The Changing Landscape of Peloton Wealth Strategists: Q3 2022 vs. Q4 2022

Peloton Wealth Strategists, a leading wealth management firm, recently released their 13F holding comparison for Q3 2022 versus Q4 2022. The report shows a shift in their investment strategy, giving insights into which stocks they've been targeting, which have been sold, and which have been retained.

In this blog post, we'll break down the changes in Peloton Wealth Strategists' portfolio, share our analysis of the holdings movements, and provide our interpretations of what these changes imply for investors.

Main Body:

Peloton Wealth Strategists is a well-respected wealth management firm with a considerable amount of assets under management. It's crucial to keep track of their stock holdings since it provides insights into how they're managing their clients' money. By looking at the report, we can judge their holdings compared to the market and interpret if the investments are appropriate.

One of the most notable companies that Peloton Wealth Strategists retained is Thermo Fisher Scientific, which they had investments in both quarters. They sold 110 shares in Q4 2022 compared to Q3 2022, which is less than 1% change in their total holdings. Another key holding they maintained was in Mastercard, where they sold only 600 shares, a drop of 2.8% in holdings, during Q4 2022 compared to Q3 2022.

Interestingly, Peloton Wealth Strategists managed to pick up some of Raytheon Technologies during Q4 2022, leading to a 0.16% increase in their total holdings. Another company that they kept adding to their portfolio was Box, where they invested in 750 more shares than in Q3 2022, accounting for a 0.32% enhancement in their total holdings.

However, it's essential to note that there were a few notable companies that Peloton Wealth Strategists sold during Q4 2022. For instance, they entirely exited their position in BG Foods Inc., which had been a part of their portfolio in Q3 2022, and had invested in over 73000 shares. Another company that they sold most of their holdings in was Devon Energy Corp, where they sold out holdings in Q3 2022 and only had investments in Q4 2022 towards the end of the quarter, holding 17600 shares.

Conclusion:

Peloton Wealth Strategists' 13F holdings comparison report for Q3 2022 versus Q4 2022 gives us a detailed peek into their investment strategy. We observe that they held most of their positions in Q4 2022 compared to Q3 2022, showing conviction in their long-term investment strategy.

The report also provides insights into stocks that caught their attention, such as Raytheon Technologies and Box, where they increased their holdings. Conversely, companies like BG Foods Inc. and Devon Energy Corp were completely divested. The report suggests that Peloton Wealth Strategists is making selective moves that reflect positive investment sentiment in equities.

Overall, investors should not replicate Peloton Wealth Strategists' portfolio blindly. However, their holdings movements can be an excellent starting point for research into potential investments. We hope this analysis of their 13F holdings comparison report has provided you with a better understanding of Peloton Wealth Strategists' investment strategy.