Holdings Channel
Size ($ in 1000's)
At 09/30/2019: $156,376
At 06/30/2019: $149,354

Peloton Wealth Strategists holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peloton Wealth Strategists 13F filings. Link to 13F filings: SEC filings

Peloton Wealth Strategists Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MasterCard 36,590 -3,500 $9,937
     MA36,590-3,500$9,937
Bk. of Amer. Conv. Pfd.      $7,762
     BAC.PRL4,220+195$6,327
     BAC49,200-500$1,435
Boeing Company 14,626 +1,366 $5,565
     BA14,626+1,366$5,565
Starbucks Corporation 55,500 -300 $4,907
     SBUX55,500-300$4,907
Alphabet Inc Class A 3,920 -20 $4,787
     GOOGL3,920-20$4,787
Ventas Inc. 62,200 UNCH $4,542
     VTR62,200UNCH$4,542
Salesforce.Com 29,100 +450 $4,320
     CRM29,100+450$4,320
Ecolab Inc. 21,005 +400 $4,160
     ECL21,005+400$4,160
J.P. Morgan Chase & Co. 35,071 +703 $4,128
     JPM35,071+703$4,128
Medtronic Inc 37,400 UNCH $4,062
     COM37,400UNCH$4,062
Idexx Labs 14,481 -1,250 $3,938
     IDXX14,481-1,250$3,938
AT&T Inc. 97,075 +2,001 $3,673
     T97,075+2,001$3,673
Fiserv Inc. 34,500 -1,600 $3,574
     FISV34,500-1,600$3,574
United Parcel Service 28,726 +1,702 $3,442
     UPS28,726+1,702$3,442
Nike Inc. 33,575 -700 $3,153
     NKE33,575-700$3,153
Thermo Fisher Scientific 10,730 +70 $3,125
     TMO10,730+70$3,125
Box Inc. 188,500 +33,100 $3,122
     BOX188,500+33,100$3,122
Chipotle Mexican Grill 3,615 -100 $3,038
     CMG3,615-100$3,038
Palo Alto Networks 13,975 +450 $2,849
     PANW13,975+450$2,849
State Street Corp 47,970 +17,100 $2,839
     STT47,970+17,100$2,839
Canadian Natl Railway 31,450 -900 $2,826
     CNI31,450-900$2,826
PulteGroup Inc. 77,200 -1,100 $2,822
     PHM77,200-1,100$2,822
Align Technology Inc. 15,586 +1,650 $2,820
     ALGN15,586+1,650$2,820
WestRock Co. 75,654 +3,304 $2,758
     WRK75,654+3,304$2,758
Cummins Inc. 16,650 -200 $2,708
     CMI16,650-200$2,708
Cantel Medical Corp 36,050 +3,100 $2,697
     CMD36,050+3,100$2,697
PepsiCo Inc. 19,300 -300 $2,646
     PEP19,300-300$2,646
Walt Disney Company 19,857 +1,001 $2,588
     DIS19,857+1,001$2,588
Republic Services Inc Class A 29,350 -16,100 $2,540
     RSG29,350-16,100$2,540
Twilio Inc 22,136 -204 $2,434
     TWLO22,136-204$2,434
SVB Financial Group 11,510 +50 $2,405
     SIVB11,510+50$2,405
Raytheon Co. 11,100 +275 $2,178
     RTN11,100+275$2,178
Facebook Inc Class A 11,890 UNCH $2,117
     FB11,890UNCH$2,117
Prudential Financial Inc. 22,006 +1,802 $1,979
     PRU22,006+1,802$1,979
Allergan Inc. 11,650 -4,900 $1,961
     AGN11,650-4,900$1,961
Royal Caribbean Int l 15,391 +3,601 $1,833
     SPY15,391+3,601$1,833
Stanley Black & Decker 11,250 -2,500 $1,625
     SWK11,250-2,500$1,625
iShares iBonds 2026 Corp (IBDR) 63,700 +49,700 $1,617
     IBDR63,700+49,700$1,617
Ishares Russell Midcap (IWS) 17,686 +90 $1,586
     IWS17,686+90$1,586
iShares MSCI EAFE Small (SCZ) 27,479 +39 $1,573
     SCZ27,479+39$1,573
Ishares Russell 2000 Val (IWN) 13,106 +221 $1,565
     IWN13,106+221$1,565
Huntington Ingalls 7,325 +1,400 $1,551
     HII7,325+1,400$1,551
Pfizer Inc. 41,900 -3,700 $1,505
     PFE41,900-3,700$1,505
Abiomed Inc 8,450 +3,095 $1,503
     ABMD8,450+3,095$1,503
iShares iBonds 2020 Corp (IBDL) 55,800 +28,100 $1,416
     IBDL55,800+28,100$1,416
Take Two Interactive 10,650 +10,650 $1,335
     TTWO10,650+10,650$1,335
Flowers Foods Inc. 57,100 -4,000 $1,321
     FLO57,100-4,000$1,321
iShares iBonds 2024 Corp (IBDP) 47,500 +28,500 $1,220
     IBDP47,500+28,500$1,220
iShares iBonds 2023 Corp (IBDO) 47,000 +9,500 $1,203
     IBDO47,000+9,500$1,203
Abbvie Inc 15,562 +15,562 $1,178
     ABBV15,562+15,562$1,178

See Full List: All Stocks Held By Peloton Wealth Strategists
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Peloton Wealth Strategists

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