Peloton Wealth Strategists

Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:

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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

View all past filings