Peloton Wealth Strategists
Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, CRM, TMO, UPS, GOOGL, and represent 18.81% of Peloton Wealth Strategists's stock portfolio.
- Added to shares of these 10 stocks: CME, AMGN, IBDQ, IBDN, RTX, IBDS, UL, IBDT, IBDP, IBDR.
- Started 6 new stock positions in CSCO, GS, HD, SONO, SWKS, CME.
- Reduced shares in these 10 stocks: PHM, CNI, TWLO, IDXX, VTR, MA, HII, CMG, BAC, STT.
- Sold out of its positions in HII, Ishares 2020 Amt-free Muni Bond Etf, SPY.
- Peloton Wealth Strategists was a net buyer of stock by $4.8M.
- Peloton Wealth Strategists has $178M in assets under management (AUM), dropping by 12.39%.
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Portfolio Holdings for Peloton Wealth Strategists
Companies in the Peloton Wealth Strategists portfolio as of the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mastercard Incorporated Cl A Stock (MA) | 5.7 | $10M | -5% | 30k | 338.17 | |
| Salesforce Stock (CRM) | 3.9 | $6.9M | 27k | 251.30 | ||
| Thermo Fisher Scientific Stock (TMO) | 3.5 | $6.2M | 14k | 441.51 | ||
| United Parcel Service Inc Cl B Stock (UPS) | 2.9 | $5.2M | -2% | 31k | 166.62 | |
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.9 | $5.1M | 3.5k | 1465.56 | ||
| Starbucks Corp Stock (SBUX) | 2.7 | $4.9M | 57k | 85.92 | ||
| Microsoft Corp Stock (MSFT) | 2.6 | $4.7M | 22k | 210.31 | ||
| Westrock Stock (WRK) | 2.6 | $4.6M | 132k | 34.74 | ||
| Yeti Hldgs Stock (YETI) | 2.5 | $4.5M | -4% | 100k | 45.32 | |
| Align Technology Stock (ALGN) | 2.5 | $4.5M | -4% | 14k | 327.33 | |
| Nike Inc Cl B Stock (NKE) | 2.4 | $4.2M | 34k | 125.54 | ||
| Ecolab Stock (ECL) | 2.3 | $4.1M | +11% | 21k | 199.84 | |
| Jpmorgan Chase & Co Stock (JPM) | 2.3 | $4.1M | +6% | 43k | 96.26 | |
| Abbvie Stock (ABBV) | 2.3 | $4.0M | +3% | 46k | 87.59 | |
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| Medtronic Stock (MDT) | 2.2 | $3.9M | +2% | 38k | 103.92 | |
| Twilio Inc Cl A Stock (TWLO) | 2.1 | $3.8M | -20% | 15k | 247.08 | |
| Raytheon Technologies Corp Stock (RTX) | 2.1 | $3.8M | +27% | 66k | 57.53 | |
| Idexx Labs Stock (IDXX) | 2.1 | $3.7M | -15% | 9.4k | 393.07 | |
| Bk Of America Corp 7.25cnv Pfd L Preferred (BAC.PL) | 2.0 | $3.6M | 2.4k | 1487.93 | ||
| Box Inc Cl A Stock (BOX) | 2.0 | $3.6M | 206k | 17.36 | ||
| Disney Walt Co Com Disney Stock (DIS) | 1.9 | $3.4M | 27k | 124.08 | ||
| Palo Alto Networks Stock (PANW) | 1.9 | $3.4M | 14k | 244.76 | ||
| Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) | 1.8 | $3.2M | +24% | 122k | 26.44 | |
| Pepsico Stock (PEP) | 1.8 | $3.2M | +17% | 23k | 138.60 | |
| Cummins Stock (CMI) | 1.7 | $3.1M | 15k | 211.17 | ||
| Chipotle Mexican Grill Stock (CMG) | 1.7 | $3.1M | -13% | 2.5k | 1243.79 | |
| Facebook Inc Cl A Stock (FB) | 1.7 | $3.0M | 12k | 261.89 | ||
| Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) | 1.6 | $2.8M | +23% | 108k | 26.23 | |
| Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) | 1.6 | $2.8M | +63% | 103k | 27.13 | |
| Ishares Ibonds Dec 2021 Term Corporate Etf Etf (IBDM) | 1.5 | $2.6M | +17% | 106k | 25.05 | |
| State Str Corp Stock (STT) | 1.4 | $2.6M | -10% | 43k | 59.33 | |
| Svb Financial Group Stock (SIVB) | 1.4 | $2.5M | -5% | 11k | 240.62 | |
| At&t Stock (T) | 1.4 | $2.5M | 89k | 28.51 | ||
| Ishares Ibonds Dec 2022 Term Corporate Etf Etf (IBDN) | 1.4 | $2.4M | +55% | 95k | 25.63 | |
| Boeing Stock (BA) | 1.3 | $2.3M | -3% | 14k | 165.25 | |
| Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) | 1.2 | $2.1M | +55% | 76k | 27.14 | |
| Intuitive Surgical Stock (ISRG) | 1.2 | $2.1M | 2.9k | 709.47 | ||
| Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) | 1.0 | $1.8M | +47% | 69k | 26.82 | |
| Take-two Interactive Software Stock (TTWO) | 1.0 | $1.8M | 11k | 165.19 | ||
| Ishares Russell 2000 Value Etf Etf (IWN) | 1.0 | $1.7M | -3% | 17k | 99.33 | |
| Cme Group Stock (CME) | 0.9 | $1.7M | NEW | 9.9k | 167.32 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.9 | $1.6M | -3% | 14k | 118.12 | |
| Illumina Stock (ILMN) | 0.9 | $1.6M | +23% | 5.1k | 309.13 | |
| Amgen Stock (AMGN) | 0.9 | $1.6M | +526% | 6.1k | 254.11 | |
| Pfizer Stock (PFE) | 0.9 | $1.6M | +8% | 42k | 36.71 | |
| Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) | 0.9 | $1.5M | -3% | 15k | 104.29 | |
| Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) | 0.8 | $1.4M | +84% | 48k | 29.08 | |
| Ishares Ibonds Dec 2020 Term Corporate Etf Etf (IBDL) | 0.8 | $1.4M | -2% | 54k | 25.24 | |
| Ventas Reit (VTR) | 0.8 | $1.4M | -32% | 33k | 41.96 | |
| Unilever Adr (UL) | 0.8 | $1.4M | +115% | 22k | 61.66 | |
| Royal Caribbean Group Stock (RCL) | 0.7 | $1.3M | -6% | 19k | 64.74 | |
| Stanley Black & Decker Stock (SWK) | 0.6 | $1.1M | -18% | 6.9k | 162.19 | |
| Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM) | 0.6 | $1.1M | +7% | 40k | 27.10 | |
| Prudential Finl Stock (PRU) | 0.6 | $994k | -17% | 16k | 63.51 | |
| Pulte Group Stock (PHM) | 0.5 | $964k | -63% | 21k | 46.31 | |
| Bk Of America Corp Stock (BAC) | 0.5 | $918k | -27% | 38k | 24.09 | |
| Canadian Natl Ry Stock (CNI) | 0.5 | $889k | -55% | 8.4k | 106.47 | |
| Trex Stock (TREX) | 0.4 | $773k | +134% | 11k | 71.57 | |
| Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) | 0.4 | $759k | +42% | 27k | 28.11 | |
| Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf (IBML) | 0.4 | $741k | +56% | 28k | 26.28 | |
| Fiserv Stock (FISV) | 0.4 | $708k | -8% | 6.9k | 103.03 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $492k | -33% | 335.00 | 1468.66 | |
| Sonos Stock (SONO) | 0.3 | $491k | NEW | 32k | 15.19 | |
| Ishares Ibonds Dec 2022 Term Muni Bond Etf Etf (IBMK) | 0.3 | $464k | -5% | 18k | 26.51 | |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.2 | $382k | 7.0k | 54.86 | ||
| Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) | 0.2 | $382k | 14k | 27.29 | ||
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.2 | $363k | -10% | 5.3k | 68.23 | |
| Mcdonalds Corp Stock (MCD) | 0.2 | $337k | +10% | 1.5k | 219.26 | |
| Skyworks Solutions Stock (SWKS) | 0.2 | $335k | NEW | 2.3k | 145.65 | |
| Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) | 0.2 | $325k | 12k | 27.08 | ||
| Ishares Ibonds Dec 2021 Term Muni Bond Etf Etf (IBMJ) | 0.2 | $311k | +33% | 12k | 25.92 | |
| Goldman Sachs Group Stock (GS) | 0.1 | $262k | NEW | 1.3k | 200.77 | |
| Texas Pac Ld Tr Sub Ctf Prop I T Stock (TPL) | 0.1 | $262k | 580.00 | 451.72 | ||
| Cisco Sys Stock (CSCO) | 0.1 | $251k | NEW | 6.4k | 39.36 | |
| Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) | 0.1 | $248k | +15% | 9.2k | 26.96 | |
| Home Depot Stock (HD) | 0.1 | $236k | NEW | 850.00 | 277.65 | |
| Precigen Stock (PGEN) | 0.0 | $76k | -22% | 22k | 3.50 | |
Past Filings by Peloton Wealth Strategists
SEC 13F filings are viewable for Peloton Wealth Strategists going back to 2010
- 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
- Peloton Wealth Strategists 2017 Q1 restated filed May 16, 2017