Peloton Wealth Strategists
Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Facebook Inc cl a, MA, CMI, Bank Of America Corporation preferred, VTR, and represent 22.67% of Peloton Wealth Strategists's stock portfolio.
- Added to shares of these 10 stocks: Facebook Inc cl a (+$12.11M), MA (+$5.10M), CMI, VTR, SBUX, DOW, JPM, BA, COH, Canadian Natl Ry Co.
- Started 7 new stock positions in SIVB, AYI, IJR, Midcap Spdr Trust Series 1 untsr1, Allergan, RSP, XLI.
- Reduced shares in these 6 stocks: Bank Of America Corporation preferred, , QCOM, , GILD, .
- Sold out of its positions in COP, GILD, QCOM, XLP, VHT.
- Peloton Wealth Strategists was a net buyer of stock by $119.42M.
- Peloton Wealth Strategists has $138.88M in assets under management (AUM), growing by 8033.27%.
Companies in the Peloton Wealth Strategists portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Facebook Inc cl a | 8.96 | +3704% | 82400 | 150.98 |
| MasterCard Incorporated (MA) | 4.14 | +789% | 47310 | 121.45 |
| Cummins (CMI) | 3.65 | +529% | 31240 | 162.23 |
| Bank Of America Corporation preferred | 3.30 | -13% | 3633 | 1262.04 |
| Ventas (VTR) | 2.62 | +1464% | 52450 | 69.48 |
| Boeing Company (BA) | 2.56 | +470% | 17952 | 197.75 |
| Starbucks Corporation (SBUX) | 2.47 | +1666% | 58750 | 58.31 |
| JPMorgan Chase & Co. (JPM) | 2.45 | +1032% | 37150 | 91.41 |
| Dow Chemical Company (DOW) | 2.41 | +1473% | 53027 | 63.06 |
| Canadian Natl Ry Co | 2.22 | +1252% | 38050 | 81.05 |
| Stanley Black & Decker (SWK) | 2.20 | +652% | 21700 | 140.74 |
| Alphabet Inc Class A cs | 2.20 | +21% | 3280 | 929.57 |
| Coach (COH) | 2.18 | +2289% | 64000 | 47.34 |
| Ecolab (ECL) | 2.17 | +697% | 22650 | 132.76 |
| Republic Services (RSG) | 2.16 | +1269% | 47068 | 63.73 |
| United Parcel Service (UPS) | 2.11 | +859% | 26496 | 110.58 |
| Apple (AAPL) | 2.08 | +595% | 20100 | 144.03 |
| Pepsi (PEP) | 1.99 | +779% | 23900 | 115.48 |
| IDEXX Laboratories (IDXX) | 1.92 | +525% | 16507 | 161.45 |
| salesforce (CRM) | 1.88 | +1112% | 30100 | 86.61 |
| Align Technology (ALGN) | 1.86 | +783% | 17226 | 150.12 |
| Fiserv (FISV) | 1.83 | +767% | 20800 | 122.36 |
| Industrial SPDR (XLI) | 1.76 | NEW | 35928 | 68.11 |
| Pulte (PHM) | 1.58 | +4344% | 89700 | 24.53 |
| CVS Caremark Corporation (CVS) | 1.52 | +1173% | 26225 | 80.46 |
| Thermo Fisher Scientific (TMO) | 1.50 | +529% | 11937 | 174.50 |
| Palo Alto Networks | 1.46 | +959% | 15100 | 133.84 |
| Henry Schein (HSIC) | 1.38 | +784% | 10450 | 183.06 |
| Weyerhaeuser C conv prf | 1.37 | +2842% | 56760 | 33.49 |
| NIKE (NKE) | 1.34 | +2284% | 31625 | 59.00 |
| Allergan | 1.34 | NEW | 7650 | 243.14 |
| Union Pacific Corporation (UNP) | 1.33 | +844% | 16950 | 108.91 |
| Pfizer (PFE) | 1.28 | +2822% | 52900 | 33.59 |
| Invesco Ltd shs | 1.22 | +3299% | 48100 | 35.20 |
| Box Inc cl a | 1.12 | +6579% | 85100 | 18.24 |
| Raytheon Company (RTN) | 1.06 | +566% | 9125 | 161.53 |
| Johnson & Johnson (JNJ) | 0.98 | +702% | 10250 | 132.29 |
| Procter & Gamble Company (PG) | 0.98 | +1013% | 15550 | 87.14 |
| Novartis AG (NVS) | 0.97 | +1334% | 16200 | 83.46 |
| Texas Capital Bancshares (TCBI) | 0.95 | +1109% | 17050 | 77.42 |
| Occidental Petroleum Corporation (OXY) | 0.94 | +1456% | 21900 | 59.86 |
| Diageo Plc Adr adr | 0.94 | +765% | 10850 | 119.82 |
| Helmerich & Payne (HP) | 0.92 | +1427% | 23500 | 54.34 |
| Chipotle Mexican Grill (CMG) | 0.92 | +140% | 3055 | 416.04 |
| SAP AG (SAP) | 0.89 | +918% | 11800 | 104.66 |
| Acuity Brands (AYI) | 0.89 | NEW | 6075 | 203.29 |
| Dollar Tree (DLTR) | 0.86 | +1253% | 17150 | 69.91 |
| Fortune Brands | 0.85 | +1543% | 18000 | 65.22 |
| Bank of America Corporation (BAC) | 0.82 | +4231% | 47000 | 24.26 |
| Cal-Maine Foods (CALM) | 0.82 | +2876% | 28750 | 39.62 |
| Transcanada Corp | 0.81 | +1988% | 23700 | 47.68 |
| Orbital Atk | 0.81 | +986% | 11500 | 98.35 |
| Schlumberger (SLB) | 0.64 | +1091% | 13400 | 65.82 |
| Akamai Technologies (AKAM) | 0.57 | +1271% | 15800 | 49.81 |
| Walt Disney Company (DIS) | 0.55 | +1011% | 7125 | 106.25 |
| DaVita (DVA) | 0.55 | +1131% | 11800 | 64.75 |
| Alphabet Inc Class C cs | 0.55 | +17% | 840 | 908.33 |
| Intrexon | 0.52 | +5287% | 29900 | 24.08 |
| Triangle Capital Corporation (TCAP) | 0.50 | +5142% | 39423 | 17.63 |
| Williams-Sonoma (WSM) | 0.49 | +1765% | 13954 | 48.52 |
| Valero Energy Corporation (VLO) | 0.44 | +1308% | 9100 | 67.47 |
| Rydex S&P; Equal Weight ETF (RSP) | 0.40 | NEW | 6017 | 92.74 |
| iShares S&P; SmallCap 600 Index (IJR) | 0.40 | NEW | 7842 | 70.14 |
| Hess (HES) | 0.37 | +1973% | 11800 | 43.90 |
| Midcap Spdr Trust Series 1 untsr1 | 0.37 | NEW | 1609 | 317.59 |
| SVB Financial (SIVB) | 0.22 | NEW | 1725 | 175.65 |
| Waddell & Reed Financial (WDR) | 0.20 | +1855% | 14800 | 18.85 |
| Textainer Group Holdings Ltd | 0.16 | +3565% | 15100 | 14.50 |
| Chevron Corporation (CVX) | 0.15 | +831% | 1965 | 104.33 |
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Past 13F-HR SEC Filings by Peloton Wealth Strategists
- Peloton Wealth Strategists 2017 Q1 filed May 16, 2017
- 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