Portfolio (Quarterly)
Guide ↗
Peloton Wealth Strategists
· CIK 0001080132| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TFC | TRUIST FINL CORP COM | Financial Services | 47,800 | $2.4M | 0.91% | SOLD |
| 2 | IWN | ISHARES RUSSELL 2000 VALUE ETF | — | 10,799 | $2.0M | 0.76% | SOLD |
| 3 | BBY | BEST BUY INC COM | Consumer Cyclical | 28,975 | $1.9M | 0.75% | SOLD |
| 4 | JNJ | JOHNSON & JOHNSON COM | Healthcare | 8,580 | $1.8M | 0.69% | SOLD |
| 5 | VEEV | VEEVA SYS INC CL A COM | Healthcare | 7,390 | $1.6M | 0.64% | SOLD |
| 6 | SBUX | STARBUCKS CORP COM | Consumer Cyclical | 17,930 | $1.5M | 0.58% | SOLD |
| 7 | UNH | UNITEDHEALTH GROUP INC COM | Healthcare | 4,125 | $1.4M | 0.53% | SOLD |
| 8 | DHR | DANAHER CORPORATION COM | Healthcare | 5,070 | $1.2M | 0.45% | SOLD |
| 9 | USB | US BANCORP COM NEW | Financial Services | 20,625 | $1.1M | 0.43% | SOLD |
| 10 | MANH | MANHATTAN ASSOCIATES INC COM | Technology | 4,840 | $839K | 0.33% | SOLD |
| 11 | ADBE | ADOBE INC COM | Technology | 2,205 | $772K | 0.30% | SOLD |
| 12 | CMG | CHIPOTLE MEXICAN GRILL INC COM | Consumer Cyclical | 17,000 | $629K | 0.24% | SOLD |
| 13 | TSLA | TESLA INC COM | Consumer Cyclical | 510 | $229K | 0.09% | SOLD |
| 14 | — | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 406 | $204K | 0.08% | SOLD |
Sector Allocation
Financial Services
17.8%
Healthcare
17.8%
Technology
17.0%
Industrials
13.4%
Consumer Cyclical
11.7%
Communication Services
8.5%
Consumer Defensive
8.5%
Basic Materials
3.1%
Energy
2.2%