- New Purchases: IBDQ, IBDP, IBDR, IBDO, IBDT, IBDS, IBDN, IBDM, IBDU, IBMM, IBMN, IBHB, IBML, IBHA, IBHC, IBMQ, IBMP, AAPL, IBMO,
- Added Positions: CSCO, THO, AMGN, BGS, UNH, TFC, SWKS, MSFT, TMO, GNRC, MCD, ABBV, HD, OEF, PRU, RTX, T, RKT, UL, DIS, ACN, PEP, GOOGL, CME, TREX, MDT, CMI, IGSB, ILMN, STT, UPS, BOX, ISRG, RMD, SONO, COST, PFE, IWD, IWS, SCHH, GS,
- Reduced Positions: MA, SIVB, WRK, YETI, GOOG, FB, CRM, TWLO, PANW, BA, IBMJ, IBMK, NKE, TTWO, FISV, PGEN,
- Sold Out: RCL, PFC,
For the details of Peloton Wealth Strategists's stock buys and sells, go to https://www.gurufocus.com/guru/peloton+wealth+strategists/current-portfolio/portfolio
These are the top 5 holdings of Peloton Wealth Strategists- Mastercard Inc (MA) - 24,211 shares, 3.65% of the total portfolio. Shares reduced by 10.99%
- Alphabet Inc (GOOGL) - 3,550 shares, 3.58% of the total portfolio. Shares added by 2.39%
- Thermo Fisher Scientific Inc (TMO) - 16,119 shares, 3.36% of the total portfolio. Shares added by 5.50%
- YETI Holdings Inc (YETI) - 74,770 shares, 2.83% of the total portfolio. Shares reduced by 6.15%
- JPMorgan Chase & Co (JPM) - 43,149 shares, 2.77% of the total portfolio. Shares added by 0.85%
Peloton Wealth Strategists initiated holding in iShares iBonds Dec 2025 Term Corporate ETF. The purchase prices were between $26.61 and $27, with an estimated average price of $26.85. The stock is now traded at around $26.950000. The impact to a portfolio due to this purchase was 2.18%. The holding were 195,700 shares as of 2021-06-30.
New Purchase: iShares iBonds Dec 2024 Term Corporate ETF (IBDP)Peloton Wealth Strategists initiated holding in iShares iBonds Dec 2024 Term Corporate ETF. The purchase prices were between $26.15 and $26.36, with an estimated average price of $26.28. The stock is now traded at around $26.310000. The impact to a portfolio due to this purchase was 2.15%. The holding were 197,700 shares as of 2021-06-30.
New Purchase: iShares iBonds Dec 2026 Term Corporate ETF (IBDR)Peloton Wealth Strategists initiated holding in iShares iBonds Dec 2026 Term Corporate ETF. The purchase prices were between $26.09 and $26.6, with an estimated average price of $26.41. The stock is now traded at around $26.600000. The impact to a portfolio due to this purchase was 2.03%. The holding were 185,200 shares as of 2021-06-30.
New Purchase: iShares iBonds Dec 2023 Term Corporate ETF (IBDO)Peloton Wealth Strategists initiated holding in iShares iBonds Dec 2023 Term Corporate ETF. The purchase prices were between $25.94 and $26.03, with an estimated average price of $25.99. The stock is now traded at around $26.010000. The impact to a portfolio due to this purchase was 1.83%. The holding were 170,200 shares as of 2021-06-30.
New Purchase: iShares iBonds Dec 2028 Term Corporate ETF (IBDT)Peloton Wealth Strategists initiated holding in iShares iBonds Dec 2028 Term Corporate ETF. The purchase prices were between $28.03 and $28.79, with an estimated average price of $28.44. The stock is now traded at around $28.950000. The impact to a portfolio due to this purchase was 1.6%. The holding were 134,500 shares as of 2021-06-30.
New Purchase: iShares iBonds Dec 2027 Term Corporate ETF (IBDS)Peloton Wealth Strategists initiated holding in iShares iBonds Dec 2027 Term Corporate ETF. The purchase prices were between $26.46 and $27.05, with an estimated average price of $26.8. The stock is now traded at around $27.090000. The impact to a portfolio due to this purchase was 1.56%. The holding were 139,700 shares as of 2021-06-30.
Added: Cisco Systems Inc (CSCO)Peloton Wealth Strategists added to a holding in Cisco Systems Inc by 72.53%. The purchase prices were between $50.71 and $55.03, with an estimated average price of $52.58. The stock is now traded at around $55.150000. The impact to a portfolio due to this purchase was 0.42%. The holding were 45,814 shares as of 2021-06-30.
Added: Thor Industries Inc (THO)Peloton Wealth Strategists added to a holding in Thor Industries Inc by 61.59%. The purchase prices were between $104.35 and $146.76, with an estimated average price of $127.32. The stock is now traded at around $114.670000. The impact to a portfolio due to this purchase was 0.41%. The holding were 23,115 shares as of 2021-06-30.
Added: Amgen Inc (AMGN)Peloton Wealth Strategists added to a holding in Amgen Inc by 21.92%. The purchase prices were between $233.58 and $259.14, with an estimated average price of $245.97. The stock is now traded at around $226.840000. The impact to a portfolio due to this purchase was 0.35%. The holding were 19,273 shares as of 2021-06-30.
Added: B&G Foods Inc (BGS)Peloton Wealth Strategists added to a holding in B&G Foods Inc by 43.13%. The purchase prices were between $28.63 and $34.12, with an estimated average price of $30.8. The stock is now traded at around $29.830000. The impact to a portfolio due to this purchase was 0.27%. The holding were 66,375 shares as of 2021-06-30.
Added: UnitedHealth Group Inc (UNH)Peloton Wealth Strategists added to a holding in UnitedHealth Group Inc by 31.92%. The purchase prices were between $364.37 and $420.89, with an estimated average price of $398.06. The stock is now traded at around $419.330000. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,266 shares as of 2021-06-30.
Added: Truist Financial Corp (TFC)Peloton Wealth Strategists added to a holding in Truist Financial Corp by 20.50%. The purchase prices were between $52.81 and $62.14, with an estimated average price of $58.79. The stock is now traded at around $55.560000. The impact to a portfolio due to this purchase was 0.23%. The holding were 58,700 shares as of 2021-06-30.
Sold Out: Royal Caribbean Group (RCL)Peloton Wealth Strategists sold out a holding in Royal Caribbean Group. The sale prices were between $78.05 and $96.98, with an estimated average price of $87.21.
Sold Out: Premier Financial Corp (PFC)Peloton Wealth Strategists sold out a holding in Premier Financial Corp. The sale prices were between $27.9 and $33.81, with an estimated average price of $31.05.
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