$242 Million is the total value of Peloton Wealth Strategists's 85 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IBHB | New | ISHARES IBONDS 2022 TERM HIGH YIELD AND INCOME ETFetf | $729,000 | – | 30,000 | +100.0% | 0.30% | – |
IBHA | New | ISHARES IBONDS 2021 TERM HIGH YIELD AND INCOME ETFetf | $533,000 | – | 22,000 | +100.0% | 0.22% | – |
IBHC | New | ISHARES IBONDS 2023 TERM HIGH YIELD AND INCOME ETFetf | $496,000 | – | 20,000 | +100.0% | 0.20% | – |
AAPL | New | APPLE INC COMstock | $292,000 | – | 2,135 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MASTERCARD INCORPORATED CL A | 41 | Q3 2023 | 7.1% |
THERMO FISHER SCIENTIFIC INC COM | 41 | Q3 2023 | 4.4% |
JPMORGAN CHASE & CO COM | 41 | Q3 2023 | 3.1% |
CUMMINS INC COM | 41 | Q3 2023 | 4.1% |
PEPSICO INC COM | 41 | Q3 2023 | 2.6% |
PFIZER INC COM | 41 | Q3 2023 | 2.9% |
UNITED PARCEL SERVICE INC CL B | 37 | Q3 2023 | 2.9% |
STANLEY BLACK & DECKER INC COM | 36 | Q1 2023 | 2.5% |
SPDR S&P 500 Index | 36 | Q3 2023 | 1.3% |
ECOLAB INC COM | 34 | Q4 2021 | 3.3% |
View Peloton Wealth Strategists's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-02-16 |
13F-HR | 2024-02-15 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-10 |
View Peloton Wealth Strategists's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.