | 20.04 | 44.83 |
| Williams-Sonoma (WSM) | 0.82 | 748 -94.00% | 18.66 | 47.48 |
| Gilead Sciences (GILD) | 0.79 | 914 -93.00% | 14.73 | 70.52 |
| Palo Alto Networks | 0.74 | 1425 -88.00% | 8.88 | 0.00 |
| Thermo Fisher Scientific (TMO) | 0.72 | 1895 -84.00% | 6.51 | 174.44 |
| Hess (HES) | 0.69 | 569 -95.00% | 20.74 | 41.40 |
| SAP AG (SAP) | 0.69 | 1158 -90.00% | 10.19 | 107.48 |
| Vanguard Health Care ETF (VHT) | 0.66 | 840 -92.00% | 13.45 | 150.41 |
| Diageo Plc Adr adr | 0.64 | 1254 -88.00% | 8.65 | 0.00 |
| Orbital Atk | 0.63 | 1058 -90.00% | 10.21 | 0.00 |
| Johnson & Johnson (JNJ) | 0.60 | 1277 -87.00% | 8.03 | 136.43 |
| Valero Energy Corporation (VLO) | 0.57 | 646 -93.00% | 15.09 | 65.98 |
| Raytheon Company (RTN) | 0.53 | 1369 -84.00% | 6.56 | 162.36 |
| Henry Schein (HSIC) | 0.41 | 1181 -83.00% | 5.88 | 184.17 |
| Walt Disney Company (DIS) | 0.33 | 641 -88.00% | 8.81 | 104.36 |
| Bank Of America Corporation preferred | 0.21 | 4216 +19.00% | 0.84 | 0.00 |
| Alphabet Inc Class A cs | 0.19 | 2692 -15.00% | 1.18 | 0.00 |
| Chipotle Mexican Grill (CMG) | 0.17 | 1268 -55.00% | 2.24 | 415.28 |
| Chevron Corporation (CVX) | 0.12 | 211 -89.00% | 9.31 | 105.00 |
| Alphabet Inc Class C cs | 0.05 | 713 -17.00% | 1.21 | 0.00 |
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Past 13F-HR SEC Filings for Peloton Wealth Strategists
- Peloton Wealth Strategists 2017 Q1 amended filed May 16, 2017
- Peloton Wealth Strategists 2016 Q4 filed Feb. 15, 2017
- Peloton Wealth Strategists 2016 Q3 filed Nov. 15, 2016
- Peloton Wealth Strategists 2014 Q2 filed Aug. 12, 2016
- Peloton Wealth Strategists 2016 Q1 filed May 13, 2016
- Peloton Wealth Strategists 2015 Q4 filed Feb. 4, 2016
- Peloton Wealth Strategists 2015 Q3 filed Nov. 2, 2015
- Peloton Wealth Strategists 2015 Q2 filed Aug. 11, 2015
- Peloton Wealth Strategists 2015 Q1 filed May 15, 2015
- Peloton Wealth Strategists 2014 Q4 filed Feb. 10, 2015
- Peloton Wealth Strategists 2014 Q3 filed Nov. 4, 2014
- Peloton Wealth Strategists 2014 Q2 filed July 31, 2014
- Peloton Wealth Strategists 2014 Q1 filed May 8, 2014
- Peloton Wealth Strategists 2013 Q4 filed Feb. 3, 2014
- Peloton Wealth Strategists 2013 Q3 filed Nov. 8, 2013
- Peloton Wealth Strategists 2013 Q2 filed Aug. 6, 2013
- Peloton Wealth Strategists 2013 Q1 filed May 8, 2013
- Peloton Wealth Strategists 2012 Q4 filed Feb. 6, 2013
- Peloton Wealth Strategists 2012 Q3 filed Nov. 7, 2012