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 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

View all past filings