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 March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastercard Incorporated Cl A Stock (MA) 4.5 $9.7M -4% 27k 356.05
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.4 $7.2M 3.5k 2062.59
Thermo Fisher Scientific Stock (TMO) 3.3 $7.0M +11% 15k 456.38
Westrock Stock (WRK) 3.2 $6.7M -2% 129k 52.05
Jpmorgan Chase & Co Stock (JPM) 3.1 $6.5M 43k 152.23
Starbucks Corp Stock (SBUX) 2.9 $6.3M 57k 109.27
Yeti Hldgs Stock (YETI) 2.7 $5.8M -5% 80k 72.21
Salesforce Stock (CRM) 2.7 $5.7M 27k 211.86
Microsoft Corp Stock (MSFT) 2.5 $5.4M 23k 235.76
United Parcel Service Inc Cl B Stock (UPS) 2.5 $5.3M 31k 170.00
Raytheon Technologies Corp Stock (RTX) 2.5 $5.2M -3% 68k 77.27
Disney Walt Stock (DIS) 2.4 $5.2M 28k 184.54
Abbvie Stock (ABBV) 2.4 $5.2M +2% 48k 108.22
Box Inc Cl A Stock (BOX) 2.3 $4.8M 211k 22.96

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Ecolab Stock (ECL) 2.2 $4.6M +3% 22k 214.05
Svb Financial Group Stock (SIVB) 2.1 $4.5M -10% 9.0k 493.64
Medtronic Stock (MDT) 2.1 $4.5M 38k 118.14
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 2.0 $4.3M +34% 161k 26.83
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 2.0 $4.2M +26% 161k 26.39
Palo Alto Networks Stock (PANW) 2.0 $4.2M -3% 13k 322.07
Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) 1.9 $4.0M +13% 152k 26.14
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 1.9 $3.9M +40% 150k 26.36
Amgen Stock (AMGN) 1.8 $3.9M +62% 16k 248.80
Cummins Stock (CMI) 1.8 $3.8M 15k 259.08
Twilio Inc Cl A Stock (TWLO) 1.7 $3.6M -24% 11k 340.71
Ishares Ibonds Dec 2022 Term Corporate Etf Etf (IBDN) 1.6 $3.4M +28% 134k 25.46
Facebook Inc Cl A Stock (FB) 1.6 $3.4M 11k 294.52
Pepsico Stock (PEP) 1.6 $3.3M +2% 24k 141.46
Ishares Ibonds Dec 2021 Term Corporate Etf Etf (IBDM) 1.4 $3.0M 121k 24.85
Nike Inc Cl B Stock (NKE) 1.4 $2.9M -33% 22k 132.91
Boeing Stock (BA) 1.3 $2.8M -17% 11k 254.76
Truist Finl Corp Stock (TFC) 1.3 $2.8M +68% 49k 58.32
Chipotle Mexican Grill Stock (CMG) 1.3 $2.8M -9% 2.0k 1420.81
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 1.3 $2.8M +20% 105k 26.72
State Str Corp Stock (STT) 1.3 $2.8M -8% 33k 84.02
Ishares S&p 100 Etf Etf (OEF) 1.3 $2.8M +11% 15k 179.82
At&t Stock (T) 1.1 $2.4M 80k 30.26
Cme Group Stock (CME) 1.1 $2.4M +11% 12k 204.23
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 1.1 $2.3M +35% 83k 28.32
Intuitive Surgical Stock (ISRG) 1.0 $2.2M 2.9k 739.09
Illumina Stock (ILMN) 0.9 $2.0M 5.2k 384.02
Skyworks Solutions Stock (SWKS) 0.9 $2.0M +14% 11k 183.50
Thor Inds Stock (THO) 0.9 $1.9M NEW 14k 134.71
Unitedhealth Group Stock (UNH) 0.8 $1.8M NEW 4.8k 372.00
Take-two Interactive Software Stock (TTWO) 0.8 $1.7M -4% 9.9k 176.65
Unilever Adr (UL) 0.8 $1.7M +3% 31k 55.84
Sonos Stock (SONO) 0.8 $1.7M +10% 45k 37.47
Pfizer Stock (PFE) 0.7 $1.6M 43k 36.23
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.7 $1.5M +9% 14k 109.30
Ishares Russell 1000 Value Etf Etf (IWD) 0.7 $1.5M +9% 9.8k 151.50
Trex Stock (TREX) 0.7 $1.5M +48% 16k 91.54
Schwab U.s. Reit Etf Etf (SCHH) 0.7 $1.5M +10% 35k 41.09
B & G Foods Stock (BGS) 0.7 $1.4M NEW 46k 31.05
Cisco Sys Stock (CSCO) 0.6 $1.4M +37% 27k 51.71
Stanley Black & Decker Stock (SWK) 0.6 $1.3M 6.8k 199.70
Ventas Reit (VTR) 0.6 $1.2M -5% 23k 53.32
Resmed Stock (RMD) 0.5 $1.1M NEW 5.8k 194.00
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM) 0.5 $1.1M 41k 27.00
Prudential Finl Stock (PRU) 0.5 $1.1M 12k 91.09
Generac Hldgs Stock (GNRC) 0.5 $1.1M NEW 3.2k 327.55
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) 0.4 $768k -3% 28k 27.93
Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf (IBML) 0.3 $738k 28k 26.17
Rocket Cos Inc Com Cl A Stock (RKT) 0.3 $646k NEW 28k 23.09
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.3 $536k NEW 21k 26.15
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $528k -13% 255.00 2070.59
Goldman Sachs Group Stock (GS) 0.2 $510k 1.6k 326.92
Mcdonalds Corp Stock (MCD) 0.2 $492k +2% 2.2k 223.94
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $487k +5% 8.9k 54.68
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $481k NEW 1.7k 276.44
Royal Caribbean Group Stock (RCL) 0.2 $462k -70% 5.4k 85.56
Ishares Ibonds Dec 2022 Term Muni Bond Etf Etf (IBMK) 0.2 $461k 18k 26.34
Fiserv Stock (FISV) 0.2 $461k -13% 3.9k 119.06
Home Depot Stock (HD) 0.2 $429k +15% 1.4k 305.56
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.2 $326k -14% 12k 27.17
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.2 $323k 12k 26.92
Ishares Ibonds Dec 2021 Term Muni Bond Etf Etf (IBMJ) 0.1 $309k 12k 25.75
Costco Whsl Corp Stock (COST) 0.1 $250k NEW 710.00 352.11
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $247k 9.2k 26.85
Texas Pacific Land Corporation Stock (TPL) 0.1 $230k -66% 145.00 1586.21
Premier Financial Corp Stock (PFC) 0.1 $219k NEW 6.6k 33.31
Spdr S&p 500 Etf Etf (SPY) 0.1 $214k 540.00 396.30
Aflac Stock (AFL) 0.1 $205k NEW 4.0k 51.25
Precigen Stock (PGEN) 0.0 $101k -21% 15k 6.87

Past Filings by Peloton Wealth Strategists

SEC 13F filings are viewable for Peloton Wealth Strategists going back to 2010

View all past filings