Peloton Wealth Strategists

Peloton Wealth Strategists as of Dec. 31, 2022

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 86 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Stock (TMO) 4.0 $8.4M 15k 550.66
Mastercard Incorporated Cl A Stock (MA) 3.5 $7.2M 21k 347.74
Abbvie Stock (ABBV) 3.4 $7.1M 44k 161.61
Raytheon Technologies Corp Stock (RTX) 3.0 $6.1M 61k 100.91
Box Inc Cl A Stock (BOX) 2.9 $6.0M 192k 31.13
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 2.8 $5.8M 239k 24.42
Amgen Stock (AMGN) 2.8 $5.8M 22k 262.65
Jpmorgan Chase & Co Stock (JPM) 2.6 $5.4M 41k 134.09
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 2.6 $5.3M 220k 24.32
Microsoft Corp Stock (MSFT) 2.5 $5.2M 22k 239.82
United Parcel Service Inc Cl B Stock (UPS) 2.5 $5.1M 30k 173.83
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.4 $5.1M 58k 88.22
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 2.4 $5.0M 215k 23.35
Starbucks Corp Stock (SBUX) 2.4 $4.9M 49k 99.19
Unitedhealth Group Stock (UNH) 2.3 $4.8M 9.0k 530.17
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 2.2 $4.6M 198k 23.37
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 1.9 $4.0M 165k 24.29
Pepsico Stock (PEP) 1.9 $4.0M 22k 180.67
Lyondellbasell Industries N V Shs - A - Stock (LYB) 1.8 $3.7M 44k 83.02
Ishares Ibonds Dec 2023 Term Corporate Etf Etf 1.8 $3.7M 147k 25.03
Honeywell Intl Stock (HON) 1.7 $3.5M 16k 214.32
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 1.7 $3.5M 3.0k 1159.85
Cummins Stock (CMI) 1.7 $3.5M 14k 242.30
Salesforce Stock (CRM) 1.7 $3.5M 26k 132.59
Yeti Hldgs Stock (YETI) 1.7 $3.4M 83k 41.31
Westrock Stock (WRK) 1.6 $3.2M 92k 35.16
Ishares Ibonds 2023 Term High Yield & Income Etf Etf 1.5 $3.2M 135k 23.47
Best Buy Stock (BBY) 1.4 $3.0M 37k 80.21
Ishares S&p 100 Etf Etf (OEF) 1.4 $2.9M 17k 170.56
Johnson & Johnson Stock (JNJ) 1.4 $2.9M 16k 176.63
Applied Matls Stock (AMAT) 1.4 $2.8M 29k 97.40
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 1.3 $2.8M 125k 22.17
Amazon Stock (AMZN) 1.3 $2.7M 33k 84.01
Cisco Sys Stock (CSCO) 1.3 $2.7M 57k 47.64
Medtronic Stock (MDT) 1.2 $2.5M 32k 77.71
State Str Corp Stock (STT) 1.2 $2.5M 32k 77.56
Home Depot Stock (HD) 1.2 $2.5M 7.8k 315.80
Chipotle Mexican Grill Stock (CMG) 1.1 $2.4M 1.7k 1387.21
Truist Finl Corp Stock (TFC) 1.1 $2.3M 53k 43.03
Monster Beverage Corp Stock (MNST) 1.0 $2.2M 21k 101.54
Prudential Finl Stock (PRU) 1.0 $2.0M 21k 99.46
Mcdonalds Corp Stock (MCD) 1.0 $2.0M 7.7k 263.47
Svb Financial Group Stock (SIVBQ) 0.9 $1.9M 8.3k 230.16
International Business Machs Stock (IBM) 0.9 $1.9M 13k 140.91
Skyworks Solutions Stock (SWKS) 0.9 $1.8M 20k 91.15
Trex Stock (TREX) 0.9 $1.8M 42k 42.33
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.7 $1.5M 27k 56.48
Thor Inds Stock (THO) 0.7 $1.5M 20k 75.48
Garmin Stock (GRMN) 0.7 $1.5M 16k 92.26
Masimo Corp Stock (MASI) 0.7 $1.4M 9.6k 147.94
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.7 $1.4M 17k 83.62
Ishares Russell 2000 Growth Etf Etf (IWO) 0.7 $1.4M 6.5k 214.60
Resmed Stock (RMD) 0.6 $1.3M 6.3k 208.21
Align Technology Stock (ALGN) 0.6 $1.2M 5.9k 210.97
Zoetis Inc Cl A Stock (ZTS) 0.6 $1.2M 8.0k 146.57
Disney Walt Stock (DIS) 0.5 $1.1M 13k 86.86
Devon Energy Corp Stock (DVN) 0.5 $1.1M 18k 61.53
Accenture Plc Ireland Shs Class A Stock (ACN) 0.5 $1.1M 4.0k 266.75
Sonos Stock (SONO) 0.5 $1.0M 61k 16.91
Goldman Sachs Group Stock (GS) 0.5 $1.0M 3.0k 343.34
Us Bancorp Del Stock (USB) 0.5 $1.0M 23k 43.62
Exelixis Stock (EXEL) 0.5 $962k 60k 16.04
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM) 0.4 $881k 34k 25.76
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.4 $853k 41k 20.80
4d Molecular Therapeutics Stock (FDMT) 0.4 $822k 37k 22.22
Generac Hldgs Stock (GNRC) 0.4 $789k 7.8k 100.68
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) 0.3 $659k 25k 26.36
Ishares Ibonds 2024 Term High Yield & Income Etf Etf (IBHD) 0.3 $636k 28k 22.71
B & G Foods Stock (BGS) 0.3 $542k 49k 11.14
Pfizer Stock (PFE) 0.3 $534k 10k 51.26
Stanley Black & Decker Stock (SWK) 0.3 $524k 7.0k 75.13
Marketaxess Hldgs Stock (MKTX) 0.2 $506k 1.8k 278.79
Costco Whsl Corp Stock (COST) 0.2 $484k 1.1k 456.60
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $465k 9.3k 49.87
Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf 0.2 $461k 18k 25.33
Aflac Stock (AFL) 0.2 $368k 5.1k 71.89
Texas Pacific Land Corporation Stock (TPL) 0.2 $340k 145.00 2344.83
Apple Stock (AAPL) 0.2 $330k 2.5k 129.77
Lilly Eli & Co Stock (LLY) 0.2 $329k 900.00 365.56
Take-two Interactive Software Stock (TTWO) 0.2 $314k 3.0k 104.15
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $301k 12k 25.08
Fiserv Stock (FI) 0.1 $258k 2.6k 101.10
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $257k 10k 25.20
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $251k 10k 25.10
Rocket Cos Inc Com Cl A Stock (RKT) 0.1 $242k 35k 7.00
Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $242k 632.00 382.91